Institutional
BERKSHIRE CAPITAL HOLDINGS INC
CIK 0001133742
$277.2M
Reported AUM
114
Positions
Q1 2026
Period
2026-05-12
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | $195.04 | 2.65% | 12.42% | 774.16% | $27.6M | 9.97% | — | HELD |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $403.31 | 7.64% | 73.36% | 267.64% | $25.0M | 9.02% | — | HELD |
| 3 | LITE | Lumentum Holdings Inc. | $693.24 | 15.09% | 549.83% | 700.14% | $22.5M | 8.10% | — | HELD |
| 4 | COHR | Coherent Corp. | $249.06 | 12.16% | 140.42% | 292.39% | $18.2M | 6.56% | — | HELD |
| 5 | GEV | GE Vernova Inc. | $981.98 | 9.07% | 37.44% | 488.18% | $16.6M | 5.99% | — | HELD |
| 6 | VRT | Vertiv Holdings Co | $227.50 | 2.00% | 57.70% | 695.55% | $13.6M | 4.90% | — | HELD |
| 7 | PLTR | Palantir Technologies, Inc. Class A | $122.26 | -0.60% | -20.27% | 366.97% | $13.4M | 4.84% | — | HELD |
| 8 | ARM | Arm Holdings plc | $241.54 | 7.40% | 75.56% | 390.04% | $12.2M | 4.39% | — | HELD |
| 9 | FSLY | Fastly, Inc. | $21.55 | 4.16% | 238.84% | -50.57% | $11.7M | 4.23% | — | HELD |
| 10 | GLW | Corning Inc. Glass Works | $135.22 | 9.00% | 120.30% | 282.48% | $11.7M | 4.20% | — | HELD |
| 11 | AMAT | Applied Materials, Inc. | $501.77 | 14.97% | 179.14% | 284.62% | $11.1M | 4.00% | — | HELD |
| 12 | BE | Bloom Energy Corporation | $207.12 | 26.49% | 464.05% | 866.95% | $11.1M | 4.00% | — | HELD |
| 13 | SATS | EchoStar Corporation | — | — | — | — | $10.8M | 3.89% | — | HELD |
| 14 | DOCN | DigitalOcean Holdings, Inc. | $120.23 | 12.62% | 357.15% | 90.77% | $8.5M | 3.06% | — | HELD |
| 15 | — | Tower Semiconductor Ltd. | — | — | — | — | $8.4M | 3.03% | — | HELD |
| 16 | NBIS | Nebius Group N.V. | $188.43 | 27.13% | 262.37% | 756.89% | $8.3M | 3.01% | — | HELD |
| 17 | TER | Teradyne, Inc. | $365.49 | 14.43% | 251.79% | 206.64% | $8.3M | 3.00% | — | HELD |
| 18 | MRVL | Marvell Technology, Inc. | $183.30 | 12.18% | 146.73% | 205.17% | $8.2M | 2.95% | — | HELD |
| 19 | NET | Cloudflare, Inc. Class A | $283.39 | 4.81% | 41.62% | 134.71% | $8.1M | 2.93% | — | HELD |
| 20 | KLIC | Kulicke & Soffa Industries | $88.32 | 6.59% | 177.30% | 36.06% | $8.1M | 2.93% | — | HELD |
| 21 | — | ASML Holding N.V. ADR | — | — | — | — | $8.1M | 2.93% | — | HELD |
| 22 | Q | Qnity Electronics, Inc. | $130.52 | 5.78% | 37.65% | 61.14% | $5.5M | 1.99% | — | HELD |
| 23 | MELI | MercadoLibre, Inc. (Argentina) | $1885.73 | 1.20% | -22.48% | -1.37% | $17K | 0.01% | — | HELD |
| 24 | KLAC | KLA Corporation | $180.33 | 5.96% | 104.70% | 456.24% | $15K | 0.01% | — | HELD |
| 25 | MPWR | Monolithic Power Systems, Inc. | $1316.18 | 5.40% | 60.06% | 161.66% | $11K | 0.00% | — | HELD |
| 26 | NFLX | Netflix, Inc. | $73.17 | -0.62% | -36.85% | 28.55% | $10K | 0.00% | — | HELD |
| 27 | PANW | Palo Alto Networks, Inc. | $325.68 | 3.67% | 81.72% | 308.84% | $7K | 0.00% | — | HELD |
| 28 | SNDK | Sandisk Corp. | — | — | 2996.93% | 2588.43% | $6K | 0.00% | — | HELD |
| 29 | QQQ | Invesco QQQ ETF | — | — | 20.05% | 79.46% | $6K | 0.00% | — | HELD |
| 30 | META | Meta Platforms, Inc. Class A | $539.03 | -7.95% | -27.89% | 43.33% | $6K | 0.00% | — | HELD |
| 31 | AGX | Argan, Inc. | $579.87 | 17.78% | — | — | $5K | 0.00% | — | HELD |
| 32 | NOW | ServiceNow, Inc. | $110.07 | -4.92% | — | — | $5K | 0.00% | — | HELD |
| 33 | SPOT | Spotify Technology S.A. (Luxembourg) | $522.61 | -0.27% | — | — | $5K | 0.00% | — | HELD |
| 34 | TPL | Texas Pacific Land Corporation | $394.25 | 1.24% | — | — | $5K | 0.00% | — | HELD |
| 35 | AXON | Axon Enterprise, Inc. | $525.30 | -1.11% | — | — | $4K | 0.00% | — | HELD |
| 36 | APP | AppLovin Corporation | $403.87 | 1.10% | — | — | $4K | 0.00% | — | HELD |
| 37 | STXN | Segate Technology | — | — | — | — | $4K | 0.00% | — | HELD |
| 38 | CRWD | CrowdStrike Holdings, Inc. Class A | $185.22 | 3.26% | — | — | $4K | 0.00% | — | HELD |
| 39 | CIEN | Ciena Corp. | $372.07 | 12.62% | — | — | $4K | 0.00% | — | HELD |
| 40 | SMH | VanEck Semiconductor ETF | $538.90 | 6.88% | — | — | $4K | 0.00% | — | HELD |
| 41 | TSLA | Tesla, Inc. | $308.85 | 3.53% | — | — | $4K | 0.00% | — | HELD |
| 42 | MSFT | Microsoft Corp. | $451.10 | 15.51% | — | — | $4K | 0.00% | — | HELD |
| 43 | ETN | Eaton Corporation PLC | $386.89 | 6.91% | — | — | $4K | 0.00% | — | HELD |
| 44 | SITM | SiTime Corporation | $527.87 | 14.22% | — | — | $3K | 0.00% | — | HELD |
| 45 | MU | Micron Technology, Inc. | $874.66 | 18.36% | — | — | $3K | 0.00% | — | HELD |
| 46 | TLN | Talen Energy Corporation | $332.54 | 5.17% | — | — | $3K | 0.00% | — | HELD |
| 47 | CVNA | Carvana Co. Class A | $61.44 | -7.36% | — | — | $3K | 0.00% | — | HELD |
| 48 | AVGO | Broadcom Ltd. | $387.84 | 4.73% | — | — | $3K | 0.00% | — | HELD |
| 49 | GOOGL | Alphabet, Inc. Class A | $333.66 | -0.91% | — | — | $3K | 0.00% | — | HELD |
| 50 | GE | GE Aerospace | $355.04 | 1.26% | — | — | $3K | 0.00% | — | HELD |
| 51 | CLS | Celestica Inc. | $352.59 | 7.36% | — | — | $3K | 0.00% | — | HELD |
| 52 | CEG | Constellation Energy Corporation | $263.56 | 2.17% | — | — | $3K | 0.00% | — | HELD |
| 53 | WDC | Western Digital Corp. | $533.04 | 15.37% | — | — | $3K | 0.00% | — | HELD |
| 54 | JBL | Jabil Circuit | $308.52 | 7.45% | — | — | $3K | 0.00% | — | HELD |
| 55 | AAPL | Apple, Inc. | $333.43 | -1.41% | — | — | $3K | 0.00% | — | HELD |
| 56 | MDB | MongoDB, Inc. Class A | $325.88 | 1.49% | — | — | $2K | 0.00% | — | HELD |
| 57 | LRCXEUR | Lam Research Corp. | — | — | — | — | $2K | 0.00% | — | HELD |
| 58 | AMZN | Amazon.com, Inc. | $235.50 | 3.90% | — | — | $2K | 0.00% | — | HELD |
| 59 | BWXT | BWX Technologies, Inc. | $165.59 | 5.18% | — | — | $2K | 0.00% | — | HELD |
| 60 | AMD | Advanced Micro Devices, Inc. | $485.39 | 13.00% | — | — | $2K | 0.00% | — | HELD |
| 61 | COIN | Coinbase Global, Inc. Class A | $163.58 | 2.18% | — | — | $2K | 0.00% | — | HELD |
| 62 | DELL | Dell Technologies, Inc. | $404.81 | 9.51% | — | — | $2K | 0.00% | — | HELD |
| 63 | SNOW | Snowflake, Inc. Class A | $298.10 | 5.37% | — | — | $2K | 0.00% | — | HELD |
| 64 | VST | Vistra Corp. | $148.62 | 4.07% | — | — | $2K | 0.00% | — | HELD |
| 65 | DASH | DoorDash, Inc. Class A | $197.53 | 2.07% | — | — | $2K | 0.00% | — | HELD |
| 66 | ORCL | Oracle Corp. | $127.56 | 8.34% | — | — | $1K | 0.00% | — | HELD |
| 67 | ZS | Zscaler, Inc. | $148.39 | -3.50% | — | — | $1K | 0.00% | — | HELD |
| 68 | RDDT | Reddit, Inc. | — | — | — | — | $1K | 0.00% | — | HELD |
| 69 | APH | Amphenol Corporation | $159.82 | 6.33% | — | — | $1K | 0.00% | — | HELD |
| 70 | MSTR | Micro Strategy, Inc. Class A | $97.74 | 4.73% | — | — | $1K | 0.00% | — | HELD |
| 71 | ANET | Arista Networks, Inc. | $171.02 | 8.26% | — | — | $1K | 0.00% | — | HELD |
| 72 | SHOP | Shopify, Inc. Class A (Canada) | $122.40 | -5.24% | — | — | $1K | 0.00% | — | HELD |
| 73 | DDOG | Datadog, Inc. Class A | $268.56 | 1.65% | — | — | $1K | 0.00% | — | HELD |
| 74 | ALAB | Astera Labs, Inc. | $299.69 | 20.00% | — | — | $1K | 0.00% | — | HELD |
| 75 | NTAP | Netapp, Inc. | $173.98 | 0.43% | — | — | $1K | 0.00% | — | HELD |
| 76 | CRCL | Circle Internet Group Inc. | $64.24 | 4.69% | — | — | $954 | 0.00% | — | HELD |
| 77 | ROKU | Roku, Inc. Class A | $145.09 | -0.17% | — | — | $946 | 0.00% | — | HELD |
| 78 | CRDO | Credo Technology Group Holding LTD | $201.08 | 13.32% | — | — | $939 | 0.00% | — | HELD |
| 79 | AAOI | Applied Optoelectronics, Inc. | $90.11 | 17.76% | — | — | $846 | 0.00% | — | HELD |
| 80 | SE | Sea Ltd. (Singapore) | $106.24 | -1.97% | — | — | $828 | 0.00% | — | HELD |
| 81 | IGV | iShares Expanded Tech-Software Sector ETF | $93.31 | 1.02% | — | — | $801 | 0.00% | — | HELD |
| 82 | OKTA | Okta, Inc. Class A | $140.42 | 2.56% | — | — | $787 | 0.00% | — | HELD |
| 83 | — | CoreWeave, Inc. | — | — | — | — | $775 | 0.00% | — | HELD |
| 84 | UBER | Uber Technologies, Inc. | $70.37 | -1.17% | — | — | $719 | 0.00% | — | HELD |
| 85 | HOOD | Robinhood Markets, Inc. | $86.60 | -3.61% | — | — | $693 | 0.00% | — | HELD |
| 86 | — | Rocket Lab Corporation | — | — | — | — | $642 | 0.00% | — | HELD |
| 87 | P | Pure Storage, Inc. Class A | $75.06 | 8.39% | — | — | $590 | 0.00% | — | HELD |
| 88 | RBLX | Roblox Corporation Class A | — | — | — | — | $566 | 0.00% | — | HELD |
| 89 | OKLO | Oklo Inc. | $41.09 | 11.54% | — | — | $496 | 0.00% | — | HELD |
| 90 | HUT | Hut 8 Corp. | $108.27 | 22.78% | — | — | $469 | 0.00% | — | HELD |
| 91 | AFRM | Affirm Holdings, Inc. Class A | $73.25 | 4.48% | — | — | $458 | 0.00% | — | HELD |
| 92 | TEM | Tempus AI, Inc. | — | — | — | — | $452 | 0.00% | — | HELD |
| 93 | ZG | Zillow Group, Inc. Class C | $34.05 | -0.79% | — | — | $414 | 0.00% | — | HELD |
| 94 | IBIT | ishares Bitcoin Trust | $36.70 | 1.94% | — | — | $384 | 0.00% | — | HELD |
| 95 | — | IREN Limited | — | — | — | — | $343 | 0.00% | — | HELD |
| 96 | IONQ | IonQ, Inc. | $35.77 | 11.82% | — | — | $288 | 0.00% | — | HELD |
| 97 | — | Applied Digital Corporation | — | — | — | — | $237 | 0.00% | — | HELD |
| 98 | SMCIUSD | Super Micro Computer, Inc. | — | — | — | — | $228 | 0.00% | — | HELD |
| 99 | U | Unity Software, Inc. | $33.34 | 4.06% | — | — | $219 | 0.00% | — | HELD |
| 100 | BMNR | Bitmine Immersion Technologies, Inc. | $18.08 | 8.98% | — | — | $198 | 0.00% | — | HELD |
| 101 | QXO | QXO, Inc. | $13.46 | 0.45% | — | — | $194 | 0.00% | — | HELD |
| 102 | SOFI | SoFi Technologies, Inc. | $16.47 | 8.00% | — | — | $159 | 0.00% | — | HELD |
| 103 | ETHA | iShares Ethereum Trust | $14.51 | 1.90% | — | — | $158 | 0.00% | — | HELD |
| 104 | RYCEY | Rolls-Royce Holdings plc | $19.65 | 6.04% | — | — | $154 | 0.00% | — | HELD |
| 105 | RIVN | Rivian Automotive, Inc. Class A | $16.83 | 3.06% | — | — | $151 | 0.00% | — | HELD |
| 106 | CORZ | Core Scientific, Inc. | $21.81 | 20.36% | — | — | $150 | 0.00% | — | HELD |
| 107 | QBTS | D-Wave Quantum Inc. | — | — | — | — | $144 | 0.00% | — | HELD |
| 108 | RKT | Rocket Companies, Inc. | — | — | — | — | $143 | 0.00% | — | HELD |
| 109 | RGTI | Rigetti Computing, Inc. | — | — | — | — | $140 | 0.00% | — | HELD |
| 110 | RIOT | Riot Platforms, Inc | — | — | — | — | $124 | 0.00% | — | HELD |
| 111 | DYNC | Dynamix Corporation Class A | — | — | — | — | $105 | 0.00% | — | HELD |
| 112 | CLSK | CleanSpark, Inc. | — | — | — | — | $85 | 0.00% | — | HELD |
| 113 | QUBT | Quantum Computing Inc. | — | — | — | — | $69 | 0.00% | — | HELD |
| 114 | OPEN | Opendoor Technologies, Inc. | — | — | — | — | $47 | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001162044-26-000437. 13F discloses long positions only — shorts, foreign equities, and options are excluded.