BERKSHIRE CAPITAL HOLDINGS INC

Q2 2026 13F-HR Holdings

Location
San Jose, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$462,333
Net value change ($000)
+185,155 (66.8%)
New positions
16
Sold out positions
8
Turnover %
16.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 37,846 1261533.3%
AMD 36,973 1848650.0%
WDC 23,068 768933.3%
INTC 22,458 NEW
NBIS 19,900 238.7%
STX 18,900 472500.0%
CRDO 18,867 1886700.0%
BE 16,489 148.8%
ALAB 15,881 1588100.0%
SIMO 14,760 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -27,640 -100.0%
LITE -22,444 -100.0%
COHR -18,171 -100.0%
GEV -16,582 -99.9%
VRT -13,568 -100.0%
PLTR -13,413 -100.0%
FSLY -11,735 -100.0%
SATS -10,781 -100.0%
DOCN -8,491 -100.0%
Tower Semiconductor Ltd. -8,385 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type