Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,475,255
+$9,962,399 QoQ
Shares Held
94,760
+98.3% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
3.60%
of 13F equity value
Holder Rank
#173
of 1,314 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q 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. Q ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
31,120 | $22,499,760 | |
| 2 | Q |
Qnity Electronics, Inc.
This page
|
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 Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,475,255 | 94,760 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,512,856 | 47,780 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||