# BERKSHIRE CAPITAL HOLDINGS INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1133742. Source: https://holderbook.com/funds/1133742-berkshire-capital-holdings-inc/

- Reported value: $462.3M
- Positions: 122
- Weight of the ten largest: 60.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $37.8M | 32,790 | 8.2% | 10 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $37.2M | 77,910 | 8.0% | 25 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $37.0M | 63,650 | 8.0% | 29 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $28.2M | 102,240 | 6.1% | 3 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $27.6M | 91,090 | 6.0% | 4 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $23.1M | 36,120 | 5.0% | 9 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $22.7M | 76,080 | 4.9% | 15 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $22.5M | 88,230 | 4.9% | 4 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $22.5M | 31,120 | 4.9% | 28 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $22.5M | 160,840 | 4.9% | 1 |
| SEAGATE TECHNOLOGY PLC | [STXXXXX](https://holderbook.com/stocks/STXXXXX/) | $18.9M | 19,590 | 4.1% | 2 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $18.9M | 69,380 | 4.1% | 7 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $15.9M | 32,880 | 3.4% | 7 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $15.5M | 94,760 | 3.3% | 2 |
| SILICON MOTION TECHNOLOGY CO | [SIMO](https://holderbook.com/stocks/SIMO/) | $14.8M | 44,280 | 3.2% | 1 |
| AMKOR TECHNOLOGY INC | [AMKR](https://holderbook.com/stocks/AMKR/) | $14.0M | 161,800 | 3.0% | 1 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $13.9M | 28,750 | 3.0% | 3 |
| ROCKET LAB USA INC | [RKLBXXXX](https://holderbook.com/stocks/RKLBXXXX/) | $13.9M | 136,690 | 3.0% | 4 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $13.8M | 38,840 | 3.0% | 10 |
| AEHR TEST SYS | [AEHR](https://holderbook.com/stocks/AEHR/) | $13.7M | 142,640 | 3.0% | 1 |
| MAXLINEAR INC | [MXL](https://holderbook.com/stocks/MXL/) | $9.4M | 73,470 | 2.0% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $9.3M | 30,660 | 2.0% | 18 |
| LAM RESEARCH CORP | [LRCXXXXX](https://holderbook.com/stocks/LRCXXXXX/) | $9.2M | 21,170 | 2.0% | 28 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $22.7K | 10 | 0.0% | 3 |
| ASML Holding N V ADR | - | $19.9K | 10 | 0.0% | 26 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $17.0K | 10 | 0.0% | 25 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $14.3K | 42 | 0.0% | 21 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $13.8K | 10 | 0.0% | 10 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $11.7K | 10 | 0.0% | 5 |
| Equinix Inc New | - | $10.4K | 10 | 0.0% | 1 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $8.6K | 10 | 0.0% | 3 |
| ARGAN INC | [AGX](https://holderbook.com/stocks/AGX/) | $8.0K | 10 | 0.0% | 5 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $7.6K | 10 | 0.0% | 25 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $7.5K | 10 | 0.0% | 3 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $7.4K | 10 | 0.0% | 15 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $7.1K | 100 | 0.0% | 13 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $6.6K | 10 | 0.0% | 29 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.6K | 10 | 0.0% | 31 |
| APPLOVIN CORP | [APP](https://holderbook.com/stocks/APP/) | $5.2K | 10 | 0.0% | 14 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $5.0K | 50 | 0.0% | 31 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $4.9K | 10 | 0.0% | 7 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $4.4K | 10 | 0.0% | 2 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $4.3K | 10 | 0.0% | 10 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $4.3K | 10 | 0.0% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.2K | 10 | 0.0% | 26 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $3.9K | 10 | 0.0% | 10 |
| JABIL INC | [JBL](https://holderbook.com/stocks/JBL/) | $3.9K | 10 | 0.0% | 2 |
| TALEN ENERGY CORP | [TLN](https://holderbook.com/stocks/TLN/) | $3.8K | 10 | 0.0% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.8K | 10 | 0.0% | 19 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $3.7K | 10 | 0.0% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.7K | 10 | 0.0% | 31 |
| CELESTICA INC | [CLS](https://holderbook.com/stocks/CLS/) | $3.6K | 10 | 0.0% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $3.6K | 10 | 0.0% | 31 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $3.4K | 10 | 0.0% | 30 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $3.3K | 10 | 0.0% | 9 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $3.3K | 50 | 0.0% | 13 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.9K | 10 | 0.0% | 31 |
| Tower Semiconductor Ltd. | - | $2.6K | 10 | 0.0% | 2 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $2.6K | 10 | 0.0% | 20 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $2.5K | 10 | 0.0% | 23 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $2.5K | 10 | 0.0% | 7 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $2.5K | 10 | 0.0% | 20 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.4K | 10 | 0.0% | 31 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $2.2K | 10 | 0.0% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $2.0K | 10 | 0.0% | 31 |
| BWX TECHNOLOGIES INC | [BWXT](https://holderbook.com/stocks/BWXT/) | $1.9K | 10 | 0.0% | 4 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.8K | 10 | 0.0% | 1 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $1.8K | 10 | 0.0% | 15 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.8K | 10 | 0.0% | 3 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $1.7K | 10 | 0.0% | 7 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $1.7K | 10 | 0.0% | 1 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.7K | 10 | 0.0% | 7 |
| SEMTECH CORP | [SMTC](https://holderbook.com/stocks/SMTC/) | $1.6K | 10 | 0.0% | 1 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $1.6K | 10 | 0.0% | 9 |
| DIGITALOCEAN HLDGS INC | [DOCN](https://holderbook.com/stocks/DOCN/) | $1.6K | 10 | 0.0% | 2 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $1.5K | 10 | 0.0% | 9 |
| APPLIED OPTOELECTRONICS INC | [AAOI](https://holderbook.com/stocks/AAOI/) | $1.5K | 10 | 0.0% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.5K | 10 | 0.0% | 8 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $1.5K | 10 | 0.0% | 21 |
| ZSCALER INC | [ZS](https://holderbook.com/stocks/ZS/) | $1.4K | 10 | 0.0% | 24 |
| ROKU INC | [ROKU](https://holderbook.com/stocks/ROKU/) | $1.4K | 10 | 0.0% | 30 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $1.4K | 10 | 0.0% | 30 |
| KULICKE & SOFFA INDS INC | [KLIC](https://holderbook.com/stocks/KLIC/) | $1.3K | 10 | 0.0% | 2 |
| AKAMAI TECHNOLOGIES INC | [AKAM](https://holderbook.com/stocks/AKAM/) | $1.2K | 10 | 0.0% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.2K | 10 | 0.0% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.2K | 10 | 0.0% | 15 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $1.2K | 10 | 0.0% | 3 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $1.1K | 10 | 0.0% | 29 |
| ECHOSTAR CORP | [ECHO](https://holderbook.com/stocks/ECHO/) | $1.0K | 10 | 0.0% | 3 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $1.0K | 10 | 0.0% | 11 |
| CoreWeave, Inc. | - | $995 | 10 | 0.0% | 5 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $958 | 10 | 0.0% | 4 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $906 | 10 | 0.0% | 7 |
| STRATEGY INC | [MSTR](https://holderbook.com/stocks/MSTR/) | $869 | 10 | 0.0% | 14 |
| AFFIRM HLDGS INC | [AFRM](https://holderbook.com/stocks/AFRM/) | $816 | 10 | 0.0% | 11 |
| EVERPURE INC | [P](https://holderbook.com/stocks/P/) | $788 | 10 | 0.0% | 15 |
| STMICROELECTRONICS N V | [STM](https://holderbook.com/stocks/STM/) | $749 | 10 | 0.0% | 1 |
| ROUNDHILL ETF TRUST | - | $739 | 10 | 0.0% | 1 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $722 | 10 | 0.0% | 15 |
| AXT INC | [AXTI](https://holderbook.com/stocks/AXTI/) | $721 | 10 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +54.0% | +14.8% | +39.1% | 94% |
| Q1 2026 | -7.2% | -4.6% | -2.6% | 95% |
| Q4 2025 | -6.7% | +2.4% | -9.1% | 91% |
| Q3 2025 | +20.3% | +7.8% | +12.5% | 98% |
| Q2 2025 | +45.2% | +10.5% | +34.8% | 100% |
| Q1 2025 | -21.0% | -4.6% | -16.5% | 100% |
| Q4 2024 | +14.3% | +2.1% | +12.1% | 100% |
| Q3 2024 | +0.5% | +5.4% | -4.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $462.3M | 122 |
| Q1 2026 | $277.2M | 114 |
| Q4 2025 | $301.7M | 109 |
| Q3 2025 | $329.3M | 111 |
| Q2 2025 | $285.8M | 102 |
| Q1 2025 | $209.1M | 96 |
| Q4 2024 | $276.7M | 96 |
| Q3 2024 | $235.7M | 90 |
| Q2 2024 | $247.3M | 87 |
| Q1 2024 | $250.5M | 89 |
| Q4 2023 | $221.3M | 81 |
| Q3 2023 | $204.1M | 84 |