Institutions / BERKSHIRE CAPITAL HOLDINGS INC / Move history
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Berkshire Capital Holdings Inc

Quarter-over-quarter position changes

46 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedNVIDIA CorpMar 31, 2026-233,360-60%158,500$40.70Mmedium
AddedLUMENTUM HLDGS INCMar 31, 2026+31,940>1000%31,950$22.45Mmedium
AddedCOHERENT CORPMar 31, 2026+76,290>1000%76,300$18.17Mmedium
TrimmedTesla IncMar 31, 2026-40,200-100%10$14.95Mmedium
TrimmedBroadcom Inc.Mar 31, 2026-46,200-100%10$14.30Mmedium
TrimmedCELESTICA INCCLSMar 31, 2026-49,780-100%10$14.02Mmedium
TrimmedRocket Lab CorpMar 31, 2026-207,350-100%10$13.31Mmedium
AddedARM HOLDINGS PLC /UKARMMar 31, 2026+80,440>1000%80,450$12.17Mmedium
NewFastly, Inc.Mar 31, 2026+403,830New403,830$11.74Mmedium
AddedCORNING INC /NYMar 31, 2026+85,680>1000%85,690$11.65Mmedium
TrimmedORACLE CORPMar 31, 2026-77,090-100%10$11.34Mmedium
AddedAPPLIED MATERIALS INC /DEMar 31, 2026+32,460>1000%32,470$11.09Mmedium
AddedBloom Energy CorpMar 31, 2026+81,790>1000%81,810$11.08Mmedium
TrimmedAstera Labs, Inc.Mar 31, 2026-87,920-100%10$9.64Mmedium
TrimmedTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMMar 31, 2026-28,130-28%73,970$9.51Mmedium
Trimmed003819207Mar 31, 2026-371,680-100%10$8.81Mmedium
NewDigitalOcean Holdings, Inc.Mar 31, 2026+99,010New99,010$8.49Mmedium
TrimmedAmazon.com IncMar 31, 2026-40,390-100%10$8.41Mmedium
New001082379Mar 31, 2026+47,800New47,800$8.39Mmedium
AddedTERADYNE, INCMar 31, 2026+28,030>1000%28,040$8.31Mmedium
AddedMarvell Technology, Inc.Mar 31, 2026+82,570>1000%82,580$8.18Mmedium
AddedCloudflare, Inc.Mar 31, 2026+39,400>1000%39,410$8.13Mmedium
NewKULICKE & SOFFA INDUSTRIES INCMar 31, 2026+123,690New123,690$8.13Mmedium
AddedN07059111Mar 31, 2026+6,130>1000%6,140$8.10Mmedium
TrimmedAppLovin CorpMar 31, 2026-17,020-100%10$6.77Mmedium
TrimmedMongoDB, Inc.Mar 31, 2026-24,880-100%10$6.09Mmedium
Trimmed218735108Mar 31, 2026-77,180-100%10$5.98Mmedium
NewQnity Electronics, Inc.Mar 31, 2026+47,780New47,780$5.51Mmedium
TrimmedReddit, Inc.Mar 31, 2026-32,640-100%10$4.40Mlow
AddedEchoStar CORPMar 31, 2026+35,800+64%92,100$4.19Mlow
TrimmedGE Vernova Inc.Mar 31, 2026-3,950-17%19,010$3.45Mlow
TrimmedSITIME CorpMar 31, 2026-8,170-100%10$2.82Mlow
AddedPalantir Technologies IncMar 31, 2026+17,010+23%91,700$2.49Mlow
AddedNebius Group N.V.Mar 31, 2026+12,200+18%80,340$1.27Mlow
AddedVertiv Holdings CoMar 31, 2026+4,320+8.7%54,160$1.08Mlow
NewTexas Pacific Land CorpMar 31, 2026+10New10$4.7Klow
ExitedM2682V108Mar 31, 2026-10-100%0$4.5Klow
NewG7945M107Mar 31, 2026+10New10$3.9Klow
AddedPalo Alto Networks IncMar 31, 2026+22+110%42$3.5Klow
NewJABIL INCMar 31, 2026+10New10$2.7Klow
ExitedTAKE TWO INTERACTIVE SOFTWARE INCMar 31, 2026-10-100%0$2.6Klow
ExitedQUALCOMM INC/DEMar 31, 2026-10-100%0$1.7Klow
ExitedAlibaba Group Holding LtdBABAMar 31, 2026-10-100%0$1.5Klow
NewAPPLIED OPTOELECTRONICS, INC.Mar 31, 2026+10New10$846low
ExitedToast, Inc.Mar 31, 2026-10-100%0$355low
NewRiot Platforms, Inc.Mar 31, 2026+10New10$124low
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