BERKSHIRE CAPITAL HOLDINGS INC
Position in AMAT — Applied Materials Inc /De
CIK 1133742
San Jose, CA
Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,499,760
+$11,401,839 QoQ
Shares Held
31,120
-4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.24%
of 13F equity value
Holder Rank
#648
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BERKSHIRE CAPITAL HOLDINGS INC holds $97,965,508 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
31,120 | $22,499,760 | |
| 2 | Q |
Qnity Electronics, Inc.
|
94,760 | $15,475,255 | |
| 3 | AMKR |
Amkor Technology, Inc.
|
161,800 | $13,952,014 | |
| 4 | TER |
Teradyne, Inc
|
28,750 | $13,910,400 | |
| 5 | AEHR |
Aehr Test Systems
|
142,640 | $13,701,998 | |
| 6 | KLAC |
Kla Corp
|
30,660 | $9,250,428 | |
| 7 | LRCX |
Lam Research Corp
|
21,170 | $9,173,596 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
10 | $1,337 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,499,760 | 31,120 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,097,921 | 32,470 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,569 | 10 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,047 | 10 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,830 | 10 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,451 | 10 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,626 | 10 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,020 | 10 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,359 | 10 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,062 | 10 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,620 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,384 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,445 | 10 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,228 | 10 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $973 | 10 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $819 | 10 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $909 | 10 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,318 | 10 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $34,304,480 | 218,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,287 | 10 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,424 | 10 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $50,226,920 | 375,950 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $863 | 10 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $594 | 10 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $604 | 10 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,148,292 | 68,710 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||