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Berkshire Capital Holdings Inc

All holdings · as of Mar 31, 2026

114 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$27.64M158,50010.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$25.00M73,9709.0%
LUMENTUM HLDGS INC—$22.45M31,9508.1%
COHERENT CORP—$18.18M76,3006.6%
GE Vernova Inc.—$16.59M19,0106.0%
Vertiv Holdings Co—$13.57M54,1604.9%
Palantir Technologies Inc—$13.41M91,7004.8%
ARM HOLDINGS PLC /UKARMADR$12.17M80,4504.4%
Fastly, Inc.—$11.74M403,8304.2%
CORNING INC /NY—$11.65M85,6904.2%
APPLIED MATERIALS INC /DE—$11.10M32,4704.0%
Bloom Energy Corp—$11.08M81,8104.0%
EchoStar CORP—$10.78M92,1003.9%
DigitalOcean Holdings, Inc.—$8.49M99,0103.1%
Tower Semiconductor Ltd.—$8.39M47,8003.0%
Nebius Group N.V.—$8.34M80,3403.0%
TERADYNE, INC—$8.31M28,0403.0%
Marvell Technology, Inc.—$8.18M82,5803.0%
Cloudflare, Inc.—$8.13M39,4102.9%
KULICKE & SOFFA INDUSTRIES INC—$8.13M123,6902.9%
ASML Holding N.V. ADR—$8.11M6,1402.9%
Qnity Electronics, Inc.—$5.51M47,7802.0%
MercadoLibre, Inc.—$17.3K100.0%
KLA CORP—$14.7K100.0%
Monolithic Power Systems Inc—$10.9K100.0%
Netflix Inc—$9.6K1000.0%
Palo Alto Networks Inc—$6.7K420.0%
Sandisk Corp—$6.4K100.0%
Invesco QQQ ETF—$5.8K100.0%
Meta Platforms Inc—$5.7K100.0%
Argan, Inc.—$5.4K100.0%
ServiceNow Inc—$5.2K500.0%
Spotify Technology S.A. (Luxembourg)—$4.8K100.0%
Texas Pacific Land Corp—$4.7K100.0%
Axon Enterprise Inc—$4.2K100.0%
AppLovin Corp—$4.0K100.0%
Segate Technology—$3.9K100.0%
CrowdStrike Holdings, Inc.—$3.9K100.0%
CIENA CORP—$3.9K100.0%
VanEck Semiconductor ETF—$3.8K100.0%
Tesla Inc—$3.7K100.0%
MICROSOFT CORP—$3.7K100.0%
Eaton Corp plc—$3.6K100.0%
SITIME Corp—$3.5K100.0%
MICRON TECHNOLOGY INC—$3.4K100.0%
Talen Energy Corp—$3.2K100.0%
CARVANA CO.—$3.1K100.0%
Broadcom Inc.—$3.1K100.0%
Alphabet Inc.—$2.9K100.0%
GENERAL ELECTRIC CO—$2.8K100.0%
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