BERKSHIRE CAPITAL HOLDINGS INC
Top Portfolio Positions
102 positions ·
$260,663,706 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 KLIC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,128,906 | 123,690 | Shares | Sole | 2026-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||