← Back to Discover
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) |
|---|---|---|---|---|---|
| Circle Internet Group Inc. | CRCL | 172573107 | — | 10 shares | $626 |
| Tempus AI, Inc. | TEM | 88023B103 | — | 10 shares | $579 |
| Roblox Corporation Class A | RBLX | 771049103 | — | 10 shares | $544 |
| IonQ, Inc. | IONQ | 46222L108 | — | 10 shares | $533 |
| Oklo Inc. | OKLO | 02156V109 | — | 10 shares | $523 |
| IREN Limited | IREN | 000018599 | — | 10 shares | $457 |
| Applied Digital Corporation | APLD | 003819207 | — | 10 shares | $373 |
| Zillow Group, Inc. Class C | Z | 98954M101 | — | 10 shares | $315 |
| Super Micro Computer, Inc. | SMCI | 86800U104 | — | 10 shares | $293 |
| Unity Software, Inc. | U | 91332U101 | — | 10 shares | $286 |
| Riot Platforms, Inc | RIOT | 767292105 | — | 10 shares | $274 |
| Core Scientific, Inc. | CORZ | 21874A106 | — | 10 shares | $256 |
| D-Wave Quantum Inc. | QBTS | 26740W109 | — | 10 shares | $240 |
| Rigetti Computing, Inc. | RGTI | 76655K103 | — | 10 shares | $193 |
| Fastly, Inc. | FSLY | 31188V100 | — | 10 shares | $184 |
| SoFi Technologies, Inc. | SOFI | 83406F102 | — | 10 shares | $179 |
| Rocket Companies, Inc. | RKT | 77311W101 | — | 10 shares | $158 |
| Himax Technologies, Inc. | HIMX | 43289P106 | — | 10 shares | $153 |
| CleanSpark, Inc. | CLSK | 18452B209 | — | 10 shares | $146 |
| Bitmine Immersion Technologies, Inc. | BMNR | 09175A206 | — | 10 shares | $133 |
| Quantum Computing Inc. | QUBT | 74766W108 | — | 10 shares | $97 |
| Opendoor Technologies, Inc. | OPEN | 683712103 | — | 10 shares | $46 |