BERKSHIRE CAPITAL HOLDINGS INC: 13F holdings
CIK 11337422026Q2
| Positions | 122 |
|---|
| Reported value | $462.3m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 122 (+8 vs prior quarter) |
|---|
| Reported value | $462.3m (+66.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU Micron Technology, Inc. | 32,790 | $37.8m | 8.2% |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR | 77,910 | $37.2m | 8.0% |
| AMD Advanced Micro Devices, Inc. | 63,650 | $37.0m | 8.0% |
| NBIS Nebius Group N.V. | 102,240 | $28.2m | 6.1% |
| BE Bloom Energy Corporation | 91,090 | $27.6m | 6.0% |
| WDC Western Digital Corp. | 36,120 | $23.1m | 5.0% |
| MRVL Marvell Technology, Inc. | 76,080 | $22.7m | 4.9% |
| GLW Corning Inc. Glass Works | 88,230 | $22.5m | 4.9% |
| AMAT Applied Materials, Inc. | 31,120 | $22.5m | 4.9% |
| INTC Intel Corp. | 160,840 | $22.5m | 4.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1133742")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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