BERBICE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 157K | $27.41M |
 | AMZN | 48K | $10.07M |
 | GOOGL | 33K | $9.57M |
 | AVGO | 33K | $10.26M |
 | MSFT | 30K | $11.02M |
 | META | 22K | $12.32M |
 | AAPL | 21K | $5.34M |
 | V | 17K | $5.26M |
 | GOOG | 16K | $4.52M |
 | TSM | 11K | $3.86M |
 | MA | 11K | $5.31M |
 | HD | 10K | $3.22M |
 | NU | 8K | $114.96K |
 | VRT | 6K | $1.48M |
 | SHOP | 5K | $594.64K |
 | APP | 5K | $1.96M |
 | ABBV | 5K | $1.05M |
 | COHR | 4K | $1.05M |
 | COST | 4K | $4.07M |
 | MFG | 4K | $31.76K |
NVIDIA Corporation
NVDA
Shares Held
157K
Value
$27.41M
Amazon.com, Inc.
AMZN
Shares Held
48K
Value
$10.07M
Alphabet Inc.
GOOGL
Shares Held
33K
Value
$9.57M
Broadcom Inc.
AVGO
Shares Held
33K
Value
$10.26M
Microsoft Corporation
MSFT
Shares Held
30K
Value
$11.02M
Meta Platforms, Inc.
META
Shares Held
22K
Value
$12.32M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.34M
Visa Inc.
V
Shares Held
17K
Value
$5.26M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$4.52M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
11K
Value
$3.86M
Mastercard Incorporated
MA
Shares Held
11K
Value
$5.31M
The Home Depot, Inc.
HD
Shares Held
10K
Value
$3.22M
Nu Holdings Ltd.
NU
Shares Held
8K
Value
$114.96K
Vertiv Holdings Co
VRT
Shares Held
6K
Value
$1.48M
Shopify Inc.
SHOP
Shares Held
5K
Value
$594.64K
AppLovin Corporation
APP
Shares Held
5K
Value
$1.96M
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.05M
Coherent, Inc.
COHR
Shares Held
4K
Value
$1.05M
Costco Wholesale Corporation
COST
Shares Held
4K
Value
$4.07M
Mizuho Financial Group, Inc.
MFG
Shares Held
4K
Value
$31.76K