BERKSHIRE CAPITAL HOLDINGS INC
114 holdingsFiling period: 2026-03-31Current AUM: $322.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp. | 158.5K | $27.6M | $31.8M | 9.85% | -233,360 | 2026-03-31 |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 74.0K | $25.0M | $29.9M | 9.26% | -28,130 | 2026-03-31 |
| 3 | LITE | Lumentum Holdings Inc. | 31.9K | $22.5M | $22.8M | 7.06% | +31.9K | 2026-03-31 |
| 4 | COHR | Coherent Corp. | 76.3K | $18.2M | $20.1M | 6.21% | +76.3K | 2026-03-31 |
| 5 | GEV | GE Vernova Inc. | 19.0K | $16.6M | $18.8M | 5.83% | -3,950 | 2026-03-31 |
| 6 | VRT | Vertiv Holdings Co | 54.2K | $13.6M | $13.1M | 4.05% | +4.3K | 2026-03-31 |
| 7 | PLTR | Palantir Technologies, Inc. Class A | 91.7K | $13.4M | $11.3M | 3.49% | +17.0K | 2026-03-31 |
| 8 | ARM | Arm Holdings plc | 80.5K | $12.2M | $19.3M | 5.97% | +80.4K | 2026-03-31 |
| 9 | FSLY | Fastly, Inc. | 403.8K | $11.7M | $9.2M | 2.83% | -- | 2026-03-31 |
| 10 | GLW | Corning Inc. Glass Works | 85.7K | $11.7M | $11.8M | 3.67% | +85.7K | 2026-03-31 |
| 11 | AMAT | Applied Materials, Inc. | 32.5K | $11.1M | $16.5M | 5.10% | +32.5K | 2026-03-31 |
| 12 | BE | Bloom Energy Corporation | 81.8K | $11.1M | $16.8M | 5.21% | +81.8K | 2026-03-31 |
| 13 | SATS | EchoStar Corporation | 92.1K | $10.8M | $10.8M | 3.34% | +35.8K | 2026-03-31 |
| 14 | DOCN | DigitalOcean Holdings, Inc. | 99.0K | $8.5M | $11.6M | 3.60% | -- | 2026-03-31 |
| 15 | — | Tower Semiconductor Ltd. | 47.8K | $8.4M | $8.4M | 2.60% | -- | 2026-03-31 |
| 16 | — | Nebius Group N.V. | 80.3K | $8.3M | $8.3M | 2.58% | +12.2K | 2026-03-31 |
| 17 | TER | Teradyne, Inc. | 28.0K | $8.3M | $10.3M | 3.19% | +28.0K | 2026-03-31 |
| 18 | MRVL | Marvell Technology, Inc. | 82.6K | $8.2M | $15.5M | 4.80% | +82.6K | 2026-03-31 |
| 19 | NET | Cloudflare, Inc. Class A | 39.4K | $8.1M | $11.0M | 3.40% | +39.4K | 2026-03-31 |
| 20 | KLIC | Kulicke & Soffa Industries | 123.7K | $8.1M | $11.0M | 3.42% | -- | 2026-03-31 |
| 21 | — | ASML Holding N.V. ADR | 6.1K | $8.1M | $8.1M | 2.51% | +6.1K | 2026-03-31 |
| 22 | Q | Qnity Electronics, Inc. | 47.8K | $5.5M | $6.3M | 1.94% | -- | 2026-03-31 |
| 23 | MELI | MercadoLibre, Inc. (Argentina) | 10 | $17K | $18K | 0.01% | -- | 2026-03-31 |
| 24 | KLAC | KLA Corporation | 10 | $14K | $2K | 0.00% | -- | 2026-03-31 |
| 25 | MPWR | Monolithic Power Systems, Inc. | 10 | $10K | $13K | 0.00% | -- | 2026-03-31 |
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