2026 Q2 Portfolio Activity
In 2026 Q2, BERKSHIRE CAPITAL HOLDINGS INC maintained a portfolio of 130 distinct positions. The most significant new addition was Intel Corp., now representing 4.86% of the total fund value. They heavily accumulated shares in Micron Technology, Inc., increasing the position by 327800.0%. Conversely, BERKSHIRE CAPITAL HOLDINGS INC completely exited their position in NVIDIA Corp..
Position History
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Total Positions
130
Quarter
2026 Q2
Top Holding
MU (8.2%)
Top 10 Concentration
60.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 130
BERKSHIRE CAPITAL HOLDINGS INC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MU
Micron Technolo...
|
Technology | 8.19% | 0.00% |
#1
44
Prev: #45
|
8.3 |
—
|
32,780 | 327800.0% |
P
S
|
32,790 | $37,849,169 | 2001 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
Taiwan Semicond...
|
Technology | 8.05% | 9.02% |
#2
Prev: #2
|
6.7 |
—
|
3,940 | 5.3% |
P
S
|
77,910 | $37,207,479 | 2002 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
Advanced Micro ...
|
Technology | 8.00% | 0.00% |
#3
57
Prev: #60
|
7.2 |
—
|
63,640 | 636400.0% |
P
S
|
63,650 | $36,974,922 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NBIS
Nebius Group N....
|
Communication Services | 6.11% | 3.01% |
#4
12
Prev: #16
|
5.4 |
—
|
21,900 | 27.3% |
P
S
|
102,240 | $28,235,621 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BE
Bloom Energy Co...
|
Industrials | 5.96% | 4.00% |
#5
7
Prev: #12
|
4.9 |
—
|
9,280 | 11.3% |
P
S
|
91,090 | $27,572,943 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WDC
Western Digital...
|
Technology | 4.99% | 0.00% |
#6
47
Prev: #53
|
5.0 |
—
|
36,110 | 361100.0% |
P
S
|
36,120 | $23,070,566 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MRVL
Marvell Technol...
|
Technology | 4.90% | 2.95% |
#7
11
Prev: #18
|
2.5 |
—
|
-6,500 | -7.9% |
P
S
|
76,080 | $22,663,471 | 2001 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLW
Corning Inc. Gl...
|
Technology | 4.87% | 4.20% |
#8
2
Prev: #10
|
2.4 |
—
|
2,540 | 3.0% |
P
S
|
88,230 | $22,536,589 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMAT
Applied Materia...
|
Technology | 4.87% | 4.00% |
#9
2
Prev: #11
|
2.4 |
—
|
-1,350 | -4.2% |
P
S
|
31,120 | $22,499,760 | 2001 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTC
Intel Corp.
|
Bond/Debt | 4.86% | — |
#10
Prev: #—
|
5.4 |
—
|
160,840 | — |
NEW
|
160,840 | $22,458,089 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STX
Segate Technolo...
|
Technology | 4.09% | 0.00% |
#11
26
Prev: #37
|
4.6 |
—
|
19,580 | 195800.0% |
P
S
|
19,590 | $18,904,350 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRDO
Credo Technolog...
|
Technology | 4.08% | 0.00% |
#12
66
Prev: #78
|
4.6 |
—
|
69,370 | 693700.0% |
P
S
|
69,380 | $18,867,891 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALAB
Astera Labs, In...
|
Technology | 3.44% | 0.00% |
#13
61
Prev: #74
|
4.4 |
—
|
32,870 | 328700.0% |
P
S
|
32,880 | $15,881,698 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
Q
Qnity Electroni...
|
Technology | 3.35% | 1.99% |
#14
8
Prev: #22
|
4.3 |
—
|
46,980 | 98.3% |
P
S
|
94,760 | $15,475,256 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SIMO
Silicon Motion ...
|
Technology | 3.19% | — |
#15
Prev: #—
|
4.8 |
—
|
44,280 | — |
NEW
|
44,280 | $14,759,852 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMKR
Amkor Technolog...
|
Technology | 3.02% | — |
#16
Prev: #—
|
4.7 |
—
|
161,800 | — |
NEW
|
161,800 | $13,952,014 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TER
Teradyne, Inc.
|
Technology | 3.01% | 3.00% |
#17
Prev: #17
|
1.7 |
—
|
710 | 2.5% |
P
S
|
28,750 | $13,910,400 | 2002 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RKLB
Rocket Lab Corp...
|
Industrials | 3.01% | 0.00% |
#18
68
Prev: #86
|
4.2 |
—
|
136,680 | 1366800.0% |
P
S
|
136,690 | $13,894,539 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ARM
Arm Holdings pl...
|
Technology | 2.98% | 4.39% |
#19
11
Prev: #8
|
1.2 |
—
|
-41,610 | -51.7% |
P
S
|
38,840 | $13,771,499 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AEHR
Aehr Test Syste...
|
Technology | 2.96% | — |
#20
Prev: #—
|
4.7 |
—
|
142,640 | — |
NEW
|
142,640 | $13,701,998 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MXL
MaxLinear, Inc.
|
Technology | 2.03% | — |
#21
Prev: #—
|
4.3 |
—
|
73,470 | — |
NEW
|
73,470 | $9,406,364 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KLAC
KLA Corporation
|
Technology | 2.00% | 0.01% |
#22
2
Prev: #24
|
3.8 |
—
|
30,650 | 306500.0% |
P
S
|
30,660 | $9,250,429 | 2001 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LRCX
Lam Research Co...
|
Technology | 1.98% | 0.00% |
#23
34
Prev: #57
|
3.8 |
—
|
21,160 | 211600.0% |
P
S
|
21,170 | $9,173,596 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNDK
Sandisk Corp.
|
Technology | 0.00% | 0.00% |
#24
4
Prev: #28
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $22,737 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASML
ASML Holding N....
|
Technology | 0.00% | 2.93% |
#25
4
Prev: #21
|
0.0 |
—
|
-6,130 | -99.8% |
P
S
|
10 | $19,894 | 2002 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MELI
MercadoLibre, I...
|
Consumer Cyclical | 0.00% | 0.01% |
#26
3
Prev: #23
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $16,974 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
Palo Alto Netwo...
|
Technology | 0.00% | 0.00% |
#27
Prev: #27
|
1.0 |
—
|
no change | no change |
P
S
|
42 | $14,323 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MPWR
Monolithic Powe...
|
Technology | 0.00% | 0.00% |
#28
3
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $13,824 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GEV
GE Vernova Inc.
|
Industrials | 0.00% | 5.99% |
#29
24
Prev: #5
|
0.0 |
—
|
-19,000 | -99.9% |
P
S
|
10 | $11,749 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EQIX
Equinix, Inc.
|
Real Estate | 0.00% | — |
#30
Prev: #—
|
3.5 |
—
|
10 | — |
NEW
|
10 | $10,424 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LITE
Lumentum Holdin...
|
Technology | 0.00% | 8.10% |
#31
28
Prev: #3
|
0.0 |
—
|
-31,940 | -100.0% |
P
S
|
10 | $8,581 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AGX
Argan, Inc.
|
Industrials | 0.00% | 0.00% |
#32
1
Prev: #31
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $7,986 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRWD
CrowdStrike Hol...
|
Technology | 0.00% | 0.00% |
#33
5
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $7,631 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SITM
SiTime Corporat...
|
Technology | 0.00% | 0.00% |
#34
10
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $7,456 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QQQ
Invesco QQQ ETF
|
ETF | 0.00% | 0.00% |
#35
6
Prev: #29
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $7,364 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NFLX
Netflix, Inc.
|
Communication Services | 0.00% | 0.00% |
#36
10
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
100 | $7,140 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SMH
VanEck Semicond...
|
ETF | 0.00% | 0.00% |
#37
3
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $6,559 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
Meta Platforms,...
|
Communication Services | 0.00% | 0.00% |
#38
8
Prev: #30
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $5,633 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APP
AppLovin Corpor...
|
Communication Services | 0.00% | 0.00% |
#39
3
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $5,152 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOW
ServiceNow, Inc...
|
Technology | 0.00% | 0.00% |
#40
8
Prev: #32
|
1.0 |
—
|
no change | no change |
P
S
|
50 | $4,964 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CIEN
Ciena Corp.
|
Technology | 0.00% | 0.00% |
#41
2
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $4,906 | 2000 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TPL
Texas Pacific L...
|
Energy | 0.00% | 0.00% |
#42
8
Prev: #34
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $4,376 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DELL
Dell Technologi...
|
Technology | 0.00% | 0.00% |
#43
19
Prev: #62
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $4,315 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ETN
Eaton Corporati...
|
Industrials | 0.00% | 0.00% |
#44
1
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $4,261 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
Tesla, Inc.
|
Consumer Cyclical | 0.00% | 0.00% |
#45
4
Prev: #41
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $4,206 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COHR
Coherent Corp.
|
Technology | 0.00% | 6.56% |
#46
42
Prev: #4
|
0.0 |
—
|
-76,290 | -100.0% |
P
S
|
10 | $3,945 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JBL
Jabil Circuit
|
Technology | 0.00% | 0.00% |
#47
7
Prev: #54
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,855 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TLN
Talen Energy Co...
|
Utilities | 0.00% | 0.00% |
#48
2
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,843 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
Broadcom Ltd.
|
Technology | 0.00% | 0.00% |
#49
1
Prev: #48
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,778 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GE
GE Aerospace
|
Industrials | 0.00% | 0.00% |
#50
Prev: #50
|
1.0 |
—
|
no change | no change |
P
S
|
10 | $3,737 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 130 holdings