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BERKSHIRE CAPITAL HOLDINGS INC
hedge fundUpdated 27 days agoManaged by Berkshire Capital Holdings Inc • Latest filing Q2 2026
Portfolio value
$462.3M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
60.8%
Weight of largest holdings
Annualized return
25.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $223.5M |
| Q2 2023 | $242.7M |
| Q3 2023 | $204.1M |
| Q4 2023 | $221.3M |
| Q1 2024 | $250.5M |
| Q2 2024 | $247.3M |
| Q3 2024 | $235.7M |
| Q4 2024 | $276.7M |
| Q1 2025 | $209.1M |
| Q2 2025 | $285.8M |
| Q3 2025 | $329.3M |
| Q4 2025 | $301.7M |
| Q1 2026 | $277.2M |
| Q2 2026 | $462.3M |
Top holdings
122 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MU Micron Technology, Inc. | $37.8M | 32.8K | 8.19% | Added(+327800.0%) |
| 2 | T TSMWF Taiwan Semiconductor Manufacturing Company Ltd. ADR | $37.2M | 77.9K | 8.05% | Added(+5.3%) |
| 3 | A AMD Advanced Micro Devices, Inc. | $37M | 63.6K | 8.00% | Added(+636400.0%) |
| 4 | N NBIS Nebius Group N.V. | $28.2M | 102.2K | 6.11% | Added(+27.3%) |
| 5 | B BE Bloom Energy Corporation | $27.6M | 91.1K | 5.96% | Added(+11.3%) |
| 6 | W WDC Western Digital Corp. | $23.1M | 36.1K | 4.99% | Added(+361100.0%) |
| 7 | M MRVL Marvell Technology, Inc. | $22.7M | 76.1K | 4.90% | Trimmed(-7.9%) |
| 8 | G GLW Corning Inc. Glass Works | $22.5M | 88.2K | 4.87% | Added(+3.0%) |
| 9 | A AMAT Applied Materials, Inc. | $22.5M | 31.1K | 4.87% | Trimmed(-4.2%) |
| 10 | I INTC Intel Corp. | $22.5M | 160.8K | 4.86% | — |
| 11 | S STX Segate Technology | $18.9M | 19.6K | 4.09% | Added(+195800.0%) |
| 12 | C CRDO Credo Technology Group Holding LTD | $18.9M | 69.4K | 4.08% | Added(+693700.0%) |
| 13 | A ALAB Astera Labs, Inc. | $15.9M | 32.9K | 3.44% | Added(+328700.0%) |
| 14 | Q Q Qnity Electronics, Inc. | $15.5M | 94.8K | 3.35% | Added(+98.3%) |
| 15 | S SIMO Silicon Motion Technology Corporation | $14.8M | 44.3K | 3.19% | — |
| 16 | A AMKR Amkor Technology, Inc. | $14M | 161.8K | 3.02% | — |
| 17 | T TER Teradyne, Inc. | $13.9M | 28.8K | 3.01% | Added(+2.5%) |
| 18 | R RKLB Rocket Lab Corporation | $13.9M | 136.7K | 3.01% | Added(+1366800.0%) |
| 19 | A ARM Arm Holdings plc | $13.8M | 38.8K | 2.98% | Trimmed(-51.7%) |
| 20 | A AEHR Aehr Test Systems, Inc. | $13.7M | 142.6K | 2.96% | — |