Berkshire Capital Holdings Inc Top Holdings and 13F Report (2026) About Berkshire Capital Holdings IncInvestment ActivityBerkshire Capital Holdings Inc has $321.29 million in total holdings as of September 30, 2026.Berkshire Capital Holdings Inc owns shares of 120 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 48.89% of the portfolio was purchased this quarter.About 72.62% of the portfolio was sold this quarter.This quarter, Berkshire Capital Holdings Inc has purchased 122 new stocks and bought additional shares in 11 stocks.Berkshire Capital Holdings Inc sold shares of 16 stocks and completely divested from 15 stocks this quarter.Largest Holdings NVIDIA $29,547,804Taiwan Semiconductor Manufacturing $26,413,401Lam Research Corp. $19,989,834Lumentum $19,920,543Micron Technology $16,711,576 Largest New Holdings this Quarter 512807306 - Lam Research Corp. $19,989,834 HoldingM87915274 - Tower Semiconductor $15,333,331 HoldingN07059210 - ASML $18,117 Holding29444U700 - Equinix $10,116 HoldingG7997R103 - Seagate Technology $9,223 Holding Largest Purchases this Quarter NVIDIA 129,370 shares (about $29.55M)Lam Research Corp. 60,850 shares (about $19.99M)Lumentum 20,500 shares (about $19.91M)Semtech 88,490 shares (about $15.78M)Tower Semiconductor 67,420 shares (about $15.33M) Largest Sales this Quarter Advanced Micro Devices 36,540 shares (about $22.35M)Micron Technology 17,100 shares (about $18.21M)Western Digital 36,110 shares (about $16.41M)Applied Materials 31,110 shares (about $15.91M)Corning 88,220 shares (about $13.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBerkshire Capital Holdings Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$29,547,804$29,545,520 ▲1,293,700.0%129,3809.2%TechnologyTSMTaiwan Semiconductor Manufacturing$26,413,401$9,128,362 ▼-25.7%57,9008.2%TechnologyLam Research Corp.$19,989,834$19,989,834 ▲New Holding60,8506.2%COMLITELumentum$19,920,543$19,910,830 ▲205,000.0%20,5106.2%TechnologyMUMicron Technology$16,711,576$18,213,381 ▼-52.2%15,6905.2%TechnologyMRVLMarvell Technology$16,632,020$3,469,077 ▼-17.3%62,9505.2%TechnologyAMDAdvanced Micro Devices$16,584,814$22,353,711 ▼-57.4%27,1105.2%TechnologyINTCIntel$16,448,666$2,889,127 ▼-14.9%136,8105.1%TechnologyYNDXYandex$16,403,095$7,713,276 ▼-32.0%69,5405.1%TechnologyBEBloom Energy$16,363,978$8,866,130 ▼-35.1%59,0805.1%IndustrialsAstera Labs, Inc.$16,328,344$4,624,050 ▲39.5%45,8705.1%COMSMTCSemtech$15,783,975$15,782,192 ▲884,900.0%88,5004.9%TechnologyAEHRAehr Test Systems$15,432,134$1,222,337 ▲8.6%154,9104.8%TechnologyTSEMTower Semiconductor$15,333,331$15,333,331 ▲New Holding67,4204.8%TechnologyPalantir Technologies, Inc. Class A$13,471,341$13,469,471 ▲720,100.0%72,0204.2%CL ACelestica Inc.$13,445,196$13,441,582 ▲371,900.0%37,2004.2%COMSpace Exploration Technologies Corp. Class A$13,200,250$13,198,741 ▲874,900.0%87,5004.1%CL AKLACKLA$9,982,365$4,005,811 ▲67.0%51,2103.1%TechnologyDigitalOcean Holdings, Inc.$6,525,439$6,524,105 ▲489,100.0%48,9202.0%COMMaxLinear, Inc.$6,486,967$148,108 ▼-2.2%71,8302.0%COMASMLASML$18,117$18,117 ▲New Holding100.0%TechnologyMELIMercadoLibre$17,2850.0%100.0%Consumer DiscretionaryPANWPalo Alto Networks$16,6870.0%420.0%TechnologyMPWRMonolithic Power Systems$13,4720.0%100.0%TechnologyEQIXEquinix$10,116$10,116 ▲New Holding100.0%Real EstateGE Vernova Inc.$9,5050.0%100.0%COMSTXSeagate Technology$9,223$9,223 ▲New Holding100.0%TechnologyQQQInvesco QQQ$7,3980.0%100.0%ETFMETAMeta Platforms$7,2520.0%100.0%Communication ServicesNFLXNetflix$6,9580.0%1000.0%Communication ServicesNOWServiceNow$6,7010.0%500.0%TechnologySITMSiTime$6,5200.0%100.0%TechnologySMHVanEck Semiconductor ETF$6,0900.0%100.0%ETFDELLDell Technologies$5,3800.0%100.0%TechnologyMSFTMicrosoft$5,1290.0%100.0%TechnologyAMATApplied Materials$5,114$15,909,654 ▼-100.0%100.0%TechnologyWDCWestern Digital$4,545$16,411,995 ▼-100.0%100.0%TechnologyETNEaton$4,2970.0%100.0%IndustrialsTERTeradyne$4,009$11,521,866 ▼-100.0%100.0%TechnologyAGXArgan$3,7800.0%100.0%IndustrialsTSLATesla$3,5480.0%100.0%Consumer DiscretionaryCIENCiena$3,5180.0%100.0%TechnologyAVGOBroadcom$3,5120.0%100.0%TechnologyMDBMongoDB$3,4860.0%100.0%TechnologyNETCloudflare$3,4730.0%100.0%TechnologyGOOGLAlphabet$3,4410.0%100.0%Communication ServicesSNOWSnowflake$3,3960.0%100.0%TechnologyAAPLApple$3,3300.0%100.0%TechnologyTPLTexas Pacific Land$3,2580.0%100.0%EnergyTalen Energy Corporation$3,1270.0%100.0%COMCVNACarvana$3,1270.0%500.0%Consumer DiscretionaryGEGE Aerospace$3,1230.0%100.0%IndustrialsAppLovin Corporation$2,9040.0%100.0%CL AArm Holdings plc$2,897$11,249,051 ▼-100.0%100.0%ADRCOHRCoherent$2,8780.0%100.0%TechnologyJBLJabil$2,8690.0%100.0%TechnologySIMOSilicon Motion Technology$2,800$12,395,600 ▼-100.0%100.0%TechnologyDDOGDatadog$2,7390.0%100.0%TechnologyCRWDCrowdStrike$2,6480.0%100.0%TechnologyCEGConstellation Energy$2,5400.0%100.0%UtilitiesAMZNAmazon.com$2,4920.0%100.0%Consumer DiscretionaryVRTVertiv$2,4130.0%100.0%IndustrialsNTAPNetApp$2,1010.0%100.0%TechnologyOKTAOkta$2,0910.0%100.0%TechnologyArista Networks, Inc.$2,0360.0%100.0%COMZSZscaler$1,9940.0%100.0%TechnologyCRDOCredo Technology Group$1,948$13,513,276 ▼-100.0%100.0%TechnologyCOINCoinbase Global$1,8640.0%100.0%FinanceQCOMQualcomm$1,8400.0%100.0%TechnologyDoorDash, Inc. Class A$1,8360.0%100.0%CL ACerebras Systems Inc. Class A$1,7770.0%100.0%CL AAPHAmphenol$1,686$843 ▲100.0%200.0%TechnologyGLWCorning$1,538$13,568,236 ▼-100.0%100.0%TechnologyMSTRStrategy$1,5310.0%100.0%TechnologyROKURoku$1,5230.0%100.0%Communication ServicesShopify, Inc. Class A (Canada)$1,4830.0%100.0%CL AReddit, Inc.$1,4240.0%100.0%CL AVSTVistra$1,3840.0%100.0%UtilitiesORCLOracle$1,3730.0%100.0%TechnologyBWXTBWX Technologies$1,3700.0%100.0%IndustrialsHOODRobinhood Markets$1,1250.0%100.0%FinanceCSCOCisco Systems$1,0760.0%100.0%TechnologyIGViShares Expanded Tech-Software Sector ETF$1,0650.0%100.0%ETFAKAMAkamai Technologies$1,0640.0%100.0%TechnologyAAOIApplied Optoelectronics$9930.0%100.0%TechnologySESEA$9740.0%100.0%Consumer DiscretionaryKLICKulicke and Soffa Industries$9430.0%100.0%TechnologyEchoStar Corporation$8940.0%100.0%COMHut 8 Corp.$8610.0%100.0%COMTempus AI, Inc.$8190.0%100.0%COMAXTIAXT$7740.0%100.0%TechnologyRocket Lab Corporation$697$697 ▲New Holding100.0%COMAFRMAffirm$6920.0%100.0%FinanceUBERUber Technologies$6850.0%100.0%IndustrialsRoundhill Memory ETF$6040.0%100.0%SHSSTMSTMicroelectronics$5340.0%100.0%TechnologyAMKRAmkor Technology$524$8,477,796 ▼-100.0%100.0%Technologyishares Bitcoin Trust$473$473 ▲New Holding100.0%UNITSIONQIonQ$4390.0%100.0%TechnologyRBLXRoblox$4240.0%100.0%Communication ServicesShowing largest 100 holdings. 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