Universe · entity
BERKSHIRE CAPITAL HOLDINGS INC
Institutional manager (13F) · CIK 1133742
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $277M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA Corp. | $28M | 158,500 |
| 2 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $25M | 73,970 |
| 3 | Lumentum Holdings Inc. | $22M | 31,950 |
| 4 | Coherent Corp. | $18M | 76,300 |
| 5 | GE Vernova Inc. | $17M | 19,010 |
| 6 | Vertiv Holdings Co | $14M | 54,160 |
| 7 | Palantir Technologies, Inc. Class A | $13M | 91,700 |
| 8 | Arm Holdings plc | $12M | 80,450 |
| 9 | Fastly, Inc. | $12M | 403,830 |
| 10 | Corning Inc. Glass Works | $12M | 85,690 |
| 11 | Applied Materials, Inc. | $11M | 32,470 |
| 12 | Bloom Energy Corporation | $11M | 81,810 |
| 13 | EchoStar Corporation | $11M | 92,100 |
| 14 | DigitalOcean Holdings, Inc. | $8M | 99,010 |
| 15 | Tower Semiconductor Ltd. | $8M | 47,800 |
| 16 | Nebius Group N.V. | $8M | 80,340 |
| 17 | Teradyne, Inc. | $8M | 28,040 |
| 18 | Marvell Technology, Inc. | $8M | 82,580 |
| 19 | Cloudflare, Inc. Class A | $8M | 39,410 |
| 20 | Kulicke & Soffa Industries | $8M | 123,690 |
| 21 | ASML Holding N.V. ADR | $8M | 6,140 |
| 22 | Qnity Electronics, Inc. | $6M | 47,780 |
| 23 | MercadoLibre, Inc. (Argentina) | $17k | 10 |
| 24 | KLA Corporation | $15k | 10 |
| 25 | Monolithic Power Systems, Inc. | $11k | 10 |
| 26 | Netflix, Inc. | $10k | 100 |
| 27 | Palo Alto Networks, Inc. | $7k | 42 |
| 28 | Sandisk Corp. | $6k | 10 |
| 29 | Invesco QQQ ETF | $6k | 10 |
| 30 | Meta Platforms, Inc. Class A | $6k | 10 |
| 31 | Argan, Inc. | $5k | 10 |
| 32 | ServiceNow, Inc. | $5k | 50 |
| 33 | Spotify Technology S.A. (Luxembourg) | $5k | 10 |
| 34 | Texas Pacific Land Corporation | $5k | 10 |
| 35 | Axon Enterprise, Inc. | $4k | 10 |
| 36 | AppLovin Corporation | $4k | 10 |
| 37 | Segate Technology | $4k | 10 |
| 38 | CrowdStrike Holdings, Inc. Class A | $4k | 10 |
| 39 | Ciena Corp. | $4k | 10 |
| 40 | VanEck Semiconductor ETF | $4k | 10 |
| 41 | Tesla, Inc. | $4k | 10 |
| 42 | Microsoft Corp. | $4k | 10 |
| 43 | Eaton Corporation PLC | $4k | 10 |
| 44 | SiTime Corporation | $3k | 10 |
| 45 | Micron Technology, Inc. | $3k | 10 |
| 46 | Talen Energy Corporation | $3k | 10 |
| 47 | Carvana Co. Class A | $3k | 10 |
| 48 | Broadcom Ltd. | $3k | 10 |
| 49 | Alphabet, Inc. Class A | $3k | 10 |
| 50 | GE Aerospace | $3k | 10 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.