Berkshire Capital Holdings Inc

13F filer · CIK 0001133742

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$462MU.S. long equity reported on 13F

Positions11616 new · 7 closed

Net flow last quarter+$60.9MBuys minus sells

Top 10 positions weight60.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026116 positions
MUMicron Technology Inc	$37.8M	8.19%	0.00%	+327800.0%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$37.2M	8.05%	0.00%	+5.3%	Q4 2019
AMDAdvanced Micro Devices Inc	$37M	8.00%	0.00%	+636400.0%	Q3 2018
NBISNebius Group N.V.	$28.2M	6.11%	0.04%	+27.3%	Q4 2025
BEBloom Energy Corp	$27.6M	5.96%	0.03%	+11.3%	Q3 2025
WDCWestern Digital Corp	$23.1M	4.99%	0.01%	+361100.0%	Q1 2020
MRVLMarvell Technology, Inc.	$22.7M	4.90%	0.01%	-7.9%	Q2 2019
GLWCorning Inc	$22.5M	4.87%	0.01%	+3.0%	Q3 2025
AMATApplied Materials Inc	$22.5M	4.87%	0.00%	-4.2%	Q1 2018
INTCIntel Corp	$22.5M	4.86%	0.00%	Not reported	Q4 2019
STXSeagate Technology Holdings plc	$18.9M	4.09%	0.01%	+195800.0%	Q1 2026
CRDOCredo Technology Group Holding Ltd	$18.9M	4.08%	0.04%	+693700.0%	Q4 2024
ALABAstera Labs, Inc.	$15.9M	3.44%	0.02%	+328700.0%	Q4 2024
QQnity Electronics, Inc.	$15.5M	3.35%	0.05%	+98.3%	Q1 2026
SIMOSilicon Motion Technology CORP	$14.8M	3.19%	0.03%	New	Q2 2026
AMKRAmkor Technology, Inc.	$14M	3.02%	0.07%	New	Q2 2026
TERTeradyne, Inc	$13.9M	3.01%	0.02%	+2.5%	Q4 2019
RKLBRocket Lab Corp	$13.9M	3.01%	0.02%	+1366800.0%	Q3 2025
ARMArm Holdings PLC	$13.8M	2.98%	0.00%	-51.7%	Q1 2024
AEHRAehr Test Systems	$13.7M	2.96%	0.44%	New	Q2 2026
MXLMaxlinear, Inc	$9.41M	2.03%	0.08%	New	Q2 2026
KLACKla Corp	$9.25M	2.00%	0.00%	+30560.0%	Q1 2022
LRCXLam Research Corp	$9.17M	1.98%	0.00%	+211600.0%	Q1 2018
SNDKSandisk Corp	$22.7K	0.00%	0.00%	Not reported	Q1 2025
MELIMercadolibre Inc	$17K	0.00%	0.00%	Not reported	Q2 2020
PANWPalo Alto Networks Inc	$14.3K	0.00%	0.00%	Not reported	Q2 2018
MPWRMonolithic Power Systems, Inc.	$13.8K	0.00%	0.00%	Not reported	Q1 2024
GEVGE Vernova Inc.	$11.7K	0.00%	0.00%	-100.0%	Q2 2025
EQIXEquinix Inc	$10.4K	0.00%	0.00%	New	Q2 2026
LITELumentum Holdings Inc.	$8.58K	0.00%	0.00%	-100.0%	Q4 2025
AGXArgan Inc	$7.99K	0.00%	0.00%	Not reported	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$7.63K	0.00%	0.00%	Not reported	Q2 2020
SITMSITIME Corp	$7.46K	0.00%	0.00%	Not reported	Q4 2025
QQQInvesco QQQ Trust, Series 1	$7.36K	0.00%	Not reported	Not reported	Q3 2018
NFLXNetflix Inc	$7.14K	0.00%	0.00%	Not reported	Q1 2018
SMHMarket Vectors ETF Trust	$6.56K	0.00%	Not reported	Not reported	Q2 2019
METAMeta Platforms, Inc.	$5.63K	0.00%	Not reported	Not reported	Q1 2018
APPAppLovin Corp	$5.15K	0.00%	0.00%	Not reported	Q1 2023
NOWServiceNow, Inc.	$4.96K	0.00%	0.00%	Not reported	Q1 2018
CIENCiena Corp	$4.91K	0.00%	0.00%	Not reported	Q4 2022
TPLTexas Pacific Land Corp	$4.38K	0.00%	0.00%	Not reported	Q1 2026
DELLDell Technologies Inc.	$4.32K	0.00%	0.00%	Not reported	Q1 2024
ETNEaton Corp plc	$4.26K	0.00%	0.00%	Not reported	Q4 2025
TSLATesla, Inc.	$4.21K	0.00%	0.00%	Not reported	Q1 2018
COHRCoherent Corp.	$3.95K	0.00%	0.00%	-100.0%	Q1 2024
JBLJabil Inc	$3.86K	0.00%	0.00%	Not reported	Q1 2026
TLNTalen Energy Corp	$3.84K	0.00%	0.00%	Not reported	Q3 2025
AVGOBroadcom Inc.	$3.78K	0.00%	0.00%	Not reported	Q2 2019
GEGeneral Electric Co	$3.74K	0.00%	0.00%	Not reported	Q3 2025
MSFTMicrosoft Corp	$3.73K	0.00%	0.00%	Not reported	Q1 2018

Q1 2026Reported May 12, 2026107 positions
NVDANvidia Corp	$27.6M	9.97%	0.00%	-59.6%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$25M	9.02%	0.00%	-27.6%	Q4 2019
LITELumentum Holdings Inc.	$22.5M	8.10%	0.04%	+319400.0%	Q4 2025
COHRCoherent Corp.	$18.2M	6.56%	0.04%	+762900.0%	Q1 2024
GEVGE Vernova Inc.	$16.6M	5.99%	0.01%	-17.2%	Q2 2025
VRTVertiv Holdings Co	$13.6M	4.90%	0.01%	+8.7%	Q2 2024
PLTRPalantir Technologies Inc.	$13.4M	4.84%	0.00%	+22.8%	Q4 2020
ARMArm Holdings PLC	$12.2M	4.39%	0.01%	+804400.0%	Q1 2024
FSLYFastly, Inc.	$11.7M	4.23%	0.26%	Not reported	Q1 2023
GLWCorning Inc	$11.7M	4.20%	0.01%	+856800.0%	Q3 2025
AMATApplied Materials Inc	$11.1M	4.00%	0.00%	+324600.0%	Q1 2018
BEBloom Energy Corp	$11.1M	4.00%	0.03%	+408950.0%	Q3 2025
ECHOEchoStar CORP	$10.8M	3.89%	0.19%	+63.6%	Q4 2025
DOCNDigitalOcean Holdings, Inc.	$8.49M	3.06%	0.09%	Not reported	Q4 2021
NBISNebius Group N.V.	$8.34M	3.01%	0.03%	+17.9%	Q4 2025
TERTeradyne, Inc	$8.31M	3.00%	0.02%	+280300.0%	Q4 2019
MRVLMarvell Technology, Inc.	$8.18M	2.95%	0.01%	+825700.0%	Q2 2019
NETCloudflare, Inc.	$8.13M	2.93%	Not reported	+394000.0%	Q3 2021
KLICKulicke & Soffa Industries Inc	$8.13M	2.93%	0.24%	New	Q1 2026
QQnity Electronics, Inc.	$5.51M	1.99%	0.02%	New	Q1 2026
MELIMercadolibre Inc	$17.3K	0.01%	0.00%	Not reported	Q2 2020
KLACKla Corp	$14.7K	0.01%	0.00%	Not reported	Q1 2022
MPWRMonolithic Power Systems, Inc.	$10.9K	0.00%	0.00%	Not reported	Q1 2024
NFLXNetflix Inc	$9.62K	0.00%	0.00%	Not reported	Q1 2018
PANWPalo Alto Networks Inc	$6.73K	0.00%	0.00%	+110.0%	Q2 2018
SNDKSandisk Corp	$6.35K	0.00%	0.00%	Not reported	Q1 2025
QQQInvesco QQQ Trust, Series 1	$5.77K	0.00%	Not reported	Not reported	Q3 2018
METAMeta Platforms, Inc.	$5.72K	0.00%	Not reported	Not reported	Q1 2018
AGXArgan Inc	$5.45K	0.00%	0.00%	Not reported	Q2 2025
NOWServiceNow, Inc.	$5.23K	0.00%	0.00%	Not reported	Q1 2018
SPOTSpotify Technology S.A.	$4.85K	0.00%	0.00%	Not reported	Q2 2018
TPLTexas Pacific Land Corp	$4.75K	0.00%	0.00%	New	Q1 2026
AXONAxon Enterprise, Inc.	$4.25K	0.00%	0.00%	Not reported	Q3 2024
APPAppLovin Corp	$3.98K	0.00%	0.00%	-99.9%	Q1 2023
STXSeagate Technology Holdings plc	$3.92K	0.00%	0.00%	New	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$3.9K	0.00%	0.00%	Not reported	Q2 2020
CIENCiena Corp	$3.88K	0.00%	0.00%	Not reported	Q4 2022
SMHMarket Vectors ETF Trust	$3.83K	0.00%	Not reported	Not reported	Q2 2019
TSLATesla, Inc.	$3.72K	0.00%	0.00%	-100.0%	Q1 2018
MSFTMicrosoft Corp	$3.7K	0.00%	0.00%	Not reported	Q1 2018
ETNEaton Corp plc	$3.58K	0.00%	0.00%	Not reported	Q4 2025
SITMSITIME Corp	$3.45K	0.00%	0.00%	-99.9%	Q4 2025
MUMicron Technology Inc	$3.38K	0.00%	0.00%	Not reported	Q1 2018
TLNTalen Energy Corp	$3.19K	0.00%	0.00%	Not reported	Q3 2025
CVNACarvana Co.	$3.14K	0.00%	Not reported	Not reported	Q4 2019
AVGOBroadcom Inc.	$3.1K	0.00%	0.00%	-100.0%	Q2 2019
GOOGLAlphabet Inc.	$2.88K	0.00%	0.00%	Not reported	Q1 2018
GEGeneral Electric Co	$2.84K	0.00%	0.00%	Not reported	Q3 2025
CLSCelestica Inc	$2.82K	0.00%	0.00%	-100.0%	Q3 2025
CEGConstellation Energy Corp	$2.79K	0.00%	0.00%	Not reported	Q4 2024

Q4 2025Reported Feb 9, 2026102 positions
NVDANvidia Corp	$73.1M	24.22%	0.00%	-7.1%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$31M	10.28%	0.00%	+74.2%	Q4 2019
TSLATesla, Inc.	$18.1M	5.99%	0.00%	-23.3%	Q1 2018
AVGOBroadcom Inc.	$16M	5.30%	0.00%	+462000.0%	Q2 2019
ORCLOracle Corp	$15M	4.98%	0.00%	+770900.0%	Q3 2024
GEVGE Vernova Inc.	$15M	4.97%	0.01%	+229500.0%	Q2 2025
CLSCelestica Inc	$14.7M	4.88%	0.04%	+497800.0%	Q3 2025
ALABAstera Labs, Inc.	$14.6M	4.85%	0.05%	+879200.0%	Q4 2024
RKLBRocket Lab Corp	$14.5M	4.79%	0.04%	+2073500.0%	Q3 2025
PLTRPalantir Technologies Inc.	$13.3M	4.40%	0.00%	-15.8%	Q4 2020
APPAppLovin Corp	$11.5M	3.80%	0.01%	-38.4%	Q1 2023
MDBMongoDB, Inc.	$10.4M	3.46%	0.03%	+248800.0%	Q1 2019
AMZNAmazon Com Inc	$9.33M	3.09%	0.00%	+403900.0%	Q1 2018
VRTVertiv Holdings Co	$8.07M	2.68%	0.01%	+498300.0%	Q2 2024
RDDTReddit, Inc.	$7.51M	2.49%	Not reported	+326400.0%	Q4 2024
ECHOEchoStar CORP	$6.12M	2.03%	0.12%	New	Q4 2025
NBISNebius Group N.V.	$5.7M	1.89%	0.03%	New	Q4 2025
SITMSITIME Corp	$2.89M	0.96%	0.03%	New	Q4 2025
MELIMercadolibre Inc	$20.1K	0.01%	0.00%	Not reported	Q2 2020
KLACKla Corp	$12.2K	0.00%	0.00%	Not reported	Q1 2022
NFLXNetflix Inc	$9.38K	0.00%	0.00%	Not reported	Q1 2018
MPWRMonolithic Power Systems, Inc.	$9.06K	0.00%	0.00%	Not reported	Q1 2024
NOWServiceNow, Inc.	$7.66K	0.00%	0.00%	Not reported	Q1 2018
METAMeta Platforms, Inc.	$6.6K	0.00%	Not reported	-99.9%	Q1 2018
QQQInvesco QQQ Trust, Series 1	$6.14K	0.00%	Not reported	Not reported	Q3 2018
SPOTSpotify Technology S.A.	$5.81K	0.00%	0.00%	Not reported	Q2 2018
AXONAxon Enterprise, Inc.	$5.68K	0.00%	0.00%	Not reported	Q3 2024
MSFTMicrosoft Corp	$4.84K	0.00%	0.00%	Not reported	Q1 2018
CRWDCrowdStrike Holdings, Inc.	$4.69K	0.00%	0.00%	Not reported	Q2 2020
CVNACarvana Co.	$4.22K	0.00%	Not reported	-100.0%	Q4 2019
TLNTalen Energy Corp	$3.75K	0.00%	0.00%	Not reported	Q3 2025
LITELumentum Holdings Inc.	$3.69K	0.00%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$3.68K	0.00%	0.00%	Not reported	Q2 2018
SMHMarket Vectors ETF Trust	$3.6K	0.00%	Not reported	Not reported	Q2 2019
CEGConstellation Energy Corp	$3.53K	0.00%	0.00%	Not reported	Q4 2024
ETNEaton Corp plc	$3.19K	0.00%	0.00%	New	Q4 2025
AGXArgan Inc	$3.13K	0.00%	0.00%	-100.0%	Q2 2025
GOOGLAlphabet Inc.	$3.13K	0.00%	0.00%	Not reported	Q1 2018
GEGeneral Electric Co	$3.08K	0.00%	0.00%	Not reported	Q3 2025
MUMicron Technology Inc	$2.85K	0.00%	0.00%	Not reported	Q1 2018
AAPLApple Inc.	$2.72K	0.00%	0.00%	Not reported	Q1 2018
AMATApplied Materials Inc	$2.57K	0.00%	0.00%	Not reported	Q1 2018
TTWOTake Two Interactive Software Inc	$2.56K	0.00%	0.00%	Not reported	Q1 2025
SNDKSandisk Corp	$2.37K	0.00%	0.00%	+233.3%	Q1 2025
CIENCiena Corp	$2.34K	0.00%	0.00%	Not reported	Q4 2022
DASHDoorDash, Inc.	$2.27K	0.00%	Not reported	-100.0%	Q1 2022
COINCoinbase Global, Inc.	$2.26K	0.00%	0.00%	-100.0%	Q2 2021
ZSZscaler, Inc.	$2.25K	0.00%	0.00%	Not reported	Q1 2019
SNOWSnowflake Inc.	$2.19K	0.00%	0.00%	Not reported	Q4 2020
AMDAdvanced Micro Devices Inc	$2.14K	0.00%	0.00%	Not reported	Q3 2018

Q3 2025Reported Nov 14, 2025102 positions
NVDANvidia Corp	$78.7M	23.90%	0.00%	+34.5%	Q1 2018
TSLATesla, Inc.	$23.3M	7.08%	0.00%	+523900.0%	Q1 2018
HOODRobinhood Markets, Inc.	$20.9M	6.33%	0.06%	-4.6%	Q4 2023
APPAppLovin Corp	$19.9M	6.04%	0.01%	-15.7%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$16.4M	4.97%	0.00%	-33.4%	Q4 2019
PLTRPalantir Technologies Inc.	$16.2M	4.91%	0.00%	-29.3%	Q4 2020
DASHDoorDash, Inc.	$16.1M	4.90%	Not reported	+2.7%	Q1 2022
BABAAlibaba Group Holding Ltd	$16.1M	4.90%	0.00%	Not reported	Q1 2018
NETCloudflare, Inc.	$15.7M	4.76%	Not reported	-28.6%	Q3 2021
COINCoinbase Global, Inc.	$13.2M	4.00%	0.01%	-18.4%	Q2 2021
AGXArgan Inc	$13.1M	3.98%	0.35%	+484600.0%	Q2 2025
RBLXRoblox Corp	$9.58M	2.91%	0.01%	+691700.0%	Q2 2021
CVNACarvana Co.	$9.52M	2.89%	Not reported	+252200.0%	Q4 2019
BWXTBWX Technologies, Inc.	$8.1M	2.46%	0.05%	New	Q3 2025
METAMeta Platforms, Inc.	$5.25M	1.59%	Not reported	-62.8%	Q1 2018
ETHAiShares Ethereum Trust ETF	$3.26M	0.99%	0.03%	New	Q3 2025
BMNRBitmine Immersion Technologies, Inc.	$3.2M	0.97%	0.03%	New	Q3 2025
MELIMercadolibre Inc	$23.4K	0.01%	0.00%	Not reported	Q2 2020
NFLXNetflix Inc	$12K	0.00%	0.00%	Not reported	Q1 2018
KLACKla Corp	$10.8K	0.00%	0.00%	Not reported	Q1 2022
MPWRMonolithic Power Systems, Inc.	$9.21K	0.00%	0.00%	Not reported	Q1 2024
NOWServiceNow, Inc.	$9.2K	0.00%	0.00%	Not reported	Q1 2018
AXONAxon Enterprise, Inc.	$7.18K	0.00%	0.00%	Not reported	Q3 2024
SPOTSpotify Technology S.A.	$6.98K	0.00%	0.00%	Not reported	Q2 2018
INTUIntuit Inc.	$6.83K	0.00%	0.00%	Not reported	Q3 2021
GEVGE Vernova Inc.	$6.15K	0.00%	0.00%	Not reported	Q2 2025
QQQInvesco QQQ Trust, Series 1	$6K	0.00%	Not reported	Not reported	Q3 2018
MSFTMicrosoft Corp	$5.18K	0.00%	0.00%	Not reported	Q1 2018
CRWDCrowdStrike Holdings, Inc.	$4.9K	0.00%	0.00%	Not reported	Q2 2020
HUBSHubspot Inc	$4.68K	0.00%	0.00%	Not reported	Q1 2021
TLNTalen Energy Corp	$4.25K	0.00%	0.00%	New	Q3 2025
PANWPalo Alto Networks Inc	$4.07K	0.00%	0.00%	Not reported	Q2 2018
AVGOBroadcom Inc.	$3.3K	0.00%	0.00%	-100.0%	Q2 2019
CEGConstellation Energy Corp	$3.29K	0.00%	0.00%	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$3.26K	0.00%	Not reported	Not reported	Q2 2019
MSTRStrategy Inc	$3.22K	0.00%	Not reported	-100.0%	Q1 2021
MDBMongoDB, Inc.	$3.1K	0.00%	0.00%	Not reported	Q1 2019
GEGeneral Electric Co	$3.01K	0.00%	0.00%	New	Q3 2025
ZSZscaler, Inc.	$3K	0.00%	0.00%	Not reported	Q1 2019
ORCLOracle Corp	$2.81K	0.00%	0.00%	Not reported	Q3 2024
TTWOTake Two Interactive Software Inc	$2.58K	0.00%	0.00%	Not reported	Q1 2025
AAPLApple Inc.	$2.55K	0.00%	0.00%	Not reported	Q1 2018
CLSCelestica Inc	$2.46K	0.00%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$2.43K	0.00%	0.00%	Not reported	Q1 2018
RDDTReddit, Inc.	$2.3K	0.00%	Not reported	-100.0%	Q4 2024
SNOWSnowflake Inc.	$2.26K	0.00%	0.00%	-100.0%	Q4 2020
AMZNAmazon Com Inc	$2.2K	0.00%	0.00%	Not reported	Q1 2018
AMATApplied Materials Inc	$2.05K	0.00%	0.00%	Not reported	Q1 2018
VSTVistra Corp.	$1.96K	0.00%	0.00%	Not reported	Q2 2024
ALABAstera Labs, Inc.	$1.96K	0.00%	0.00%	Not reported	Q4 2024

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