Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BERKSHIRE CAPITAL HOLDINGS INC (CIK 1133742) reported $277.2M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($27.6M, 9.97%), TSM ($25.0M, 9.02%), LITE ($22.5M, 8.10%), COHR ($18.2M, 6.56%), GEV ($16.6M, 5.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | $27.6M | 9.97% | 158,500 | Trimmed |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $25.0M | 9.02% | 73,970 | Trimmed |
| 3 | LITE | Lumentum Holdings Inc. | $22.5M | 8.10% | 31,950 | Added |
| 4 | COHR | Coherent Corp. | $18.2M | 6.56% | 76,300 | Added |
| 5 | GEV | GE Vernova Inc. | $16.6M | 5.99% | 19,010 | Trimmed |
| 6 | VRT | Vertiv Holdings Co | $13.6M | 4.90% | 54,160 | Added |
| 7 | PLTR | Palantir Technologies, Inc. Class A | $13.4M | 4.84% | 91,700 | Added |
| 8 | ARM | Arm Holdings plc | $12.2M | 4.39% | 80,450 | Added |
| 9 | FSLY | Fastly, Inc. | $11.7M | 4.23% | 403,830 | New |
| 10 | GLW | Corning Inc. Glass Works | $11.7M | 4.20% | 85,690 | Added |
| 11 | BE | Bloom Energy Corporation | $11.1M | 4.00% | 81,810 | Added |
| 12 | AMAT | Applied Materials, Inc. | $11.1M | 4.00% | 32,470 | Added |
| 13 | SATS | EchoStar Corporation | $10.8M | 3.89% | 92,100 | Added |
| 14 | DOCN | DigitalOcean Holdings, Inc. | $8.5M | 3.06% | 99,010 | New |
| 15 | Tower Semiconductor Ltd. | $8.4M | 3.03% | 47,800 | New | |
| 16 | NBIS | Nebius Group N.V. | $8.3M | 3.01% | 80,340 | Added |
| 17 | TER | Teradyne, Inc. | $8.3M | 3.00% | 28,040 | Added |
| 18 | MRVL | Marvell Technology, Inc. | $8.2M | 2.95% | 82,580 | Added |
| 19 | KLIC | Kulicke & Soffa Industries | $8.1M | 2.93% | 123,690 | New |
| 20 | ASML | ASML Holding N.V. ADR | $8.1M | 2.93% | 6,140 | Added |
| 21 | NET | Cloudflare, Inc. Class A | $8.1M | 2.93% | 39,410 | Added |
| 22 | Qnity Electronics, Inc. | $5.5M | 1.99% | 47,780 | New | |
| 23 | KLAC | KLA Corporation | $14,724 | 0.01% | 10 | Hold |
| 24 | MELI | MercadoLibre, Inc. (Argentina) | $17,290 | 0.01% | 10 | Hold |
| 25 | OKTA | Okta, Inc. Class A | $787 | 0.00% | 10 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31