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 |
|---|---|---|---|---|
| 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
Holdings in FSLY
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,735,299 | 403,830 | Shares | Sole | 2026-05-12 | |
| 2023-12-31 | $178 | 10 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $191 | 10 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $157 | 10 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $177 | 10 | Shares | Sole | 2023-05-12 | |
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