Gunderson-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "BABA",
  "BITB",
  null,
  "HSBC",
  "HWM",
  "META",
  "MSFT",
  "TMUS",
  "PGR",
  "AAPL",
  "NVDA",
  "GS",
  "PLTR",
  "GLD",
  "TW",
  "TRV",
  null,
  "AJG",
  "TPL",
  "PDD",
  "XEL",
  "SPOT",
  null,
  "NGD",
  "BRK-B",
  "COST",
  "LLY",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 29
Total Value: 155364184
Accession Number: 0001941040-25-000193
Form Type: 13F-HR
CIK: gunderson-capital-management
Manager Name: Gunderson-Capital-Management

Data Enrichment

90% identified

26 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

29 positions • $155.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:522

Value:$493.4K

% of Portfolio:0.3% ($493.4K/$155.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:905

Value:$482.0K

% of Portfolio:0.3% ($482.0K/$155.4M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:8.3K

Value:$370.7K

% of Portfolio:0.2% ($370.7K/$155.4M)

46138G649

Shares:1.4K

Value:$261.7K

% of Portfolio:0.2% ($261.7K/$155.4M)

MICROSOFT CORP

MSFT|594918104

Shares:621

Value:$233.2K

% of Portfolio:0.2% ($233.2K/$155.4M)

PDD Holdings Inc.

PDD|722304102

Shares:1.8K

Value:$218.1K

% of Portfolio:0.1% ($218.1K/$155.4M)

ELI LILLY & Co

LLY|532457108

Shares:255

Value:$210.9K

% of Portfolio:0.1% ($210.9K/$155.4M)

XCEL ENERGY INC

XEL|98389B100

Shares:2.9K

Value:$202.5K

% of Portfolio:0.1% ($202.5K/$155.4M)

New Gold Inc. /FI

NGD|644535106

Shares:37.3K

Value:$138.2K

% of Portfolio:0.1% ($138.2K/$155.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	522	QoQ +0.57% (+3) YoY NEW(+522)	All Managers (Combined)	$493.4K	0.3% ($493.4K/$155.4M)	QoQ +3.83% (+$18.2K) YoY NEW(+$493.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	905	QoQ +0.22% (+2) YoY NEW(+905)	All Managers (Combined)	$482.0K	0.3% ($482.0K/$155.4M)	QoQ +17.75% (+$72.7K) YoY NEW(+$482.0K)
Bitwise Bitcoin ETF(BITBcusip09174C104)	8.3K	QoQ +4.66% (-368) YoY +7.66% (+588)	All Managers (Combined)	$370.7K	0.2% ($370.7K/$155.4M)	QoQ -7.62% (-$30.6K) YoY +24.82% (+$73.7K)
(cusip46138G649)✕	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$261.7K	0.2% ($261.7K/$155.4M)	QoQ NEW(+$261.7K) YoY NEW(+$261.7K)
MICROSOFT CORP(MSFTcusip594918104)	621	QoQ -97.22% (-21.8K) YoY -97.70% (-26.5K)	All Managers (Combined)	$233.2K	0.2% ($233.2K/$155.4M)	QoQ -97.52% (-$9.2M) YoY -97.95% (-$11.2M)
PDD Holdings Inc.(PDDcusip722304102)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$218.1K	0.1% ($218.1K/$155.4M)	QoQ NEW(+$218.1K) YoY NEW(+$218.1K)
ELI LILLY & Co(LLYcusip532457108)	255	QoQ -97.92% (-12.1K) YoY -98.71% (-19.6K)	All Managers (Combined)	$210.9K	0.1% ($210.9K/$155.4M)	QoQ -97.78% (-$9.3M) YoY -98.63% (-$15.3M)
XCEL ENERGY INC(XELcusip98389B100)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$202.5K	0.1% ($202.5K/$155.4M)	QoQ NEW(+$202.5K) YoY NEW(+$202.5K)
New Gold Inc. /FI(NGDcusip644535106)	37.3K	QoQ NEW(+37.3K) YoY NEW(+37.3K)	All Managers (Combined)	$138.2K	0.1% ($138.2K/$155.4M)	QoQ NEW(+$138.2K) YoY NEW(+$138.2K)