Institutions / Berkshire Capital Holdings Inc
Berkshire Capital Holdings Inc
CIK 1133742 · Institution · as of Mar 31, 2026
Portfolio value
$277.18M
Positions
114
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$277.18M-8.1%Positions
114+4.6%Top holdings
Mar 31, 2026View all 114 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $27.64M | 10.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $25.00M | 9.0% |
| Lumentum Hldgs Inc | $22.45M | 8.1% |
| Coherent Corp | $18.18M | 6.6% |
| GE Vernova Inc. | $16.59M | 6.0% |
| Vertiv Holdings Co | $13.57M | 4.9% |
| Palantir Technologies Inc | $13.41M | 4.8% |
| Arm Holdings PLC /UkARM | $12.17M | 4.4% |
| Fastly, Inc. | $11.74M | 4.2% |
| Corning Inc /Ny | $11.65M | 4.2% |
| Applied Materials Inc /De | $11.10M | 4.0% |
| Bloom Energy Corp | $11.08M | 4.0% |
| EchoStar CORP | $10.78M | 3.9% |
| DigitalOcean Holdings, Inc. | $8.49M | 3.1% |
| Tower Semiconductor Ltd. | $8.39M | 3.0% |
| Nebius Group N.V. | $8.34M | 3.0% |
| Teradyne, Inc | $8.31M | 3.0% |
| Marvell Technology, Inc. | $8.18M | 3.0% |
| Cloudflare, Inc. | $8.13M | 2.9% |
| Kulicke & Soffa Industries Inc | $8.13M | 2.9% |
| ASML Holding N.V. ADR | $8.11M | 2.9% |
| Qnity Electronics, Inc. | $5.51M | 2.0% |
| MercadoLibre, Inc. | $17.3K | 0.0% |
| Kla Corp | $14.7K | 0.0% |
| Monolithic Power Systems Inc | $10.9K | 0.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | NVIDIA Corp | $-40.70M | -233K -59.55% | 158,500 9.97% of portfolio | medium |
| Q1 2026 as of | Add | Lumentum Hldgs Inc | $22.45M | +32K +319400.00% | 31,950 8.10% of portfolio | medium |
| Q1 2026 as of | Add | Coherent Corp | $18.17M | +76K +762900.00% | 76,300 6.56% of portfolio | medium |
| Q1 2026 as of | Trim | Tesla Inc | $-14.95M | -40K -99.98% | 10 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Broadcom Inc. | $-14.30M | -46K -99.98% | 10 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | CLS Celestica Inc Common Stock | $-14.02M | -50K -99.98% | 10 <0.01% of portfolio | medium |
| Q1 2026 as of | Trim | Rocket Lab Corp | $-13.31M | -207K -100.00% | 10 <0.01% of portfolio | medium |
| Q1 2026 as of | Add | ARM Arm Holdings PLC /Uk ADR | $12.17M | +80K +804400.00% | 80,450 4.39% of portfolio | medium |
| Q1 2026 as of | New | Fastly, Inc. | $11.74M | +404K | 403,830 4.23% of portfolio | medium |
| Q1 2026 as of | Add | Corning Inc /Ny | $11.65M | +86K +856800.00% | 85,690 4.20% of portfolio | medium |