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Berkshire Capital Holdings Inc.

CIK 1133742 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Berkshire Capital Holdings Inc. reported 122 US-listed holdings worth $462.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Micron Technology Inc. (8.2%), Taiwan Semiconductor Manufacturing Company Limited (8.0%) and Advanced Micro Devices Inc. (8.0%). Against the quarter before, it opened 16 positions, added to 15, trimmed 16 and sold out of 8.

Reported holdings$462.3M+66.8% on Q1 2026
Positions122+8 on Q1 2026
The largest ten60.8%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
MU8.2%TSM8.0%AMD8.0%NBIS6.1%BE6.0%WDC5.0%MRVL4.9%GLW4.9%AMAT4.9%INTC4.9%Seagate4.1%CRDO4.1%ALAB3.4%Q3.3%108 more24.3%

The 14 largest of its 122 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $235.7 million in 90 positions$236MQ3 24Q4 2024: $276.7 million in 96 positions$277MQ4 24Q1 2025: $209.1 million in 96 positions$209MQ1 25Q2 2025: $285.8 million in 102 positions$286MQ2 25Q3 2025: $329.3 million in 111 positions$329MQ3 25Q4 2025: $301.7 million in 109 positions$302MQ4 25Q1 2026: $277.2 million in 114 positions$277MQ1 26Q2 2026: $462.3 million in 122 positions$462MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +110.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
105140175210Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +110.0%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 16Added 15Held 75Trimmed 16Sold out 8
Opened: 16Added: 15Held: 75Trimmed: 16Sold out: 8

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 16

  1. Intel Corp. INTC$22.5 million
  2. Silicon Motion Technology Corporation SIMO$14.8 million
  3. Amkor Technology, Inc. AMKR$14.0 million
  4. Aehr Test Sys AEHR$13.7 million
  5. Maxlinear, Inc. MXL$9.4 million
  6. Equinix Inc New$10,424
  7. Cerebras Systems Inc. Com Class A CBRS$2,210
  8. Qualcomm Inc. QCOM$1,848

and 8 more in the table below

Added to 15

  1. Micron Technology Inc. MU+32,780 shares · +327800%
  2. Advanced Micro Devices Inc. AMD+63,640 shares · +636400%
  3. Western Digital Corp. WDC+36,110 shares · +361100%
  4. Seagate Technology PLC+19,580 shares · +195800%
  5. Credo Technology Group Holdi CRDO+69,370 shares · +693700%
  6. Astera Labs Inc. ALAB+32,870 shares · +328700%
  7. Rocket Lab USA Inc.+136,680 shares · +1366800%
  8. KLA Corp. KLAC+30,560 shares · +30560%

and 7 more in the table below

Trimmed 16

  1. NVIDIA Corp. NVDA-158,490 shares · -100%
  2. Coherent Corp. COHR-76,290 shares · -100%
  3. Lumentum Holdings Inc. LITE-31,940 shares · -100%
  4. GE Vernova Inc. GEV-19,000 shares · -100%
  5. Vertiv Holdings Co. VRT-54,150 shares · -100%
  6. Kulicke & Soffa Industries Inc. KLIC-123,680 shares · -100%
  7. DigitalOcean Holdings, Inc. DOCN-99,000 shares · -100%
  8. Arm Holdings plc ARM-41,610 shares · -52%

and 8 more in the table below

Sold out of 8

  1. Spotify Technology S.A. SPOT$4,849 last quarter
  2. Axon Enterprise, Inc. AXON$4,247 last quarter
  3. iShares Bitcoin Trust ETF IBIT$384 last quarter
  4. Qxo Inc. QXO$194 last quarter
  5. iShares Ethereum Trust ETF ETHA$158 last quarter
  6. Rolls-Royce Holdings P Fsponsored ADR 1 ADR Reps 1 Ord SHS RYCEY$154 last quarter
  7. Rivian Automotive Inc. RIVN$151 last quarter
  8. Dynamix Corp. DYNC$105 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Micron Technology Inc. MU32.8K$37.8 million8.19%+32.8K
Taiwan Semiconductor Manufacturing Company Limited TSM77.9K$37.2 million8.05%+3.9K
Advanced Micro Devices Inc. AMD63.6K$37.0 million8.00%+63.6K
Yandex N V NBIS102.2K$28.2 million6.11%+21.9K
Bloom Energy Corp. BE91.1K$27.6 million5.96%+9.3K
Western Digital Corp. WDC36.1K$23.1 million4.99%+36.1K
Marvell Technology, Inc. MRVL76.1K$22.7 million4.90%-6.5K
Corning Inc. GLW88.2K$22.5 million4.87%+2.5K
Applied Materials Inc. AMAT31.1K$22.5 million4.87%-1.4K
Intel Corp. INTC160.8K$22.5 million4.86%new
Seagate Technology PLC19.6K$18.9 million4.09%+19.6K
Credo Technology Group Holdi CRDO69.4K$18.9 million4.08%+69.4K
Astera Labs Inc. ALAB32.9K$15.9 million3.44%+32.9K
Qnity Electronics, Inc. Q94.8K$15.5 million3.35%+47.0K
Silicon Motion Technology Corporation SIMO44.3K$14.8 million3.19%new
Amkor Technology, Inc. AMKR161.8K$14.0 million3.02%new
Teradyne, Inc. TER28.8K$13.9 million3.01%+710
Rocket Lab USA Inc.136.7K$13.9 million3.01%+136.7K
Arm Holdings plc ARM38.8K$13.8 million2.98%-41.6K
Aehr Test Sys AEHR142.6K$13.7 million2.96%new
Maxlinear, Inc. MXL73.5K$9.4 million2.03%new
KLA Corp. KLAC30.7K$9.3 million2.00%+30.6K
Lam Research Corp.21.2K$9.2 million1.98%+21.2K
Sandisk Corp. SNDK10$22,7370.00%no change
ASML Holding N V ADR10$19,8940.00%-6.1K
MercadoLibre, Inc. MELI10$16,9740.00%no change
Palo Alto Networks Inc. PANW42$14,3230.00%no change
Monolithic Power Systems, Inc. MPWR10$13,8240.00%no change
GE Vernova Inc. GEV10$11,7490.00%-19.0K
Equinix Inc New10$10,4240.00%new
Lumentum Holdings Inc. LITE10$8,5810.00%-31.9K
Argan Inc. AGX10$7,9860.00%no change
CrowdStrike Holdings, Inc. CRWD10$7,6310.00%no change
Sitime Corp. SITM10$7,4560.00%no change
Invesco QQQ Trust QQQ10$7,3640.00%no change
Netflix Inc. NFLX100$7,1400.00%no change
Vaneck ETF Trust SMH10$6,5590.00%no change
Meta Platforms, Inc. META10$5,6330.00%no change
AppLovin Corp. APP10$5,1520.00%no change
ServiceNow, Inc. NOW50$4,9640.00%no change
Ciena Corp. CIEN10$4,9060.00%no change
Texas Pacific Land Corp. TPL10$4,3760.00%no change
Dell Technologies Inc. DELL10$4,3150.00%no change
Eaton Corp. plc ETN10$4,2610.00%no change
Tesla, Inc. TSLA10$4,2060.00%no change
Coherent Corp. COHR10$3,9450.00%-76.3K
Jabil Inc. JBL10$3,8550.00%no change
Talen Energy Corp. TLN10$3,8430.00%no change
Broadcom Inc. AVGO10$3,7780.00%no change
General Electric Co. GE10$3,7370.00%no change
Microsoft Corp. MSFT10$3,7300.00%no change
Celestica Inc. CLS10$3,6480.00%no change
Alphabet Inc. GOOGL10$3,5740.00%no change
Mongodb Inc. MDB10$3,3590.00%no change
Vertiv Holdings Co. VRT10$3,3480.00%-54.1K
Carvana Co. CVNA50$3,2910.00%no change
Apple Inc. AAPL10$2,8940.00%no change
Tower Semiconductor Ltd.10$2,6060.00%-47.8K
Datadog, Inc. DDOG10$2,6040.00%no change
Snowflake Inc. SNOW10$2,5450.00%no change
Constellation Energy Corp. CEG10$2,4840.00%no change
Cloudflare Inc. NET10$2,4530.00%-39.4K
Amazon.com Inc. AMZN10$2,3830.00%no change
Cerebras Systems Inc. Com Class A CBRS10$2,2100.00%new
NVIDIA Corp. NVDA10$2,0010.00%-158.5K
BWX Technologies, Inc. BWXT10$1,9470.00%no change
Qualcomm Inc. QCOM10$1,8480.00%new
DoorDash, Inc. DASH10$1,8450.00%no change
Amphenol Corp. APH10$1,7630.00%no change
Reddit, Inc. RDDT10$1,7360.00%no change
Space Exploration Techn Corp. Class A Com STK SPCX10$1,7090.00%new
Arista Networks, Inc. ANET10$1,6990.00%no change
Semtech Corp. SMTC10$1,6190.00%new
Vistra Corp. VST10$1,5860.00%no change
DigitalOcean Holdings, Inc. DOCN10$1,5700.00%-99.0K
NetApp, Inc. NTAP10$1,5480.00%no change
Applied Optoelectronics Inc. AAOI10$1,4820.00%no change
Oracle Corp. ORCL10$1,4660.00%no change
Coinbase Global, Inc. COIN10$1,4620.00%no change
Zscaler Inc. ZS10$1,4120.00%no change
Roku, Inc. ROKU10$1,3810.00%no change
Okta, Inc. OKTA10$1,3650.00%no change
Kulicke & Soffa Industries Inc. KLIC10$1,3380.00%-123.7K
Akamai Technologies Inc. AKAM10$1,1820.00%new
Cisco Systems, Inc. CSCO10$1,1750.00%new
Palantir Technologies Inc. PLTR10$1,1670.00%-91.7K
Hut 8 Corp. HUT10$1,1540.00%no change
Shopify Inc. SHOP10$1,1420.00%no change
EchoStar Corp. ECHO10$1,0150.00%-92.1K
Robinhood Markets, Inc. HOOD10$1,0030.00%no change
CoreWeave, Inc.10$9950.00%no change
Sea Limited SE10$9580.00%no change
iShares Trust IGV10$9060.00%no change
Microstrategy Inc. MSTR10$8690.00%no change
Affirm Hldgs Inc. AFRM10$8160.00%no change
Everpure, Inc. P10$7880.00%no change
STMicroelectronics N.V. STM10$7490.00%new
Roundhill ETF Trust DRAM10$7390.00%new
Uber Technologies, Inc. UBER10$7220.00%no change
Axt Inc. AXTI10$7210.00%new
Circle Internet Group Inc. CRCL10$6260.00%no change
Tempus Ai Inc. TEM10$5790.00%no change
Roblox Corp. RBLX10$5440.00%no change
Ionq Inc. Com IONQ10$5330.00%no change
Oklo Inc. OKLO10$5230.00%no change
IREN Ltd10$4570.00%no change
Applied Digital Corporation10$3730.00%no change
Zillow Group Inc. ZG10$3150.00%no change
Super Micro Computer, Inc.10$2930.00%no change
Unity Software Inc. U10$2860.00%no change
Riot Platforms Inc. RIOT10$2740.00%no change
Core Scientific Inc. New CORZ10$2560.00%no change
D-Wave Quantum Inc. QBTS10$2400.00%no change
Rigetti Computing Inc. RGTI10$1930.00%no change
Fastly Inc. A FSLY10$1840.00%-403.8K
Sofi Technologies Inc. SOFI10$1790.00%no change
Rocket Cos Inc. RKT10$1580.00%no change
Himax Technologies Inc. HIMX10$1530.00%new
Cleanspark Inc. CLSK10$1460.00%no change
Bitmine Immersion Tecnologie BMNR10$1330.00%no change
Quantum Computing Inc. QUBT10$970.00%no change
Opendoor Technologies Inc. OPEN10$460.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.