Filed: 5/12/2026ACC: 0001162044-26-000437
📋 What this filing means
BERKSHIRE CAPITAL HOLDINGS INC filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $277.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$277.18M
Total AUM (reported)
1.84M
Total Shares
Allocation by class
NVDA$27.64M10.0%
TSM$25.00M9.0%
LITE$22.45M8.1%
COHR$18.18M6.6%
GEV$16.59M6.0%
VRT$13.57M4.9%
PLTR$13.41M4.8%
Portfolio Concentration
Top 3$75.09M27.1%
4–10$97.31M35.1%
11–25$104.60M37.7%
Rest$171.9K0.1%
Top 3 weight
27.1%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Sole
Full voting authority
1.84M
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)
Sole114
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings114
Rows:
NVIDIA Corp.
SOLEShares158.50K
TypeSH
Market value$27.64M
9.97%
Sole
158.50K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Company Ltd. ADR
SOLEShares73.97K
TypeSH
Market value$25.00M
9.02%
Sole
73.97K
Shared
0.00
None
0.00
Lumentum Holdings Inc.
SOLEShares31.95K
TypeSH
Market value$22.45M
8.10%
Sole
31.95K
Shared
0.00
None
0.00
Coherent Corp.
SOLEShares76.30K
TypeSH
Market value$18.18M
6.56%
Sole
76.30K
Shared
0.00
None
0.00
GE Vernova Inc.
SOLEShares19.01K
TypeSH
Market value$16.59M
5.99%
Sole
19.01K
Shared
0.00
None
0.00
Vertiv Holdings Co
SOLEShares54.16K
TypeSH
Market value$13.57M
4.90%
Sole
54.16K
Shared
0.00
None
0.00
Palantir Technologies, Inc. Class A
SOLEShares91.70K
TypeSH
Market value$13.41M
4.84%
Sole
91.70K
Shared
0.00
None
0.00
Arm Holdings plc
SOLEShares80.45K
TypeSH
Market value$12.17M
4.39%
Sole
80.45K
Shared
0.00
None
0.00
Fastly, Inc.
SOLEShares403.83K
TypeSH
Market value$11.74M
4.23%
Sole
403.83K
Shared
0.00
None
0.00
Corning Inc. Glass Works
SOLEShares85.69K
TypeSH
Market value$11.65M
4.20%
Sole
85.69K
Shared
0.00
None
0.00
Applied Materials, Inc.
SOLEShares32.47K
TypeSH
Market value$11.10M
4.00%
Sole
32.47K
Shared
0.00
None
0.00
Bloom Energy Corporation
SOLEShares81.81K
TypeSH
Market value$11.08M
4.00%
Sole
81.81K
Shared
0.00
None
0.00
EchoStar Corporation
SOLEShares92.10K
TypeSH
Market value$10.78M
3.89%
Sole
92.10K
Shared
0.00
None
0.00
DigitalOcean Holdings, Inc.
SOLEShares99.01K
TypeSH
Market value$8.49M
3.06%
Sole
99.01K
Shared
0.00
None
0.00
Tower Semiconductor Ltd.
SOLEShares47.80K
TypeSH
Market value$8.39M
3.03%
Sole
47.80K
Shared
0.00
None
0.00
Nebius Group N.V.
SOLEShares80.34K
TypeSH
Market value$8.34M
3.01%
Sole
80.34K
Shared
0.00
None
0.00
Teradyne, Inc.
SOLEShares28.04K
TypeSH
Market value$8.31M
3.00%
Sole
28.04K
Shared
0.00
None
0.00
Marvell Technology, Inc.
SOLEShares82.58K
TypeSH
Market value$8.18M
2.95%
Sole
82.58K
Shared
0.00
None
0.00
Cloudflare, Inc. Class A
SOLEShares39.41K
TypeSH
Market value$8.13M
2.93%
Sole
39.41K
Shared
0.00
None
0.00
Kulicke & Soffa Industries
SOLEShares123.69K
TypeSH
Market value$8.13M
2.93%
Sole
123.69K
Shared
0.00
None
0.00
ASML Holding N.V. ADR
SOLEShares6.14K
TypeSH
Market value$8.11M
2.93%
Sole
6.14K
Shared
0.00
None
0.00
Qnity Electronics, Inc.
SOLEShares47.78K
TypeSH
Market value$5.51M
1.99%
Sole
47.78K
Shared
0.00
None
0.00
MercadoLibre, Inc. (Argentina)
SOLEShares10.00
TypeSH
Market value$17.3K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
KLA Corporation
SOLEShares10.00
TypeSH
Market value$14.7K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
Monolithic Power Systems, Inc.
SOLEShares10.00
TypeSH
Market value$10.9K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | NVDA | 158.50K | SH | $27.64M 9.97% | 158.50K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Company Ltd. ADRSOLE | TSM | 73.97K | SH | $25.00M 9.02% | 73.97K | 0.00 | 0.00 |
Lumentum Holdings Inc.SOLE | LITE | 31.95K | SH | $22.45M 8.10% | 31.95K | 0.00 | 0.00 |
Coherent Corp.SOLE | COHR | 76.30K | SH | $18.18M 6.56% | 76.30K | 0.00 | 0.00 |
GE Vernova Inc.SOLE | GEV | 19.01K | SH | $16.59M 5.99% | 19.01K | 0.00 | 0.00 |
Vertiv Holdings CoSOLE | VRT | 54.16K | SH | $13.57M 4.90% | 54.16K | 0.00 | 0.00 |
Palantir Technologies, Inc. Class ASOLE | PLTR | 91.70K | SH | $13.41M 4.84% | 91.70K | 0.00 | 0.00 |
Arm Holdings plcSOLE | ARM | 80.45K | SH | $12.17M 4.39% | 80.45K | 0.00 | 0.00 |
Fastly, Inc.SOLE | FSLY | 403.83K | SH | $11.74M 4.23% | 403.83K | 0.00 | 0.00 |
Corning Inc. Glass WorksSOLE | GLW | 85.69K | SH | $11.65M 4.20% | 85.69K | 0.00 | 0.00 |
Applied Materials, Inc.SOLE | AMAT | 32.47K | SH | $11.10M 4.00% | 32.47K | 0.00 | 0.00 |
Bloom Energy CorporationSOLE | BE | 81.81K | SH | $11.08M 4.00% | 81.81K | 0.00 | 0.00 |
EchoStar CorporationSOLE | SATS | 92.10K | SH | $10.78M 3.89% | 92.10K | 0.00 | 0.00 |
DigitalOcean Holdings, Inc.SOLE | DOCN | 99.01K | SH | $8.49M 3.06% | 99.01K | 0.00 | 0.00 |
Tower Semiconductor Ltd.SOLE | TSEM | 47.80K | SH | $8.39M 3.03% | 47.80K | 0.00 | 0.00 |
Nebius Group N.V.SOLE | NBIS | 80.34K | SH | $8.34M 3.01% | 80.34K | 0.00 | 0.00 |
Teradyne, Inc.SOLE | TER | 28.04K | SH | $8.31M 3.00% | 28.04K | 0.00 | 0.00 |
Marvell Technology, Inc.SOLE | MRVL | 82.58K | SH | $8.18M 2.95% | 82.58K | 0.00 | 0.00 |
Cloudflare, Inc. Class ASOLE | NET | 39.41K | SH | $8.13M 2.93% | 39.41K | 0.00 | 0.00 |
Kulicke & Soffa IndustriesSOLE | KLIC | 123.69K | SH | $8.13M 2.93% | 123.69K | 0.00 | 0.00 |
ASML Holding N.V. ADRSOLE | ASML | 6.14K | SH | $8.11M 2.93% | 6.14K | 0.00 | 0.00 |
Qnity Electronics, Inc.SOLE | Q | 47.78K | SH | $5.51M 1.99% | 47.78K | 0.00 | 0.00 |
MercadoLibre, Inc. (Argentina)SOLE | MELI | 10.00 | SH | $17.3K <0.01% | 10.00 | 0.00 | 0.00 |
KLA CorporationSOLE | KLAC | 10.00 | SH | $14.7K <0.01% | 10.00 | 0.00 | 0.00 |
Monolithic Power Systems, Inc.SOLE | MPWR | 10.00 | SH | $10.9K <0.01% | 10.00 | 0.00 | 0.00 |
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