BERKSHIRE CAPITAL HOLDINGS INC
Q2 2026 13F filing
Updated 27 days ago122 disclosed positions worth $462.3M
Full holdings
Every line item disclosed in 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% | — |
| 21 | M MXL MaxLinear, Inc. | $9.4M | 73.5K | 2.03% | — |
| 22 | K KLAC KLA Corporation | $9.3M | 30.7K | 2.00% | Added(+306500.0%) |
| 23 | L LRCX Lam Research Corp. | $9.2M | 21.2K | 1.98% | Added(+211600.0%) |
| 24 | S SNDK Sandisk Corp. | $23K | 10 | 0.00% | Unchanged |
| 25 | ? N/A ASML Holding N.V. ADR | $20K | 10 | 0.00% | Trimmed(-99.8%) |
| 26 | M MELI MercadoLibre, Inc. (Argentina) | $17K | 10 | 0.00% | Unchanged |
| 27 | P PANW Palo Alto Networks, Inc. | $14K | 42 | 0.00% | Unchanged |
| 28 | M MPWR Monolithic Power Systems, Inc. | $14K | 10 | 0.00% | Unchanged |
| 29 | G GEV GE Vernova Inc. | $12K | 10 | 0.00% | Trimmed(-100.0%) |
| 30 | E EQIX Equinix, Inc. | $10K | 10 | 0.00% | — |
| 31 | L LITE Lumentum Holdings Inc. | $9K | 10 | 0.00% | Trimmed(-100.0%) |
| 32 | A AGX Argan, Inc. | $8K | 10 | 0.00% | Unchanged |
| 33 | C CRWD CrowdStrike Holdings, Inc. Class A | $8K | 10 | 0.00% | Unchanged |
| 34 | S SITM SiTime Corporation | $7K | 10 | 0.00% | Unchanged |
| 35 | Q QQQ Invesco QQQ ETF | $7K | 10 | 0.00% | Unchanged |
| 36 | N NFLX Netflix, Inc. | $7K | 100 | 0.00% | Unchanged |
| 37 | H HODL VanEck Semiconductor ETF | $7K | 10 | 0.00% | Unchanged |
| 38 | M META Meta Platforms, Inc. Class A | $6K | 10 | 0.00% | Unchanged |
| 39 | A APP AppLovin Corporation | $5K | 10 | 0.00% | Unchanged |
| 40 | N NOW ServiceNow, Inc. | $5K | 50 | 0.00% | Unchanged |
| 41 | C CIEN Ciena Corp. | $5K | 10 | 0.00% | Unchanged |
| 42 | T TPL Texas Pacific Land Corporation | $4K | 10 | 0.00% | Unchanged |
| 43 | D DELL Dell Technologies, Inc. | $4K | 10 | 0.00% | Unchanged |
| 44 | E ETN Eaton Corporation PLC | $4K | 10 | 0.00% | Unchanged |
| 45 | T TSLA Tesla, Inc. | $4K | 10 | 0.00% | Unchanged |
| 46 | C COHR Coherent Corp. | $4K | 10 | 0.00% | Trimmed(-100.0%) |
| 47 | J JBL Jabil Circuit | $4K | 10 | 0.00% | Unchanged |
| 48 | T TLN Talen Energy Corporation | $4K | 10 | 0.00% | Unchanged |
| 49 | A AVGO Broadcom Ltd. | $4K | 10 | 0.00% | Unchanged |
| 50 | G GE GE Aerospace | $4K | 10 | 0.00% | Unchanged |