BERKSHIRE CAPITAL HOLDINGS INC
Top Portfolio Positions
102 positions ·
$260,666,634 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
158,500 | $27,642,400 | 10.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
73,970 | $24,998,161 | 9.59% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
31,950 | $22,453,182 | 8.61% | |
| COHR |
Coherent Corp.
Technology
|
76,300 | $18,175,423 | 6.97% | |
| GEV |
GE Vernova Inc.
Industrials
|
19,010 | $16,593,829 | 6.37% | |
| VRT |
Vertiv Holdings Co
Industrials
|
54,160 | $13,571,412 | 5.21% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
91,700 | $13,413,876 | 5.15% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
80,450 | $12,170,476 | 4.67% | |
| FSLY |
Fastly, Inc.
Technology
|
403,830 | $11,735,299 | 4.50% | |
| GLW |
Corning Inc /Ny
Technology
|
85,690 | $11,651,269 | 4.47% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DASH
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,501 | 10 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,264 | 10 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,134,446 | 59,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,245,812 | 57,790 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,419,717 | 57,010 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,677 | 10 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,237,317 | 99,750 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,087 | 10 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,380,569 | 111,680 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,642,441 | 67,170 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,143,031 | 77,300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $764 | 10 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,895,222 | 139,950 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,721,870 | 96,720 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $494 | 10 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $641 | 10 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,779,200 | 117,580 | Shares | Sole | 2022-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||