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| Happy Holidays!! thanks for using AUM13F!! |
| Gunderson Capital Management
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| CRD # | 140795 |
| SEC # | 801-122484 |
| CIK # | 0001792397 |
| AUM | $315.3 M (2025-02-03) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 760-846-2046 |
| Address | 2072 Willbrook Lane Mount Pleasant, SC 29466 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 21.3 | ||
| Netflix Inc | 15.0 | ||
| Goldman Sachs Group Inc | 14.5 | ||
| Facebook Inc | 13.7 | ||
| Robinhood Markets Inc | 10.6 | ||
| HSBC Holdings PLC | 10.2 | ||
| Metropcs Communications Inc | 9.9 | ||
| Spotify Technology Sa | 9.8 | ||
| Palantir Technologies Inc | 9.5 | ||
| SPDR Gold Trust | 8.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 554 | 154.2 |
| (b) Individuals (high net worth individuals) | 62 | 160.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 619 | 315.3 |
| By Discretionary | ||
| Discretionary | 619 | 315.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 619 | 315.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.3 | |
| Total | 619 | 315.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001792397] | |
| 13F-NT | [0001792397] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SWMG LLC
✚
|
TX | 0.3 |
|
Attessa Capital LLC
✚
|
AZ | 0.3 |
|
Tiemann Investment Advisors LLC
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|
CA | 0.3 |
|
TULL Financial Group Inc
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|
VA | 0.3 |
|
Golden Reserve Retirement LLC
✚
|
OH | 0.3 |
|
Landmark Wealth Management LLC
✚
|
NY | 0.3 |
|
Dorval Corporation
✚
|
MN | 0.3 |
|
Comprehensive Wealth Management LLC
✚
|
WA | 0.3 |
|
Commonwealth Retirement Investments LLC
✚
|
VA | 0.3 |
|
Benchmark Investment Advisors LLC
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|
IL | 0.3 |