StockDriftsStockDriftsTop 46 Gunderson Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.02% | 35.5K | $12.0M | +4.44%(+1.51K) | $205.09(+111.70%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.64% | 63.6K | $11.1M | +1.65%(+1.03K) | $46.96(+314.90%) | 2026-03-31 | |
| CCJ | CAMECO CORP | 4.34% | 95.7K | $10.4M | +49.51%(+31.68K) | $80.03(+20.63%) | 2026-03-31 | |
| HAL | HALLIBURTON CO | 4.09% | 250.9K | $9.8M | new | $33.63(-1.98%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 4.02% | 65.8K | $9.6M | +61.83%(+25.14K) | $90.90(+42.24%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 3.98% | 7.2K | $9.5M | +4.28%(+296) | $887.08(+99.45%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.81% | 10.4K | $9.1M | -0.65%(-68) | $574.04(+93.91%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.74% | 43.9K | $8.9M | +6.02%(+2.50K) | $151.22(+242.44%) | 2026-03-31 | |
| SNDK | SANDISK CORP | 3.67% | 13.8K | $8.8M | new | $436.36(+299.90%) | 2026-03-31 | |
| B | BARRICK MNG CORP | 3.49% | 204.4K | $8.3M | -0.95%(-1.96K) | $38.16(+0.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.11% | +77.64% |
| Top 20 Holdings Unweighted | +18.57% | +66.68% |
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