Jennifer Greene
Gunderson Capital Management Llc
Assets Managed
$239.175M
Holdings
46
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
7.8%(2Q avg: -5.22%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Gunderson Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 46 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 239.175M in assets, with a quarterly growth rate of 7.8% and a 2-quarter average growth rate of -5.22%. The portfolio is managed by Jennifer Greene, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
TSM Taiwan Semiconductor-sp Adr
| 5.03% | $12.007M 35,528 shares@ $337.96 avg price | Increased 4.45% |
NVDA Nvidia Corp
| 4.64% | $11.094M 63,612 shares@ $174.41 avg price | Increased 1.65% |
CCJ Cameco Corp
| 4.35% | $10.39M 95,660 shares@ $108.62 avg price | Increased 49.51% |
HAL Halliburton Co
| 4.09% | $9.782M 250,876 shares@ $38.99 avg price | New Position |
PLTR Palantir Technologies Inc-a
| 4.03% | $9.626M 65,808 shares@ $146.28 avg price | Increased 61.83% |
ASML Asml Holding Nv-ny Reg Shs
| 3.98% | $9.517M 7,205 shares@ $1320.9 avg price | Increased 4.29% |
GEV Ge Vernova Inc
| 3.82% | $9.116M 10,443 shares@ $872.91 avg price | Decreased -0.64% |
AMD Advanced Micro Devices
| 3.74% | $8.939M 43,941 shares@ $203.44 avg price | Increased 6.03% |
SNDK Sandisk Corp
| 3.67% | $8.768M 13,801 shares@ $635.34 avg price | New Position |
B Barrick Mining Corp
| 3.49% | $8.337M 204,395 shares@ $40.79 avg price | Decreased -0.94% |
1-10 of 46