BERKSHIRE CAPITAL HOLDINGS INC

CIK 0001133742 · SAN JOSE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

BERKSHIRE CAPITAL HOLDINGS INC reported 122 positions worth $462.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MU (8.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$462.3M
2026 Q2
Positions
122
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.8%
Est. Net Flow (Q)
2026 Q2
10 / 122 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MUMicron Technology, Inc.SH$37.8M8.19%32,790
2TSMTaiwan Semiconductor Manufacturing Company Ltd. ADRSH$37.2M8.05%77,910
3AMDAdvanced Micro Devices, Inc.SH$37.0M8.00%63,650
4NBISNebius Group N.V.SH$28.2M6.11%102,240
5BEBloom Energy CorporationSH$27.6M5.96%91,090
6WDCWestern Digital Corp.SH$23.1M4.99%36,120
7MRVLMarvell Technology, Inc.SH$22.7M4.90%76,080
8GLWCorning Inc. Glass WorksSH$22.5M4.87%88,230
9AMATApplied Materials, Inc.SH$22.5M4.87%31,120
10INTCIntel Corp.SH$22.5M4.86%160,840

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BERKSHIRE CAPITAL HOLDINGS INC hold as of Q2 2026?

BERKSHIRE CAPITAL HOLDINGS INC reported 122 positions worth $462.3M in its Q2 2026 13F filing. Largest positions: MU (8.2%), TSM (8.0%), AMD (8.0%), NBIS (6.1%) and BE (6.0%).

What did BERKSHIRE CAPITAL HOLDINGS INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BERKSHIRE CAPITAL HOLDINGS INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.