BERKSHIRE CAPITAL HOLDINGS INC
CIK 0001133742 · SAN JOSE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
MU
Micron Technology, Inc.
8.2%
TSM
Taiwan Semiconductor Manufacturing Company Ltd. ADR
8.0%
AMD
Advanced Micro Devices, Inc.
8.0%
NBIS
Nebius Group N.V.
6.1%
BE
Bloom Energy Corporation
6.0%
WDC
Western Digital Corp.
5.0%
MRVL
Marvell Technology, Inc.
4.9%
GLW
Corning Inc. Glass Works
4.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.