Q1 2026 · 13F-HR
BERKSHIRE CAPITAL HOLDINGS INCholdings as filed
Filed 2026-05-12 · accession 0001162044-26-000437
$277.2M
Reported value
114
Positions
2026-03-31
Period end
The Brief · BERKSHIRE CAPITAL HOLDINGS INC · Q1 2026
AI · grounded in 13F
BERKSHIRE CAPITAL HOLDINGS INC nearly exited its positions in ORCL, ALAB, and CLS, trimming each by over 99%. The fund established a new position in FSLY valued at $11.7M. Additionally, the manager accumulated shares in GLW and ARM, increasing share counts by 856,800% and 804,400% respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA Corp. | $27.6M | 9.97% | 158,500 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $25.0M | 9.02% | 73,970 | Common | SOLE |
| 55024U109 | LITE | Lumentum Holdings Inc. | $22.5M | 8.10% | 31,950 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp. | $18.2M | 6.56% | 76,300 | Common | SOLE |
| 36828A101 | GEV | GE Vernova Inc. | $16.6M | 5.99% | 19,010 | Common | SOLE |
| 92537N108 | VRT | Vertiv Holdings Co | $13.6M | 4.90% | 54,160 | Common | SOLE |
| 69608A108 | PLTR | Palantir Technologies, Inc. Class A | $13.4M | 4.84% | 91,700 | Common | SOLE |
| 042068205 | ARM | Arm Holdings plc | $12.2M | 4.39% | 80,450 | Common | SOLE |
| 31188V100 | FSLY | Fastly, Inc. | $11.7M | 4.23% | 403,830 | Common | SOLE |
| 219350105 | GLW | Corning Inc. Glass Works | $11.7M | 4.20% | 85,690 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $11.1M | 4.00% | 32,470 | Common | SOLE |
| 093712107 | BE | Bloom Energy Corporation | $11.1M | 4.00% | 81,810 | Common | SOLE |
| 278768106 | SATS | EchoStar Corporation | $10.8M | 3.89% | 92,100 | Common | SOLE |
| 25402D102 | DOCN | DigitalOcean Holdings, Inc. | $8.5M | 3.06% | 99,010 | Common | SOLE |
| 001082379 | — | Tower Semiconductor Ltd. | $8.4M | 3.03% | 47,800 | Common | SOLE |
| N97284108 | NBIS | Nebius Group N.V. | $8.3M | 3.01% | 80,340 | Common | SOLE |
| 880770102 | TER | Teradyne, Inc. | $8.3M | 3.00% | 28,040 | Common | SOLE |
| 573874104 | MRVL | Marvell Technology, Inc. | $8.2M | 2.95% | 82,580 | Common | SOLE |
| 18915M107 | NET | Cloudflare, Inc. Class A | $8.1M | 2.93% | 39,410 | Common | SOLE |
| 501242101 | KLIC | Kulicke & Soffa Industries | $8.1M | 2.93% | 123,690 | Common | SOLE |
| N07059111 | — | ASML Holding N.V. ADR | $8.1M | 2.93% | 6,140 | Common | SOLE |
| 74743L100 | Q | Qnity Electronics, Inc. | $5.5M | 1.99% | 47,780 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre, Inc. (Argentina) | $17,290 | 0.01% | 10 | Common | SOLE |
| 482480100 | KLAC | KLA Corporation | $14,724 | 0.01% | 10 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems, Inc. | $10,934 | 0.00% | 10 | Common | SOLE |
| 64110L106 | NFLX | Netflix, Inc. | $9,615 | 0.00% | 100 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks, Inc. | $6,733 | 0.00% | 42 | Common | SOLE |
| 80004C200 | SNDK | Sandisk Corp. | $6,353 | 0.00% | 10 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $5,772 | 0.00% | 10 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. Class A | $5,721 | 0.00% | 10 | Common | SOLE |
| 04010E109 | AGX | Argan, Inc. | $5,447 | 0.00% | 10 | Common | SOLE |
| 81762P102 | NOW | ServiceNow, Inc. | $5,228 | 0.00% | 50 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology S.A. (Luxembourg) | $4,849 | 0.00% | 10 | Common | SOLE |
| 88262P102 | TPL | Texas Pacific Land Corporation | $4,746 | 0.00% | 10 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise, Inc. | $4,247 | 0.00% | 10 | Common | SOLE |
| 03831W108 | APP | AppLovin Corporation | $3,980 | 0.00% | 10 | Common | SOLE |
| G7945M107 | STXN | Segate Technology | $3,918 | 0.00% | 10 | Common | SOLE |
| 22788C105 | CRWD | CrowdStrike Holdings, Inc. Class A | $3,904 | 0.00% | 10 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp. | $3,882 | 0.00% | 10 | Common | SOLE |
| 92189F676 | SMH | VanEck Semiconductor ETF | $3,834 | 0.00% | 10 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $3,718 | 0.00% | 10 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $3,702 | 0.00% | 10 | Common | SOLE |
| G29183103 | ETN | Eaton Corporation PLC | $3,577 | 0.00% | 10 | Common | SOLE |
| 82982T106 | SITM | SiTime Corporation | $3,454 | 0.00% | 10 | Common | SOLE |
| 595112103 | MU | Micron Technology, Inc. | $3,378 | 0.00% | 10 | Common | SOLE |
| 87422Q109 | TLN | Talen Energy Corporation | $3,192 | 0.00% | 10 | Common | SOLE |
| 146869102 | CVNA | Carvana Co. Class A | $3,144 | 0.00% | 10 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Ltd. | $3,095 | 0.00% | 10 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet, Inc. Class A | $2,876 | 0.00% | 10 | Common | SOLE |
| 369604301 | GE | GE Aerospace | $2,838 | 0.00% | 10 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $2,817 | 0.00% | 10 | Common | SOLE |
| 21037T109 | CEG | Constellation Energy Corporation | $2,793 | 0.00% | 10 | Common | SOLE |
| 958102105 | WDC | Western Digital Corp. | $2,705 | 0.00% | 10 | Common | SOLE |
| 466313103 | JBL | Jabil Circuit | $2,656 | 0.00% | 10 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $2,538 | 0.00% | 10 | Common | SOLE |
| 60937P106 | MDB | MongoDB, Inc. Class A | $2,448 | 0.00% | 10 | Common | SOLE |
| 512807108 | LRCXEUR | Lam Research Corp. | $2,137 | 0.00% | 10 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $2,083 | 0.00% | 10 | Common | SOLE |
| 05605H100 | BWXT | BWX Technologies, Inc. | $2,045 | 0.00% | 10 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices, Inc. | $2,034 | 0.00% | 10 | Common | SOLE |
| 19260Q107 | COIN | Coinbase Global, Inc. Class A | $1,746 | 0.00% | 10 | Common | SOLE |
| 24703L202 | DELL | Dell Technologies, Inc. | $1,641 | 0.00% | 10 | Common | SOLE |
| 833445109 | SNOW | Snowflake, Inc. Class A | $1,508 | 0.00% | 10 | Common | SOLE |
| 92840M102 | VST | Vistra Corp. | $1,503 | 0.00% | 10 | Common | SOLE |
| 25809K105 | DASH | DoorDash, Inc. Class A | $1,502 | 0.00% | 10 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corp. | $1,471 | 0.00% | 10 | Common | SOLE |
| 98980G102 | ZS | Zscaler, Inc. | $1,403 | 0.00% | 10 | Common | SOLE |
| 75734B100 | RDDT | Reddit, Inc. | $1,347 | 0.00% | 10 | Common | SOLE |
| 032095101 | APH | Amphenol Corporation | $1,264 | 0.00% | 10 | Common | SOLE |
| 594972408 | MSTR | Micro Strategy, Inc. Class A | $1,248 | 0.00% | 10 | Common | SOLE |
| 040413205 | ANET | Arista Networks, Inc. | $1,228 | 0.00% | 10 | Common | SOLE |
| 82509L107 | SHOP | Shopify, Inc. Class A (Canada) | $1,186 | 0.00% | 10 | Common | SOLE |
| 23804L103 | DDOG | Datadog, Inc. Class A | $1,181 | 0.00% | 10 | Common | SOLE |
| 04626A103 | ALAB | Astera Labs, Inc. | $1,096 | 0.00% | 10 | Common | SOLE |
| 64110D104 | NTAP | Netapp, Inc. | $1,024 | 0.00% | 10 | Common | SOLE |
| 172573107 | CRCL | Circle Internet Group Inc. | $954 | 0.00% | 10 | Common | SOLE |
| 77543R102 | ROKU | Roku, Inc. Class A | $946 | 0.00% | 10 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding LTD | $939 | 0.00% | 10 | Common | SOLE |
| 03823U102 | AAOI | Applied Optoelectronics, Inc. | $846 | 0.00% | 10 | Common | SOLE |
| 81141R100 | SE | Sea Ltd. (Singapore) | $828 | 0.00% | 10 | Common | SOLE |
| 464287515 | IGV | iShares Expanded Tech-Software Sector ETF | $801 | 0.00% | 10 | Common | SOLE |
| 679295105 | OKTA | Okta, Inc. Class A | $787 | 0.00% | 10 | Common | SOLE |
| 218735108 | — | CoreWeave, Inc. | $775 | 0.00% | 10 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies, Inc. | $719 | 0.00% | 10 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets, Inc. | $693 | 0.00% | 10 | Common | SOLE |
| 773122106 | — | Rocket Lab Corporation | $642 | 0.00% | 10 | Common | SOLE |
| 74624M102 | P | Pure Storage, Inc. Class A | $590 | 0.00% | 10 | Common | SOLE |
| 771049103 | RBLX | Roblox Corporation Class A | $566 | 0.00% | 10 | Common | SOLE |
| 02156V109 | OKLO | Oklo Inc. | $496 | 0.00% | 10 | Common | SOLE |
| 44812J104 | HUT | Hut 8 Corp. | $469 | 0.00% | 10 | Common | SOLE |
| 00827B106 | AFRM | Affirm Holdings, Inc. Class A | $458 | 0.00% | 10 | Common | SOLE |
| 88023B103 | TEM | Tempus AI, Inc. | $452 | 0.00% | 10 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. Class C | $414 | 0.00% | 10 | Common | SOLE |
| 46438F101 | IBIT | ishares Bitcoin Trust | $384 | 0.00% | 10 | Common | SOLE |
| 000018599 | — | IREN Limited | $343 | 0.00% | 10 | Common | SOLE |
| 46222L108 | IONQ | IonQ, Inc. | $288 | 0.00% | 10 | Common | SOLE |
| 003819207 | — | Applied Digital Corporation | $237 | 0.00% | 10 | Common | SOLE |
| 86800U104 | SMCIUSD | Super Micro Computer, Inc. | $228 | 0.00% | 10 | Common | SOLE |
| 91332U101 | U | Unity Software, Inc. | $219 | 0.00% | 10 | Common | SOLE |
| 09175A206 | BMNR | Bitmine Immersion Technologies, Inc. | $198 | 0.00% | 10 | Common | SOLE |
| 82846H405 | QXO | QXO, Inc. | $194 | 0.00% | 10 | Common | SOLE |
| 83406F102 | SOFI | SoFi Technologies, Inc. | $159 | 0.00% | 10 | Common | SOLE |
| 46438R105 | ETHA | iShares Ethereum Trust | $158 | 0.00% | 10 | Common | SOLE |
| 775781206 | RYCEY | Rolls-Royce Holdings plc | $154 | 0.00% | 10 | Common | SOLE |
| 76954A103 | RIVN | Rivian Automotive, Inc. Class A | $151 | 0.00% | 10 | Common | SOLE |
| 21874A106 | CORZ | Core Scientific, Inc. | $150 | 0.00% | 10 | Common | SOLE |
| 26740W109 | QBTS | D-Wave Quantum Inc. | $144 | 0.00% | 10 | Common | SOLE |
| 77311W101 | RKT | Rocket Companies, Inc. | $143 | 0.00% | 10 | Common | SOLE |
| 76655K103 | RGTI | Rigetti Computing, Inc. | $140 | 0.00% | 10 | Common | SOLE |
| 767292105 | RIOT | Riot Platforms, Inc | $124 | 0.00% | 10 | Common | SOLE |
| G2949D104 | DYNC | Dynamix Corporation Class A | $105 | 0.00% | 10 | Common | SOLE |
| 18452B209 | CLSK | CleanSpark, Inc. | $85 | 0.00% | 10 | Common | SOLE |
| 74766W108 | QUBT | Quantum Computing Inc. | $69 | 0.00% | 10 | Common | SOLE |
| 683712103 | OPEN | Opendoor Technologies, Inc. | $47 | 0.00% | 10 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.