BERKSHIRE CAPITAL HOLDINGS INC — 13F Holdings & Portfolio

CIK 1133742 · latest 13F-HR filed 2026-08-14

BERKSHIRE CAPITAL HOLDINGS INC manages $462.3M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MU (8.19%), TSM (8.05%), AMD (8.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions, exited 8, added to 73, and trimmed 22.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
475 MILAN DRIVE
SUITE 103
SAN JOSE, CA 95134
Phone
(408) 526-0707
Filing Manager
BERKSHIRE CAPITAL HOLDINGS INC
San Jose, CA
Signatory
Malcolm R Fobes III
President
Loading holdings…
AUM

$462.3M

Long-equity book

Holdings

122

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+16 / −8 / ↑73 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Micron Technology, Inc.$37.8M +1120360.9%
  • Advanced Micro Devices, Inc.$37.0M +1817742.8%
  • Western Digital Corp.$23.1M +852786.0%
  • Nebius Group N.V.$19.9M +238.7%
  • Segate Technology$18.9M +482400.0%
Show all 73 →

Top Trims

  • NVIDIA Corp.-$27.6M -100.0%
  • Lumentum Holdings Inc.-$22.4M -100.0%
  • Coherent Corp.-$18.2M -100.0%
  • GE Vernova Inc.-$16.6M -99.9%
  • Vertiv Holdings Co-$13.6M -100.0%
Show all 22 →

New Positions

  • Intel Corp.$22.5M
  • Silicon Motion Technology Corporation$14.8M
  • Amkor Technology, Inc.$14.0M
  • Aehr Test Systems, Inc.$13.7M
  • MaxLinear, Inc.$9.4M
Show all 16 →

Exited Positions

  • Spotify Technology S.A. (Luxembourg)$4.8K
  • Axon Enterprise, Inc.$4.2K
  • ishares Bitcoin Trust$384
  • QXO, Inc.$194
  • iShares Ethereum Trust$158
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Micron Technology, Inc. MU 595112103 $37.8M 8.19% 32,790 SH
2 Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 $37.2M 8.05% 77,910 SH
3 Advanced Micro Devices, Inc. AMD 007903107 $37.0M 8.00% 63,650 SH
4 Nebius Group N.V. NBIS N97284108 $28.2M 6.11% 102,240 SH
5 Bloom Energy Corporation BE 093712107 $27.6M 5.96% 91,090 SH
6 Western Digital Corp. WDC 958102105 $23.1M 4.99% 36,120 SH
7 Marvell Technology, Inc. MRVL 573874104 $22.7M 4.90% 76,080 SH
8 Corning Inc. Glass Works GLW 219350105 $22.5M 4.87% 88,230 SH
9 Applied Materials, Inc. AMAT 038222105 $22.5M 4.87% 31,120 SH
10 Intel Corp. INTC 458140100 $22.5M 4.86% 160,840 SH
11 Segate Technology STX G7945M107 $18.9M 4.09% 19,590 SH
12 Credo Technology Group Holding LTD CRDO G25457105 $18.9M 4.08% 69,380 SH
13 Astera Labs, Inc. ALAB 04626A103 $15.9M 3.44% 32,880 SH
14 Qnity Electronics, Inc. Q 74743L100 $15.5M 3.35% 94,760 SH
15 Silicon Motion Technology Corporation SIMO 82706C108 $14.8M 3.19% 44,280 SH
16 Amkor Technology, Inc. AMKR 031652100 $14.0M 3.02% 161,800 SH
17 Teradyne, Inc. TER 880770102 $13.9M 3.01% 28,750 SH
18 Rocket Lab Corporation RKLB 773122106 $13.9M 3.01% 136,690 SH
19 Arm Holdings plc ARM 042068205 $13.8M 2.98% 38,840 SH
20 Aehr Test Systems, Inc. AEHR 00760J108 $13.7M 2.96% 142,640 SH
21 MaxLinear, Inc. MXL 57776J100 $9.4M 2.03% 73,470 SH
22 KLA Corporation KLAC 482480100 $9.3M 2.00% 30,660 SH
23 Lam Research Corp. LRCX 512807108 $9.2M 1.98% 21,170 SH
24 Sandisk Corp. SNDK 80004C200 $22.7K 0.00% 10 SH
25 ASML Holding N.V. ADR ASML N07059111 $19.9K 0.00% 10 SH
26 MercadoLibre, Inc. (Argentina) MELI 58733R102 $17.0K 0.00% 10 SH
27 Palo Alto Networks, Inc. PANW 697435105 $14.3K 0.00% 42 SH
28 Monolithic Power Systems, Inc. MPWR 609839105 $13.8K 0.00% 10 SH
29 GE Vernova Inc. GEV 36828A101 $11.7K 0.00% 10 SH
30 Equinix, Inc. EQIX 29444U502 $10.4K 0.00% 10 SH
31 Lumentum Holdings Inc. LITE 55024U109 $8.6K 0.00% 10 SH
32 Argan, Inc. AGX 04010E109 $8.0K 0.00% 10 SH
33 CrowdStrike Holdings, Inc. Class A CRWD 22788C105 $7.6K 0.00% 10 SH
34 SiTime Corporation SITM 82982T106 $7.5K 0.00% 10 SH
35 Invesco QQQ ETF QQQ 46090E103 $7.4K 0.00% 10 SH
36 Netflix, Inc. NFLX 64110L106 $7.1K 0.00% 100 SH
37 VanEck Semiconductor ETF SMH 92189F676 $6.6K 0.00% 10 SH
38 Meta Platforms, Inc. Class A META 30303M102 $5.6K 0.00% 10 SH
39 AppLovin Corporation APP 03831W108 $5.2K 0.00% 10 SH
40 ServiceNow, Inc. NOW 81762P102 $5.0K 0.00% 50 SH
41 Ciena Corp. CIEN 171779309 $4.9K 0.00% 10 SH
42 Texas Pacific Land Corporation TPL 88262P102 $4.4K 0.00% 10 SH
43 Dell Technologies, Inc. DELL 24703L202 $4.3K 0.00% 10 SH
44 Eaton Corporation PLC ETN G29183103 $4.3K 0.00% 10 SH
45 Tesla, Inc. TSLA 88160R101 $4.2K 0.00% 10 SH
46 Coherent Corp. COHR 19247G107 $3.9K 0.00% 10 SH
47 Jabil Circuit JBL 466313103 $3.9K 0.00% 10 SH
48 Talen Energy Corporation TLN 87422Q109 $3.8K 0.00% 10 SH
49 Broadcom Ltd. AVGO 11135F101 $3.8K 0.00% 10 SH
50 GE Aerospace GE 369604301 $3.7K 0.00% 10 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $462.3M 122 0001162044-26-000694
2026-03-31 2026-05-12 $277.2M 114 0001162044-26-000437
2025-12-31 2026-02-09 $301.7M 109 0001162044-26-000130
2025-09-30 2025-11-14 $329.3M 111 0001162044-25-001158
2024-03-31 2024-05-13 $250.5M 89 0001162044-24-000483