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Berbice Capital Management LLC

88 holdingsFiling period: 2026-06-30Current AUM: $188.3Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1NVDANVIDA CORP157.9K$31.6M$33.5M17.79%+7002026-06-30
2AVGOBROADCOM34.0K$12.8M$11.5M6.12%+8152026-06-30
3METAMETA PLATFORM21.8K$12.3M$14.6M7.77%+2982026-06-30
4GOOGLALPHABET INC.34.3K$12.2M$11.8M6.28%+9812026-06-30
5AMZNAMAZON COM INC49.9K$11.9M$12.4M6.59%+1.6K2026-06-30
6MSFTMICROSOFT CORP30.2K$11.3M$15.0M7.98%+4382026-06-30
7CHATROUNDHILL GENERATIVE AI TECNG79.8K$7.9M$6.8M3.61%+52.7K2026-06-30
8BAIISHARES AI INVATN AND TEC ACT126.2K$6.7M$5.4M2.85%+43.9K2026-06-30
9AAPLAPPLE INC21.1K$6.1M$7.0M3.71%--2026-06-30
10VVISA INC16.9K$5.8M$6.4M3.37%-5002026-06-30
11TSMTAIWAN SEMICONDUCTOR11.9K$5.7M$4.9M2.62%+4752026-06-30
12GOOGALPHABET INC.15.8K$5.6M$5.4M2.86%+202026-06-30
13SPMOINVSC SP 500 MOMENTUM34.4K$5.6M$4.9M2.63%-1,4002026-06-30
14SMHVANECK SEMICONDUCTOR7.5K$4.9M$4.1M2.17%+2.0K2026-06-30
15MAMASTERCARD INC9.0K$4.6M$5.2M2.75%-1,5852026-06-30
16AISVISTASHARES ARTIFICIAL INTELLIGENCE SUPRCYCLE46.6K$4.0M$3.1M1.64%+19.2K2026-06-30
17COSTCOSTCO WHSL CORP NEW4.1K$3.8M$3.7M1.96%--2026-06-30
18WTAIWISDOMTREE ART INTLL AND INNVT75.0K$3.6M$3.0M1.59%+48.7K2026-06-30
19SOXXISHARES SEMICONDUCTOR5.5K$3.5M$2.7M1.46%+2.7K2026-06-30
20KLACKLA CORP9.4K$2.8M$1.6M0.84%+8.5K2026-06-30
21QQQINVSC QQQ TRUST SRS 13.7K$2.7M$2.6M1.40%--2026-06-30
22LRCXLAM RESEARCH CORP5.3K$2.3M$1.4M0.76%+1002026-06-30
23ALAIALGER AI ENABLER AND ADOPTERS49.5K$2.3M$2.2M1.15%+2.6K2026-06-30
24MTUMISHARES MSCI USA MOMNTUM6.2K$2.1M$1.9M0.98%+6002026-06-30
25VRTVERTIV HOLDINGS CO5.9K$2.0M$1.4M0.74%--2026-06-30
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