Berkshire Capital Holdings Inc
91 holdingsFiling period: 2026-06-30Current AUM: $347.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology, Inc. | 32.8K | $37.8M | $29.4M | 8.46% | +32.8K | 2026-06-30 |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 77.9K | $37.2M | $33.1M | 9.54% | +3.9K | 2026-06-30 |
| 3 | AMD | Advanced Micro Devices, Inc. | 63.6K | $37.0M | $34.0M | 9.80% | +63.6K | 2026-06-30 |
| 4 | — | Nebius Group N.V. | 102.2K | $28.2M | $28.2M | 8.13% | +21.9K | 2026-06-30 |
| 5 | BE | Bloom Energy Corporation | 91.1K | $27.6M | $20.3M | 5.84% | +9.3K | 2026-06-30 |
| 6 | WDC | Western Digital Corp. | 36.1K | $23.1M | $13.2M | 3.79% | +36.1K | 2026-06-30 |
| 7 | MRVL | Marvell Technology, Inc. | 76.1K | $22.7M | $18.3M | 5.27% | -6,500 | 2026-06-30 |
| 8 | GLW | Corning Inc. Glass Works | 88.2K | $22.5M | $11.7M | 3.36% | +2.5K | 2026-06-30 |
| 9 | AMAT | Applied Materials, Inc. | 31.1K | $22.5M | $12.6M | 3.63% | -1,350 | 2026-06-30 |
| 10 | INTC | Intel Corp. | 160.8K | $22.5M | $14.7M | 4.25% | -- | 2026-06-30 |
| 11 | — | Segate Technology | 19.6K | $18.9M | $18.9M | 5.44% | +19.6K | 2026-06-30 |
| 12 | — | Credo Technology Group Holding Ltd | 69.4K | $18.9M | $18.9M | 5.43% | -- | 2026-06-30 |
| 13 | ALAB | Astera Labs, Inc. | 32.9K | $15.9M | $9.4M | 2.70% | +32.9K | 2026-06-30 |
| 14 | Q | Qnity Electronics, Inc. | 94.8K | $15.5M | $11.2M | 3.23% | +47.0K | 2026-06-30 |
| 15 | SIMO | Silicon Motion Technology Corporation | 44.3K | $14.8M | $9.5M | 2.72% | -- | 2026-06-30 |
| 16 | AMKR | Amkor Technology, Inc. | 161.8K | $14.0M | $6.7M | 1.94% | -- | 2026-06-30 |
| 17 | TER | Teradyne, Inc. | 28.8K | $13.9M | $9.7M | 2.79% | +710 | 2026-06-30 |
| 18 | 25718GBP | Rocket Lab Corporation | 136.7K | $13.9M | $13.9M | 4.00% | -- | 2026-06-30 |
| 19 | ARM | Arm Holdings plc | 38.8K | $13.8M | $8.6M | 2.47% | -41,610 | 2026-06-30 |
| 20 | AEHR | Aehr Test Systems, Inc. | 142.6K | $13.7M | $8.8M | 2.55% | -- | 2026-06-30 |
| 21 | MXL | MaxLinear, Inc. | 73.5K | $9.4M | $5.4M | 1.56% | -- | 2026-06-30 |
| 22 | KLAC | KLA Corporation | 30.7K | $9.3M | $5.0M | 1.43% | +30.6K | 2026-06-30 |
| 23 | LRCX | Lam Research Corp. | 21.2K | $9.2M | $5.6M | 1.61% | +21.2K | 2026-06-30 |
| 24 | SNDK | Sandisk Corp. | 10 | $22K | $13K | 0.00% | -- | 2026-06-30 |
| 25 | — | ASML Holding N.V. ADR | 10 | $19K | $19K | 0.01% | -6,130 | 2026-06-30 |
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