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| Gunderson Capital Management
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| |
|---|---|
| CRD # | 140795 |
| SEC # | 801-122484 |
| CIK # | 0001792397 |
| AUM | $227.7 MM (2024-07-12) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 760-846-2046 |
| Address | 2072 Willbrook Lane Mount Pleasant, SC 29466 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 20.2 | |
| NVO | 245,328.6 | 15.4 | |
| NVDA | 399,550.0 | 14.1 | |
| MSFT | 1,918,222.4 | 12.8 | |
| ASML | 197,439.9 | 12.2 | |
| ANET | 29,365.2 | 11.6 | |
| META | 434,852.0 | 11.4 | |
| QCOM | 147,392.0 | 11.1 | |
| QSR | 15,151.7 | 9.7 | |
| AMZN | 1,092,997.8 | 9.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 497 | 122.4 |
| (b) Individuals (high net worth individuals) | 62 | 104.4 |
| (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 | 0.6 |
| (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 | 1,210 | 227.7 |
| By Discretionary | ||
| Discretionary | 1,210 | 227.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,210 | 227.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.7 | |
| Total | 1,210 | 227.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001792397] | |
| 13F-NT | [0001792397] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
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Claris Financial LLC
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|
VA | 0.2 |
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Mattia and Associates LLC
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FL | 0.2 |
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LPFG LLC
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OH | 0.2 |
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H&H Retirement Design and Management Inc
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NV | 0.2 |
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Capital Market Strategies LLC
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FL | 0.2 |
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JFR Financial Services Inc
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MI | 0.2 |
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HD Money Inc
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|
FL | 0.2 |
|
First Financial Advisory Services Inc
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RI | 0.2 |
|
Washington Avenue Advisors LLC
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MI | 0.2 |
|
Open Window Financial Solutions Ltd
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NV | 0.2 |