Berkshire Capital Holdings Inc
Berkshire Capital Holdings Inc reported 122 holdings worth US$462M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Berkshire Capital Holdings Inc reported 122 holdings worth US$462M as of Jun 30, 2026. Largest: Micron Technology, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Advanced Micro Devices Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 122
- Value as reported
- US$462M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 32,790 | US$37.8M | 8.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 77,910 | US$37.2M | 8.0% |
| Advanced Micro Devices Inc | 63,650 | US$37M | 8.0% |
| Bloom Energy Corporation | 91,090 | US$27.6M | 6.0% |
| Western Digital Corporation | 36,120 | US$23.1M | 5.0% |
| Marvell Technology, Inc. | 76,080 | US$22.7M | 4.9% |
| Corning Incorporated | 88,230 | US$22.5M | 4.9% |
| Applied Materials, Inc. | 31,120 | US$22.5M | 4.9% |
| Intel Corporation | 161K | US$22.5M | 4.9% |
| Credo Technology Group Holding Ltd | 69,380 | US$18.9M | 4.1% |
| Astera Labs, Inc. | 32,880 | US$15.9M | 3.4% |
| Qnity Electronics, Inc. | 94,760 | US$15.5M | 3.3% |
| Amkor Technology, Inc. | 162K | US$14M | 3.0% |
| Teradyne, Inc. | 28,750 | US$13.9M | 3.0% |
| Aehr Test Systems | 143K | US$13.7M | 3.0% |
| Maxlinear, Inc | 73,470 | US$9.41M | 2.0% |
| Kla Corporation | 30,660 | US$9.25M | 2.0% |
| Sandisk Corporation | 10 | US$22,737 | <0.01% |
| Mercadolibre, Inc. | 10 | US$16,974 | <0.01% |
| Palo Alto Networks, Inc. | 42 | US$14,323 | <0.01% |
| Monolithic Power Systems, Inc. | 10 | US$13,824 | <0.01% |
| Ge Vernova Inc. | 10 | US$11,749 | <0.01% |
| Lumentum Holdings Inc. | 10 | US$8,581 | <0.01% |
| Argan, Inc. | 10 | US$7,986 | <0.01% |
| Crowdstrike Holdings, Inc. | 10 | US$7,631 | <0.01% |
| Sitime Corporation | 10 | US$7,456 | <0.01% |
| Netflix, Inc. | 100 | US$7,140 | <0.01% |
| Meta Platforms, Inc. | 10 | US$5,633 | <0.01% |
| Applovin Corporation | 10 | US$5,152 | <0.01% |
| Servicenow, Inc. | 50 | US$4,964 | <0.01% |
| Ciena Corporation | 10 | US$4,906 | <0.01% |
| Texas Pacific Land Corporation | 10 | US$4,376 | <0.01% |
| Dell Technologies Inc. | 10 | US$4,315 | <0.01% |
| Tesla, Inc. | 10 | US$4,206 | <0.01% |
| Coherent Corp. | 10 | US$3,945 | <0.01% |
| Jabil Inc. | 10 | US$3,855 | <0.01% |
| Talen Energy Corporation | 10 | US$3,843 | <0.01% |
| Broadcom Inc. | 10 | US$3,778 | <0.01% |
| Ge Aerospace | 10 | US$3,737 | <0.01% |
| Microsoft Corp. | 10 | US$3,730 | <0.01% |
| Celestica Inc. | 10 | US$3,648 | <0.01% |
| Alphabet Inc (google) Class C | 10 | US$3,574 | <0.01% |
| Mongodb, Inc. | 10 | US$3,359 | <0.01% |
| Vertiv Holdings, Llc | 10 | US$3,348 | <0.01% |
| Carvana Co. | 50 | US$3,291 | <0.01% |
| Apple Inc | 10 | US$2,894 | <0.01% |
| Datadog, Inc. | 10 | US$2,604 | <0.01% |
| Snowflake Inc. | 10 | US$2,545 | <0.01% |
| Constellation Energy Corporation | 10 | US$2,484 | <0.01% |
| Cloudflare, Inc. | 10 | US$2,453 | <0.01% |
| Amazon.com, Inc. | 10 | US$2,383 | <0.01% |
| Cerebras Systems Inc. | 10 | US$2,210 | <0.01% |
| Nvidia Corporation | 10 | US$2,001 | <0.01% |
| Bwx Technologies, Inc. | 10 | US$1,947 | <0.01% |
| Qualcomm Incorporated | 10 | US$1,848 | <0.01% |
| Doordash, Inc. | 10 | US$1,845 | <0.01% |
| Amphenol Corporation | 10 | US$1,763 | <0.01% |
| Reddit, Inc. | 10 | US$1,736 | <0.01% |
| Space Exploration Technologies Corp | 10 | US$1,709 | <0.01% |
| Arista Networks, Inc. | 10 | US$1,699 | <0.01% |
| Semtech Corporation | 10 | US$1,619 | <0.01% |
| Vistra Corp. | 10 | US$1,586 | <0.01% |
| Digitalocean Holdings, Inc. | 10 | US$1,570 | <0.01% |
| Netapp, Inc. | 10 | US$1,548 | <0.01% |
| Applied Optoelectronics, Inc. | 10 | US$1,482 | <0.01% |
| Oracle Corporation | 10 | US$1,466 | <0.01% |
| Coinbase Global, Inc. | 10 | US$1,462 | <0.01% |
| Zscaler Inc | 10 | US$1,412 | <0.01% |
| Roku, Inc. | 10 | US$1,381 | <0.01% |
| Okta, Inc. | 10 | US$1,365 | <0.01% |
| Kulicke And Soffa Industries, Inc. | 10 | US$1,338 | <0.01% |
| Akamai Technologies, Inc. | 10 | US$1,182 | <0.01% |
| Cisco Systems, Inc. | 10 | US$1,175 | <0.01% |
| Palantir Technologies Inc. | 10 | US$1,167 | <0.01% |
| Hut 8 Corp. | 10 | US$1,154 | <0.01% |
| Shopify Inc. | 10 | US$1,142 | <0.01% |
| Echostar Corporation | 10 | US$1,015 | <0.01% |
| Robinhood Markets, Inc. | 10 | US$1,003 | <0.01% |
| Strategy Inc | 10 | US$869 | <0.01% |
| Affirm Holdings, Inc. | 10 | US$816 | <0.01% |
| Everpure, Inc. | 10 | US$788 | <0.01% |
| Stmicroelectronics Nv | 10 | US$749 | <0.01% |
| Uber Technologies, Inc. | 10 | US$722 | <0.01% |
| Axt Inc | 10 | US$721 | <0.01% |
| Circle Internet Group, Inc. | 10 | US$626 | <0.01% |
| Tempus Ai, Inc. | 10 | US$579 | <0.01% |
| Roblox Corporation | 10 | US$544 | <0.01% |
| Ionq, Inc. | 10 | US$533 | <0.01% |
| Oklo Inc. | 10 | US$523 | <0.01% |
| Zillow Group, Inc. | 10 | US$315 | <0.01% |
| Unity Software Inc. | 10 | US$286 | <0.01% |
| Riot Platforms, Inc. | 10 | US$274 | <0.01% |
| Core Scientific, Inc. | 10 | US$256 | <0.01% |
| D-wave Quantum Inc. | 10 | US$240 | <0.01% |
| Rigetti Computing, Inc. | 10 | US$193 | <0.01% |
| Fastly, Inc. | 10 | US$184 | <0.01% |
| Sofi Technologies, Inc. | 10 | US$179 | <0.01% |
| Rocket Companies, Inc. | 10 | US$158 | <0.01% |
| Cleanspark, Inc. | 10 | US$146 | <0.01% |
| Bitmine Immersion Technologies, Inc. | 10 | US$133 | <0.01% |
Every holding of Berkshire Capital Holdings Inc
Source
View original at SEC
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