Jennifer Greene

Gunderson Capital Management Llc

Assets Managed

$370.305M

Holdings

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

54.83%(2Q avg: 31.31%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Gunderson Capital Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Gunderson Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 370.305M in assets, with a quarterly growth rate of 54.83% and a 2-quarter average growth rate of 31.31%. The portfolio is managed by Jennifer Greene, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AMD Advanced Micro Devices Recent Activity Decreased -0.77%	6.84%	$25.328M 43,600 shares@ $580.91 avg price	Decreased -0.77%
DELL Dell Technologies -c Recent Activity Increased 0.64%	5.76%	$21.315M 49,401 shares@ $431.46 avg price	Increased 0.64%
MU Micron Technology Inc Recent Activity Increased 4.63%	5.61%	$20.756M 17,982 shares@ $1154.3 avg price	Increased 4.63%
AMAT Applied Materials Inc Recent Activity Increased 6.38%	4.8%	$17.764M 24,570 shares@ $723.01 avg price	Increased 6.38%
MRVL Marvell Technology Inc Recent Activity New Position	4.76%	$17.59M 59,049 shares@ $297.9 avg price	New Position
TSM Taiwan Semiconductor-sp Adr Recent Activity Increased 1.78%	4.67%	$17.268M 36,159 shares@ $477.58 avg price	Increased 1.78%
EWY Ishares Msci South Korea Etf Recent Activity Increased 18.57%	4.29%	$15.865M 78,577 shares@ $201.9 avg price	Increased 18.57%
ASML Asml Holding Nv-ny Reg Shs Recent Activity Increased 1.17%	3.92%	$14.502M 7,289 shares@ $1989.54 avg price	Increased 1.17%
NVDA Nvidia Corp Recent Activity Increased 9.54%	3.77%	$13.942M 69,679 shares@ $200.09 avg price	Increased 9.54%
KLAC Kla Corp Recent Activity New Position	3.55%	$13.112M 43,460 shares@ $301.72 avg price	New Position

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