Berkshire Capital Holdings Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$277.2M
Q ending 2026-03-31
Prior quarter
$301.7M
Q ending 2025-12-31
Change
-8.1% QoQ · +32.5% YoY
Positions
114
reported holdings
Largest positions
Top 100 of 114 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corp. | NVDA | Shares | $27.6M | 159K |
| Taiwan Semiconductor Manufacturing | TSM | Shares | $25.0M | 74K |
| Lumentum Holdings Inc. | LITE | Shares | $22.5M | 32K |
| Coherent Corp. | COHR | Shares | $18.2M | 76K |
| Ge Vernova Inc. | GEV | Shares | $16.6M | 19K |
| Vertiv Holdings Co | VRT | Shares | $13.6M | 54K |
| Palantir Technologies, Inc. Class | PLTR | Shares | $13.4M | 92K |
| Arm Holdings Plc | ARM | Shares | $12.2M | 80K |
| Fastly, Inc. | FSLY | Shares | $11.7M | 404K |
| Corning Inc. Glass Works | GLW | Shares | $11.7M | 86K |
| Applied Materials, Inc. | AMAT | Shares | $11.1M | 32K |
| Bloom Energy Corporation | BE | Shares | $11.1M | 82K |
| Echostar Corporation | ECHO | Shares | $10.8M | 92K |
| Digitalocean Holdings, Inc. | DOCN | Shares | $8.5M | 99K |
| Tower Semiconductor Ltd. | Shares | $8.4M | 48K | |
| Nebius Group N.V. | Shares | $8.3M | 80K | |
| Teradyne, Inc. | TER | Shares | $8.3M | 28K |
| Marvell Technology, Inc. | MRVL | Shares | $8.2M | 83K |
| Cloudflare, Inc. Class A | NET | Shares | $8.1M | 39K |
| Kulicke & Soffa Industries | KLIC | Shares | $8.1M | 124K |
| Asml Holding N.V. Adr | Shares | $8.1M | 6K | |
| Qnity Electronics, Inc. | Q | Shares | $5.5M | 48K |
| Mercadolibre, Inc. (Argentina) | MELI | Shares | $17K | 10 |
| Kla Corporation | KLAC | Shares | $15K | 10 |
| Monolithic Power Systems, Inc. | MPWR | Shares | $11K | 10 |
| Netflix, Inc. | NFLX | Shares | $10K | 100 |
| Palo Alto Networks, Inc. | PANW | Shares | $7K | 42 |
| Sandisk Corp. | SNDK | Shares | $6K | 10 |
| Invesco Qqq Etf | QQQ | Shares | $6K | 10 |
| Meta Platforms, Inc. Class A | META | Shares | $6K | 10 |
| Argan, Inc. | AGX | Shares | $5K | 10 |
| Servicenow, Inc. | NOW | Shares | $5K | 50 |
| Spotify Technology S.A. (Luxembour | Shares | $5K | 10 | |
| Texas Pacific Land Corporation | TPL | Shares | $5K | 10 |
| Axon Enterprise, Inc. | AXON | Shares | $4K | 10 |
| Applovin Corporation | APP | Shares | $4K | 10 |
| Segate Technology | Shares | $4K | 10 | |
| Crowdstrike Holdings, Inc. Class A | CRWD | Shares | $4K | 10 |
| Ciena Corp. | CIEN | Shares | $4K | 10 |
| Vaneck Semiconductor Etf | SMH | Shares | $4K | 10 |
| Tesla, Inc. | TSLA | Shares | $4K | 10 |
| Microsoft Corp. | MSFT | Shares | $4K | 10 |
| Eaton Corporation Plc | Shares | $4K | 10 | |
| Sitime Corporation | SITM | Shares | $3K | 10 |
| Micron Technology, Inc. | MU | Shares | $3K | 10 |
| Talen Energy Corporation | TLN | Shares | $3K | 10 |
| Carvana Co. Class A | CVNA | Shares | $3K | 10 |
| Broadcom Ltd. | AVGO | Shares | $3K | 10 |
| Alphabet, Inc. Class A | GOOGL | Shares | $3K | 10 |
| Ge Aerospace | GE | Shares | $3K | 10 |
| Celestica Inc. | CLS | Shares | $3K | 10 |
| Constellation Energy Corporation | CEG | Shares | $3K | 10 |
| Western Digital Corp. | WDC | Shares | $3K | 10 |
| Jabil Circuit | JBL | Shares | $3K | 10 |
| Apple, Inc. | AAPL | Shares | $3K | 10 |
| Mongodb, Inc. Class A | MDB | Shares | $2K | 10 |
| Lam Research Corp. | LRCXEUR | Shares | $2K | 10 |
| Amazon.Com, Inc. | AMZN | Shares | $2K | 10 |
| Bwx Technologies, Inc. | BWXT | Shares | $2K | 10 |
| Advanced Micro Devices, Inc. | AMD | Shares | $2K | 10 |
| Coinbase Global, Inc. Class A | COIN | Shares | $2K | 10 |
| Dell Technologies, Inc. | DELL | Shares | $2K | 10 |
| Snowflake, Inc. Class A | SNOW | Shares | $2K | 10 |
| Vistra Corp. | VST | Shares | $2K | 10 |
| Doordash, Inc. Class A | DASH | Shares | $2K | 10 |
| Oracle Corp. | ORCL | Shares | $1K | 10 |
| Zscaler, Inc. | ZS | Shares | $1K | 10 |
| Reddit, Inc. | RDDT | Shares | $1K | 10 |
| Amphenol Corporation | APH | Shares | $1K | 10 |
| Micro Strategy, Inc. Class A | MSTR | Shares | $1K | 10 |
| Arista Networks, Inc. | ANET | Shares | $1K | 10 |
| Shopify, Inc. Class A (Canada) | SHOP | Shares | $1K | 10 |
| Datadog, Inc. Class A | DDOG | Shares | $1K | 10 |
| Astera Labs, Inc. | ALAB | Shares | $1K | 10 |
| Netapp, Inc. | NTAP | Shares | $1K | 10 |
| Circle Internet Group Inc. | CRCL | Shares | $954 | 10 |
| Roku, Inc. Class A | ROKU | Shares | $946 | 10 |
| Credo Technology Group Holding Ltd | Shares | $939 | 10 | |
| Applied Optoelectronics, Inc. | AAOI | Shares | $846 | 10 |
| Sea Ltd. (Singapore) | SE | Shares | $828 | 10 |
| Ishares Expanded Tech-Software Sec | IGV | Shares | $801 | 10 |
| Okta, Inc. Class A | OKTA | Shares | $787 | 10 |
| Coreweave, Inc. | Shares | $775 | 10 | |
| Uber Technologies, Inc. | UBER | Shares | $719 | 10 |
| Robinhood Markets, Inc. | HOOD | Shares | $693 | 10 |
| Rocket Lab Corporation | Shares | $642 | 10 | |
| Pure Storage, Inc. Class A | P | Shares | $590 | 10 |
| Roblox Corporation Class A | RBLX | Shares | $566 | 10 |
| Oklo Inc. | OKLO | Shares | $496 | 10 |
| Hut 8 Corp. | HUT | Shares | $469 | 10 |
| Affirm Holdings, Inc. Class A | AFRM | Shares | $458 | 10 |
| Tempus Ai, Inc. | TEM | Shares | $452 | 10 |
| Zillow Group, Inc. Class C | ZG | Shares | $414 | 10 |
| Ishares Bitcoin Trust | IBIT | Shares | $384 | 10 |
| Iren Limited | Shares | $343 | 10 | |
| Ionq, Inc. | IONQ | Shares | $288 | 10 |
| Applied Digital Corporation | Shares | $237 | 10 | |
| Super Micro Computer, Inc. | SMCIUSD | Shares | $228 | 10 |
| Unity Software, Inc. | U | Shares | $219 | 10 |
| Bitmine Immersion Technologies, In | BMNR | Shares | $198 | 10 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.