BERKSHIRE CAPITAL HOLDINGS INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSLY | 404K | $11.74M |
 | NVDA | 159K | $27.64M |
 | KLIC | 124K | $8.13M |
 | DOCN | 99K | $8.49M |
 | SATS | 92K | $10.78M |
 | PLTR | 92K | $13.41M |
 | GLW | 86K | $11.65M |
 | MRVL | 83K | $8.18M |
 | BE | 82K | $11.08M |
 | ARM | 80K | $12.17M |
 | NBIS | 80K | $8.34M |
 | COHR | 76K | $18.18M |
 | TSM | 74K | $25.00M |
 | VRT | 54K | $13.57M |
 | Q | 48K | $5.51M |
 | NET | 39K | $8.13M |
 | AMAT | 32K | $11.10M |
 | LITE | 32K | $22.45M |
 | TER | 28K | $8.31M |
 | GEV | 19K | $16.59M |
Fastly, Inc.
FSLY
Shares Held
404K
Value
$11.74M
NVIDIA Corporation
NVDA
Shares Held
159K
Value
$27.64M
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
124K
Value
$8.13M
DigitalOcean Holdings, Inc.
DOCN
Shares Held
99K
Value
$8.49M
EchoStar Corporation
SATS
Shares Held
92K
Value
$10.78M
Palantir Technologies Inc.
PLTR
Shares Held
92K
Value
$13.41M
Corning Inc
GLW
Shares Held
86K
Value
$11.65M
Marvell Technology, Inc.
MRVL
Shares Held
83K
Value
$8.18M
Bloom Energy Corporation
BE
Shares Held
82K
Value
$11.08M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
80K
Value
$12.17M
Nebius Group N.V.
NBIS
Shares Held
80K
Value
$8.34M
Coherent, Inc.
COHR
Shares Held
76K
Value
$18.18M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
74K
Value
$25.00M
Vertiv Holdings Co
VRT
Shares Held
54K
Value
$13.57M
Qnity Electronics, Inc.
Q
Shares Held
48K
Value
$5.51M
Cloudflare, Inc.
NET
Shares Held
39K
Value
$8.13M
Applied Materials, Inc.
AMAT
Shares Held
32K
Value
$11.10M
Lumentum Holdings Inc.
LITE
Shares Held
32K
Value
$22.45M
Teradyne, Inc.
TER
Shares Held
28K
Value
$8.31M
GE Vernova Inc.
GEV
Shares Held
19K
Value
$16.59M