BERBICE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 156K | $29.16M |
 | AMZN | 47K | $10.95M |
 | AVGO | 33K | $11.38M |
 | GOOGL | 33K | $10.29M |
 | MSFT | 29K | $13.82M |
 | AAPL | 21K | $5.72M |
 | META | 21K | $13.67M |
 | NOW | 19K | $2.98M |
 | V | 17K | $6.11M |
 | GOOG | 15K | $4.72M |
 | HD | 11K | $3.78M |
 | TSM | 11K | $3.26M |
 | MA | 11K | $6.13M |
 | NU | 8K | $133.92K |
 | VRT | 6K | $955.86K |
 | SHOP | 5K | $806.94K |
 | ABBV | 5K | $1.10M |
 | COST | 4K | $3.87M |
 | COHR | 4K | $793.65K |
 | APP | 4K | $2.74M |
NVIDIA Corporation
NVDA
Shares Held
156K
Value
$29.16M
Amazon.com, Inc.
AMZN
Shares Held
47K
Value
$10.95M
Broadcom Inc.
AVGO
Shares Held
33K
Value
$11.38M
Alphabet Inc.
GOOGL
Shares Held
33K
Value
$10.29M
Microsoft Corporation
MSFT
Shares Held
29K
Value
$13.82M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.72M
Meta Platforms, Inc.
META
Shares Held
21K
Value
$13.67M
ServiceNow, Inc.
NOW
Shares Held
19K
Value
$2.98M
Visa Inc.
V
Shares Held
17K
Value
$6.11M
Alphabet Inc.
GOOG
Shares Held
15K
Value
$4.72M
The Home Depot, Inc.
HD
Shares Held
11K
Value
$3.78M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
11K
Value
$3.26M
Mastercard Incorporated
MA
Shares Held
11K
Value
$6.13M
Nu Holdings Ltd.
NU
Shares Held
8K
Value
$133.92K
Vertiv Holdings Co
VRT
Shares Held
6K
Value
$955.86K
Shopify Inc.
SHOP
Shares Held
5K
Value
$806.94K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.10M
Costco Wholesale Corporation
COST
Shares Held
4K
Value
$3.87M
Coherent, Inc.
COHR
Shares Held
4K
Value
$793.65K
AppLovin Corporation
APP
Shares Held
4K
Value
$2.74M