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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
NVDA icon
1
NVIDIA
NVDA
$5.38T
$16.4M 8.08%
122,402
+3,960
+3% +$546K
ANET icon
2
Arista Networks
ANET
$245B
$14.4M 7.1%
130,567
+3,003
+2% +$309K
META icon
3
Meta Platforms (Facebook)
META
$1.51T
$13.4M 6.61%
22,946
+46
+0.2% +$27K
PLTR icon
4
Palantir
PLTR
$398B
$11.9M 5.83%
156,763
+97,692
+165% +$5.69M
SPOT icon
5
Spotify
SPOT
$98.2B
$11.3M 5.53%
25,158
+16,880
+204% +$7.23M
NFLX icon
6
Netflix
NFLX
$308B
$10.9M 5.35%
122,010
-3,250
-3% -$268K
AMZN icon
7
Amazon
AMZN
$2.99T
$10.2M 5.01%
46,410
+818
+2% +$167K
LLY icon
8
Eli Lilly
LLY
$1.05T
$9.51M 4.67%
12,313
-10,184
-45% -$8.43M
MSFT icon
9
Microsoft
MSFT
$3.75T
$9.44M 4.64%
22,388
-6,600
-23% -$2.81M
TSLA icon
10
Tesla
TSLA
$1.29T
$9.02M 4.44%
+22,339
New +$7.19M
BKNG icon
11
Booking.com
BKNG
$159B
$8.23M 4.05%
41,425
-1,825
-4% -$351K
CRWD icon
12
CrowdStrike
CRWD
$218B
$7.62M 3.75%
+89,120
New +$7.41M
NOW icon
13
ServiceNow
NOW
$129B
$7.48M 3.68%
+35,285
New +$7.15M
SHOP icon
14
Shopify
SHOP
$192B
$6.72M 3.3%
+63,194
New +$6.15M
VST icon
15
Vistra
VST
$46.8B
$5.99M 2.94%
43,427
+3,026
+7% +$420K
HLI icon
16
Houlihan Lokey
HLI
$8.97B
$5.13M 2.52%
+29,556
New +$5.2M
ALAB icon
17
Astera Labs
ALAB
$60.5B
$4.88M 2.4%
+36,813
New +$3.45M
CRM icon
18
Salesforce
CRM
$157B
$4.01M 1.97%
+11,992
New +$3.83M
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.35T
$4.01M 1.97%
+21,171
New +$3.7M
MCY icon
20
Mercury Insurance
MCY
$5.93B
$3.99M 1.96%
60,059
+7,337
+14% +$516K
TRV icon
21
Travelers Companies
TRV
$79.9B
$3.82M 1.88%
+15,846
New +$3.96M
AJG icon
22
Arthur J. Gallagher & Co
AJG
$63.3B
$3.74M 1.84%
13,179
-23,790
-64% -$6.92M
DECK icon
23
Deckers Outdoor
DECK
$13.3B
$3.23M 1.59%
15,886
-5,460
-26% -$987K
FICO icon
24
Fair Isaac
FICO
$22.5B
$3.22M 1.58%
1,618
-45
-3% -$96.1K
CEG icon
25
Constellation Energy
CEG
$94.3B
$3.18M 1.57%
14,236
-113
-0.8% -$28.2K
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.