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 $462.3M across 118 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MU ($37.8M, 8.19%), TSM ($37.2M, 8.05%), AMD ($37.0M, 8.00%), NBIS ($28.2M, 6.11%), BE ($27.6M, 5.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology, Inc. | $37.8M | 8.19% | 32,790 | Added |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $37.2M | 8.05% | 77,910 | Added |
| 3 | AMD | Advanced Micro Devices, Inc. | $37.0M | 8.00% | 63,650 | Added |
| 4 | NBIS | Nebius Group N.V. | $28.2M | 6.11% | 102,240 | Added |
| 5 | BE | Bloom Energy Corporation | $27.6M | 5.96% | 91,090 | Added |
| 6 | WDC | Western Digital Corp. | $23.1M | 4.99% | 36,120 | Added |
| 7 | MRVL | Marvell Technology, Inc. | $22.7M | 4.90% | 76,080 | Trimmed |
| 8 | AMAT | Applied Materials, Inc. | $22.5M | 4.87% | 31,120 | Trimmed |
| 9 | GLW | Corning Inc. Glass Works | $22.5M | 4.87% | 88,230 | Added |
| 10 | INTC | Intel Corp. | $22.5M | 4.86% | 160,840 | New |
| 11 | STX | Segate Technology | $18.9M | 4.09% | 19,590 | Added |
| 12 | CRDO | Credo Technology Group Holding LTD | $18.9M | 4.08% | 69,380 | Added |
| 13 | ALAB | Astera Labs, Inc. | $15.9M | 3.44% | 32,880 | Added |
| 14 | Q | Qnity Electronics, Inc. | $15.5M | 3.35% | 94,760 | Added |
| 15 | SIMO | Silicon Motion Technology Corporation | $14.8M | 3.19% | 44,280 | New |
| 16 | AMKR | Amkor Technology, Inc. | $14.0M | 3.02% | 161,800 | New |
| 17 | TER | Teradyne, Inc. | $13.9M | 3.01% | 28,750 | Added |
| 18 | RKLB | Rocket Lab Corporation | $13.9M | 3.01% | 136,690 | Added |
| 19 | ARM | Arm Holdings plc | $13.8M | 2.98% | 38,840 | Trimmed |
| 20 | AEHR | Aehr Test Systems, Inc. | $13.7M | 2.96% | 142,640 | New |
| 21 | MXL | MaxLinear, Inc. | $9.4M | 2.03% | 73,470 | New |
| 22 | KLAC | KLA Corporation | $9.3M | 2.00% | 30,660 | Added |
| 23 | LRCX | Lam Research Corp. | $9.2M | 1.98% | 21,170 | Added |
| 24 | META | Meta Platforms, Inc. Class A | $5,633 | 0.00% | 10 | Hold |
| 25 | RIVN | Rivian Automotive, Inc. Class A | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30