HolderBook

BERKSHIRE CAPITAL HOLDINGS INC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1133742
Reported value
$462.3M
Positions
122
Top 10 weight
60.8%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
MICRON TECHNOLOGY INCMU$37.8M32,7908.19%+8.19pp10q+327800.0%+$37.8M
TAIWAN SEMICONDUCTOR MANUFACTSM$37.2M77,9108.05%-0.97pp25q+5.3%+$1.9M
ADVANCED MICRO DEVICES INCAMD$37.0M63,6508.00%+8.00pp29q+636400.0%+$37.0M
NEBIUS GROUP N.V.NBIS$28.2M102,2406.11%+3.10pp3q+27.3%+$6.0M
BLOOM ENERGY CORPBE$27.6M91,0905.96%+1.96pp4q+11.3%+$2.8M
WESTERN DIGITAL CORPWDC$23.1M36,1204.99%+4.99pp9q+361100.0%+$23.1M
MARVELL TECHNOLOGY INCMRVL$22.7M76,0804.90%+1.95pp15q-7.9%-$1.9M
CORNING INCGLW$22.5M88,2304.87%+0.67pp4q+3.0%+$648.8K
APPLIED MATLS INCAMAT$22.5M31,1204.87%+0.86pp28q-4.2%-$976.0K
INTEL CORPINTC$22.5M160,8404.86%-newNEW
SEAGATE TECHNOLOGY PLCSTXXXXX$18.9M19,5904.09%+4.09pp2q+195800.0%+$18.9M
CREDO TECHNOLOGY GROUP HOLDICRDO$18.9M69,3804.08%+4.08pp7q+693700.0%+$18.9M
ASTERA LABS INCALAB$15.9M32,8803.44%+3.43pp7q+328700.0%+$15.9M
QNITY ELECTRONICS INCQ$15.5M94,7603.35%+1.36pp2q+98.3%+$7.7M
SILICON MOTION TECHNOLOGY COSIMO$14.8M44,2803.19%-newNEW
AMKOR TECHNOLOGY INCAMKR$14.0M161,8003.02%-newNEW
TERADYNE INCTER$13.9M28,7503.01%+0.01pp3q+2.5%+$343.5K
ROCKET LAB USA INCRKLBXXXX$13.9M136,6903.01%+3.01pp4q+1366800.0%+$13.9M
ARM HOLDINGS PLCARM$13.8M38,8402.98%-1.41pp10q-51.7%-$14.8M
AEHR TEST SYSAEHR$13.7M142,6402.96%-newNEW
MAXLINEAR INCMXL$9.4M73,4702.03%-newNEW
KLA CORPKLAC$9.3M30,6602.00%+2.00pp18q+306500.0%+$9.2M
LAM RESEARCH CORPLRCXXXXX$9.2M21,1701.98%+1.98pp28q+211600.0%+$9.2M
SANDISK CORPSNDK$22.7K100.00%flat3qHELD
ASML Holding N V ADR$19.9K100.00%-2.92pp26q-99.8%-$12.2M
MERCADOLIBRE INCMELI$17.0K100.00%flat25qHELD
PALO ALTO NETWORKS INCPANW$14.3K420.00%flat21qHELD
MONOLITHIC PWR SYS INCMPWR$13.8K100.00%flat10qHELD
GE VERNOVA INCGEV$11.7K100.00%-5.98pp5q-99.9%-$22.3M
Equinix Inc New$10.4K100.00%-newNEW
LUMENTUM HLDGS INCLITE$8.6K100.00%-8.10pp3q-100.0%-$27.4M
ARGAN INCAGX$8.0K100.00%flat5qHELD
CROWDSTRIKE HLDGS INCCRWD$7.6K100.00%flat25qHELD
SITIME CORPSITM$7.5K100.00%flat3qHELD
INVESCO QQQ TRQQQ$7.4K100.00%flat15qHELD
NETFLIX INCNFLX$7.1K1000.00%flat13qHELD
VANECK ETF TRUSTSMH$6.6K100.00%flat29qHELD
META PLATFORMS INCMETA$5.6K100.00%flat31qHELD
APPLOVIN CORPAPP$5.2K100.00%flat14qHELD
SERVICENOW INCNOW$5.0K500.00%flat31qHELD
CIENA CORPCIEN$4.9K100.00%flat7qHELD
TEXAS PACIFIC LAND CORPORATITPL$4.4K100.00%flat2qHELD
DELL TECHNOLOGIES INCDELL$4.3K100.00%flat10qHELD
EATON CORP PLCETN$4.3K100.00%flat3qHELD
TESLA INCTSLA$4.2K100.00%flat26qHELD
COHERENT CORPCOHR$3.9K100.00%-6.56pp10q-100.0%-$30.1M
JABIL INCJBL$3.9K100.00%flat2qHELD
TALEN ENERGY CORPTLN$3.8K100.00%flat4qHELD
BROADCOM INCAVGO$3.8K100.00%flat19qHELD
GE AEROSPACEGE$3.7K100.00%flat4qHELD
MICROSOFT CORPMSFT$3.7K100.00%flat31qHELD
CELESTICA INCCLS$3.6K100.00%flat4qHELD
ALPHABET INCGOOGL$3.6K100.00%flat31qHELD
MONGODB INCMDB$3.4K100.00%flat30qHELD
VERTIV HOLDINGS COVRT$3.3K100.00%-4.90pp9q-100.0%-$18.1M
CARVANA COCVNA$3.3K500.00%flat13q+400.0%+$2.6K
APPLE INCAAPL$2.9K100.00%flat31qHELD
Tower Semiconductor Ltd.$2.6K100.00%-3.03pp2q-100.0%-$12.5M
DATADOG INCDDOG$2.6K100.00%flat20qHELD
SNOWFLAKE INCSNOW$2.5K100.00%flat23qHELD
CONSTELLATION ENERGY CORPCEG$2.5K100.00%flat7qHELD
CLOUDFLARE INCNET$2.5K100.00%-2.93pp20q-100.0%-$9.7M
AMAZON COM INCAMZN$2.4K100.00%flat31qHELD
CEREBRAS SYSTEMS INCCBRS$2.2K100.00%-newNEW
NVIDIA CORPORATIONNVDA$2.0K100.00%-9.97pp31q-100.0%-$31.7M
BWX TECHNOLOGIES INCBWXT$1.9K100.00%flat4qHELD
QUALCOMM INCQCOM$1.8K100.00%-newNEW
DOORDASH INCDASH$1.8K100.00%flat15qHELD
AMPHENOL CORPAPH$1.8K100.00%flat3qHELD
REDDIT INCRDDT$1.7K100.00%flat7qHELD
SPACE EXPLORATION TECHN CORPSPCX$1.7K100.00%-newNEW
ARISTA NETWORKS INCANET$1.7K100.00%flat7qHELD
SEMTECH CORPSMTC$1.6K100.00%-newNEW
VISTRA CORPVST$1.6K100.00%flat9qHELD
DIGITALOCEAN HLDGS INCDOCN$1.6K100.00%-3.06pp2q-100.0%-$15.5M
NETAPP INCNTAP$1.5K100.00%flat9qHELD
APPLIED OPTOELECTRONICS INCAAOI$1.5K100.00%flat2qHELD
ORACLE CORPORCL$1.5K100.00%flat8qHELD
COINBASE GLOBAL INCCOIN$1.5K100.00%flat21qHELD
ZSCALER INCZS$1.4K100.00%flat24qHELD
ROKU INCROKU$1.4K100.00%flat30qHELD
OKTA INCOKTA$1.4K100.00%flat30qHELD
KULICKE & SOFFA INDS INCKLIC$1.3K100.00%-2.93pp2q-100.0%-$16.5M
AKAMAI TECHNOLOGIES INCAKAM$1.2K100.00%-newNEW
CISCO SYS INCCSCO$1.2K100.00%-newNEW
PALANTIR TECHNOLOGIES INCPLTR$1.2K100.00%-4.84pp15q-100.0%-$10.7M
HUT 8 CORPHUT$1.2K100.00%flat3qHELD
SHOPIFY INCSHOP$1.1K100.00%flat29qHELD
ECHOSTAR CORPECHO$1.0K100.00%-3.89pp3q-100.0%-$9.3M
ROBINHOOD MKTS INCHOOD$1.0K100.00%flat11qHELD
CoreWeave, Inc.$995100.00%flat5qHELD
SEA LTDSE$958100.00%flat4qHELD
ISHARES TRIGV$906100.00%flat7qHELD
STRATEGY INCMSTR$869100.00%flat14qHELD
AFFIRM HLDGS INCAFRM$816100.00%flat11qHELD
EVERPURE INCP$788100.00%flat15qHELD
STMICROELECTRONICS N VSTM$749100.00%-newNEW
ROUNDHILL ETF TRUST$739100.00%-newNEW
UBER TECHNOLOGIES INCUBER$722100.00%flat15qHELD
AXT INCAXTI$721100.00%-newNEW
CIRCLE INTERNET GROUP INCCRCL$626100.00%flat5qHELD
TEMPUS AI INCTEM$579100.00%flat4qHELD
ROBLOX CORPRBLX$544100.00%flat17qHELD
IONQ INCIONQ$533100.00%flat4qHELD
OKLO INCOKLO$523100.00%flat5qHELD
IREN Limited UNVERIFIED ID$457100.00%flat3qHELD
Applied Digital Corporation UNVERIFIED ID$373100.00%flat3qHELD
ZILLOW GROUP INCZG$315100.00%flat15qHELD
SUPER MICRO COMPUTER INCSMCIXXXX$293100.00%flat10qHELD
UNITY SOFTWARE INCU$286100.00%flat3qHELD
RIOT PLATFORMS INCRIOT$274100.00%flat2qHELD
CORE SCIENTIFIC INC NEWCORZ$256100.00%flat7qHELD
D-WAVE QUANTUM INCQBTS$240100.00%flat4qHELD
RIGETTI COMPUTING INCRGTI$193100.00%flat4qHELD
FASTLY INCFSLY$184100.00%-4.23pp2q-100.0%-$7.4M
SOFI TECHNOLOGIES INCSOFI$179100.00%flat10qHELD
ROCKET COS INCRKT$158100.00%flat4qHELD
HIMAX TECHNOLOGIES INCHIMX$153100.00%-newNEW
CLEANSPARK INCCLSK$146100.00%flat10qHELD
BITMINE IMMERSION TECHS INCBMNR$133100.00%flat4qHELD
QUANTUM COMPUTING INCQUBT$97100.00%flat4qHELD
OPENDOOR TECHNOLOGIES INCOPEN$46100.00%flat4qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Semiconductors & Electronics 66.9%Instruments & Controls 8.0%Software & IT Services 6.1%Computer Hardware 5.0%Mining & Metals 4.9%Other sectors 0.0%Not classified 9.1%
 
SectorValueShare
Semiconductors & Electronics$309.4M66.9%
Instruments & Controls$36.9M8.0%
Software & IT Services$28.3M6.1%
Computer Hardware$23.1M5.0%
Mining & Metals$22.5M4.9%
Other sectors$82.9K0.0%
Not classified$42.0M9.1%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$462.3M122161616860.8%45
Q1 2026$277.2M114101516562.2%42
Q4 2025$301.7M1091214181474.7%40
Q3 2025$329.3M111227181374.2%45
Q2 2025$285.8M10261413067.1%45
Q1 2025$209.1M9661217667.7%43
Q4 2024$276.7M96101317462.7%42
Q3 2024$235.7M9041816168.3%43
Q2 2024$247.3M871114181363.0%44
Q1 2024$250.5M89111418360.8%43
Q4 2023$221.3M81712171059.2%45
Q3 2023$204.1M8401017469.1%44
Q2 2023$242.7M8831216964.4%45
Q1 2023$223.5M94101121361.6%42
Q4 2022$188.5M87221316363.7%44
Q3 2022$248.9M68315142260.4%45
Q2 2022$260.1M87161615565.1%42
Q1 2022$489.7M76911181060.6%43
Q4 2021$748.2M771210211855.2%45
Q3 2021$744.6M83917221157.9%43
Q2 2021$854.3M85102022350.3%44
Q1 2021$875.7M78161618946.5%44
Q4 2020$941.5M71111617653.3%43
Q3 2020$707.1M66121417253.1%44
Q2 2020$550.8M56141116260.0%44
Q1 2020$337.0M44813141065.0%43
Q4 2019$313.6M46101111865.5%43
Q3 2019$300.9M4471218564.3%44
Q2 2019$292.9M42131016556.8%44
Q1 2019$232.3M3412812363.0%43
Q4 2018$150.0M25000064.7%39

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.