Stock Taper

BERBICE CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Shopify Inc.SHOP1.8K$205.52K
UBS Group AGUBS1.7K$84.25K
Advanced Micro Devices, Inc.AMD1.23K$712.2K
Nebius Group N.V.NBIS1.2K$331.4K
Applied Materials, Inc.AMAT1.14K$824.22K
Astera Labs, Inc. Common StockALAB1.1K$531.32K
Corning IncGLW1K$255.43K
HSBC Holdings plcHSBC800$76.07K
Woodward, Inc.WWD650$276.54K
ASML Holding N.V.ASML620$1.23M
Analog Devices, Inc.ADI520$206.53K
Navitas Semiconductor CorpNVTS500$8.96K
Marvell Technology, Inc.MRVL465$138.52K
Teradyne, Inc.TER340$164.51K
Cisco Systems, Inc.CSCO301$35.35K
BHP Group LimitedBHP300$24.99K
Fundrise Innovation Fund, LLCVCX260$22.47K
FabrinetFN260$146.14K
Palantir Technologies Inc.PLTR200$23.33K
Marathon Petroleum CorporationMPC200$51.13K