BERBICE CAPITAL MANAGEMENT LLC

PrivateCIK: 2051605
Location

MELVILLE, NY

159
Positions
$152.87M
Total AUM (reported)
817.85K
Total Shares

Allocation by class

TOTAL AUM$152.87M159 positions
COM CL A$73.42M48.0%
COM$52.23M34.2%
ETF$21.50M14.1%
COM CL C$4.52M3.0%
SPONSORD ADR$1.17M0.8%
COM CL B$31.3K0.0%

Portfolio Concentration

Top 333.2%4–1032.9%11–2522.3%Rest11.6%TOP 1066.1%0%100%
Top 3$50.75M33.2%
4–10$50.34M32.9%
11–25$34.05M22.3%
Rest$17.73M11.6%

Top 3 weight

33.2%

Top 10 weight

66.1%

Voting Authority Distribution

Total shares with voting rights: 817.85K

Sole

Full voting authority

817.85K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole159
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings159
Rows:

NVIDA CORP

SOLE
COM CL A
Shares157.18K
TypeSH
Market value$27.41M
17.93%
Sole
157.18K
Shared
0.00
None
0.00

META PLATFORM

SOLE
COM
Shares21.52K
TypeSH
Market value$12.32M
8.06%
Sole
21.52K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM CL A
Shares29.78K
TypeSH
Market value$11.02M
7.21%
Sole
29.78K
Shared
0.00
None
0.00

BROADCOM

SOLE
COM CL A
Shares33.16K
TypeSH
Market value$10.26M
6.71%
Sole
33.16K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares48.37K
TypeSH
Market value$10.07M
6.59%
Sole
48.37K
Shared
0.00
None
0.00

ALPHABET INC.

SOLE
COM CL A
Shares33.28K
TypeSH
Market value$9.57M
6.26%
Sole
33.28K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares21.06K
TypeSH
Market value$5.34M
3.50%
Sole
21.06K
Shared
0.00
None
0.00

MASTERCARD INC

SOLE
COM
Shares10.63K
TypeSH
Market value$5.31M
3.47%
Sole
10.63K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares17.41K
TypeSH
Market value$5.26M
3.44%
Sole
17.41K
Shared
0.00
None
0.00

ALPHABET INC.

SOLE
COM CL C
Shares15.74K
TypeSH
Market value$4.52M
2.95%
Sole
15.74K
Shared
0.00
None
0.00

COSTCO WHSL CORP NEW

SOLE
COM CL A
Shares4.08K
TypeSH
Market value$4.07M
2.66%
Sole
4.08K
Shared
0.00
None
0.00

INVSC SP 500 MOMENTUM

SOLE
ETF
Shares35.83K
TypeSH
Market value$4.02M
2.63%
Sole
35.83K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR

SOLE
COM
Shares11.44K
TypeSH
Market value$3.86M
2.53%
Sole
11.44K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares9.78K
TypeSH
Market value$3.22M
2.10%
Sole
9.78K
Shared
0.00
None
0.00

ISHARES AI INVATN AND TEC ACT

SOLE
ETF
Shares82.36K
TypeSH
Market value$2.71M
1.78%
Sole
82.36K
Shared
0.00
None
0.00

INVSC QQQ TRUST SRS 1

SOLE
ETF
Shares3.73K
TypeSH
Market value$2.15M
1.41%
Sole
3.73K
Shared
0.00
None
0.00

VANECK SEMICONDUCTOR

SOLE
ETF
Shares5.57K
TypeSH
Market value$2.14M
1.40%
Sole
5.57K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares4.92K
TypeSH
Market value$1.96M
1.28%
Sole
4.92K
Shared
0.00
None
0.00

ROUNDHILL GENERATIVE AI TECNG

SOLE
ETF
Shares27.15K
TypeSH
Market value$1.68M
1.10%
Sole
27.15K
Shared
0.00
None
0.00

ALGER AI ENABLER AND ADOPTERS

SOLE
ETF
Shares46.91K
TypeSH
Market value$1.55M
1.01%
Sole
46.91K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO

SOLE
COM CL A
Shares5.90K
TypeSH
Market value$1.48M
0.97%
Sole
5.90K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM
Shares940.00
TypeSH
Market value$1.38M
0.91%
Sole
940.00
Shared
0.00
None
0.00

ISHARES MSCI USA MOMNTUM

SOLE
ETF
Shares5.59K
TypeSH
Market value$1.34M
0.88%
Sole
5.59K
Shared
0.00
None
0.00

CELESTICA INC

SOLE
COM
Shares4.75K
TypeSH
Market value$1.34M
0.88%
Sole
4.75K
Shared
0.00
None
0.00

VISTASHARES ARTIFICIAL INTELLIGENCE SUPRCYCLE

SOLE
ETF
Shares27.40K
TypeSH
Market value$1.15M
0.75%
Sole
27.40K
Shared
0.00
None
0.00
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