Stock Taper 
GUNDERSON CAPITAL MANAGEMENT INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Quanta Services, Inc. | PWR | 14.46K | $10.41M |
 Analog Devices, Inc. | ADI | 15.9K | $6.31M |
 Micron Technology, Inc. | MU | 17.98K | $20.76M |
 Targa Resources Corp. | TRGP | 19.14K | $5.13M |
 Arm Holdings plc American Depositary Shares | ARM | 23.03K | $8.17M |
 Broadcom Inc. | AVGO | 23.15K | $8.75M |
 Applied Materials, Inc. | AMAT | 24.57K | $17.76M |
 GE Aerospace | GE | 26.24K | $9.81M |
 Tower Semiconductor Ltd. | TSEM | 26.27K | $6.85M |
 Cheniere Energy, Inc. | LNG | 26.46K | $6.32M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 36.16K | $17.27M |
 Nebius Group N.V. | NBIS | 41.83K | $11.55M |
 KLA Corporation | KLAC | 43.46K | $13.11M |
 Advanced Micro Devices, Inc. | AMD | 43.6K | $25.33M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 48.9K | $4.87M |
 Dell Technologies Inc. | DELL | 49.4K | $21.31M |
 Baker Hughes Company | BKR | 52.29K | $2.9M |
 Marvell Technology, Inc. | MRVL | 59.05K | $17.59M |
 Arista Networks, Inc. | ANET | 60.17K | $10.22M |
 Solaris Energy Infrastructure, Inc. | SEI | 60.25K | $4.85M |