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Berbice Capital Management LLC

160 holdingsFiling period: 2026-03-31Current AUM: $179.9Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1NVDANVIDA CORP157.2K$27.4M$31.6M17.54%+8302026-03-31
2METAMETA PLATFORM21.5K$12.3M$12.0M6.66%+8202026-03-31
3MSFTMICROSOFT CORP29.8K$11.0M$13.8M7.69%+1.2K2026-03-31
4AVGOBROADCOM33.2K$10.3M$12.9M7.17%+2852026-03-31
5AMZNAMAZON COM INC48.4K$10.1M$13.1M7.30%+9252026-03-31
6GOOGLALPHABET INC.33.3K$9.6M$11.9M6.59%+4152026-03-31
7AAPLAPPLE INC21.1K$5.3M$6.5M3.61%--2026-03-31
8MAMASTERCARD INC10.6K$5.3M$6.1M3.39%-1002026-03-31
9VVISA INC17.4K$5.3M$6.4M3.54%--2026-03-31
10GOOGALPHABET INC.15.7K$4.5M$5.6M3.12%+7002026-03-31
11COSTCOSTCO WHSL CORP NEW4.1K$4.1M$3.9M2.16%-4002026-03-31
12SPMOINVSC SP 500 MOMENTUM35.8K$4.0M$5.2M2.86%-24,3012026-03-31
13TSMTAIWAN SEMICONDUCTOR11.4K$3.9M$4.6M2.57%+7002026-03-31
14HDHOME DEPOT INC9.8K$3.2M$3.2M1.80%-1,2102026-03-31
15BAIISHARES AI INVATN AND TEC ACT82.4K$2.7M$3.4M1.89%+12.8K2026-03-31
16QQQINVSC QQQ TRUST SRS 13.7K$2.2M$2.6M1.43%--2026-03-31
17SMHVANECK SEMICONDUCTOR5.6K$2.1M$3.0M1.67%+2.8K2026-03-31
18APPAPPLOVIN CORP4.9K$2.0M$1.9M1.08%+8452026-03-31
19CHATROUNDHILL GENERATIVE AI TECNG27.1K$1.7M$2.2M1.24%+16.3K2026-03-31
20ALAIALGER AI ENABLER AND ADOPTERS46.9K$1.6M$2.0M1.12%+12.0K2026-03-31
21VRTVERTIV HOLDINGS CO5.9K$1.5M$1.4M0.79%--2026-03-31
22KLACKLA CORP940$1.4M$172K0.10%--2026-03-31
23MTUMISHARES MSCI USA MOMNTUM5.6K$1.3M$1.7M0.93%-1,0002026-03-31
24CLSCELESTICA INC4.8K$1.3M$1.6M0.87%+1.1K2026-03-31
25AISVISTASHARES ARTIFICIAL INTELLIGENCE SUPRCYCLE27.4K$1.1M$1.7M0.97%+24.8K2026-03-31
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