Berkshire Capital Holdings
San Jose, CAfiles as BERKSHIRE CAPITAL HOLDINGS INC
$462m in 122 US stocks at the end of 30 June 2026. The top 10 are 60.8% of the money. It changed about 65.8% of the portfolio this quarter.
Value
$462m
Stocks
122
Top 10 share
60.8%
Turnover
65.8%
What changed this quarter
New
Bought for the first time this quarter.
- IntelINTC4.9% of the fund
- Silicon Motion TechnologySIMO3.2% of the fund
- Amkor TechnologyAMKR3.0% of the fund
- Aehr Test SystemsAEHR3.0% of the fund
- MaxlinearMXL2.0% of the fund
- Equinix INC Reit<0.1% of the fund
- Cerebras SystemsCBRS<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- SemtechSMTC<0.1% of the fund
- Akamai TechnologiesAKAM<0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- STMicroelectronicsSTM<0.1% of the fund
- Roundhill ETF TrustDRAM<0.1% of the fund
- AXTAXTI<0.1% of the fund
- Himax TechnologiesHIMX<0.1% of the fund
Added
Bought more of a stock they already held.
- Micron TechnologyMU8.2% of the fund+327800%
- Taiwan Semiconductor ManufacturingTSM8.0% of the fund+5%
- Advanced Micro DevicesAMD8.0% of the fund+636400%
- Nebius GroupNBIS6.1% of the fund+27%
- Bloom EnergyBE6.0% of the fund+11%
- Western DigitalWDC5.0% of the fund+361100%
- CorningGLW4.9% of the fund+3%
- Seagate Technology4.1% of the fund+195800%
- Credo Technology Group HoldingCRDO4.1% of the fund+693700%
- Astera LabsALAB3.4% of the fund+328700%
- Qnity ElectronicsQ3.3% of the fund+98%
- TeradyneTER3.0% of the fund+3%
- Rocket LAB USA3.0% of the fund+1366800%
- KLAKLAC2.0% of the fund+30560%
- Lam ResearchLRCX2.0% of the fund+211600%
Cut
Sold some of their stake.
- Marvell TechnologyMRVL4.9% of the fund-8%
- Applied MaterialsAMAT4.9% of the fund-4%
- ARM HoldingsARM3.0% of the fund-52%
- ASML Holding N.V. ADR<0.1% of the fund-100%
- GE VernovaGEV<0.1% of the fund-100%
- Lumentum HoldingsLITE<0.1% of the fund-100%
- CoherentCOHR<0.1% of the fund-100%
- Vertiv HoldingsVRT<0.1% of the fund-100%
- Tower Semiconductor<0.1% of the fund-100%
- CloudflareNET<0.1% of the fund-100%
- NvidiaNVDA<0.1% of the fund-100%
- DigitalOcean HoldingsDOCN<0.1% of the fund-100%
- Kulicke & Soffa IndustriesKLIC<0.1% of the fund-100%
- Palantir TechnologiesPLTR<0.1% of the fund-100%
- EchoStarECHO<0.1% of the fund-100%
- FastlyFSLY<0.1% of the fund-100%
Sold out
Sold their entire stake.
- Spotify TechnologySPOT-100%
- Axon EnterpriseAXON-100%
- Ishares Bitcoin Trust ETFIBIT-100%
- QXOQXO-100%
- Ishares Ethereum TRETHA-100%
- Rolls-Royce Holdings P FRYCEY-100%
- Rivian AutomotiveRIVN-100%
- DynamixDYNC-100%
Holdings
- Seagate Technology
- Share
- 4.1%
- Value
- $19m
- Shares
- 19,590
+195800%
- Silicon Motion TechnologySIMO
- Share
- 3.2%
- Value
- $15m
- Shares
- 44,280
New
- Rocket LAB USA
- Share
- 3.0%
- Value
- $14m
- Shares
- 136,690
+1366800%
- ARM HoldingsARM
- Share
- 3.0%
- Value
- $14m
- Shares
- 38,840
-52%
- ASML Holding N.V. ADR
- Share
- <0.1%
- Value
- $19,894
- Shares
- 10
-100%
- Equinix INC Reit
- Share
- <0.1%
- Value
- $10,424
- Shares
- 10
New
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $7,364
- Shares
- 10
Held
- Vaneck ETF TrustSMH
- Share
- <0.1%
- Value
- $6,559
- Shares
- 10
Held
- Tower Semiconductor
- Share
- <0.1%
- Value
- $2,606
- Shares
- 10
-100%
- Cerebras SystemsCBRS
- Share
- <0.1%
- Value
- $2,210
- Shares
- 10
New
- Space Exploration TechnologiesSPCX
- Share
- <0.1%
- Value
- $1,709
- Shares
- 10
New
- Coreweave INC CL A
- Share
- <0.1%
- Value
- $995
- Shares
- 10
Held
- SeaSE
- Share
- <0.1%
- Value
- $958
- Shares
- 10
Held
- Ishares TRIGV
- Share
- <0.1%
- Value
- $906
- Shares
- 10
Held
- Roundhill ETF TrustDRAM
- Share
- <0.1%
- Value
- $739
- Shares
- 10
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Micron TechnologyMU | 8.2% | $38m | 32,790 | +327800% |
| Taiwan Semiconductor ManufacturingTSM | 8.0% | $37m | 77,910 | +5% |
| Advanced Micro DevicesAMD | 8.0% | $37m | 63,650 | +636400% |
| Nebius GroupNBIS | 6.1% | $28m | 102,240 | +27% |
| Bloom EnergyBE | 6.0% | $28m | 91,090 | +11% |
| Western DigitalWDC | 5.0% | $23m | 36,120 | +361100% |
| Marvell TechnologyMRVL | 4.9% | $23m | 76,080 | -8% |
| CorningGLW | 4.9% | $23m | 88,230 | +3% |
| Applied MaterialsAMAT | 4.9% | $22m | 31,120 | -4% |
| IntelINTC | 4.9% | $22m | 160,840 | New |
| Seagate Technology | 4.1% | $19m | 19,590 | +195800% |
| Credo Technology Group HoldingCRDO | 4.1% | $19m | 69,380 | +693700% |
| Astera LabsALAB | 3.4% | $16m | 32,880 | +328700% |
| Qnity ElectronicsQ | 3.3% | $15m | 94,760 | +98% |
| Silicon Motion TechnologySIMO | 3.2% | $15m | 44,280 | New |
| Amkor TechnologyAMKR | 3.0% | $14m | 161,800 | New |
| TeradyneTER | 3.0% | $14m | 28,750 | +3% |
| Rocket LAB USA | 3.0% | $14m | 136,690 | +1366800% |
| ARM HoldingsARM | 3.0% | $14m | 38,840 | -52% |
| Aehr Test SystemsAEHR | 3.0% | $14m | 142,640 | New |
| MaxlinearMXL | 2.0% | $9m | 73,470 | New |
| KLAKLAC | 2.0% | $9m | 30,660 | +30560% |
| Lam ResearchLRCX | 2.0% | $9m | 21,170 | +211600% |
| SandiskSNDK | <0.1% | $22,737 | 10 | Held |
| ASML Holding N.V. ADR | <0.1% | $19,894 | 10 | -100% |
| MercadoLibreMELI | <0.1% | $16,974 | 10 | Held |
| Palo Alto NetworksPANW | <0.1% | $14,323 | 42 | Held |
| Monolithic Power SystemsMPWR | <0.1% | $13,824 | 10 | Held |
| GE VernovaGEV | <0.1% | $11,749 | 10 | -100% |
| Equinix INC Reit | <0.1% | $10,424 | 10 | New |
| Lumentum HoldingsLITE | <0.1% | $8,581 | 10 | -100% |
| ArganAGX | <0.1% | $7,986 | 10 | Held |
| CrowdStrike HoldingsCRWD | <0.1% | $7,631 | 10 | Held |
| SitimeSITM | <0.1% | $7,456 | 10 | Held |
| Invesco QQQ TRQQQ | <0.1% | $7,364 | 10 | Held |
| NetflixNFLX | <0.1% | $7,140 | 100 | Held |
| Vaneck ETF TrustSMH | <0.1% | $6,559 | 10 | Held |
| Meta PlatformsMETA | <0.1% | $5,633 | 10 | Held |
| AppLovinAPP | <0.1% | $5,152 | 10 | Held |
| ServiceNowNOW | <0.1% | $4,964 | 50 | Held |
| CienaCIEN | <0.1% | $4,906 | 10 | Held |
| Texas Pacific LandTPL | <0.1% | $4,376 | 10 | Held |
| Dell TechnologiesDELL | <0.1% | $4,315 | 10 | Held |
| EatonETN | <0.1% | $4,261 | 10 | Held |
| TeslaTSLA | <0.1% | $4,206 | 10 | Held |
| CoherentCOHR | <0.1% | $3,945 | 10 | -100% |
| JabilJBL | <0.1% | $3,855 | 10 | Held |
| Talen EnergyTLN | <0.1% | $3,843 | 10 | Held |
| BroadcomAVGO | <0.1% | $3,778 | 10 | Held |
| General ElectricGE | <0.1% | $3,737 | 10 | Held |
| MicrosoftMSFT | <0.1% | $3,730 | 10 | Held |
| CelesticaCLS | <0.1% | $3,648 | 10 | Held |
| AlphabetGOOGL | <0.1% | $3,574 | 10 | Held |
| MongoDBMDB | <0.1% | $3,359 | 10 | Held |
| Vertiv HoldingsVRT | <0.1% | $3,348 | 10 | -100% |
| CarvanaCVNA | <0.1% | $3,291 | 50 | Held |
| AppleAAPL | <0.1% | $2,894 | 10 | Held |
| Tower Semiconductor | <0.1% | $2,606 | 10 | -100% |
| DatadogDDOG | <0.1% | $2,604 | 10 | Held |
| SnowflakeSNOW | <0.1% | $2,545 | 10 | Held |
| Constellation EnergyCEG | <0.1% | $2,484 | 10 | Held |
| CloudflareNET | <0.1% | $2,453 | 10 | -100% |
| Amazon.comAMZN | <0.1% | $2,383 | 10 | Held |
| Cerebras SystemsCBRS | <0.1% | $2,210 | 10 | New |
| NvidiaNVDA | <0.1% | $2,001 | 10 | -100% |
| BWX TechnologiesBWXT | <0.1% | $1,947 | 10 | Held |
| QualcommQCOM | <0.1% | $1,848 | 10 | New |
| DoorDashDASH | <0.1% | $1,845 | 10 | Held |
| AmphenolAPH | <0.1% | $1,763 | 10 | Held |
| RedditRDDT | <0.1% | $1,736 | 10 | Held |
| Space Exploration TechnologiesSPCX | <0.1% | $1,709 | 10 | New |
| Arista NetworksANET | <0.1% | $1,699 | 10 | Held |
| SemtechSMTC | <0.1% | $1,619 | 10 | New |
| VistraVST | <0.1% | $1,586 | 10 | Held |
| DigitalOcean HoldingsDOCN | <0.1% | $1,570 | 10 | -100% |
| NetAppNTAP | <0.1% | $1,548 | 10 | Held |
| Applied OptoelectronicsAAOI | <0.1% | $1,482 | 10 | Held |
| OracleORCL | <0.1% | $1,466 | 10 | Held |
| Coinbase GlobalCOIN | <0.1% | $1,462 | 10 | Held |
| ZscalerZS | <0.1% | $1,412 | 10 | Held |
| RokuROKU | <0.1% | $1,381 | 10 | Held |
| OktaOKTA | <0.1% | $1,365 | 10 | Held |
| Kulicke & Soffa IndustriesKLIC | <0.1% | $1,338 | 10 | -100% |
| Akamai TechnologiesAKAM | <0.1% | $1,182 | 10 | New |
| Cisco SystemsCSCO | <0.1% | $1,175 | 10 | New |
| Palantir TechnologiesPLTR | <0.1% | $1,167 | 10 | -100% |
| Hut 8HUT | <0.1% | $1,154 | 10 | Held |
| ShopifySHOP | <0.1% | $1,142 | 10 | Held |
| EchoStarECHO | <0.1% | $1,015 | 10 | -100% |
| Robinhood MarketsHOOD | <0.1% | $1,003 | 10 | Held |
| Coreweave INC CL A | <0.1% | $995 | 10 | Held |
| SeaSE | <0.1% | $958 | 10 | Held |
| Ishares TRIGV | <0.1% | $906 | 10 | Held |
| StrategyMSTR | <0.1% | $869 | 10 | Held |
| Affirm HoldingsAFRM | <0.1% | $816 | 10 | Held |
| EverpureP | <0.1% | $788 | 10 | Held |
| STMicroelectronicsSTM | <0.1% | $749 | 10 | New |
| Roundhill ETF TrustDRAM | <0.1% | $739 | 10 | New |
| Uber TechnologiesUBER | <0.1% | $722 | 10 | Held |
| AXTAXTI | <0.1% | $721 | 10 | New |
Showing the largest 100 of 122.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 61.7% since 30 June 2025.
Where the money is
Technology80.8%
Industrials8.9%
Media & telecom0.0%
Retail & consumer0.0%
Utilities0.0%
Financial services0.0%
Energy0.0%
Real estate0.0%
Other10.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.