Berkshire Capital Holdings as of March 31, 2026
Portfolio Holdings for Berkshire Capital Holdings
Berkshire Capital Holdings holds 114 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corp. Nvda (NVDA) | 10.0 | $28M | 159k | 174.40 | |
| Taiwan Semiconductor Manufacturing Company TSM (TSM) | 9.0 | $25M | 74k | 337.95 | |
| Lumentum Holdings Lite (LITE) | 8.1 | $23M | 32k | 702.76 | |
| Coherent Corp. Cohr (COHR) | 6.6 | $18M | 76k | 238.21 | |
| GE Vernova Gev (GEV) | 6.0 | $17M | 19k | 872.90 | |
| Vertiv Holdings VRT (VRT) | 4.9 | $14M | 54k | 250.58 | |
| Palantir Technologies, Inc. Class A PLTR (PLTR) | 4.8 | $13M | 92k | 146.28 | |
| Arm Holdings Arm (ARM) | 4.4 | $12M | 81k | 151.28 | |
| Fastly Fsly (FSLY) | 4.2 | $12M | 404k | 29.06 | |
| Corning Inc. Glass Works GLW (GLW) | 4.2 | $12M | 86k | 135.97 | |
| Applied Materials Amat (AMAT) | 4.0 | $11M | 33k | 341.79 | |
| Bloom Energy Corporation Be (BE) | 4.0 | $11M | 82k | 135.49 | |
| EchoStar Corporation Sats (SATS) | 3.9 | $11M | 92k | 117.07 | |
| DigitalOcean Holdings Docn (DOCN) | 3.1 | $8.5M | 99k | 85.78 | |
| Tower Semiconductor Tsem | 3.0 | $8.4M | 48k | 175.48 | |
| Nebius Group Nbis (NBIS) | 3.0 | $8.3M | 80k | 103.76 | |
| Teradyne Ter (TER) | 3.0 | $8.3M | 28k | 296.46 | |
| Marvell Technology MRVL (MRVL) | 3.0 | $8.2M | 83k | 99.05 | |
| Cloudflare, Inc. Class A Net (NET) | 2.9 | $8.1M | 39k | 206.34 | |
| Kulicke & Soffa Industries Klic (KLIC) | 2.9 | $8.1M | 124k | 65.72 | |
| ASML Holding Asml | 2.9 | $8.1M | 6.1k | 1320.83 | |
| Qnity Electronics Q (Q) | 2.0 | $5.5M | 48k | 115.38 | |
| MercadoLibre Meli (MELI) | 0.0 | $17k | 10.00 | 1729.00 | |
| KLA Corporation Klac (KLAC) | 0.0 | $15k | 10.00 | 1472.40 | |
| Monolithic Power Systems MPWR (MPWR) | 0.0 | $11k | 10.00 | 1093.40 | |
| Netflix NFLX (NFLX) | 0.0 | $9.6k | 100.00 | 96.15 | |
| Palo Alto Networks Panw (PANW) | 0.0 | $6.7k | 42.00 | 160.31 | |
| Sandisk Corp. SNDK (SNDK) | 0.0 | $6.4k | 10.00 | 635.30 | |
| Invesco QQQ ETF QQQ (QQQ) | 0.0 | $5.8k | 10.00 | 577.20 | |
| Meta Platforms, Inc. Class A Meta (META) | 0.0 | $5.7k | 10.00 | 572.10 | |
| Argan Agx (AGX) | 0.0 | $5.4k | 10.00 | 544.70 | |
| ServiceNow Now (NOW) | 0.0 | $5.2k | 50.00 | 104.56 | |
| Spotify Technology Spot (SPOT) | 0.0 | $4.8k | 10.00 | 484.90 | |
| Texas Pacific Land Corporation TPL (TPL) | 0.0 | $4.7k | 10.00 | 474.60 | |
| Axon Enterprise Axon (AXON) | 0.0 | $4.2k | 10.00 | 424.70 | |
| AppLovin Corporation App (APP) | 0.0 | $4.0k | 10.00 | 398.00 | |
| Segate Technology STX | 0.0 | $3.9k | 10.00 | 391.80 | |
| CrowdStrike Holdings, Inc. Class A CRWD (CRWD) | 0.0 | $3.9k | 10.00 | 390.40 | |
| Ciena Corp. Cien (CIEN) | 0.0 | $3.9k | 10.00 | 388.20 | |
| VanEck Semiconductor ETF SMH (SMH) | 0.0 | $3.8k | 10.00 | 383.40 | |
| Tesla Tsla (TSLA) | 0.0 | $3.7k | 10.00 | 371.80 | |
| Microsoft Corp. MSFT (MSFT) | 0.0 | $3.7k | 10.00 | 370.20 | |
| Eaton Corporation Etn (ETN) | 0.0 | $3.6k | 10.00 | 357.70 | |
| SiTime Corporation Sitm (SITM) | 0.0 | $3.5k | 10.00 | 345.40 | |
| Micron Technology Mu (MU) | 0.0 | $3.4k | 10.00 | 337.80 | |
| Talen Energy Corporation TLN (TLN) | 0.0 | $3.2k | 10.00 | 319.20 | |
| Carvana Co. Class A Cvna (CVNA) | 0.0 | $3.1k | 10.00 | 314.40 | |
| Broadcom Avgo (AVGO) | 0.0 | $3.1k | 10.00 | 309.50 | |
| Alphabet, Inc. Class A Googl (GOOGL) | 0.0 | $2.9k | 10.00 | 287.60 | |
| GE Aerospace Ge (GE) | 0.0 | $2.8k | 10.00 | 283.80 | |
| Celestica CLS (CLS) | 0.0 | $2.8k | 10.00 | 281.70 | |
| Constellation Energy Corporation Ceg (CEG) | 0.0 | $2.8k | 10.00 | 279.30 | |
| Western Digital Corp. WDC (WDC) | 0.0 | $2.7k | 10.00 | 270.50 | |
| Jabil Circuit JBL (JBL) | 0.0 | $2.7k | 10.00 | 265.60 | |
| Apple Aapl (AAPL) | 0.0 | $2.5k | 10.00 | 253.80 | |
| MongoDB, Inc. Class A MDB (MDB) | 0.0 | $2.4k | 10.00 | 244.80 | |
| Lam Research Corp. LRCX | 0.0 | $2.1k | 10.00 | 213.70 | |
| Amazon.com Amzn (AMZN) | 0.0 | $2.1k | 10.00 | 208.30 | |
| BWX Technologies BWXT (BWXT) | 0.0 | $2.0k | 10.00 | 204.50 | |
| Advanced Micro Devices Amd (AMD) | 0.0 | $2.0k | 10.00 | 203.40 | |
| Coinbase Global, Inc. Class A Coin (COIN) | 0.0 | $1.7k | 10.00 | 174.60 | |
| Dell Technologies Dell (DELL) | 0.0 | $1.6k | 10.00 | 164.10 | |
| Snowflake, Inc. Class A Snow (SNOW) | 0.0 | $1.5k | 10.00 | 150.80 | |
| Vistra Corp. VST (VST) | 0.0 | $1.5k | 10.00 | 150.30 | |
| DoorDash, Inc. Class A Dash (DASH) | 0.0 | $1.5k | 10.00 | 150.20 | |
| Oracle Corp. Orcl (ORCL) | 0.0 | $1.5k | 10.00 | 147.10 | |
| Zscaler ZS (ZS) | 0.0 | $1.4k | 10.00 | 140.30 | |
| Reddit RDDT (RDDT) | 0.0 | $1.3k | 10.00 | 134.70 | |
| Amphenol Corporation Aph (APH) | 0.0 | $1.3k | 10.00 | 126.40 | |
| Micro Strategy, Inc. Class A MSTR (MSTR) | 0.0 | $1.2k | 10.00 | 124.80 | |
| Arista Networks Anet (ANET) | 0.0 | $1.2k | 10.00 | 122.80 | |
| Shopify, Inc. Class A Shop (SHOP) | 0.0 | $1.2k | 10.00 | 118.60 | |
| Datadog, Inc. Class A Ddog (DDOG) | 0.0 | $1.2k | 10.00 | 118.10 | |
| Astera Labs Alab (ALAB) | 0.0 | $1.1k | 10.00 | 109.60 | |
| Netapp Ntap (NTAP) | 0.0 | $1.0k | 10.00 | 102.40 | |
| Circle Internet Group CRCL (CRCL) | 0.0 | $954.000000 | 10.00 | 95.40 | |
| Roku, Inc. Class A Roku (ROKU) | 0.0 | $946.000000 | 10.00 | 94.60 | |
| Credo Technology Group Holding Crdo (CRDO) | 0.0 | $939.000000 | 10.00 | 93.90 | |
| Applied Optoelectronics Aaoi (AAOI) | 0.0 | $846.000000 | 10.00 | 84.60 | |
| Sea Se (SE) | 0.0 | $828.000000 | 10.00 | 82.80 | |
| iShares Expanded Tech-Software Sector ETF Igv (IGV) | 0.0 | $801.000000 | 10.00 | 80.10 | |
| Okta, Inc. Class A Okta (OKTA) | 0.0 | $787.000000 | 10.00 | 78.70 | |
| CoreWeave CRWV | 0.0 | $775.000000 | 10.00 | 77.50 | |
| Uber Technologies Uber (UBER) | 0.0 | $719.000000 | 10.00 | 71.90 | |
| Robinhood Markets Hood (HOOD) | 0.0 | $693.000000 | 10.00 | 69.30 | |
| Rocket Lab Corporation RKLB | 0.0 | $642.000000 | 10.00 | 64.20 | |
| Pure Storage, Inc. Class A PSTG (PSTG) | 0.0 | $590.000000 | 10.00 | 59.00 | |
| Roblox Corporation Class A RBLX (RBLX) | 0.0 | $566.000000 | 10.00 | 56.60 | |
| Oklo Oklo (OKLO) | 0.0 | $496.000000 | 10.00 | 49.60 | |
| Hut 8 Corp. Hut (HUT) | 0.0 | $469.000000 | 10.00 | 46.90 | |
| Affirm Holdings, Inc. Class A Afrm (AFRM) | 0.0 | $458.000000 | 10.00 | 45.80 | |
| Tempus AI Tem (TEM) | 0.0 | $452.000000 | 10.00 | 45.20 | |
| Zillow Group, Inc. Class C Z (ZG) | 0.0 | $414.000000 | 10.00 | 41.40 | |
| ishares Bitcoin Trust Ibit (IBIT) | 0.0 | $384.000000 | 10.00 | 38.40 | |
| Iren Iren | 0.0 | $343.000000 | 10.00 | 34.30 | |
| IonQ Ionq (IONQ) | 0.0 | $288.000000 | 10.00 | 28.80 | |
| Applied Digital Corporation Apld | 0.0 | $237.000000 | 10.00 | 23.70 | |
| Super Micro Computer Smci | 0.0 | $228.000000 | 10.00 | 22.80 | |
| Unity Software U (U) | 0.0 | $219.000000 | 10.00 | 21.90 | |
| Bitmine Immersion Technologies BMNR (BMNR) | 0.0 | $198.000000 | 10.00 | 19.80 | |
| Qxo Qxo (QXO) | 0.0 | $194.000000 | 10.00 | 19.40 | |
| SoFi Technologies Sofi (SOFI) | 0.0 | $159.000000 | 10.00 | 15.90 | |
| iShares Ethereum Trust Etha (ETHA) | 0.0 | $158.000000 | 10.00 | 15.80 | |
| Rolls-Royce Holdings Rycey (RYCEY) | 0.0 | $154.000000 | 10.00 | 15.40 | |
| Rivian Automotive, Inc. Class A Rivn (RIVN) | 0.0 | $151.000000 | 10.00 | 15.10 | |
| Core Scientific Corz (CORZ) | 0.0 | $150.000000 | 10.00 | 15.00 | |
| D-Wave Quantum QBTS (QBTS) | 0.0 | $144.000000 | 10.00 | 14.40 | |
| Rocket Companies RKT (RKT) | 0.0 | $143.000000 | 10.00 | 14.30 | |
| Rigetti Computing Rgti (RGTI) | 0.0 | $140.000000 | 10.00 | 14.00 | |
| Riot Platforms Riot (RIOT) | 0.0 | $124.000000 | 10.00 | 12.40 | |
| Dynamix Corporation Class A Ethm (ETHM) | 0.0 | $105.000000 | 10.00 | 10.50 | |
| CleanSpark CLSK (CLSK) | 0.0 | $85.000000 | 10.00 | 8.50 | |
| Quantum Computing Qubt (QUBT) | 0.0 | $69.000000 | 10.00 | 6.90 | |
| Opendoor Technologies Open (OPEN) | 0.0 | $47.000000 | 10.00 | 4.70 |
