Berkshire Capital Holdings Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Berkshire Capital Holdings Inc disclosed 116 stock positions valued at approximately $462.33M as of quarter-end June 30, 2026. The largest holdings include Micron Technology, Inc., Taiwan Semiconductor Manufacturing Company Ltd. ADR, and Advanced Micro Devices, Inc..
- Report Period
- June 30, 2026
- No. of Stocks
- 116
- Portfolio Value
- $462.33M
Holdings by Sector
Berkshire Capital Holdings Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Micron Technology, Inc. | MU | Technology | 8.19% | 32,790 | +32,780 | +327800.00% | $37,849,169 |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | TSM | Technology | 8.05% | 77,910 | +3,940 | +5.33% | $37,207,479 |
| Advanced Micro Devices, Inc. | AMD | Technology | 8.00% | 63,650 | +63,640 | +636400.00% | $36,974,922 |
| Nebius Group N.V. | NBIS | Other | 6.11% | 102,240 | +21,900 | +27.26% | $28,235,621 |
| Bloom Energy Corporation | BE | Industrials | 5.96% | 91,090 | +9,280 | +11.34% | $27,572,943 |
| Western Digital Corp. | WDC | Technology | 4.99% | 36,120 | +36,110 | +361100.00% | $23,070,566 |
| Marvell Technology, Inc. | MRVL | Technology | 4.90% | 76,080 | -6,500 | -7.87% | $22,663,471 |
| Corning Inc. Glass Works | GLW | Technology | 4.87% | 88,230 | +2,540 | +2.96% | $22,536,589 |
| Applied Materials, Inc. | AMAT | Technology | 4.87% | 31,120 | -1,350 | -4.16% | $22,499,760 |
| Intel Corp. | INTC | Technology | 4.86% | 160,840 | +160,840 | +100.00% | $22,458,089 |
| Credo Technology Group Holding LTD | CRDO | Technology | 4.08% | 69,380 | +69,370 | +693700.00% | $18,867,891 |
| Astera Labs, Inc. | ALAB | Technology | 3.44% | 32,880 | +32,870 | +328700.00% | $15,881,698 |
| Qnity Electronics, Inc. | Q | Other | 3.35% | 94,760 | +46,980 | +98.33% | $15,475,256 |
| Silicon Motion Technology Corporation | SIMO | Technology | 3.19% | 44,280 | +44,280 | +100.00% | $14,759,852 |
| Amkor Technology, Inc. | AMKR | Technology | 3.02% | 161,800 | +161,800 | +100.00% | $13,952,014 |
| Teradyne, Inc. | TER | Technology | 3.01% | 28,750 | +710 | +2.53% | $13,910,400 |
| Rocket Lab Corporation | RKLB | Industrials | 3.01% | 136,690 | +136,680 | +1366800.00% | $13,894,539 |
| Arm Holdings plc | ARM | Technology | 2.98% | 38,840 | -41,610 | -51.72% | $13,771,499 |
| Aehr Test Systems, Inc. | AEHR | Technology | 2.96% | 142,640 | +142,640 | +100.00% | $13,701,998 |
| MaxLinear, Inc. | MXL | Technology | 2.03% | 73,470 | +73,470 | +100.00% | $9,406,364 |
| KLA Corporation | KLAC | Technology | 2.00% | 30,660 | +30,650 | +306500.00% | $9,250,429 |
| Lam Research Corp. | LRCX | Technology | 1.98% | 21,170 | +21,160 | +211600.00% | $9,173,596 |
| Sandisk Corp. | SNDK | Other | 0.00% | 10 | - | - | $22,737 |
| MercadoLibre, Inc. (Argentina) | MELI | Consumer Cyclical | 0.00% | 10 | - | - | $16,974 |
| Palo Alto Networks, Inc. | PANW | Technology | 0.00% | 42 | - | - | $14,323 |
| Monolithic Power Systems, Inc. | MPWR | Technology | 0.00% | 10 | - | - | $13,824 |
| GE Vernova Inc. | GEV | Utilities | 0.00% | 10 | -19,000 | -99.95% | $11,749 |
| Lumentum Holdings Inc. | LITE | Technology | 0.00% | 10 | -31,940 | -99.97% | $8,581 |
| Argan, Inc. | AGX | Industrials | 0.00% | 10 | - | - | $7,986 |
| CrowdStrike Holdings, Inc. Class A | CRWD | Technology | 0.00% | 10 | - | - | $7,631 |
Showing 30 of 116 holdings in the latest reporting period.