BERKSHIRE CAPITAL HOLDINGS INC
13F Reported Value
ⓘ$277.2M
Holdings
114
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
BERKSHIRE CAPITAL HOLDINGS INC disclosed 114 positions worth $277.2M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 10.0% of the equity portfolio, followed by $TSM and $LITE. During the quarter the fund opened 10 new positions and exited 5 — including a new stake in $FSLY and a full exit from $CYBR. The portfolio is most concentrated in Technology (85.9% of disclosed assets). All figures are sourced directly from BERKSHIRE CAPITAL HOLDINGS INC’s Form 13F-HR filing with the SEC under CIK 1133742.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$27.6M158,500 sh - $25.0M73,970 sh
- 63.4#685
Quality
$22.5M31,950 sh - 64.0
Quality
$18.2M76,300 sh - 70.1
Quality
$16.6M19,010 sh - 82.7
Quality
$13.6M54,160 sh - 85.8
Quality
$13.4M91,700 sh - —
Quality
$12.2M80,450 sh - 40.2
Quality
$11.7M403,830 sh - 72.7
Quality
$11.7M85,690 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $27.6M | 158,500 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $25.0M | 73,970 |
 Lumentum Holdings Inc.$LITE | 63.4#685 | $22.5M | 31,950 |
 COHERENT CORP.$COHR | 64.0 | $18.2M | 76,300 |
 GE Vernova Inc.$GEV | 70.1 | $16.6M | 19,010 |
 Vertiv Holdings Co$VRT | 82.7 | $13.6M | 54,160 |
 Palantir Technologies Inc.$PLTR | 85.8 | $13.4M | 91,700 |
 ARM HOLDINGS PLC /UK$ARM | — | $12.2M | 80,450 |
 Fastly, Inc.$FSLY | 40.2 | $11.7M | 403,830 |
 CORNING INC /NY$GLW | 72.7 | $11.7M | 85,690 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BERKSHIRE CAPITAL HOLDINGS INC's 114 positions.
Showing top 10 of 114 holdings.
Sector Allocation
Technology
$238.2M
Materials
$11.7M
Communication Services
$10.8M
Other
$8.4M
Industrials
$8.1M
Consumer Discretionary
$22,711
Financials
$11,965
Utilities
$7,984
Full Holdings — BERKSHIRE CAPITAL HOLDINGS INC (Q1 2026)
All 114 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $27.6M | 10.0% | -60% | 90.2 |
| 2 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $25.0M | 9.0% | -28% | — |
| 3 | $LITE | Lumentum Holdings Inc. | $22.5M | 8.1% | NEW | 63.4 |
| 4 | $COHR | COHERENT CORP. | $18.2M | 6.6% | NEW | 64 |
| 5 | $GEV | GE Vernova Inc. | $16.6M | 6.0% | -17% | 70.1 |
| 6 | $VRT | Vertiv Holdings Co | $13.6M | 4.9% | +9% | 82.7 |
| 7 | $PLTR | Palantir Technologies Inc. | $13.4M | 4.8% | +23% | 85.8 |
| 8 | $ARM | ARM HOLDINGS PLC /UK | $12.2M | 4.4% | NEW | — |
| 9 | $FSLY | Fastly, Inc. | $11.7M | 4.2% | NEW | 40.2 |
| 10 | $GLW | CORNING INC /NY | $11.7M | 4.2% | NEW | 72.7 |
| 11 |  $AMAT | APPLIED MATERIALS INC /DE | $11.1M | 4.0% | NEW | 74.8 |
| 12 |  $BE | Bloom Energy Corp | $11.1M | 4.0% | NEW | 54.4 |
| 13 |  $ECHO | EchoStar CORP | $10.8M | 3.9% | +64% | 29.5 |
| 14 |  $DOCN | DigitalOcean Holdings, Inc. | $8.5M | 3.1% | NEW | 73.7 |
| 15 | — | Tower Semiconductor Ltd. | $8.4M | 3.0% | NEW | — |
| 16 |  $NBIS | Nebius Group N.V. | $8.3M | 3.0% | +18% | — |
| 17 |  $TER | TERADYNE, INC | $8.3M | 3.0% | NEW | 74.6 |
| 18 |  $MRVL | Marvell Technology, Inc. | $8.2M | 3.0% | NEW | 77.3 |
| 19 |  $NET | Cloudflare, Inc. | $8.1M | 2.9% | NEW | 52.6 |
| 20 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $8.1M | 2.9% | NEW | 39.8 |
| 21 |  $ASML | ASML HOLDING NV | $8.1M | 2.9% | NEW | — |
| 22 |  $Q | Qnity Electronics, Inc. | $5.5M | 2.0% | NEW | — |
| 23 |  $MELI | MERCADOLIBRE INC | $17,290 | 0.0% | +0% | 77.5 |
| 24 |  $KLAC | KLA CORP | $14,724 | 0.0% | +0% | 84.4 |
| 25 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $10,934 | 0.0% | +0% | 76.3 |
| 26 |  $NFLX | NETFLIX INC | $9,615 | 0.0% | +0% | 86.7 |
| 27 |  $PANW | Palo Alto Networks Inc | $6,733 | 0.0% | +110% | 66.5 |
| 28 |  $SNDK | Sandisk Corp | $6,353 | 0.0% | +0% | 88.8 |
| 29 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5,772 | 0.0% | +0% | — |
| 30 |  $META | Meta Platforms, Inc. | $5,721 | 0.0% | +0% | 80.9 |
| 31 |  $AGX | ARGAN INC | $5,447 | 0.0% | +0% | 79.2 |
| 32 |  $NOW | ServiceNow, Inc. | $5,228 | 0.0% | +0% | 76 |
| 33 |  $SPOT | Spotify Technology S.A. | $4,849 | 0.0% | +0% | — |
| 34 |  $TPL | Texas Pacific Land Corp | $4,746 | 0.0% | NEW | 79.1 |
| 35 |  $AXON | AXON ENTERPRISE, INC. | $4,247 | 0.0% | +0% | 55.6 |
| 36 |  $APP | AppLovin Corp | $3,980 | 0.0% | -100% | 86.8 |
| 37 |  $STX | Seagate Technology Holdings plc | $3,918 | 0.0% | NEW | — |
| 38 |  $CRWD | CrowdStrike Holdings, Inc. | $3,904 | 0.0% | +0% | 55 |
| 39 |  $CIEN | CIENA CORP | $3,882 | 0.0% | +0% | 70.7 |
| 40 | — | VanEck Semiconductor ETF | $3,834 | 0.0% | +0% | — |
| 41 |  $TSLA | Tesla, Inc. | $3,718 | 0.0% | -100% | 50.1 |
| 42 |  $MSFT | MICROSOFT CORP | $3,702 | 0.0% | +0% | 83.7 |
| 43 |  $ETN | Eaton Corp plc | $3,577 | 0.0% | +0% | — |
| 44 |  $SITM | SITIME Corp | $3,454 | 0.0% | -100% | 44.6 |
| 45 |  $MU | MICRON TECHNOLOGY INC | $3,378 | 0.0% | +0% | 88.4 |
| 46 |  $TLN | Talen Energy Corp | $3,192 | 0.0% | +0% | 66.5 |
| 47 |  $CVNA | CARVANA CO. | $3,144 | 0.0% | +0% | 69.2 |
| 48 |  $AVGO | Broadcom Inc. | $3,095 | 0.0% | -100% | 86.4 |
| 49 |  $GOOG | Alphabet Inc. | $2,876 | 0.0% | +0% | 80.2 |
| 50 |  $GE | GENERAL ELECTRIC CO | $2,838 | 0.0% | +0% | 74.8 |
| 51 |  $CLS | CELESTICA INC | $2,817 | 0.0% | -100% | 69 |
| 52 |  $CEG | Constellation Energy Corp | $2,793 | 0.0% | +0% | 62.5 |
| 53 |  $WDC | WESTERN DIGITAL CORP | $2,705 | 0.0% | +0% | 76.8 |
| 54 |  $JBL | JABIL INC | $2,656 | 0.0% | NEW | 51.9 |
| 55 |  $AAPL | Apple Inc. | $2,538 | 0.0% | +0% | 76.1 |
| 56 |  $MDB | MongoDB, Inc. | $2,448 | 0.0% | -100% | 54.6 |
| 57 |  $LRCX | LAM RESEARCH CORP | $2,137 | 0.0% | +0% | 82.4 |
| 58 |  $AMZN | AMAZON COM INC | $2,083 | 0.0% | -100% | 74.6 |
| 59 |  $BWXT | BWX Technologies, Inc. | $2,045 | 0.0% | +0% | 68 |
| 60 |  $AMD | ADVANCED MICRO DEVICES INC | $2,034 | 0.0% | +0% | 78.8 |
| 61 |  $COIN | Coinbase Global, Inc. | $1,746 | 0.0% | +0% | 68 |
| 62 |  $DELL | Dell Technologies Inc. | $1,641 | 0.0% | +0% | 76 |
| 63 |  $SNOW | Snowflake Inc. | $1,508 | 0.0% | +0% | 49.6 |
| 64 |  $VST | Vistra Corp. | $1,503 | 0.0% | +0% | 62.9 |
| 65 |  $DASH | DoorDash, Inc. | $1,502 | 0.0% | +0% | 70.6 |
| 66 |  $ORCL | ORACLE CORP | $1,471 | 0.0% | -100% | 67.2 |
| 67 |  $ZS | Zscaler, Inc. | $1,403 | 0.0% | +0% | 57.9 |
| 68 |  $RDDT | Reddit, Inc. | $1,347 | 0.0% | -100% | 79.3 |
| 69 |  $APH | AMPHENOL CORP /DE/ | $1,264 | 0.0% | +0% | 80.5 |
| 70 |  $MSTR | Strategy Inc | $1,248 | 0.0% | +0% | 25.4 |
| 71 |  $ANET | Arista Networks, Inc. | $1,228 | 0.0% | +0% | 86 |
| 72 |  $SHOP | SHOPIFY INC. | $1,186 | 0.0% | +0% | — |
| 73 |  $DDOG | Datadog, Inc. | $1,181 | 0.0% | +0% | 62.9 |
| 74 |  $ALAB | Astera Labs, Inc. | $1,096 | 0.0% | -100% | 77.7 |
| 75 |  $NTAP | NetApp, Inc. | $1,024 | 0.0% | +0% | 75 |
| 76 |  $CRCL | Circle Internet Group, Inc. | $954 | 0.0% | +0% | 44.8 |
| 77 |  $ROKU | ROKU, INC | $946 | 0.0% | +0% | 60.5 |
| 78 |  $CRDO | Credo Technology Group Holding Ltd | $939 | 0.0% | +0% | — |
| 79 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $846 | 0.0% | NEW | 40.6 |
| 80 |  $SE | Sea Ltd | $828 | 0.0% | +0% | — |
| 81 | — | iShares Expanded Tech-Software Sector ETF | $801 | 0.0% | +0% | — |
| 82 |  $OKTA | Okta, Inc. | $787 | 0.0% | +0% | 67.3 |
| 83 |  $CRWV | CoreWeave, Inc. | $775 | 0.0% | -100% | 46.5 |
| 84 |  $UBER | Uber Technologies, Inc | $719 | 0.0% | +0% | 79.3 |
| 85 |  $HOOD | Robinhood Markets, Inc. | $693 | 0.0% | +0% | 75.8 |
| 86 |  $RKLB | Rocket Lab Corp | $642 | 0.0% | -100% | 37.2 |
| 87 | — | Pure Storage, Inc. Class A | $590 | 0.0% | +0% | — |
| 88 |  $RBLX | Roblox Corp | $566 | 0.0% | +0% | 53.7 |
| 89 |  $OKLO | Oklo Inc. | $496 | 0.0% | +0% | — |
| 90 |  $HUT | Hut 8 Corp. | $469 | 0.0% | +0% | 31.4 |
| 91 |  $AFRM | Affirm Holdings, Inc. | $458 | 0.0% | +0% | 71.7 |
| 92 |  $TEM | Tempus AI, Inc. | $452 | 0.0% | +0% | 38.2 |
| 93 |  $ZG | ZILLOW GROUP, INC. | $414 | 0.0% | +0% | 57.3 |
| 94 |  $IBIT | iShares Bitcoin Trust ETF | $384 | 0.0% | +0% | — |
| 95 |  $IREN | IREN Ltd | $343 | 0.0% | +0% | — |
| 96 |  $IONQ | IonQ, Inc. | $288 | 0.0% | +0% | 32.8 |
| 97 |  $APLD | Applied Digital Corp. | $237 | 0.0% | -100% | 35.4 |
| 98 |  $SMCI | Super Micro Computer, Inc. | $228 | 0.0% | +0% | 61.9 |
| 99 |  $U | Unity Software Inc. | $219 | 0.0% | +0% | 35.1 |
| 100 | — | Bitmine Immersion Technologies, Inc. | $198 | 0.0% | +0% | — |
| 101 |  $QXO | QXO, Inc. | $194 | 0.0% | +0% | 53.5 |
| 102 |  $SOFI | SoFi Technologies, Inc. | $159 | 0.0% | +0% | 53.8 |
| 103 |  $ETHA | iShares Ethereum Trust ETF | $158 | 0.0% | +0% | — |
| 104 | — | Rolls-Royce Holdings plc | $154 | 0.0% | +0% | — |
| 105 |  $RIVN | Rivian Automotive, Inc. / DE | $151 | 0.0% | +0% | 36 |
| 106 |  $CORZ | Core Scientific, Inc./tx | $150 | 0.0% | +0% | 14 |
| 107 |  $QBTS | D-Wave Quantum Inc. | $144 | 0.0% | +0% | 24.7 |
| 108 |  $RKT | Rocket Companies, Inc. | $143 | 0.0% | +0% | — |
| 109 |  $RGTI | Rigetti Computing, Inc. | $140 | 0.0% | +0% | 8.1 |
| 110 |  $RIOT | Riot Platforms, Inc. | $124 | 0.0% | NEW | 51.3 |
| 111 |  $DYNC | Dynamix Corp | $105 | 0.0% | +0% | — |
| 112 |  $CLSK | CLEANSPARK, INC. | $85 | 0.0% | +0% | 40.6 |
| 113 |  $QUBT | Quantum Computing Inc. | $69 | 0.0% | +0% | 28.3 |
| 114 |  $OPEN | Opendoor Technologies Inc. | $47 | 0.0% | +0% | 37.1 |
New Positions (10)
$FSLY Fastly, Inc.$11.7M$DOCN DigitalOcean Holdings, Inc.$8.5M$KLIC KULICKE & SOFFA INDUSTRIES INC$8.1M$Q Qnity Electronics, Inc.$5.5M$TPL Texas Pacific Land Corp$4,746$STX Seagate Technology Holdings plc$3,918$JBL JABIL INC$2,656$AAOI APPLIED OPTOELECTRONICS, INC.$846$RIOT Riot Platforms, Inc.$124
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