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GUNDERSON CAPITAL MANAGEMENT INC.

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MT. PLEASANT SC Investment Advisor
13F Summary
Gunderson Capital Management is based out of Mt. Pleasant. Gunderson Capital Management is a large advisory firm with 557 clients and discretionary assets under management (AUM) of $197,826,292 (Form ADV from 2023-11-17). Their last reported 13F filing for Q4 2023 included $175,000,964 in managed 13F securities and a top 10 holdings concentration of 49.01%. Gunderson Capital Management's largest holding is Lilly (Eli) & Co. with shares held of 18,658. Whalewisdom has at least 17 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
LLY Lilly (Eli) & Co. 6.21%
NVDA NVIDIA Corp. 5.85%
MSFT Microsoft Corp. 5.35%
QSR Restaurant Brands In 5.02%
NVO Novo-Nordisk A/S ADS 4.67%

2023-12-31

13F Activity

Market Value $175m, Prior: $147m
New Purchases 10 stocks
Added To 19 stocks
Sold out of 12 stocks
Reduced holdings in 17 stocks
Top 10 Holdings % 49.01%
Turnover %[1] 46.81%
Turnover Alt %[2] 18.67%
Time Held Top 20 2.05 quarters
Time Held Top 10 1.8 quarters
Time Held All 2.02 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance