BERKSHIRE CAPITAL HOLDINGS INC
Filing Date
Global Rank
#4,235
/ 8,794
▲ 617
· as of Jun 2026
Top Industry
Semiconductors
53.5%
Period ended 3 months ago
Filed Aug 14, 2026 · 52d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
113 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.8%
−1.8 pts
Top 5
39.1%
−3.1 pts
Top 10
65.4%
−0.7 pts
HHI
564
Diversified−38
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 87.0% | $373,566,383 |
| Communication Services | 6.6% | $28,262,104 |
| Industrials | 6.4% | $27,607,676 |
| Consumer Cyclical | 0.0% | $29,656 |
| Unclassified | 0.0% | $14,828 |
| Utilities | 0.0% | $8,434 |
| Financial Services | 0.0% | $5,945 |
| Energy | 0.0% | $4,376 |
| Healthcare | 0.0% | $579 |
| Real Estate | 0.0% | $46 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRDO | Credo Technology Group Holding Ltd | +69,370 | 69,380 | $18,867,891 | |
| AMD | Advanced Micro Devices Inc | +63,640 | 63,650 | $36,974,921 | |
| Q | Qnity Electronics, Inc. | +46,980 | 94,760 | $15,475,255 | |
| WDC | Western Digital Corp | +36,110 | 36,120 | $23,070,566 | |
| ALAB | Astera Labs, Inc. | +32,870 | 32,880 | $15,881,697 | |
| MU | Micron Technology Inc | +32,780 | 32,790 | $37,849,169 | |
| KLAC | Kla Corp | +30,650 | 30,660 | $9,250,428 | |
| NBIS | Nebius Group N.V. | +21,900 | 102,240 | $28,235,620 | |
| LRCX | Lam Research Corp | +21,160 | 21,170 | $9,173,596 | |
| BE | Bloom Energy Corp | +9,280 | 91,090 | $27,572,943 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +3,940 | 77,910 | $37,207,478 | |
| GLW | Corning Inc /Ny | +2,540 | 88,230 | $22,536,588 | |
| TER | Teradyne, Inc | +710 | 28,750 | $13,910,400 | |
| CVNA | Carvana Co. | +40 | 50 | $3,291 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FSLY | Fastly, Inc. | −403,820 | 10 | $183 | |
| NVDA | Nvidia Corp | −158,490 | 10 | $2,000 | |
| KLIC | Kulicke & Soffa Industries Inc | −123,680 | 10 | $1,337 | |
| DOCN | DigitalOcean Holdings, Inc. | −99,000 | 10 | $1,570 | |
| ECHO | EchoStar CORP | −92,090 | 10 | $1,015 | |
| PLTR | Palantir Technologies Inc. | −91,690 | 10 | $1,166 | |
| COHR | Coherent Corp. | −76,290 | 10 | $3,944 | |
| VRT | Vertiv Holdings Co | −54,150 | 10 | $3,348 | |
| ARM | Arm Holdings PLC /Uk | −41,610 | 38,840 | $13,771,498 | |
| NET | Cloudflare, Inc. | −39,400 | 10 | $2,452 | |
| LITE | Lumentum Holdings Inc. | −31,940 | 10 | $8,580 | |
| GEV | GE Vernova Inc. | −19,000 | 10 | $11,748 | |
| MRVL | Marvell Technology, Inc. | −6,500 | 76,080 | $22,663,471 | |
| AMAT | Applied Materials Inc /De | −1,350 | 31,120 | $22,499,760 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 160,840 | $22,458,089 | |
| SIMO | Silicon Motion Technology CORP | 44,280 | $14,759,852 | |
| AMKR | Amkor Technology, Inc. | 161,800 | $13,952,014 | |
| AEHR | Aehr Test Systems | 142,640 | $13,701,998 | |
| MXL | Maxlinear, Inc | 73,470 | $9,406,364 | |
| CBRS | Cerebras Systems Inc. | 10 | $2,210 | |
| QCOM | Qualcomm Inc/De | 10 | $1,847 | |
| SPCX | Space Exploration Technologies Corp | 10 | $1,708 | |
| SMTC | Semtech Corp | 10 | $1,618 | |
| AKAM | Akamai Technologies Inc | 10 | $1,182 | |
| CSCO | Cisco Systems, Inc. | 10 | $1,174 | |
| STM | STMicroelectronics N.V. | 10 | $748 | |
| AXTI | Axt Inc | 10 | $720 | |
| HIMX | Himax Technologies, Inc. | 10 | $153 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPOT | Spotify Technology S.A. | 10 | $4,849 | |
| AXON | Axon Enterprise, Inc. | 10 | $4,246 | |
| IBIT | iShares Bitcoin Trust ETF | 10 | $384 | |
| QXO | QXO, Inc. | 10 | $194 | |
| RIVN | Rivian Automotive, Inc. / DE | 10 | $150 | |
| DYNC | Dynamix Corp | 10 | $104 | |
| ETHA | iShares Ethereum Trust ETF | 10 | $0 | |
| No positions match the current search. | ||||
113 tracked positions ·
$429,500,027 total
· filing declares
122 positions · $462,332,703
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 113 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MU |
Micron Technology Inc
Technology
|
Added | 32,790 | $37,849,169 | 8.81% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 77,910 | $37,207,478 | 8.66% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 63,650 | $36,974,921 | 8.61% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
Added | 102,240 | $28,235,620 | 6.57% | |
| BE |
Bloom Energy Corp
Industrials
|
Added | 91,090 | $27,572,943 | 6.42% | |
| WDC |
Western Digital Corp
Technology
|
Added | 36,120 | $23,070,566 | 5.37% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 76,080 | $22,663,471 | 5.28% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 88,230 | $22,536,588 | 5.25% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 31,120 | $22,499,760 | 5.24% | |
| INTC |
Intel Corp
Technology
|
NEW | 160,840 | $22,458,089 | 5.23% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
Added | 69,380 | $18,867,891 | 4.39% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Added | 32,880 | $15,881,697 | 3.70% | |
| Q |
Qnity Electronics, Inc.
Technology
|
Added | 94,760 | $15,475,255 | 3.60% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
NEW | 44,280 | $14,759,852 | 3.44% | |
| AMKR |
Amkor Technology, Inc.
Technology
|
NEW | 161,800 | $13,952,014 | 3.25% | |
| TER |
Teradyne, Inc
Technology
|
Added | 28,750 | $13,910,400 | 3.24% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
Reduced | 38,840 | $13,771,498 | 3.21% | |
| AEHR |
Aehr Test Systems
Technology
|
NEW | 142,640 | $13,701,998 | 3.19% | |
| MXL |
Maxlinear, Inc
Technology
|
NEW | 73,470 | $9,406,364 | 2.19% | |
| KLAC |
Kla Corp
Technology
|
Added | 30,660 | $9,250,428 | 2.15% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 21,170 | $9,173,596 | 2.14% | |
| SNDK |
Sandisk Corp
Technology
|
Held | 10 | $22,737 | 0.01% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 10 | $16,973 | 0.00% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 42 | $14,322 | 0.00% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
Held | 10 | $13,823 | 0.00% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 10 | $11,748 | 0.00% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Reduced | 10 | $8,580 | 0.00% | |
| AGX |
Argan Inc
Industrials
|
Held | 10 | $7,985 | 0.00% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Held | 10 | $7,631 | 0.00% | |
| SITM |
SITIME Corp
Technology
|
Held | 10 | $7,455 | 0.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 10 | $7,364 | 0.00% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 100 | $7,140 | 0.00% | |
| AFK |
VanEck Africa Index ETF
|
Held | 10 | $6,558 | 0.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 10 | $5,632 | 0.00% | |
| APP |
AppLovin Corp
Communication Services
|
Held | 10 | $5,152 | 0.00% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 50 | $4,964 | 0.00% | |
| CIEN |
Ciena Corp
Technology
|
Held | 10 | $4,905 | 0.00% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Held | 10 | $4,376 | 0.00% | |
| DELL |
Dell Technologies Inc.
Technology
|
Held | 10 | $4,314 | 0.00% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 10 | $4,261 | 0.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 10 | $4,206 | 0.00% | |
| COHR |
Coherent Corp.
Technology
|
Reduced | 10 | $3,944 | 0.00% | |
| JBL |
Jabil Inc
Technology
|
Held | 10 | $3,854 | 0.00% | |
| TLN |
Talen Energy Corp
Utilities
|
Held | 10 | $3,842 | 0.00% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 10 | $3,777 | 0.00% | |
| GE |
General Electric Co
Industrials
|
Held | 10 | $3,737 | 0.00% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 10 | $3,730 | 0.00% | |
| CLS |
Celestica Inc
Technology
|
Held | 10 | $3,648 | 0.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 10 | $3,573 | 0.00% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 10 | $3,526 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.