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GCM

Gunderson Capital Management Portfolio holdings

AUM $370M
1-Year Est. Return 211.56%
This Fund
S&P 500
This Quarter Est. Return
+22.5%
1 Year Est. Return
+211.56%
3 Year Est. Return
+947.48%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$203M
AUM Growth
-$32.7M
Cap. Flow
-$50.8M
Cap. Flow %
-24.96%
Top 10 Hldgs %
57.25%
Holding
53
New
13
Increased
13
Reduced
10
Closed
16

Top Buys

Rank Stock Value
1
CRWD icon
CrowdStrike
CRWD
+$7.41M
2
SPOT icon
Spotify
SPOT
+$7.23M
3
TSLA icon
Tesla
TSLA
+$7.19M
4
NOW icon
ServiceNow
NOW
+$7.15M
5
SHOP icon
Shopify
SHOP
+$6.15M

Top Sells

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$12.8M
2
SH icon
ProShares Short S&P500
SH
+$11.1M
3
AXP icon
American Express
AXP
+$10.1M
4
QCOM icon
Qualcomm
QCOM
+$9.32M
5
UBER icon
Uber
UBER
+$8.6M

Sector Composition

Rank Sector Weight
1 Technology 44.71%
2 Communication Services 19.6%
3 Consumer Discretionary 15.08%
4 Financials 10.24%
5 Healthcare 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
26
Adobe
ADBE
$105B
$2.73M 1.34%
+6,142
New +$3.04M
AAPL icon
27
Apple
AAPL
$4.57T
$1.99M 0.98%
7,931
+938
+13% +$221K
APO icon
28
Apollo Global Management
APO
$73.4B
$1.91M 0.94%
11,590
-185
-2% -$29.3K
TPG icon
29
TPG
TPG
$7.86B
$1.82M 0.89%
+28,883
New +$1.9M
GLD icon
30
SPDR Gold Trust
GLD
$142B
$1.27M 0.63%
5,264
+426
+9% +$105K
COST icon
31
Costco
COST
$420B
$475K 0.23%
519
+84
+19% +$77.9K
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.13T
$409K 0.2%
903
-282
-24% -$130K
BITB icon
33
Bitwise Bitcoin ETF
BITB
$2.49B
$401K 0.2%
7,891
+1,100
+16% +$49.7K
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.32T
$299K 0.15%
+1,569
New +$277K
ETN icon
35
Eaton
ETN
$174B
$257K 0.13%
773
+43
+6% +$15.1K
APLD icon
36
Applied Digital
APLD
$8.41B
$83.2K 0.04%
+10,892
New +$90.5K
ZDGE icon
37
Zedge
ZDGE
$38.9M
$43K 0.02%
16,000
– –
ACGL icon
38
Arch Capital
ACGL
$33.6B
– –
-40,028
Closed -$4.48M
AEM icon
39
Agnico Eagle Mines
AEM
$90.5B
– –
-44,478
Closed -$3.58M
AVAV icon
40
AeroVironment
AVAV
$9.45B
– –
-18,561
Closed -$3.72M
AXP icon
41
American Express
AXP
$230B
– –
-37,087
Closed -$10.1M
HEI icon
42
HEICO Corp
HEI
$51.4B
– –
-13,571
Closed -$3.55M
MU icon
43
Micron Technology
MU
$991B
– –
-58,240
Closed -$6.04M
NU icon
44
Nu Holdings
NU
$66.9B
– –
-194,256
Closed -$2.65M
NVO
45
Novo Nordisk
NVO
$209B
– –
-107,678
Closed -$12.8M
OSCR icon
46
Oscar Health
OSCR
$8.61B
– –
-248,491
Closed -$5.27M
QCOM icon
47
Qualcomm
QCOM
$176B
– –
-54,830
Closed -$9.32M
QSR icon
48
Restaurant Brands International
QSR
$25.8B
– –
-107,695
Closed -$7.77M
RGA icon
49
Reinsurance Group of America
RGA
$16.1B
– –
-16,706
Closed -$3.64M
SE icon
50
Sea Limited
SE
$69.5B
– –
-37,459
Closed -$3.53M
1
2
3

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Gunderson Capital Management's Q4 2024 Portfolio in Review

As of Q4 2024, Gunderson Capital Management held 53 positions worth $203M, down 14% from $236M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Gunderson Capital Management withdrew a net $50.8M in Q4 2024, closing 16 positions and reducing 10 holdings. Its most notable exit was Novo Nordisk, an estimated $12.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 45% of assets, up from 30% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Gunderson Capital Management opened a new position in CrowdStrike worth $7.62M.

  • Gunderson Capital Management's largest Q4 2024 buy was CrowdStrike: 89,120 shares worth $7.62M.
  • Gunderson Capital Management added most to Spotify in Q4 2024, an estimated $7.23M increase.
  • Gunderson Capital Management's biggest Q4 2024 reduction was Eli Lilly, cutting an estimated $8.43M.
  • Gunderson Capital Management fully exited Novo Nordisk in Q4 2024, selling an estimated $12.8M.
  • Gunderson Capital Management's ten largest holdings make up 57% of its $203M portfolio in Q4 2024.
  • Gunderson Capital Management opened 13 new positions and closed 16 in Q4 2024.
  • Gunderson Capital Management's portfolio value fell 14% quarter-over-quarter to $203M.

Based on Gunderson Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.