BERKSHIRE CAPITAL HOLDINGS INC
13F Reported Value
ⓘ$462.3M
Holdings
122
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BERKSHIRE CAPITAL HOLDINGS INC disclosed 122 positions worth $462.3M in its Form 13F-HR for Q2 2026, led by $MU (MICRON TECHNOLOGY INC) at 8.2% of the equity portfolio, followed by $TSM and $AMD. During the quarter the fund opened 16 new positions and exited 8 — including a new stake in $INTC and a full exit from $SPOT. The portfolio is most concentrated in Technology (90.1% 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 — Q2 2026
Click any card to unlockTop Holdings
- 86.2#4
Quality
$37.8M32,790 sh - $37.2M77,910 sh
- 79.8#32
Quality
$37.0M63,650 sh - —
Quality
$28.2M102,240 sh - 66.2
Quality
$27.6M91,090 sh - 80.7
Quality
$23.1M36,120 sh - 76.5
Quality
$22.7M76,080 sh - 73.7
Quality
$22.5M88,230 sh - 72.3
Quality
$22.5M31,120 sh - 45.6
Quality
$22.5M160,840 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MICRON TECHNOLOGY INC$MU | 86.2#4 | $37.8M | 32,790 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $37.2M | 77,910 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8#32 | $37.0M | 63,650 |
 Nebius Group N.V.$NBIS | — | $28.2M | 102,240 |
 Bloom Energy Corp$BE | 66.2 | $27.6M | 91,090 |
 WESTERN DIGITAL CORP$WDC | 80.7 | $23.1M | 36,120 |
 Marvell Technology, Inc.$MRVL | 76.5 | $22.7M | 76,080 |
 CORNING INC /NY$GLW | 73.7 | $22.5M | 88,230 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $22.5M | 31,120 |
 INTEL CORP$INTC | 45.6 | $22.5M | 160,840 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BERKSHIRE CAPITAL HOLDINGS INC's 122 positions.
Showing top 10 of 122 holdings.
Sector Allocation
Technology
$416.6M
Industrials
$23.1M
Materials
$22.5M
Consumer Discretionary
$22,648
Other
$19,095
Financials
$11,776
Real Estate
$10,470
Communication Services
$9,536
Full Holdings — BERKSHIRE CAPITAL HOLDINGS INC (Q2 2026)
All 122 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 | $MU | MICRON TECHNOLOGY INC | $37.8M | 8.2% | NEW | 86.2 |
| 2 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $37.2M | 8.1% | +5% | — |
| 3 | $AMD | ADVANCED MICRO DEVICES INC | $37.0M | 8.0% | NEW | 79.8 |
| 4 | $NBIS | Nebius Group N.V. | $28.2M | 6.1% | +27% | — |
| 5 | $BE | Bloom Energy Corp | $27.6M | 6.0% | +11% | 66.2 |
| 6 | $WDC | WESTERN DIGITAL CORP | $23.1M | 5.0% | NEW | 80.7 |
| 7 | $MRVL | Marvell Technology, Inc. | $22.7M | 4.9% | -8% | 76.5 |
| 8 | $GLW | CORNING INC /NY | $22.5M | 4.9% | +3% | 73.7 |
| 9 | $AMAT | APPLIED MATERIALS INC /DE | $22.5M | 4.9% | -4% | 72.3 |
| 10 | $INTC | INTEL CORP | $22.5M | 4.9% | NEW | 45.6 |
| 11 |  $STX | Seagate Technology Holdings plc | $18.9M | 4.1% | NEW | — |
| 12 |  $CRDO | Credo Technology Group Holding Ltd | $18.9M | 4.1% | NEW | 55.1 |
| 13 |  $ALAB | Astera Labs, Inc. | $15.9M | 3.4% | NEW | 75.1 |
| 14 |  $Q | Qnity Electronics, Inc. | $15.5M | 3.4% | +98% | 68.4 |
| 15 |  $SIMO | Silicon Motion Technology CORP | $14.8M | 3.2% | NEW | — |
| 16 |  $AMKR | AMKOR TECHNOLOGY, INC. | $14.0M | 3.0% | NEW | 57.5 |
| 17 |  $TER | TERADYNE, INC | $13.9M | 3.0% | +3% | 77.3 |
| 18 |  $RKLB | Rocket Lab Corp | $13.9M | 3.0% | NEW | 39.9 |
| 19 |  $ARM | ARM HOLDINGS PLC /UK | $13.8M | 3.0% | -52% | — |
| 20 |  $AEHR | AEHR TEST SYSTEMS | $13.7M | 3.0% | NEW | 16.5 |
| 21 |  $MXL | MAXLINEAR, INC | $9.4M | 2.0% | NEW | 33.1 |
| 22 |  $KLAC | KLA CORP | $9.3M | 2.0% | NEW | 78.6 |
| 23 |  $LRCX | LAM RESEARCH CORP | $9.2M | 2.0% | NEW | 79.4 |
| 24 |  $SNDK | Sandisk Corp | $22,737 | 0.0% | +0% | 87.7 |
| 25 |  $ASML | ASML HOLDING NV | $19,894 | 0.0% | -100% | — |
| 26 |  $MELI | MERCADOLIBRE INC | $16,974 | 0.0% | +0% | 80.2 |
| 27 |  $PANW | Palo Alto Networks Inc | $14,323 | 0.0% | +0% | 65.5 |
| 28 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $13,824 | 0.0% | +0% | 73.3 |
| 29 |  $GEV | GE Vernova Inc. | $11,749 | 0.0% | -100% | 81.1 |
| 30 |  $EQIX | EQUINIX INC | $10,424 | 0.0% | NEW | 59 |
| 31 |  $LITE | Lumentum Holdings Inc. | $8,581 | 0.0% | -100% | 44.3 |
| 32 |  $AGX | ARGAN INC | $7,986 | 0.0% | +0% | 81.4 |
| 33 |  $CRWD | CrowdStrike Holdings, Inc. | $7,631 | 0.0% | +0% | 67.7 |
| 34 |  $SITM | SITIME Corp | $7,456 | 0.0% | +0% | 66.1 |
| 35 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7,364 | 0.0% | +0% | — |
| 36 |  $NFLX | NETFLIX INC | $7,140 | 0.0% | +0% | 78.8 |
| 37 | — | VanEck Semiconductor ETF - SMH | $6,559 | 0.0% | +0% | — |
| 38 |  $META | Meta Platforms, Inc. | $5,633 | 0.0% | +0% | 79.6 |
| 39 |  $APP | AppLovin Corp | $5,152 | 0.0% | +0% | 84.4 |
| 40 |  $NOW | ServiceNow, Inc. | $4,964 | 0.0% | +0% | 72.9 |
| 41 |  $CIEN | CIENA CORP | $4,906 | 0.0% | +0% | 72.9 |
| 42 |  $TPL | Texas Pacific Land Corp | $4,376 | 0.0% | +0% | 73 |
| 43 |  $DELL | Dell Technologies Inc. | $4,315 | 0.0% | +0% | 71.2 |
| 44 |  $ETN | Eaton Corp plc | $4,261 | 0.0% | +0% | — |
| 45 |  $TSLA | Tesla, Inc. | $4,206 | 0.0% | +0% | 53.9 |
| 46 |  $COHR | COHERENT CORP. | $3,945 | 0.0% | -100% | 58.5 |
| 47 |  $JBL | JABIL INC | $3,855 | 0.0% | +0% | 57.4 |
| 48 |  $TLN | Talen Energy Corp | $3,843 | 0.0% | +0% | 57.2 |
| 49 |  $AVGO | Broadcom Inc. | $3,778 | 0.0% | +0% | 84.5 |
| 50 |  $GE | GENERAL ELECTRIC CO | $3,737 | 0.0% | +0% | 73.8 |
| 51 |  $MSFT | MICROSOFT CORP | $3,730 | 0.0% | +0% | 79.8 |
| 52 |  $CLS | CELESTICA INC | $3,648 | 0.0% | +0% | 69.8 |
| 53 |  $GOOG | Alphabet Inc. | $3,574 | 0.0% | +0% | 78.2 |
| 54 |  $MDB | MongoDB, Inc. | $3,359 | 0.0% | +0% | 68.8 |
| 55 |  $VRT | Vertiv Holdings Co | $3,348 | 0.0% | -100% | 81 |
| 56 |  $CVNA | CARVANA CO. | $3,291 | 0.0% | +400% | 71.6 |
| 57 |  $AAPL | Apple Inc. | $2,894 | 0.0% | +0% | 76.4 |
| 58 | — | Tower Semiconductor Ltd. - TSEM | $2,606 | 0.0% | -100% | — |
| 59 |  $DDOG | Datadog, Inc. | $2,604 | 0.0% | +0% | 71.4 |
| 60 |  $SNOW | Snowflake Inc. | $2,545 | 0.0% | +0% | 54.9 |
| 61 |  $CEG | Constellation Energy Corp | $2,484 | 0.0% | +0% | 59.4 |
| 62 |  $NET | Cloudflare, Inc. | $2,453 | 0.0% | -100% | 56.4 |
| 63 |  $AMZN | AMAZON COM INC | $2,383 | 0.0% | +0% | 68.7 |
| 64 |  $CBRS | Cerebras Systems Inc. | $2,210 | 0.0% | NEW | — |
| 65 |  $NVDA | NVIDIA CORP | $2,001 | 0.0% | -100% | 85.9 |
| 66 |  $BWXT | BWX Technologies, Inc. | $1,947 | 0.0% | +0% | 63.8 |
| 67 |  $QCOM | QUALCOMM INC/DE | $1,848 | 0.0% | NEW | 70.5 |
| 68 |  $DASH | DoorDash, Inc. | $1,845 | 0.0% | +0% | 71 |
| 69 |  $APH | AMPHENOL CORP /DE/ | $1,763 | 0.0% | +0% | 79.3 |
| 70 |  $RDDT | Reddit, Inc. | $1,736 | 0.0% | +0% | 79.8 |
| 71 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $1,709 | 0.0% | NEW | — |
| 72 |  $ANET | Arista Networks, Inc. | $1,699 | 0.0% | +0% | 81.9 |
| 73 |  $SMTC | SEMTECH CORP | $1,619 | 0.0% | NEW | 55.9 |
| 74 |  $VST | Vistra Corp. | $1,586 | 0.0% | +0% | 71.9 |
| 75 |  $DOCN | DigitalOcean Holdings, Inc. | $1,570 | 0.0% | -100% | 67.2 |
| 76 |  $NTAP | NetApp, Inc. | $1,548 | 0.0% | +0% | 66.8 |
| 77 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $1,482 | 0.0% | +0% | 40.1 |
| 78 |  $ORCL | ORACLE CORP | $1,466 | 0.0% | +0% | 66.2 |
| 79 |  $COIN | Coinbase Global, Inc. | $1,462 | 0.0% | +0% | 44.8 |
| 80 |  $ZS | Zscaler, Inc. | $1,412 | 0.0% | +0% | 63.7 |
| 81 |  $ROKU | ROKU, INC | $1,381 | 0.0% | +0% | 66.7 |
| 82 |  $OKTA | Okta, Inc. | $1,365 | 0.0% | +0% | 64.7 |
| 83 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $1,338 | 0.0% | -100% | 57.2 |
| 84 |  $AKAM | AKAMAI TECHNOLOGIES INC | $1,182 | 0.0% | NEW | 59.5 |
| 85 |  $CSCO | CISCO SYSTEMS, INC. | $1,175 | 0.0% | NEW | 70.3 |
| 86 |  $PLTR | Palantir Technologies Inc. | $1,167 | 0.0% | -100% | 84.6 |
| 87 |  $HUT | Hut 8 Corp. | $1,154 | 0.0% | +0% | 37.4 |
| 88 |  $SHOP | SHOPIFY INC. | $1,142 | 0.0% | +0% | 64.9 |
| 89 |  $ECHO | EchoStar CORP | $1,015 | 0.0% | -100% | 32.8 |
| 90 |  $HOOD | Robinhood Markets, Inc. | $1,003 | 0.0% | +0% | 82.1 |
| 91 |  $CRWV | CoreWeave, Inc. | $995 | 0.0% | +0% | 52.2 |
| 92 |  $SE | Sea Ltd | $958 | 0.0% | +0% | — |
| 93 | — | iShares Expanded Tech-Software Sector ETF - IGV | $906 | 0.0% | +0% | — |
| 94 |  $MSTR | Strategy Inc | $869 | 0.0% | +0% | 17.9 |
| 95 |  $AFRM | Affirm Holdings, Inc. | $816 | 0.0% | +0% | 81.3 |
| 96 | — | Everpure, Inc. - P | $788 | 0.0% | +0% | — |
| 97 |  $STM | STMicroelectronics N.V. | $749 | 0.0% | NEW | — |
| 98 | — | Roundhill Memory ETF - DRAM | $739 | 0.0% | NEW | — |
| 99 |  $UBER | Uber Technologies, Inc | $722 | 0.0% | +0% | 73.5 |
| 100 |  $AXTI | AXT INC | $721 | 0.0% | NEW | 43 |
| 101 |  $CRCL | Circle Internet Group, Inc. | $626 | 0.0% | +0% | 67.5 |
| 102 |  $TEM | Tempus AI, Inc. | $579 | 0.0% | +0% | 41.2 |
| 103 |  $RBLX | Roblox Corp | $544 | 0.0% | +0% | 60.3 |
| 104 |  $IONQ | IonQ, Inc. | $533 | 0.0% | +0% | 30.2 |
| 105 |  $OKLO | Oklo Inc. | $523 | 0.0% | +0% | — |
| 106 |  $IREN | IREN Ltd | $457 | 0.0% | +0% | 46.3 |
| 107 |  $APLD | Applied Digital Corp. | $373 | 0.0% | +0% | 35.8 |
| 108 |  $ZG | ZILLOW GROUP, INC. | $315 | 0.0% | +0% | 58.5 |
| 109 |  $SMCI | Super Micro Computer, Inc. | $293 | 0.0% | +0% | 62 |
| 110 |  $U | Unity Software Inc. | $286 | 0.0% | +0% | 38.9 |
| 111 |  $RIOT | Riot Platforms, Inc. | $274 | 0.0% | +0% | 38.3 |
| 112 |  $CORZ | Core Scientific, Inc./tx | $256 | 0.0% | +0% | 14.1 |
| 113 |  $QBTS | D-Wave Quantum Inc. | $240 | 0.0% | +0% | 27.9 |
| 114 |  $RGTI | Rigetti Computing, Inc. | $193 | 0.0% | +0% | 14.3 |
| 115 |  $FSLY | Fastly, Inc. | $184 | 0.0% | -100% | 44.6 |
| 116 |  $SOFI | SoFi Technologies, Inc. | $179 | 0.0% | +0% | 62.4 |
| 117 |  $RKT | Rocket Companies, Inc. | $158 | 0.0% | +0% | 74.2 |
| 118 |  $HIMX | Himax Technologies, Inc. | $153 | 0.0% | NEW | — |
| 119 |  $CLSK | CLEANSPARK, INC. | $146 | 0.0% | +0% | 37.4 |
| 120 | — | Bitmine Immersion Technologies, Inc. - BMNR | $133 | 0.0% | +0% | — |
| 121 |  $QUBT | Quantum Computing Inc. | $97 | 0.0% | +0% | 33.9 |
| 122 |  $OPEN | Opendoor Technologies Inc. | $46 | 0.0% | +0% | 22.5 |
New Positions (16)
$INTC INTEL CORP$22.5M$SIMO Silicon Motion Technology CORP$14.8M$AMKR AMKOR TECHNOLOGY, INC.$14.0M$AEHR AEHR TEST SYSTEMS$13.7M$MXL MAXLINEAR, INC$9.4M$EQIX EQUINIX INC$10,424$CBRS Cerebras Systems Inc.$2,210$QCOM QUALCOMM INC/DE$1,848$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1,709$SMTC SEMTECH CORP$1,619$AKAM AKAMAI TECHNOLOGIES INC$1,182$CSCO CISCO SYSTEMS, INC.$1,175$STM STMicroelectronics N.V.$749$AXTI AXT INC$721
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