Holders — by stockHoldings — by fund
BERKSHIRE CAPITAL HOLDINGS INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1133742
$462.3M
disclosed book value
122
positions
8.2%
largest position share
Positions, as of 2026-06-30
top 100 of 122 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MUMicron Technology, Inc. | 32,790 | $37.8M | 8.2% |
| 2 | TSMTaiwan Semiconductor Manufacturing Company Ltd. ADR | 77,910 | $37.2M | 8% |
| 3 | AMDAdvanced Micro Devices, Inc. | 63,650 | $37.0M | 8% |
| 4 | Nebius Group N.V. | 102,240 | $28.2M | 6.1% |
| 5 | BEBloom Energy Corporation | 91,090 | $27.6M | 6% |
| 6 | WDCWestern Digital Corp. | 36,120 | $23.1M | 5% |
| 7 | MRVLMarvell Technology, Inc. | 76,080 | $22.7M | 4.9% |
| 8 | GLWCorning Inc. Glass Works | 88,230 | $22.5M | 4.9% |
| 9 | AMATApplied Materials, Inc. | 31,120 | $22.5M | 4.9% |
| 10 | INTCIntel Corp. | 160,840 | $22.5M | 4.9% |
| 11 | Segate Technology | 19,590 | $18.9M | 4.1% |
| 12 | Credo Technology Group Holding LTD | 69,380 | $18.9M | 4.1% |
| 13 | ALABAstera Labs, Inc. | 32,880 | $15.9M | 3.4% |
| 14 | QQnity Electronics, Inc. | 94,760 | $15.5M | 3.3% |
| 15 | SIMOSilicon Motion Technology Corporation | 44,280 | $14.8M | 3.2% |
| 16 | AMKRAmkor Technology, Inc. | 161,800 | $14.0M | 3% |
| 17 | TERTeradyne, Inc. | 28,750 | $13.9M | 3% |
| 18 | Rocket Lab Corporation | 136,690 | $13.9M | 3% |
| 19 | ARMArm Holdings plc | 38,840 | $13.8M | 3% |
| 20 | AEHRAehr Test Systems, Inc. | 142,640 | $13.7M | 3% |
| 21 | MXLMaxLinear, Inc. | 73,470 | $9.4M | 2% |
| 22 | KLACKLA Corporation | 30,660 | $9.3M | 2% |
| 23 | LRCXEURLam Research Corp. | 21,170 | $9.2M | 2% |
| 24 | SNDKSandisk Corp. | 10 | $22,737 | 0% |
| 25 | ASML Holding N.V. ADR | 10 | $19,894 | 0% |
| 26 | MELIMercadoLibre, Inc. (Argentina) | 10 | $16,974 | 0% |
| 27 | PANWPalo Alto Networks, Inc. | 42 | $14,323 | 0% |
| 28 | MPWRMonolithic Power Systems, Inc. | 10 | $13,824 | 0% |
| 29 | GEVGE Vernova Inc. | 10 | $11,749 | 0% |
| 30 | Equinix, Inc. | 10 | $10,424 | 0% |
| 31 | LITELumentum Holdings Inc. | 10 | $8,581 | 0% |
| 32 | AGXArgan, Inc. | 10 | $7,986 | 0% |
| 33 | CRWDCrowdStrike Holdings, Inc. Class A | 10 | $7,631 | 0% |
| 34 | SITMSiTime Corporation | 10 | $7,456 | 0% |
| 35 | QQQInvesco QQQ ETF | 10 | $7,364 | 0% |
| 36 | NFLXNetflix, Inc. | 100 | $7,140 | 0% |
| 37 | SMHVanEck Semiconductor ETF | 10 | $6,559 | 0% |
| 38 | METAMeta Platforms, Inc. Class A | 10 | $5,633 | 0% |
| 39 | APPAppLovin Corporation | 10 | $5,152 | 0% |
| 40 | NOWServiceNow, Inc. | 50 | $4,964 | 0% |
| 41 | CIENCiena Corp. | 10 | $4,906 | 0% |
| 42 | TPLTexas Pacific Land Corporation | 10 | $4,376 | 0% |
| 43 | DELLDell Technologies, Inc. | 10 | $4,315 | 0% |
| 44 | Eaton Corporation PLC | 10 | $4,261 | 0% |
| 45 | TSLATesla, Inc. | 10 | $4,206 | 0% |
| 46 | COHRCoherent Corp. | 10 | $3,945 | 0% |
| 47 | JBLJabil Circuit | 10 | $3,855 | 0% |
| 48 | TLNTalen Energy Corporation | 10 | $3,843 | 0% |
| 49 | AVGOBroadcom Ltd. | 10 | $3,778 | 0% |
| 50 | GEGE Aerospace | 10 | $3,737 | 0% |
| 51 | MSFTMicrosoft Corp. | 10 | $3,730 | 0% |
| 52 | CLSCelestica Inc. | 10 | $3,648 | 0% |
| 53 | GOOGLAlphabet, Inc. Class A | 10 | $3,574 | 0% |
| 54 | MDBMongoDB, Inc. Class A | 10 | $3,359 | 0% |
| 55 | VRTVertiv Holdings Co | 10 | $3,348 | 0% |
| 56 | CVNACarvana Co. Class A | 50 | $3,291 | 0% |
| 57 | AAPLApple, Inc. | 10 | $2,894 | 0% |
| 58 | Tower Semiconductor Ltd. | 10 | $2,606 | 0% |
| 59 | DDOGDatadog, Inc. Class A | 10 | $2,604 | 0% |
| 60 | SNOWSnowflake, Inc. Class A | 10 | $2,545 | 0% |
| 61 | CEGConstellation Energy Corporation | 10 | $2,484 | 0% |
| 62 | NETCloudflare, Inc. Class A | 10 | $2,453 | 0% |
| 63 | AMZNAmazon.com, Inc. | 10 | $2,383 | 0% |
| 64 | Cerebras Systems Inc. Class A | 10 | $2,210 | 0% |
| 65 | NVDANVIDIA Corp. | 10 | $2,001 | 0% |
| 66 | BWXTBWX Technologies, Inc. | 10 | $1,947 | 0% |
| 67 | QCOMQualcomm, Inc. | 10 | $1,848 | 0% |
| 68 | DASHDoorDash, Inc. Class A | 10 | $1,845 | 0% |
| 69 | APHAmphenol Corporation | 10 | $1,763 | 0% |
| 70 | RDDTReddit, Inc. | 10 | $1,736 | 0% |
| 71 | SPCXSpace Exploration Technologies Corp. Class A | 10 | $1,709 | 0% |
| 72 | ANETArista Networks, Inc. | 10 | $1,699 | 0% |
| 73 | SMTCSemtech Corp. | 10 | $1,619 | 0% |
| 74 | VSTVistra Corp. | 10 | $1,586 | 0% |
| 75 | DOCNDigitalOcean Holdings, Inc. | 10 | $1,570 | 0% |
| 76 | NTAPNetapp, Inc. | 10 | $1,548 | 0% |
| 77 | AAOIApplied Optoelectronics, Inc. | 10 | $1,482 | 0% |
| 78 | ORCLOracle Corp. | 10 | $1,466 | 0% |
| 79 | COINCoinbase Global, Inc. Class A | 10 | $1,462 | 0% |
| 80 | ZSZscaler, Inc. | 10 | $1,412 | 0% |
| 81 | ROKURoku, Inc. Class A | 10 | $1,381 | 0% |
| 82 | OKTAOkta, Inc. Class A | 10 | $1,365 | 0% |
| 83 | KLICKulicke & Soffa Industries | 10 | $1,338 | 0% |
| 84 | AKAMAkamai Technologies, Inc. | 10 | $1,182 | 0% |
| 85 | CSCOCisco Systems, Inc. | 10 | $1,175 | 0% |
| 86 | PLTRPalantir Technologies, Inc. Class A | 10 | $1,167 | 0% |
| 87 | HUTHut 8 Corp. | 10 | $1,154 | 0% |
| 88 | SHOPShopify, Inc. Class A (Canada) | 10 | $1,142 | 0% |
| 89 | ECHOEchoStar Corporation | 10 | $1,015 | 0% |
| 90 | HOODRobinhood Markets, Inc. | 10 | $1,003 | 0% |
| 91 | CoreWeave, Inc. | 10 | $995 | 0% |
| 92 | SESea Ltd. (Singapore) | 10 | $958 | 0% |
| 93 | IGViShares Expanded Tech-Software Sector ETF | 10 | $906 | 0% |
| 94 | MSTRMicro Strategy, Inc. Class A | 10 | $869 | 0% |
| 95 | AFRMAffirm Holdings, Inc. Class A | 10 | $816 | 0% |
| 96 | PEverpure, Inc. | 10 | $788 | 0% |
| 97 | STMStmicroelectronics Adr | 10 | $749 | 0% |
| 98 | Roundhill Memory ETF | 10 | $739 | 0% |
| 99 | UBERUber Technologies, Inc. | 10 | $722 | 0% |
| 100 | AXTIAXT, Inc. | 10 | $721 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.