2026 Q3 Portfolio Activity
In 2026 Q3, BERKSHIRE CAPITAL HOLDINGS INC maintained a portfolio of 129 distinct positions. The most significant new addition was Tower Semiconductor Ltd., now representing 4.77% of the total fund value. They heavily accumulated shares in NVIDIA Corp., increasing the position by 1293700.0%. Conversely, BERKSHIRE CAPITAL HOLDINGS INC completely exited their position in Western Digital Corp..
Position History
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Total Positions
129
Quarter
2026 Q3
Top Holding
NVDA (9.2%)
Top 10 Concentration
60.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 129
BERKSHIRE CAPITAL HOLDINGS INC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA Corp.
|
Technology | 9.20% | 0.00% |
#1
64
Prev: #65
|
8.7 |
—
|
129,370 | 1293700.0% |
P
S
|
129,380 | $29,547,804 | 2001 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TSM
Taiwan Semicond...
|
Technology | 8.22% | 8.05% |
#2
Prev: #2
|
4.8 |
—
|
-20,010 | -25.7% |
P
S
|
57,900 | $26,413,401 | 2002 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
LRCX
Lam Research Co...
|
Technology | 6.22% | 1.98% |
#3
20
Prev: #23
|
6.5 |
—
|
39,680 | 187.4% |
P
S
|
60,850 | $19,989,834 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
LITE
Lumentum Holdin...
|
Technology | 6.20% | 0.00% |
#4
27
Prev: #31
|
6.0 |
—
|
20,500 | 205000.0% |
P
S
|
20,510 | $19,920,543 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MU
Micron Technolo...
|
Technology | 5.20% | 8.19% |
#5
4
Prev: #1
|
2.6 |
—
|
-17,100 | -52.2% |
P
S
|
15,690 | $16,711,576 | 2001 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MRVL
Marvell Technol...
|
Technology | 5.18% | 4.90% |
#6
1
Prev: #7
|
2.6 |
—
|
-13,130 | -17.3% |
P
S
|
62,950 | $16,632,020 | 2001 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AMD
Advanced Micro ...
|
Technology | 5.16% | 8.00% |
#7
4
Prev: #3
|
2.1 |
—
|
-36,540 | -57.4% |
P
S
|
27,110 | $16,584,814 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
INTC
Intel Corp.
|
Technology | 5.12% | 4.86% |
#8
2
Prev: #10
|
2.5 |
—
|
-24,030 | -14.9% |
P
S
|
136,810 | $16,448,666 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
NBIS
Nebius Group N....
|
Communication Services | 5.11% | 6.11% |
#9
5
Prev: #4
|
2.0 |
—
|
-32,700 | -32.0% |
P
S
|
69,540 | $16,403,095 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
BE
Bloom Energy Co...
|
Industrials | 5.09% | 5.96% |
#10
5
Prev: #5
|
2.0 |
—
|
-32,010 | -35.1% |
P
S
|
59,080 | $16,363,978 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ALAB
Astera Labs, In...
|
Technology | 5.08% | 3.44% |
#11
2
Prev: #13
|
4.5 |
—
|
12,990 | 39.5% |
P
S
|
45,870 | $16,328,344 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SMTC
Semtech Corp.
|
Technology | 4.91% | 0.00% |
#12
61
Prev: #73
|
5.0 |
—
|
88,490 | 884900.0% |
P
S
|
88,500 | $15,783,975 | 2001 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AEHR
Aehr Test Syste...
|
Technology | 4.80% | 2.96% |
#13
7
Prev: #20
|
3.9 |
—
|
12,270 | 8.6% |
P
S
|
154,910 | $15,432,134 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TSEM
Tower Semicondu...
|
Technology | 4.77% | — |
#14
Prev: #—
|
5.4 |
—
|
67,420 | — |
NEW
|
67,420 | $15,333,331 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
PLTR
Palantir Techno...
|
Technology | 4.19% | 0.00% |
#15
71
Prev: #86
|
4.7 |
—
|
72,010 | 720100.0% |
P
S
|
72,020 | $13,471,341 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CLS
Celestica Inc.
|
Technology | 4.18% | 0.00% |
#16
36
Prev: #52
|
4.7 |
—
|
37,190 | 371900.0% |
P
S
|
37,200 | $13,445,196 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SPCX
Space Explorati...
|
ETF | 4.11% | 0.00% |
#17
54
Prev: #71
|
4.6 |
—
|
87,490 | 874900.0% |
P
S
|
87,500 | $13,200,250 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
KLAC
KLA Corporation
|
Technology | 3.11% | 2.00% |
#18
4
Prev: #22
|
4.2 |
—
|
20,550 | 67.0% |
P
S
|
51,210 | $9,982,365 | 2001 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
DOCN
DigitalOcean Ho...
|
Technology | 2.03% | 0.00% |
#19
56
Prev: #75
|
3.8 |
—
|
48,910 | 489100.0% |
P
S
|
48,920 | $6,525,439 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MXL
MaxLinear, Inc.
|
Technology | 2.02% | 2.03% |
#20
1
Prev: #21
|
1.3 |
—
|
-1,640 | -2.2% |
P
S
|
71,830 | $6,486,967 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ASML
ASML Holding N....
|
Technology | 0.01% | 0.00% |
#21
4
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $18,117 | 2002 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MELI
MercadoLibre, I...
|
Consumer Cyclical | 0.01% | 0.00% |
#22
4
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $17,285 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
PANW
Palo Alto Netwo...
|
Technology | 0.01% | 0.00% |
#23
4
Prev: #27
|
1.0 |
—
|
no change | no change |
P
S
|
42 | $16,687 | 2018 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MPWR
Monolithic Powe...
|
Technology | 0.00% | 0.00% |
#24
4
Prev: #28
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $13,472 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
EQIX
Equinix, Inc.
|
Real Estate | 0.00% | 0.00% |
#25
5
Prev: #30
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $10,116 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GEV
GE Vernova Inc.
|
Industrials | 0.00% | 0.00% |
#26
3
Prev: #29
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $9,505 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
STX
Segate Technolo...
|
Technology | 0.00% | 4.09% |
#27
16
Prev: #11
|
0.0 |
—
|
-19,580 | -99.9% |
P
S
|
10 | $9,223 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
QQQ
Invesco QQQ ETF
|
ETF | 0.00% | 0.00% |
#28
7
Prev: #35
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $7,398 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
META
Meta Platforms,...
|
Communication Services | 0.00% | 0.00% |
#29
9
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $7,252 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
NFLX
Netflix, Inc.
|
Communication Services | 0.00% | 0.00% |
#30
6
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
100 | $6,958 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
NOW
ServiceNow, Inc...
|
Technology | 0.00% | 0.00% |
#31
9
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
50 | $6,701 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SITM
SiTime Corporat...
|
Technology | 0.00% | 0.00% |
#32
2
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $6,520 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SMH
VanEck Semicond...
|
ETF | 0.00% | 0.00% |
#33
4
Prev: #37
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $6,090 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
DELL
Dell Technologi...
|
Technology | 0.00% | 0.00% |
#34
9
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $5,380 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MSFT
Microsoft Corp.
|
Technology | 0.00% | 0.00% |
#35
16
Prev: #51
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $5,129 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AMAT
Applied Materia...
|
Technology | 0.00% | 4.87% |
#36
27
Prev: #9
|
0.0 |
—
|
-31,110 | -100.0% |
P
S
|
10 | $5,114 | 2001 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
WDC
Western Digital...
|
Technology | 0.00% | 4.99% |
#37
31
Prev: #6
|
0.0 |
—
|
-36,110 | -100.0% |
P
S
|
10 | $4,545 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
ETN
Eaton Corporati...
|
Industrials | 0.00% | 0.00% |
#38
6
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $4,297 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TER
Teradyne, Inc.
|
Technology | 0.00% | 3.01% |
#39
22
Prev: #17
|
0.0 |
—
|
-28,740 | -100.0% |
P
S
|
10 | $4,009 | 2002 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AGX
Argan, Inc.
|
Industrials | 0.00% | 0.00% |
#40
8
Prev: #32
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,780 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TSLA
Tesla, Inc.
|
Consumer Cyclical | 0.00% | 0.00% |
#41
4
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,548 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CIEN
Ciena Corp.
|
Technology | 0.00% | 0.00% |
#42
1
Prev: #41
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,518 | 2000 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AVGO
Broadcom Ltd.
|
Technology | 0.00% | 0.00% |
#43
6
Prev: #49
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,512 | 2019 Q2 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
MDB
MongoDB, Inc. C...
|
Technology | 0.00% | 0.00% |
#44
10
Prev: #54
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,486 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
NET
Cloudflare, Inc...
|
Technology | 0.00% | 0.00% |
#45
17
Prev: #62
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,473 | 2021 Q3 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
GOOGL
Alphabet, Inc. ...
|
Communication Services | 0.00% | 0.00% |
#46
7
Prev: #53
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,441 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
SNOW
Snowflake, Inc....
|
Technology | 0.00% | 0.00% |
#47
13
Prev: #60
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,396 | 2020 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
AAPL
Apple, Inc.
|
Technology | 0.00% | 0.00% |
#48
9
Prev: #57
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,330 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
TPL
Texas Pacific L...
|
Energy | 0.00% | 0.00% |
#49
7
Prev: #42
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,258 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-12 | |||
|
CVNA
Carvana Co. Cla...
|
Consumer Cyclical | 0.00% | 0.00% |
#51
5
Prev: #56
|
1.0 |
—
|
no change | no change |
P
S
|
50 | $3,127 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-11-12 |
Showing 1-50 of 129 holdings