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BERKSHIRE CAPITAL HOLDINGS INC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $462,332,703
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Micron Technology, Inc. · MU · 595112103 · shares: $37,849,169
- Taiwan Semiconductor Manufacturing Company Ltd. ADR · TSM · 874039100 · shares: $37,207,479
- Advanced Micro Devices, Inc. · AMD · 007903107 · shares: $36,974,922
- Nebius Group N.V. · NBIS · N97284108 · shares: $28,235,621
- Bloom Energy Corporation · BE · 093712107 · shares: $27,572,943
- Western Digital Corp. · WDC · 958102105 · shares: $23,070,566
- Marvell Technology, Inc. · MRVL · 573874104 · shares: $22,663,471
- Corning Inc. Glass Works · GLW · 219350105 · shares: $22,536,589
- Applied Materials, Inc. · AMAT · 038222105 · shares: $22,499,760
- Intel Corp. · INTC · 458140100 · shares: $22,458,089
Reported holdings
122 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Micron Technology, Inc. | MU | 595112103 | — | 32,790 shares | $37,849,169 |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | TSM | 874039100 | — | 77,910 shares | $37,207,479 |
| Advanced Micro Devices, Inc. | AMD | 007903107 | — | 63,650 shares | $36,974,922 |
| Nebius Group N.V. | NBIS | N97284108 | — | 102,240 shares | $28,235,621 |
| Bloom Energy Corporation | BE | 093712107 | — | 91,090 shares | $27,572,943 |
| Western Digital Corp. | WDC | 958102105 | — | 36,120 shares | $23,070,566 |
| Marvell Technology, Inc. | MRVL | 573874104 | — | 76,080 shares | $22,663,471 |
| Corning Inc. Glass Works | GLW | 219350105 | — | 88,230 shares | $22,536,589 |
| Applied Materials, Inc. | AMAT | 038222105 | — | 31,120 shares | $22,499,760 |
| Intel Corp. | INTC | 458140100 | — | 160,840 shares | $22,458,089 |
| Segate Technology | STX | G7945M107 | — | 19,590 shares | $18,904,350 |
| Credo Technology Group Holding LTD | CRDO | G25457105 | — | 69,380 shares | $18,867,891 |
| Astera Labs, Inc. | ALAB | 04626A103 | — | 32,880 shares | $15,881,698 |
| Qnity Electronics, Inc. | Q | 74743L100 | — | 94,760 shares | $15,475,256 |
| Silicon Motion Technology Corporation | SIMO | 82706C108 | — | 44,280 shares | $14,759,852 |
| Amkor Technology, Inc. | AMKR | 031652100 | — | 161,800 shares | $13,952,014 |
| Teradyne, Inc. | TER | 880770102 | — | 28,750 shares | $13,910,400 |
| Rocket Lab Corporation | RKLB | 773122106 | — | 136,690 shares | $13,894,539 |
| Arm Holdings plc | ARM | 042068205 | — | 38,840 shares | $13,771,499 |
| Aehr Test Systems, Inc. | AEHR | 00760J108 | — | 142,640 shares | $13,701,998 |
| MaxLinear, Inc. | MXL | 57776J100 | — | 73,470 shares | $9,406,364 |
| KLA Corporation | KLAC | 482480100 | — | 30,660 shares | $9,250,429 |
| Lam Research Corp. | LRCX | 512807108 | — | 21,170 shares | $9,173,596 |
| Sandisk Corp. | SNDK | 80004C200 | — | 10 shares | $22,737 |
| ASML Holding N.V. ADR | ASML | N07059111 | — | 10 shares | $19,894 |
| MercadoLibre, Inc. (Argentina) | MELI | 58733R102 | — | 10 shares | $16,974 |
| Palo Alto Networks, Inc. | PANW | 697435105 | — | 42 shares | $14,323 |
| Monolithic Power Systems, Inc. | MPWR | 609839105 | — | 10 shares | $13,824 |
| GE Vernova Inc. | GEV | 36828A101 | — | 10 shares | $11,749 |
| Equinix, Inc. | EQIX | 29444U502 | — | 10 shares | $10,424 |
| Lumentum Holdings Inc. | LITE | 55024U109 | — | 10 shares | $8,581 |
| Argan, Inc. | AGX | 04010E109 | — | 10 shares | $7,986 |
| CrowdStrike Holdings, Inc. Class A | CRWD | 22788C105 | — | 10 shares | $7,631 |
| SiTime Corporation | SITM | 82982T106 | — | 10 shares | $7,456 |
| Invesco QQQ ETF | QQQ | 46090E103 | — | 10 shares | $7,364 |
| Netflix, Inc. | NFLX | 64110L106 | — | 100 shares | $7,140 |
| VanEck Semiconductor ETF | SMH | 92189F676 | — | 10 shares | $6,559 |
| Meta Platforms, Inc. Class A | META | 30303M102 | — | 10 shares | $5,633 |
| AppLovin Corporation | APP | 03831W108 | — | 10 shares | $5,152 |
| ServiceNow, Inc. | NOW | 81762P102 | — | 50 shares | $4,964 |
| Ciena Corp. | CIEN | 171779309 | — | 10 shares | $4,906 |
| Texas Pacific Land Corporation | TPL | 88262P102 | — | 10 shares | $4,376 |
| Dell Technologies, Inc. | DELL | 24703L202 | — | 10 shares | $4,315 |
| Eaton Corporation PLC | ETN | G29183103 | — | 10 shares | $4,261 |
| Tesla, Inc. | TSLA | 88160R101 | — | 10 shares | $4,206 |
| Coherent Corp. | COHR | 19247G107 | — | 10 shares | $3,945 |
| Jabil Circuit | JBL | 466313103 | — | 10 shares | $3,855 |
| Talen Energy Corporation | TLN | 87422Q109 | — | 10 shares | $3,843 |
| Broadcom Ltd. | AVGO | 11135F101 | — | 10 shares | $3,778 |
| GE Aerospace | GE | 369604301 | — | 10 shares | $3,737 |
| Microsoft Corp. | MSFT | 594918104 | — | 10 shares | $3,730 |
| Celestica Inc. | CLS | 15101Q207 | — | 10 shares | $3,648 |
| Alphabet, Inc. Class A | GOOGL | 02079K305 | — | 10 shares | $3,574 |
| MongoDB, Inc. Class A | MDB | 60937P106 | — | 10 shares | $3,359 |
| Vertiv Holdings Co | VRT | 92537N108 | — | 10 shares | $3,348 |
| Carvana Co. Class A | CVNA | 146869102 | — | 50 shares | $3,291 |
| Apple, Inc. | AAPL | 037833100 | — | 10 shares | $2,894 |
| Tower Semiconductor Ltd. | TSEM | 001082379 | — | 10 shares | $2,606 |
| Datadog, Inc. Class A | DDOG | 23804L103 | — | 10 shares | $2,604 |
| Snowflake, Inc. Class A | SNOW | 833445109 | — | 10 shares | $2,545 |
| Constellation Energy Corporation | CEG | 21037T109 | — | 10 shares | $2,484 |
| Cloudflare, Inc. Class A | NET | 18915M107 | — | 10 shares | $2,453 |
| Amazon.com, Inc. | AMZN | 023135106 | — | 10 shares | $2,383 |
| Cerebras Systems Inc. Class A | CBRS | 15675D103 | — | 10 shares | $2,210 |
| NVIDIA Corp. | NVDA | 67066G104 | — | 10 shares | $2,001 |
| BWX Technologies, Inc. | BWXT | 05605H100 | — | 10 shares | $1,947 |
| Qualcomm, Inc. | QCOM | 747525103 | — | 10 shares | $1,848 |
| DoorDash, Inc. Class A | DASH | 25809K105 | — | 10 shares | $1,845 |
| Amphenol Corporation | APH | 032095101 | — | 10 shares | $1,763 |
| Reddit, Inc. | RDDT | 75734B100 | — | 10 shares | $1,736 |
| Space Exploration Technologies Corp. Class A | SPCX | 84615Q103 | — | 10 shares | $1,709 |
| Arista Networks, Inc. | ANET | 040413205 | — | 10 shares | $1,699 |
| Semtech Corp. | SMTC | 816850101 | — | 10 shares | $1,619 |
| Vistra Corp. | VST | 92840M102 | — | 10 shares | $1,586 |
| DigitalOcean Holdings, Inc. | DOCN | 25402D102 | — | 10 shares | $1,570 |
| Netapp, Inc. | NTAP | 64110D104 | — | 10 shares | $1,548 |
| Applied Optoelectronics, Inc. | AAOI | 03823U102 | — | 10 shares | $1,482 |
| Oracle Corp. | ORCL | 68389X105 | — | 10 shares | $1,466 |
| Coinbase Global, Inc. Class A | COIN | 19260Q107 | — | 10 shares | $1,462 |
| Zscaler, Inc. | ZS | 98980G102 | — | 10 shares | $1,412 |
| Roku, Inc. Class A | ROKU | 77543R102 | — | 10 shares | $1,381 |
| Okta, Inc. Class A | OKTA | 679295105 | — | 10 shares | $1,365 |
| Kulicke & Soffa Industries | KLIC | 501242101 | — | 10 shares | $1,338 |
| Akamai Technologies, Inc. | AKAM | 00971T101 | — | 10 shares | $1,182 |
| Cisco Systems, Inc. | CSCO | 17275R102 | — | 10 shares | $1,175 |
| Palantir Technologies, Inc. Class A | PLTR | 69608A108 | — | 10 shares | $1,167 |
| Hut 8 Corp. | HUT | 44812J104 | — | 10 shares | $1,154 |
| Shopify, Inc. Class A (Canada) | SHOP | 82509L107 | — | 10 shares | $1,142 |
| EchoStar Corporation | ECHO | 278768106 | — | 10 shares | $1,015 |
| Robinhood Markets, Inc. | HOOD | 770700102 | — | 10 shares | $1,003 |
| CoreWeave, Inc. | CRWV | 218735108 | — | 10 shares | $995 |
| Sea Ltd. (Singapore) | SE | 81141R100 | — | 10 shares | $958 |
| iShares Expanded Tech-Software Sector ETF | IGV | 464287515 | — | 10 shares | $906 |
| Micro Strategy, Inc. Class A | MSTR | 594972408 | — | 10 shares | $869 |
| Affirm Holdings, Inc. Class A | AFRM | 00827B106 | — | 10 shares | $816 |
| Everpure, Inc. | P | 74624M102 | — | 10 shares | $788 |
| Stmicroelectronics Adr | STM | 861012102 | — | 10 shares | $749 |
| Roundhill Memory ETF | DRAM | 77926X320 | — | 10 shares | $739 |
| Uber Technologies, Inc. | UBER | 90353T100 | — | 10 shares | $722 |
| AXT, Inc. | AXTI | 00246W103 | — | 10 shares | $721 |