$135 Million is the total value of Gunderson Capital Management Inc.'s 43 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 70.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGR | Sell | PROGRESSIVE CORP | $6,367,886 | -4.1% | 44,512 | -13.0% | 4.73% | -61.0% |
| JNPR | Sell | JUNIPER NETWORKS INC | $1,465,845 | +0.2% | 42,587 | -7.0% | 1.09% | -59.2% |
| ACGL | Sell | ARCH CAP GROUP LTDord | $1,450,925 | -1.6% | 21,378 | -9.0% | 1.08% | -60.0% |
| QSR | Sell | RESTAURANT BRANDS INTL INC | $1,352,737 | -3.6% | 20,148 | -7.2% | 1.00% | -60.8% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $470,631 | -3.6% | 7,608 | -3.5% | 0.35% | -60.8% |
| IAI | Sell | ISHARES TRus br del se etf | $217,278 | -10.1% | 2,371 | -5.7% | 0.16% | -63.5% |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -810 | -100.0% | -0.42% | – |
| IAK | Exit | ISHARES TRu.s. insrnce etf | $0 | – | -2,657 | -100.0% | -0.44% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -5,000 | -100.0% | -0.47% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -11,622 | -100.0% | -1.40% | – |
| Exit | INVESTMENT MANAGERS SER TR Iaxs short innov | $0 | – | -23,567 | -100.0% | -2.35% | – | |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -9,673 | -100.0% | -2.52% | – |
| TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -37,577 | -100.0% | -2.60% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -4,856 | -100.0% | -3.15% | – |
| CAH | Exit | CARDINAL HEALTH INC | $0 | – | -25,800 | -100.0% | -3.62% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -12,245 | -100.0% | -3.70% | – |
| PSQ | Exit | PROSHARES TRshort qqq new | $0 | – | -453,431 | -100.0% | -12.19% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -18,297 | -100.0% | -12.22% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -61,762 | -100.0% | -12.51% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -31,956 | -100.0% | -12.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q4 2023 | 6.7% |
| ZEDGE INC | 16 | Q4 2023 | 0.2% |
| MICROSOFT CORP | 14 | Q4 2023 | 5.8% |
| SERVICENOW INC | 13 | Q4 2023 | 15.1% |
| ADVANCED MICRO DEVICES INC | 13 | Q4 2023 | 9.4% |
| AMAZON COM INC | 11 | Q4 2023 | 5.6% |
| ABBOTT LABS | 10 | Q1 2021 | 1.1% |
| ASML HOLDING N V | 9 | Q4 2023 | 6.3% |
| BROADCOM INC | 9 | Q4 2023 | 5.3% |
| PROSHARES TR | 9 | Q4 2023 | 12.2% |
View Gunderson Capital Management Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-22 |
| 13F-NT | 2022-03-11 |
| 13F-NT | 2022-03-11 |
View Gunderson Capital Management Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.