Berkshire Capital Holdings Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Berkshire Capital Holdings Inc. reported 122 stock positions worth $462.3 million. Its top holding was Micron Technology (MU) at 8.2% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 8.0%) and Advanced Micro Devices (AMD, 8.0%). Compared with Q1 2026, it opened 16 new positions, sold out of 8, added to 15 and reduced 16. The biggest buy was Micron Technology (MU, shares +327800%) and the biggest sale Nvidia (NVDA, shares −100%).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0001133742
Portfolio Value
$462.3M (Q2 2026)
SEC Filing
0001162044-26-000694 ↗ filed Aug 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $250.5M Q1 2024 Q2 2024: $247.3M Q2 2024 Q3 2024: $235.7M Q3 2024 Q4 2024: $276.7M Q4 2024 Q1 2025: $209.1M Q1 2025 Q2 2025: $285.8M Q2 2025 Q3 2025: $329.3M Q3 2025 Q4 2025: $301.7M Q4 2025 Q1 2026: $277.2M Q1 2026 Q2 2026: $462.3M $462.3M Q2 2026

Holdings 122 stocks · $462.3M
MU Micron Technology Inc. 8.19% 32,790 $37.8M Add +327800.0%
TSM Taiwan Semiconductor-SP ADR 8.05% 77,910 $37.2M Add +5.3%
AMD Advanced Micro Devices 8.00% 63,650 $37.0M Add +636400.0%
NBIS Nebius Group NV 6.11% 102,240 $28.2M Add +27.3%
BE Bloom Energy Corp. Class A 5.96% 91,090 $27.6M Add +11.3%
WDC Western Digital Corp. 4.99% 36,120 $23.1M Add +361100.0%
MRVL Marvell Technology Inc. 4.90% 76,080 $22.7M Reduce -7.9%
GLW Corning Inc. 4.87% 88,230 $22.5M Add +3.0%
AMAT Applied Materials Inc. 4.87% 31,120 $22.5M Reduce -4.2%
INTC Intel Corp. 4.86% 160,840 $22.5M New
STX Seagate Technology Ulc 4.09% 19,590 $18.9M Add +195800.0%
CRDO Credo Technology Group Holdi 4.08% 69,380 $18.9M Add +693700.0%
ALAB Astera Labs Inc. 3.44% 32,880 $15.9M Add +328700.0%
Q Qnity Electronics Inc. 3.35% 94,760 $15.5M Add +98.3%
SIMO Silicon Motion Technol-ADR 3.19% 44,280 $14.8M New
AMKR Amkor Technology Inc. 3.02% 161,800 $14.0M New
TER Teradyne Inc. 3.01% 28,750 $13.9M Add +2.5%
RKLB Rocket Lab USA Inc. 3.01% 136,690 $13.9M Add +1366800.0%
ARM Arm Holdings PLC-ADR 2.98% 38,840 $13.8M Reduce -51.7%
AEHR Aehr Test Systems 2.96% 142,640 $13.7M New
MXL Maxlinear Inc. 2.03% 73,470 $9.4M New
KLAC KLA Corp. 2.00% 30,660 $9.3M Add +30560.0%
LRCX Lam Research Corp. 1.98% 21,170 $9.2M Add +211600.0%
SNDK Sandisk Corp. 0.00% 10 $23K No change
ASML Holding N.V. ADR 0.00% 10 $20K Reduce -99.8%
MELI MercadoLibre Inc. 0.00% 10 $17K No change
PANW Palo Alto Networks Inc. 0.00% 42 $14K No change
MPWR Monolithic Power Systems Inc. 0.00% 10 $14K No change
GEV GE Vernova Inc. 0.00% 10 $12K Reduce -100.0%
EQIX Equinix Inc New 0.00% 10 $10K New
LITE Lumentum Holdings Inc. 0.00% 10 $9K Reduce -100.0%
AGX Argan Inc. 0.00% 10 $8K No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 10 $8K No change
SITM Sitime Corp. 0.00% 10 $7K No change
QQQ Invesco QQQ Trust Series 1 0.00% 10 $7K No change
NFLX Netflix Inc. 0.00% 100 $7K No change
SMH Vaneck Semiconductor ETF 0.00% 10 $7K No change
META Meta Platforms Inc. Class A 0.00% 10 $6K No change
APP AppLovin Corp. Class A 0.00% 10 $5K No change
NOW ServiceNow Inc. 0.00% 50 $5K No change
CIEN Ciena Corp. 0.00% 10 $5K No change
TPL Texas Pacific Land Corp. 0.00% 10 $4K No change
DELL Dell Technologies -C 0.00% 10 $4K No change
ETN Eaton Corp. PLC 0.00% 10 $4K No change
TSLA Tesla Inc. 0.00% 10 $4K No change
COHR Coherent Corp. 0.00% 10 $4K Reduce -100.0%
JBL Jabil Inc. 0.00% 10 $4K No change
TLN Talen Energy Corp. 0.00% 10 $4K No change
AVGO Broadcom Inc. 0.00% 10 $4K No change
GE General Electric filed as GE AEROSPACE 0.00% 10 $4K No change
MSFT Microsoft Corp. 0.00% 10 $4K No change
CLS Celestica Inc. 0.00% 10 $4K No change
GOOGL Alphabet Inc. Class A 0.00% 10 $4K No change
MDB Mongodb Inc. 0.00% 10 $3K No change
VRT Vertiv Holdings Co. Class A 0.00% 10 $3K Reduce -100.0%
CVNA Carvana Co. 0.00% 50 $3K No change
AAPL Apple Inc. 0.00% 10 $3K No change
TSEM Tower Semiconductor Ltd. 0.00% 10 $3K Reduce -100.0%
DDOG Datadog Inc. Class A 0.00% 10 $3K No change
SNOW Snowflake Inc. 0.00% 10 $3K No change
CEG Constellation Energy 0.00% 10 $2K No change
NET Cloudflare Inc. Class A 0.00% 10 $2K Reduce -100.0%
AMZN Amazon.com Inc. 0.00% 10 $2K No change
CBRS Cerebras Systems Inc. Class A 0.00% 10 $2K New
NVDA Nvidia Corp. 0.00% 10 $2K Reduce -100.0%
BWXT BWX Technologies Inc. 0.00% 10 $2K No change
QCOM Qualcomm Inc. 0.00% 10 $2K New
DASH DoorDash Inc. Class A 0.00% 10 $2K No change
APH Amphenol Corp. Class A 0.00% 10 $2K No change
RDDT Reddit Inc. Class A 0.00% 10 $2K No change
SPCX Space Exploration Techn Class A 0.00% 10 $2K New
ANET Arista Networks Inc. 0.00% 10 $2K No change
SMTC Semtech Corp. 0.00% 10 $2K New
VST Vistra Corp. 0.00% 10 $2K No change
DOCN Digitalocean Holdings Inc. 0.00% 10 $2K Reduce -100.0%
NTAP Netapp Inc. 0.00% 10 $2K No change
AAOI Applied Optoelectronics Inc. 0.00% 10 $1K No change
ORCL Oracle Corp. 0.00% 10 $1K No change
COIN Coinbase Global Inc. Class A 0.00% 10 $1K No change
ZS Zscaler Inc. 0.00% 10 $1K No change
ROKU Roku Inc. 0.00% 10 $1K No change
OKTA Okta Inc. 0.00% 10 $1K No change
KLIC Kulicke & Soffa Industries 0.00% 10 $1K Reduce -100.0%
AKAM Akamai Technologies Inc. 0.00% 10 $1K New
CSCO Cisco Systems Inc. 0.00% 10 $1K New
PLTR Palantir Technologies Inc. Class A 0.00% 10 $1K Reduce -100.0%
HUT Hut 8 Corp. 0.00% 10 $1K No change
SHOP Shopify Inc. Class A 0.00% 10 $1K No change
ECHO Echostar Corp. Class A 0.00% 10 $1K Reduce -100.0%
HOOD Robinhood Markets Inc. Class A 0.00% 10 $1K No change
CRWV CoreWeave, Inc. 0.00% 10 $995 No change
SE Sea Ltd.-ADR 0.00% 10 $958 No change
IGV iShares Expanded Tech-Softwa 0.00% 10 $906 No change
MSTR Strategy Inc. 0.00% 10 $869 No change
AFRM Affirm Holdings Inc. 0.00% 10 $816 No change
P Everpure Inc. Class A 0.00% 10 $788 No change
STM Stmicroelectronics NV-NY SHS 0.00% 10 $749 New
DRAM Roundhill Memory ETF 0.00% 10 $739 New
UBER Uber Technologies Inc. 0.00% 10 $722 No change
AXTI Axt Inc. 0.00% 10 $721 New

Show all 122 holdings

Portfolio Sells Q1 2026 → Q2 2026
NVDA Nvidia Corp. Reduce -100.0% 0.00% −9.97
LITE Lumentum Holdings Inc. Reduce -100.0% 0.00% −8.10
COHR Coherent Corp. Reduce -100.0% 0.00% −6.56
GEV GE Vernova Inc. Reduce -100.0% 0.00% −5.98
VRT Vertiv Holdings Co. Class A Reduce -100.0% 0.00% −4.90
PLTR Palantir Technologies Inc. Class A Reduce -100.0% 0.00% −4.84
FSLY Fastly Inc. Class A Reduce -100.0% 0.00% −4.23
ECHO Echostar Corp. Class A Reduce -100.0% 0.00% −3.89
DOCN Digitalocean Holdings Inc. Reduce -100.0% 0.00% −3.06
TSEM Tower Semiconductor Ltd. Reduce -100.0% 0.00% −3.03
NET Cloudflare Inc. Class A Reduce -100.0% 0.00% −2.93
KLIC Kulicke & Soffa Industries Reduce -100.0% 0.00% −2.93
ASML Holding N.V. ADR Reduce -99.8% 0.00% −2.92
ARM Arm Holdings PLC-ADR Reduce -51.7% 2.98% −1.41
SPOT Spotify Technology SA Sold out 0.00% −0.00
AXON Axon Enterprise Inc. Sold out 0.00% −0.00
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.00
ETHA iShares Ethereum Trust ETF Sold out 0.00% −0.00
RIVN Rivian Automotive Inc. Class A Sold out 0.00% −0.00
RYCEY Rolls-Royce Holdings-SP ADR Sold out 0.00% −0.00
QXO Qxo Inc. Sold out 0.00% −0.00
DYNC Dynamix Corp. Sold out 0.00% 0.00
AMAT Applied Materials Inc. Reduce -4.2% 4.87% +0.86
MRVL Marvell Technology Inc. Reduce -7.9% 4.90% +1.95

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +327800.0% 8.19% +8.19
AMD Advanced Micro Devices Add +636400.0% 8.00% +8.00
WDC Western Digital Corp. Add +361100.0% 4.99% +4.99
INTC Intel Corp. New 4.86% +4.86
STX Seagate Technology Ulc Add +195800.0% 4.09% +4.09
CRDO Credo Technology Group Holdi Add +693700.0% 4.08% +4.08
ALAB Astera Labs Inc. Add +328700.0% 3.44% +3.43
SIMO Silicon Motion Technol-ADR New 3.19% +3.19
NBIS Nebius Group NV Add +27.3% 6.11% +3.10
AMKR Amkor Technology Inc. New 3.02% +3.02
RKLB Rocket Lab USA Inc. Add +1366800.0% 3.01% +3.01
AEHR Aehr Test Systems New 2.96% +2.96
MXL Maxlinear Inc. New 2.03% +2.03
KLAC KLA Corp. Add +30560.0% 2.00% +2.00
LRCX Lam Research Corp. Add +211600.0% 1.98% +1.98
BE Bloom Energy Corp. Class A Add +11.3% 5.96% +1.96
Q Qnity Electronics Inc. Add +98.3% 3.35% +1.36
GLW Corning Inc. Add +3.0% 4.87% +0.67
TER Teradyne Inc. Add +2.5% 3.01% +0.01
EQIX Equinix Inc New New 0.00% +0.00
CBRS Cerebras Systems Inc. Class A New 0.00% +0.00
QCOM Qualcomm Inc. New 0.00% +0.00
SMTC Semtech Corp. New 0.00% +0.00
SPCX Space Exploration Techn Class A New 0.00% +0.00
AKAM Akamai Technologies Inc. New 0.00% +0.00
CSCO Cisco Systems Inc. New 0.00% +0.00
AXTI Axt Inc. New 0.00% +0.00
DRAM Roundhill Memory ETF New 0.00% +0.00
STM Stmicroelectronics NV-NY SHS New 0.00% +0.00
HIMX Himax Technologies Inc.-ADR New 0.00% 0.00
TSM Taiwan Semiconductor-SP ADR Add +5.3% 8.05% −0.97

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 122$462.3MMU, TSM, AMD, NBIS, BE
Q1 2026 114$277.2MNVDA, TSM, LITE, COHR, GEV
Q4 2025 109$301.7MNVDA, TSM, TSLA, AVGO, ORCL
Q3 2025 111$329.3MNVDA, TSLA, CRWV, HOOD, APP
Q2 2025 102$285.8MNVDA, NET, TSM, PLTR, COIN
Q1 2025 96$209.1MNVDA, HOOD, TSLA, CVNA, NET
Q4 2024 96$276.7MNVDA, TSLA, AMZN, TSM, AVGO
Q3 2024 90$235.7MNVDA, META, TSLA, DASH, AMD
Q2 2024 87$247.3MNVDA, AMZN, AVGO, ANET, LLY
Q1 2024 89$250.5MNVDA, AMZN, META, DKNG, DASH