Equal-WT
WhaleScore 2.0
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Gunderson Capital Management is based out of Mt. Pleasant. Gunderson Capital Management is a large advisory firm with 619 clients and discretionary assets under management (AUM) of $315,262,474 (Form ADV from 2025-02-03). Their last reported 13F filing for Q1 2025 included $155,364,184 in managed 13F securities
and a top 10 holdings concentration of 71.12%. Gunderson Capital Management's largest holding is SPDR Gold Shares ETF with shares held of 44,411. Whalewisdom has at least 22 13F filings
Business Description
GCM provides independent, objective advice regarding investments for individuals and high net-worth individuals, charities, and corporations. There is a $100,000 minimum required to open and maintain an investment advisory account, though GCM may waive this minimum at its discretion.
Security analysis methods may include charting, fundamental analysis, and technical analysis. The main sources of information include financial newspapers and magazines, research materials prepared by others, corporate rating services, prospectuses, filings with the Securities and Exchange Commission, and company press releases. The advisory business also includes financial planning and live seminars.
Investment Strategy
GCM's strategies may include long-term purchases, short-term purchases, trading, short sales, and margin transactions. Portfolios are generally diversified to control the risk associated with traditional markets.
GCM's investment activities involve a significant degree of risk and are subject to numerous factors which are neither within the control of nor predictable by GCM. Specific investments may require significant time to realize the expected return and may experience a pricing correction in a faster- than-expected time, subjecting GCM to reinvestment risk.
Owners
- GUNDERSON, WILLIAM, FRED - PRESIDENT
- GREENE, JENNIFER - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| GLD SPDR Gold Shares ETF | 7.61% |
| GS Goldman Sachs Group | 7.49% |
| TMUS T-Mobile US Inc | 7.32% |
| BABA Alibaba Group Holdin | 6.82% |
| HSBC HSBC Holdings plc | 6.62% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| ANET Arista Networks Inc | 7.1% |
| AMZN Amazon.com Inc | 5.01% |
| LLY Lilly(Eli) & Co | 4.54% |
| MSFT Microsoft Corporatio | 4.49% |
| TSLA Tesla Inc | 4.44% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| GLD SPDR Gold Shares ETF | 8.24% |
| NVDA NVIDIA Corp | 8.08% |
| PLTR Palantir Technologie | 7.58% |
| GS Goldman Sachs Group | 7.49% |
| TMUS T-Mobile US Inc | 7.32% |
2025-03-31
13F Activity
| Market Value | $155m, Prior: $203m |
| Inflows (Outflows) as % of Total MV | (-15.6876)% |
| New Purchases | 15 stocks |
| Added To | 7 stocks |
| Sold out of | 23 stocks |
| Reduced holdings in | 7 stocks |
| Top 10 Holdings % | 71.12% |
| Turnover %[1] | 73.08% |
| Turnover Alt %[2] | 59.77% |
| Time Held Top 20 | 0.95 quarters |
| Time Held Top 10 | 1.4 quarters |
| Time Held All | 2.41 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.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31