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Berkshire Capital Holdings Inc

All holdings · as of Mar 31, 2026

114 positions

CompanyClassValueShares% of portfolio
Vistra Corp.—$1.5K100.0%
Snowflake Inc.—$1.5K100.0%
Dell Technologies Inc.—$1.6K100.0%
Coinbase Global, Inc.—$1.7K100.0%
ADVANCED MICRO DEVICES INC—$2.0K100.0%
BWX Technologies, Inc.—$2.0K100.0%
Amazon.com Inc—$2.1K100.0%
Lam Research Corp.—$2.1K100.0%
MongoDB, Inc.—$2.4K100.0%
Apple Inc.—$2.5K100.0%
JABIL INC—$2.7K100.0%
Western Digital Corp—$2.7K100.0%
Constellation Energy Corp—$2.8K100.0%
CELESTICA INCCLSCommon Stock$2.8K100.0%
GENERAL ELECTRIC CO—$2.8K100.0%
Alphabet Inc.—$2.9K100.0%
Broadcom Inc.—$3.1K100.0%
CARVANA CO.—$3.1K100.0%
Talen Energy Corp—$3.2K100.0%
MICRON TECHNOLOGY INC—$3.4K100.0%
SITIME Corp—$3.5K100.0%
Eaton Corp plc—$3.6K100.0%
MICROSOFT CORP—$3.7K100.0%
Tesla Inc—$3.7K100.0%
VanEck Semiconductor ETF—$3.8K100.0%
CIENA CORP—$3.9K100.0%
CrowdStrike Holdings, Inc.—$3.9K100.0%
Segate Technology—$3.9K100.0%
AppLovin Corp—$4.0K100.0%
Axon Enterprise Inc—$4.2K100.0%
Texas Pacific Land Corp—$4.7K100.0%
Spotify Technology S.A. (Luxembourg)—$4.8K100.0%
ServiceNow Inc—$5.2K500.0%
Argan, Inc.—$5.4K100.0%
Meta Platforms Inc—$5.7K100.0%
Invesco QQQ ETF—$5.8K100.0%
Sandisk Corp—$6.4K100.0%
Palo Alto Networks Inc—$6.7K420.0%
Netflix Inc—$9.6K1000.0%
Monolithic Power Systems Inc—$10.9K100.0%
KLA CORP—$14.7K100.0%
MercadoLibre, Inc.—$17.3K100.0%
Qnity Electronics, Inc.—$5.51M47,7802.0%
ASML Holding N.V. ADR—$8.11M6,1402.9%
KULICKE & SOFFA INDUSTRIES INC—$8.13M123,6902.9%
Cloudflare, Inc.—$8.13M39,4102.9%
Marvell Technology, Inc.—$8.18M82,5803.0%
TERADYNE, INC—$8.31M28,0403.0%
Nebius Group N.V.—$8.34M80,3403.0%
Tower Semiconductor Ltd.—$8.39M47,8003.0%
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