Berkshire Capital Holdings as of June 30, 2026
Portfolio Holdings for Berkshire Capital Holdings
Berkshire Capital Holdings holds 122 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology Mu (MU) | 8.2 | $38M | 33k | 1154.29 | |
| Taiwan Semiconductor Manufacturing Company TSM (TSM) | 8.0 | $37M | 78k | 477.57 | |
| Advanced Micro Devices Amd (AMD) | 8.0 | $37M | 64k | 580.91 | |
| Nebius Group Nbis (NBIS) | 6.1 | $28M | 102k | 276.17 | |
| Bloom Energy Corporation Be (BE) | 6.0 | $28M | 91k | 302.70 | |
| Western Digital Corp. WDC (WDC) | 5.0 | $23M | 36k | 638.72 | |
| Marvell Technology MRVL (MRVL) | 4.9 | $23M | 76k | 297.89 | |
| Corning Inc. Glass Works GLW (GLW) | 4.9 | $23M | 88k | 255.43 | |
| Applied Materials Amat (AMAT) | 4.9 | $23M | 31k | 723.00 | |
| Intel Corp. Intc (INTC) | 4.9 | $23M | 161k | 139.63 | |
| Segate Technology STX | 4.1 | $19M | 20k | 965.00 | |
| Credo Technology Group Holding Crdo (CRDO) | 4.1 | $19M | 69k | 271.95 | |
| Astera Labs Alab (ALAB) | 3.4 | $16M | 33k | 483.02 | |
| Qnity Electronics Q (Q) | 3.3 | $16M | 95k | 163.31 | |
| Silicon Motion Technology Corporation Simo (SIMO) | 3.2 | $15M | 44k | 333.33 | |
| Amkor Technology Amkr (AMKR) | 3.0 | $14M | 162k | 86.23 | |
| Teradyne Ter (TER) | 3.0 | $14M | 29k | 483.84 | |
| Rocket Lab Corporation RKLB | 3.0 | $14M | 137k | 101.65 | |
| Arm Holdings Arm (ARM) | 3.0 | $14M | 39k | 354.57 | |
| Aehr Test Systems Aehr (AEHR) | 3.0 | $14M | 143k | 96.06 | |
| MaxLinear MXL (MXL) | 2.0 | $9.4M | 74k | 128.03 | |
| KLA Corporation Klac (KLAC) | 2.0 | $9.3M | 31k | 301.71 | |
| Lam Research Corp. LRCX | 2.0 | $9.2M | 21k | 433.33 | |
| Sandisk Corp. SNDK (SNDK) | 0.0 | $23k | 10.00 | 2273.70 | |
| ASML Holding Asml | 0.0 | $20k | 10.00 | 1989.40 | |
| MercadoLibre Meli (MELI) | 0.0 | $17k | 10.00 | 1697.40 | |
| Palo Alto Networks Panw (PANW) | 0.0 | $14k | 42.00 | 341.02 | |
| Monolithic Power Systems MPWR (MPWR) | 0.0 | $14k | 10.00 | 1382.40 | |
| GE Vernova Gev (GEV) | 0.0 | $12k | 10.00 | 1174.90 | |
| Equinix Eqix | 0.0 | $10k | 10.00 | 1042.40 | |
| Lumentum Holdings Lite (LITE) | 0.0 | $8.6k | 10.00 | 858.10 | |
| Argan Agx (AGX) | 0.0 | $8.0k | 10.00 | 798.60 | |
| CrowdStrike Holdings, Inc. Class A CRWD (CRWD) | 0.0 | $7.6k | 10.00 | 763.10 | |
| SiTime Corporation Sitm (SITM) | 0.0 | $7.5k | 10.00 | 745.60 | |
| Invesco QQQ ETF QQQ (QQQ) | 0.0 | $7.4k | 10.00 | 736.40 | |
| Netflix NFLX (NFLX) | 0.0 | $7.1k | 100.00 | 71.40 | |
| VanEck Semiconductor ETF SMH (SMH) | 0.0 | $6.6k | 10.00 | 655.90 | |
| Meta Platforms, Inc. Class A Meta (META) | 0.0 | $5.6k | 10.00 | 563.30 | |
| AppLovin Corporation App (APP) | 0.0 | $5.2k | 10.00 | 515.20 | |
| ServiceNow Now (NOW) | 0.0 | $5.0k | 50.00 | 99.28 | |
| Ciena Corp. Cien (CIEN) | 0.0 | $4.9k | 10.00 | 490.60 | |
| Texas Pacific Land Corporation TPL (TPL) | 0.0 | $4.4k | 10.00 | 437.60 | |
| Dell Technologies Dell (DELL) | 0.0 | $4.3k | 10.00 | 431.50 | |
| Eaton Corporation Etn (ETN) | 0.0 | $4.3k | 10.00 | 426.10 | |
| Tesla Tsla (TSLA) | 0.0 | $4.2k | 10.00 | 420.60 | |
| Coherent Corp. Cohr (COHR) | 0.0 | $3.9k | 10.00 | 394.50 | |
| Jabil Circuit JBL (JBL) | 0.0 | $3.9k | 10.00 | 385.50 | |
| Talen Energy Corporation TLN (TLN) | 0.0 | $3.8k | 10.00 | 384.30 | |
| Broadcom Avgo (AVGO) | 0.0 | $3.8k | 10.00 | 377.80 | |
| GE Aerospace Ge (GE) | 0.0 | $3.7k | 10.00 | 373.70 | |
| Microsoft Corp. MSFT (MSFT) | 0.0 | $3.7k | 10.00 | 373.00 | |
| Celestica CLS (CLS) | 0.0 | $3.6k | 10.00 | 364.80 | |
| Alphabet, Inc. Class A Googl (GOOGL) | 0.0 | $3.6k | 10.00 | 357.40 | |
| MongoDB, Inc. Class A MDB (MDB) | 0.0 | $3.4k | 10.00 | 335.90 | |
| Vertiv Holdings VRT (VRT) | 0.0 | $3.3k | 10.00 | 334.80 | |
| Carvana Co. Class A Cvna (CVNA) | 0.0 | $3.3k | 50.00 | 65.82 | |
| Apple Aapl (AAPL) | 0.0 | $2.9k | 10.00 | 289.40 | |
| Tower Semiconductor Tsem | 0.0 | $2.6k | 10.00 | 260.60 | |
| Datadog, Inc. Class A Ddog (DDOG) | 0.0 | $2.6k | 10.00 | 260.40 | |
| Snowflake, Inc. Class A Snow (SNOW) | 0.0 | $2.5k | 10.00 | 254.50 | |
| Constellation Energy Corporation Ceg (CEG) | 0.0 | $2.5k | 10.00 | 248.40 | |
| Cloudflare, Inc. Class A Net (NET) | 0.0 | $2.5k | 10.00 | 245.30 | |
| Amazon.com Amzn (AMZN) | 0.0 | $2.4k | 10.00 | 238.30 | |
| Cerebras Systems Inc. Class A CBRS (CBRS) | 0.0 | $2.2k | 10.00 | 221.00 | |
| NVIDIA Corp. Nvda (NVDA) | 0.0 | $2.0k | 10.00 | 200.10 | |
| BWX Technologies BWXT (BWXT) | 0.0 | $1.9k | 10.00 | 194.70 | |
| Qualcomm Qcom (QCOM) | 0.0 | $1.8k | 10.00 | 184.80 | |
| DoorDash, Inc. Class A Dash (DASH) | 0.0 | $1.8k | 10.00 | 184.50 | |
| Amphenol Corporation Aph (APH) | 0.0 | $1.8k | 10.00 | 176.30 | |
| Reddit RDDT (RDDT) | 0.0 | $1.7k | 10.00 | 173.60 | |
| Space Exploration Technologies Corp. Class A SPCX (SPCX) | 0.0 | $1.7k | 10.00 | 170.90 | |
| Arista Networks Anet (ANET) | 0.0 | $1.7k | 10.00 | 169.90 | |
| Semtech Corp. SMTC (SMTC) | 0.0 | $1.6k | 10.00 | 161.90 | |
| Vistra Corp. VST (VST) | 0.0 | $1.6k | 10.00 | 158.60 | |
| DigitalOcean Holdings Docn (DOCN) | 0.0 | $1.6k | 10.00 | 157.00 | |
| Netapp Ntap (NTAP) | 0.0 | $1.5k | 10.00 | 154.80 | |
| Applied Optoelectronics Aaoi (AAOI) | 0.0 | $1.5k | 10.00 | 148.20 | |
| Oracle Corp. Orcl (ORCL) | 0.0 | $1.5k | 10.00 | 146.60 | |
| Coinbase Global, Inc. Class A Coin (COIN) | 0.0 | $1.5k | 10.00 | 146.20 | |
| Zscaler ZS (ZS) | 0.0 | $1.4k | 10.00 | 141.20 | |
| Roku, Inc. Class A Roku (ROKU) | 0.0 | $1.4k | 10.00 | 138.10 | |
| Okta, Inc. Class A Okta (OKTA) | 0.0 | $1.4k | 10.00 | 136.50 | |
| Kulicke & Soffa Industries Klic (KLIC) | 0.0 | $1.3k | 10.00 | 133.80 | |
| Akamai Technologies Akam (AKAM) | 0.0 | $1.2k | 10.00 | 118.20 | |
| Cisco Systems Csco (CSCO) | 0.0 | $1.2k | 10.00 | 117.50 | |
| Palantir Technologies, Inc. Class A PLTR (PLTR) | 0.0 | $1.2k | 10.00 | 116.70 | |
| Hut 8 Corp. Hut (HUT) | 0.0 | $1.2k | 10.00 | 115.40 | |
| Shopify, Inc. Class A Shop (SHOP) | 0.0 | $1.1k | 10.00 | 114.20 | |
| EchoStar Corporation Echo | 0.0 | $1.0k | 10.00 | 101.50 | |
| Robinhood Markets Hood (HOOD) | 0.0 | $1.0k | 10.00 | 100.30 | |
| CoreWeave CRWV | 0.0 | $995.000000 | 10.00 | 99.50 | |
| Sea Se (SE) | 0.0 | $958.000000 | 10.00 | 95.80 | |
| iShares Expanded Tech-Software Sector ETF Igv (IGV) | 0.0 | $906.000000 | 10.00 | 90.60 | |
| Micro Strategy, Inc. Class A MSTR (MSTR) | 0.0 | $869.000000 | 10.00 | 86.90 | |
| Affirm Holdings, Inc. Class A Afrm (AFRM) | 0.0 | $816.000000 | 10.00 | 81.60 | |
| Everpure P (P) | 0.0 | $788.000000 | 10.00 | 78.80 | |
| Stmicroelectronics STM (STM) | 0.0 | $749.000000 | 10.00 | 74.90 | |
| Roundhill Memory ETF Dram | 0.0 | $739.000000 | 10.00 | 73.90 | |
| Uber Technologies Uber (UBER) | 0.0 | $722.000000 | 10.00 | 72.20 | |
| Axt Axti (AXTI) | 0.0 | $721.000000 | 10.00 | 72.10 | |
| Circle Internet Group CRCL (CRCL) | 0.0 | $626.000000 | 10.00 | 62.60 | |
| Tempus AI Tem (TEM) | 0.0 | $579.000000 | 10.00 | 57.90 | |
| Roblox Corporation Class A RBLX (RBLX) | 0.0 | $544.000000 | 10.00 | 54.40 | |
| IonQ Ionq (IONQ) | 0.0 | $533.000000 | 10.00 | 53.30 | |
| Oklo Oklo (OKLO) | 0.0 | $523.000000 | 10.00 | 52.30 | |
| Iren Iren | 0.0 | $457.000000 | 10.00 | 45.70 | |
| Applied Digital Corporation Apld | 0.0 | $373.000000 | 10.00 | 37.30 | |
| Zillow Group, Inc. Class C Z (ZG) | 0.0 | $315.000000 | 10.00 | 31.50 | |
| Super Micro Computer Smci | 0.0 | $293.000000 | 10.00 | 29.30 | |
| Unity Software U (U) | 0.0 | $286.000000 | 10.00 | 28.60 | |
| Riot Platforms Riot (RIOT) | 0.0 | $274.000000 | 10.00 | 27.40 | |
| Core Scientific Corz (CORZ) | 0.0 | $256.000000 | 10.00 | 25.60 | |
| D-Wave Quantum QBTS (QBTS) | 0.0 | $240.000000 | 10.00 | 24.00 | |
| Rigetti Computing Rgti (RGTI) | 0.0 | $193.000000 | 10.00 | 19.30 | |
| Fastly Fsly (FSLY) | 0.0 | $184.000000 | 10.00 | 18.40 | |
| SoFi Technologies Sofi (SOFI) | 0.0 | $179.000000 | 10.00 | 17.90 | |
| Rocket Companies RKT (RKT) | 0.0 | $158.000000 | 10.00 | 15.80 | |
| Himax Technologies Himx (HIMX) | 0.0 | $153.000000 | 10.00 | 15.30 | |
| CleanSpark CLSK (CLSK) | 0.0 | $146.000000 | 10.00 | 14.60 | |
| Bitmine Immersion Technologies BMNR (BMNR) | 0.0 | $133.000000 | 10.00 | 13.30 | |
| Quantum Computing Qubt (QUBT) | 0.0 | $97.000000 | 10.00 | 9.70 | |
| Opendoor Technologies Open (OPEN) | 0.0 | $46.000000 | 10.00 | 4.60 |
