§ 13F · FUND PROFILE
BERKSHIRE CAPITAL HOLDINGS INC.
AUM · $329M (13F)Positions · 111Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$74M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology, Inc. | 33K | $38M | 8.2% | +327800% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 78K | $37M | 8.0% | +5% |
| 3 | AMD | Advanced Micro Devices, Inc. | 64K | $37M | 8.0% | +636400% |
| 4 | NBIS | Nebius Group N.V. | 102K | $28M | 6.1% | +27% |
| 5 | BE | Bloom Energy Corporation | 91K | $28M | 6.0% | +11% |
| 6 | WDC | Western Digital Corp. | 36K | $23M | 5.0% | +361100% |
| 7 | MRVL | Marvell Technology, Inc. | 76K | $23M | 4.9% | −8% |
| 8 | GLW | Corning Inc. Glass Works | 88K | $23M | 4.9% | +3% |
| 9 | AMAT | Applied Materials, Inc. | 31K | $22M | 4.9% | −4% |
| 10 | INTC | Intel Corp. | 161K | $22M | 4.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERKSHIRE SIGNAL
AC read
BERKSHIRE CAPITAL HOLDINGS INC is a Other fund managing $329 million in assets. The fund runs a portfolio of 111 positions.
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