Berkshire Capital Holdings Inc Top Holdings and 13F Report (2026) About Berkshire Capital Holdings IncInvestment ActivityBerkshire Capital Holdings Inc has $462.33 million in total holdings as of June 30, 2026.Berkshire Capital Holdings Inc owns shares of 122 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 60.03% of the portfolio was purchased this quarter.About 52.18% of the portfolio was sold this quarter.This quarter, Berkshire Capital Holdings Inc has purchased 114 new stocks and bought additional shares in 16 stocks.Berkshire Capital Holdings Inc sold shares of 16 stocks and completely divested from 8 stocks this quarter.Largest Holdings Micron Technology $37,849,169Taiwan Semiconductor Manufacturing $37,207,479Advanced Micro Devices $36,974,922Yandex $28,235,621Bloom Energy $27,572,943 Largest New Holdings this Quarter 458140100 - Intel $22,458,089 Holding82706C108 - Silicon Motion Technology $14,759,852 Holding031652100 - Amkor Technology $13,952,014 Holding00760J108 - Aehr Test Systems $13,701,998 Holding57776J100 - MaxLinear, Inc. $9,406,364 Holding Largest Purchases this Quarter Micron Technology 32,780 shares (about $37.84M)Advanced Micro Devices 63,640 shares (about $36.97M)Western Digital 36,110 shares (about $23.06M)Intel 160,840 shares (about $22.46M)Segate Technology 19,580 shares (about $18.89M) Largest Sales this Quarter NVIDIA 158,490 shares (about $31.71M)Coherent 76,290 shares (about $30.10M)Lumentum 31,940 shares (about $27.41M)GE Vernova Inc. 19,000 shares (about $22.32M)Vertiv 54,150 shares (about $18.13M) 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 PortfolioSectorMUMicron Technology$37,849,169$37,837,626 â–²327,800.0%32,7908.2%TechnologyTSMTaiwan Semiconductor Manufacturing$37,207,479$1,881,626 â–²5.3%77,9108.0%TechnologyAMDAdvanced Micro Devices$36,974,922$36,969,113 â–²636,400.0%63,6508.0%TechnologyYNDXYandex$28,235,621$6,048,123 â–²27.3%102,2406.1%TechnologyBEBloom Energy$27,572,943$2,809,056 â–²11.3%91,0906.0%IndustrialsWDCWestern Digital$23,070,566$23,064,179 â–²361,100.0%36,1205.0%TechnologyMRVLMarvell Technology$22,663,471$1,936,285 â–¼-7.9%76,0804.9%TechnologyGLWCorning$22,536,589$648,792 â–²3.0%88,2304.9%TechnologyAMATApplied Materials$22,499,760$976,050 â–¼-4.2%31,1204.9%TechnologyINTCIntel$22,458,089$22,458,089 â–²New Holding160,8404.9%TechnologySegate Technology$18,904,350$18,894,700 â–²195,800.0%19,5904.1%STXCRDOCredo Technology Group$18,867,891$18,865,172 â–²693,700.0%69,3804.1%TechnologyAstera Labs, Inc.$15,881,698$15,876,868 â–²328,700.0%32,8803.4%ALABQnity Electronics, Inc.$15,475,256$7,672,304 â–²98.3%94,7603.3%QSIMOSilicon Motion Technology$14,759,852$14,759,852 â–²New Holding44,2803.2%TechnologyAMKRAmkor Technology$13,952,014$13,952,014 â–²New Holding161,8003.0%TechnologyTERTeradyne$13,910,400$343,526 â–²2.5%28,7503.0%TechnologyRKLBRocket Lab$13,894,539$13,893,522 â–²1,366,800.0%136,6903.0%IndustrialsArm Holdings plc$13,771,499$14,753,658 â–¼-51.7%38,8403.0%ARMAEHRAehr Test Systems$13,701,998$13,701,998 â–²New Holding142,6403.0%TechnologyMaxLinear, Inc.$9,406,364$9,406,364 â–²New Holding73,4702.0%MXLKLACKLA$9,250,429$9,247,412 â–²306,500.0%30,6602.0%TechnologyLRCXLam Research$9,173,596$9,169,263 â–²211,600.0%21,1702.0%TechnologySandisk Corp.$22,7370.0%100.0%SNDKASML Holding N.V. ADR$19,894$12,195,022 â–¼-99.8%100.0%ASMLMELIMercadoLibre$16,9740.0%100.0%Consumer DiscretionaryPANWPalo Alto Networks$14,3230.0%420.0%TechnologyMPWRMonolithic Power Systems$13,8240.0%100.0%TechnologyGE Vernova Inc.$11,749$22,323,100 â–¼-99.9%100.0%GEVEquinix, Inc.$10,424$10,424 â–²New Holding100.0%EQIXLITELumentum$8,581$27,407,714 â–¼-100.0%100.0%TechnologyAGXArgan$7,9860.0%100.0%IndustrialsCRWDCrowdStrike$7,6310.0%100.0%TechnologySITMSiTime$7,4560.0%100.0%TechnologyQQQInvesco QQQ$7,3640.0%100.0%ETFNFLXNetflix$7,1400.0%1000.0%Communication ServicesSMHVanEck Semiconductor ETF$6,5590.0%100.0%ETFMETAMeta Platforms$5,6330.0%100.0%Communication ServicesAppLovin Corporation$5,1520.0%100.0%APPNOWServiceNow$4,9640.0%500.0%TechnologyCIENCiena$4,9060.0%100.0%TechnologyTPLTexas Pacific Land$4,3760.0%100.0%EnergyDELLDell Technologies$4,3150.0%100.0%TechnologyETNEaton$4,2610.0%100.0%IndustrialsTSLATesla$4,2060.0%100.0%Consumer DiscretionaryCOHRCoherent$3,945$30,096,405 â–¼-100.0%100.0%TechnologyJBLJabil$3,8550.0%100.0%TechnologyTalen Energy Corporation$3,8430.0%100.0%TLNAVGOBroadcom$3,7780.0%100.0%TechnologyGEGE Aerospace$3,7370.0%100.0%IndustrialsMSFTMicrosoft$3,7300.0%100.0%TechnologyCelestica Inc.$3,6480.0%100.0%CLSGOOGLAlphabet$3,5740.0%100.0%Communication ServicesMDBMongoDB$3,3590.0%100.0%TechnologyVRTVertiv$3,348$18,129,420 â–¼-100.0%100.0%IndustrialsCVNACarvana$3,291$2,633 â–²400.0%500.0%Consumer DiscretionaryAAPLApple$2,8940.0%100.0%TechnologyTower Semiconductor Ltd.$2,606$12,454,074 â–¼-100.0%100.0%TSEMDDOGDatadog$2,6040.0%100.0%TechnologySNOWSnowflake$2,5450.0%100.0%TechnologyCEGConstellation Energy$2,4840.0%100.0%UtilitiesNETCloudflare$2,453$9,664,820 â–¼-100.0%100.0%TechnologyAMZNAmazon.com$2,3830.0%100.0%Consumer DiscretionaryCerebras Systems Inc. Class A$2,210$2,210 â–²New Holding100.0%CBRSNVDANVIDIA$2,001$31,713,849 â–¼-100.0%100.0%TechnologyBWXTBWX Technologies$1,9470.0%100.0%IndustrialsQCOMQualcomm$1,848$1,848 â–²New Holding100.0%TechnologyDoorDash, Inc. Class A$1,8450.0%100.0%DASHAPHAmphenol$1,7630.0%100.0%TechnologyReddit, Inc.$1,7360.0%100.0%RDDTSpace Exploration Technologies Corp. Class A$1,709$1,709 â–²New Holding100.0%SPCXArista Networks, Inc.$1,6990.0%100.0%ANETSMTCSemtech$1,619$1,619 â–²New Holding100.0%TechnologyVSTVistra$1,5860.0%100.0%UtilitiesDigitalOcean Holdings, Inc.$1,570$15,543,000 â–¼-100.0%100.0%DOCNNTAPNetApp$1,5480.0%100.0%TechnologyAAOIApplied Optoelectronics$1,4820.0%100.0%TechnologyORCLOracle$1,4660.0%100.0%TechnologyCOINCoinbase Global$1,4620.0%100.0%FinanceZSZscaler$1,4120.0%100.0%TechnologyROKURoku$1,3810.0%100.0%Communication ServicesOKTAOkta$1,3650.0%100.0%TechnologyKLICKulicke and Soffa Industries$1,338$16,548,384 â–¼-100.0%100.0%TechnologyAKAMAkamai Technologies$1,182$1,182 â–²New Holding100.0%TechnologyCSCOCisco Systems$1,175$1,175 â–²New Holding100.0%TechnologyPalantir Technologies, Inc. Class A$1,167$10,700,223 â–¼-100.0%100.0%PLTRHut 8 Corp.$1,1540.0%100.0%HUTShopify, Inc. Class A (Canada)$1,1420.0%100.0%SHOPEchoStar Corporation$1,015$9,347,135 â–¼-100.0%100.0%ECHOHOODRobinhood Markets$1,0030.0%100.0%FinanceCoreWeave, Inc.$9950.0%100.0%CRWVSESEA$9580.0%100.0%Consumer DiscretionaryIGViShares Expanded Tech-Software Sector ETF$9060.0%100.0%ETFMSTRStrategy$8690.0%100.0%TechnologyAFRMAffirm$8160.0%100.0%FinanceEverpure, Inc.$7880.0%100.0%PSTMSTMicroelectronics$749$749 â–²New Holding100.0%TechnologyRoundhill Memory ETF$739$739 â–²New Holding100.0%DRAMUBERUber Technologies$7220.0%100.0%IndustrialsAXTIAXT$721$721 â–²New Holding100.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. 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