13F-HR filed by BERKSHIRE CAPITAL HOLDINGS INC
BERKSHIRE CAPITAL HOLDINGS INC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 122 holding rows worth $462,332,703.
- Accession
- 0001162044-26-000694
- Filer
- CIK 1133742
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 122 entries on the cover page, a total value of $462,332,703 stated on the cover page (in dollars after the unit check, H1), rows summing to $462,332,703 with VALUE read as dollars as filed, 13F file number 028-06289. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Micron Technology,Inc. | 595112103 | COM | 32,790 | $37,849,169 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 77,910 | $37,207,479 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 63,650 | $36,974,922 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 102,240 | $28,235,621 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 91,090 | $27,572,943 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 36,120 | $23,070,566 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 76,080 | $22,663,471 | dollars as filed | |
| CORNING INC | 219350105 | COM | 88,230 | $22,536,589 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 31,120 | $22,499,760 | dollars as filed | |
| Intel Corp | 458140100 | COM | 160,840 | $22,458,089 | dollars as filed | |
| SEAGATE TECHNOLOGY PLC | G7945M107 | SHS | 19,590 | $18,904,350 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 69,380 | $18,867,891 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 32,880 | $15,881,698 | dollars as filed | |
| QNITY ELECTRONICS INC COMMON STOCK | 74743L100 | Stock | 94,760 | $15,475,256 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 44,280 | $14,759,852 | dollars as filed | |
| AMKOR TECHNOLOGY INC COM | 031652100 | Stock | 161,800 | $13,952,014 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 28,750 | $13,910,400 | dollars as filed | |
| ROCKET LAB USA INC | 773122106 | COM | 136,690 | $13,894,539 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 38,840 | $13,771,499 | dollars as filed | |
| AEHR TEST SYSTEMS | 00760J108 | COMMON STOCK | 142,640 | $13,701,998 | dollars as filed | |
| MAXLINEAR INC | 57776J100 | COM | 73,470 | $9,406,364 | dollars as filed | |
| KLA CORP | 482480100 | COM | 30,660 | $9,250,429 | dollars as filed | |
| LAM RESEARCH CORP | 512807108 | COM | 21,170 | $9,173,596 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 10 | $22,737 | dollars as filed | |
| ASML Holding N.V. ADR | N07059111 | ASML | 10 | $19,894 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 10 | $16,974 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 42 | $14,323 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 10 | $13,824 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 10 | $11,749 | dollars as filed | |
| Equinix, Inc. | 29444U502 | EQIX | 10 | $10,424 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 10 | $8,581 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 10 | $7,986 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 10 | $7,631 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 10 | $7,456 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 10 | $7,364 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 100 | $7,140 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 10 | $6,559 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 10 | $5,633 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 10 | $5,152 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 50 | $4,964 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 10 | $4,906 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 10 | $4,376 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 10 | $4,315 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 10 | $4,261 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 10 | $4,206 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 10 | $3,945 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 10 | $3,855 | dollars as filed | |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 10 | $3,843 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 10 | $3,778 | dollars as filed | |
| General Electric Company | 369604301 | COM | 10 | $3,737 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 10 | $3,730 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 10 | $3,648 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 10 | $3,574 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 10 | $3,359 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 10 | $3,348 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 50 | $3,291 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10 | $2,894 | dollars as filed | |
| Tower Semiconductor Ltd. | 001082379 | TSEM | 10 | $2,606 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 10 | $2,604 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 10 | $2,545 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 10 | $2,484 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 10 | $2,453 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 10 | $2,383 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 10 | $2,210 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 10 | $2,001 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 10 | $1,947 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 10 | $1,848 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 10 | $1,845 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 10 | $1,763 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 10 | $1,736 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 10 | $1,709 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 10 | $1,699 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 10 | $1,619 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 10 | $1,586 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 10 | $1,570 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 10 | $1,548 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 10 | $1,482 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 10 | $1,466 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 10 | $1,462 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 10 | $1,412 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 10 | $1,381 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 10 | $1,365 | dollars as filed | |
| KULICKE & SOFFA INDS INC | 501242101 | COM | 10 | $1,338 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 10 | $1,182 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 10 | $1,175 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 10 | $1,167 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 10 | $1,154 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 10 | $1,142 | dollars as filed | |
| ECHOSTAR CORP | 278768106 | CL A | 10 | $1,015 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 10 | $1,003 | dollars as filed | |
| CoreWeave, Inc. | 218735108 | CRWV | 10 | $995 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 10 | $958 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 10 | $906 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 10 | $869 | dollars as filed | |
| AFFIRM HLDGS INC COM CL A | 00827B106 | Stock | 10 | $816 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 10 | $788 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 10 | $749 | dollars as filed | |
| ROUNDHILL ETF TRUST | 77926X320 | MEMORY ETF *A* | 10 | $739 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 10 | $722 | dollars as filed | |
| AXT INC | 00246W103 | COM | 10 | $721 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 10 | $626 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 10 | $579 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 10 | $544 | dollars as filed | |
| IONQ INC COM | 46222L108 | Stock | 10 | $533 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 10 | $523 | dollars as filed | |
| IREN Limited | 000018599 | IREN | 10 | $457 | dollars as filed | |
| Applied Digital Corporation | 003819207 | APLD | 10 | $373 | dollars as filed | |
| ZILLOW GROUP INC CLASS A | 98954M101 | CL A | 10 | $315 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U104 | COM | 10 | $293 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 10 | $286 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 10 | $274 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 10 | $256 | dollars as filed | |
| D-WAVE QUANTUM INC | 26740W109 | COM | 10 | $240 | dollars as filed | |
| RIGETTI COMPUTING INC COMMON STOCK | 76655K103 | Stock | 10 | $193 | dollars as filed | |
| FASTLY INC | 31188V100 | CL A | 10 | $184 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 10 | $179 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 10 | $158 | dollars as filed | |
| HIMAX TECHNOLOGIES INC SPONSORED ADR | 43289P106 | ADR | 10 | $153 | dollars as filed | |
| CLEANSPARK INC | 18452B209 | COM NEW | 10 | $146 | dollars as filed | |
| BITMINE IMMERSION TECHS INC | 09175A206 | COM NEW | 10 | $133 | dollars as filed | |
| QUANTUM COMPUTING INC | 74766W108 | COM | 10 | $97 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 10 | $46 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001162044-26-000694 | this filing | 2026-08-14 | acceptance time not in the bulk data set |