GCM
Gunderson Capital Management Portfolio holdings
AUM
$239M
1-Year Return
96.46%
This Quarter Return
+35.66%
1 Year Return
+96.46%
3 Year Return
+537.5%
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$83.9M
(+54%)
Cap. Flow
+$51.9M
Cap. Flow
% of AUM
21.7%
Top 10 Holdings %
Top 10 Hldgs %
51.26%
Holding
54
New
25
Increased
7
Reduced
15
Closed
7
Top Buys
| 1 |
CrowdStrike
CRWD
|
+$7.89M |
| 2 |
Uber
UBER
|
+$7.58M |
| 3 |
TSMC
TSM
|
+$7.25M |
| 4 |
Vistra
VST
|
+$6.95M |
| 5 |
Constellation Energy
CEG
|
+$6.54M |
Top Sells
| 1 |
Alibaba
BABA
|
+$10.6M |
| 2 |
Palantir
PLTR
|
+$9.56M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$9.25M |
| 4 |
SPDR Gold Trust
GLD
|
+$5.36M |
| 5 |
Travelers Companies
TRV
|
+$4.53M |
Sector Composition
| 1 | Technology | 34.97% |
| 2 | Communication Services | 20.23% |
| 3 | Financials | 16.67% |
| 4 | Utilities | 7.53% |
| 5 | Consumer Discretionary | 5.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Progressive
PGR
$143B
| – | – |
-14,385
| Closed | -$4.07M |
|
52
Invesco NASDAQ 100 ETF
QQQM
$59.9B
| – | – |
-1,356
| Closed | -$262K |
|
|
53
Travelers Companies
TRV
$61.6B
| – | – |
-17,143
| Closed | -$4.53M |
|
54
Xcel Energy
XEL
$42.6B
| – | – |
-2,860
| Closed | -$202K |
|