GCM
Gunderson Capital Management Portfolio holdings
AUM
$239M
1-Year Return
96.46%
This Quarter Return
+22.5%
1 Year Return
+96.46%
3 Year Return
+537.5%
5 Year Return
–
10 Year Return
–
AUM
$203M
AUM Growth
-$32.7M
(-14%)
Cap. Flow
-$43.8M
Cap. Flow
% of AUM
-21.55%
Top 10 Holdings %
Top 10 Hldgs %
57.25%
Holding
53
New
13
Increased
13
Reduced
10
Closed
16
Top Buys
| 1 |
Tesla
TSLA
|
$9.02M |
| 2 |
CrowdStrike
CRWD
|
$7.62M |
| 3 |
Spotify
SPOT
|
$7.55M |
| 4 |
ServiceNow
NOW
|
$7.48M |
| 5 |
Palantir
PLTR
|
$7.39M |
Top Sells
| 1 |
Novo Nordisk
NVO
|
$12.8M |
| 2 |
ProShares Short S&P500
SH
|
$11.1M |
| 3 |
American Express
AXP
|
$10.1M |
| 4 |
Qualcomm
QCOM
|
$9.32M |
| 5 |
Uber
UBER
|
$8.6M |
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Adobe
ADBE
$148B
| $2.73M | 1.34% |
+6,142
| New | +$2.73M |
|
27
Apple
AAPL
$3.56T
| $1.99M | 0.98% |
7,931
+938
| +13% | +$235K |
|
28
Apollo Global Management
APO
$75.3B
| $1.91M | 0.94% |
11,590
-185
| -2% | -$30.6K |
|
29
TPG
TPG
$8.64B
| $1.82M | 0.89% |
+28,883
| New | +$1.82M |
|
30
SPDR Gold Trust
GLD
$112B
| $1.27M | 0.63% |
5,264
+426
| +9% | +$103K |
|
31
Costco
COST
$427B
| $475K | 0.23% |
519
+84
| +19% | +$76.9K |
|
32
Berkshire Hathaway Class B
BRK.B
$1.08T
| $409K | 0.2% |
903
-282
| -24% | -$128K |
|
33
Bitwise Bitcoin ETF
BITB
$4.29B
| $401K | 0.2% |
7,891
+1,100
| +16% | +$55.9K |
|
34
Alphabet (Google) Class C
GOOG
$2.84T
| $299K | 0.15% |
+1,569
| New | +$299K |
|
35
Eaton
ETN
$136B
| $257K | 0.13% |
773
+43
| +6% | +$14.3K |
|
36
Applied Digital
APLD
$3.64B
| $83.2K | 0.04% |
+10,892
| New | +$83.2K |
|
37
Zedge
ZDGE
$41.4M
| $43K | 0.02% |
16,000
| – | – |
|
38
Arch Capital
ACGL
$34.1B
| – | – |
-40,028
| Closed | -$4.48M |
|
39
Agnico Eagle Mines
AEM
$76.3B
| – | – |
-44,478
| Closed | -$3.58M |
|
40
AeroVironment
AVAV
$11.3B
| – | – |
-18,561
| Closed | -$3.72M |
|
|
41
American Express
AXP
$227B
| – | – |
-37,087
| Closed | -$10.1M |
|
42
HEICO
HEI
$44.8B
| – | – |
-13,571
| Closed | -$3.55M |
|
43
Micron Technology
MU
$147B
| – | – |
-58,240
| Closed | -$6.04M |
|
44
Nu Holdings
NU
$71.2B
| – | – |
-194,256
| Closed | -$2.65M |
|
|
45
Novo Nordisk
NVO
$245B
| – | – |
-107,678
| Closed | -$12.8M |
|
46
Oscar Health
OSCR
$5.02B
| – | – |
-248,491
| Closed | -$5.27M |
|
|
47
Qualcomm
QCOM
$172B
| – | – |
-54,830
| Closed | -$9.32M |
|
48
Restaurant Brands International
QSR
$20.7B
| – | – |
-107,695
| Closed | -$7.77M |
|
49
Reinsurance Group of America
RGA
$12.8B
| – | – |
-16,706
| Closed | -$3.64M |
|
50
Sea Limited
SE
$113B
| – | – |
-37,459
| Closed | -$3.53M |
|