BERKSHIRE CAPITAL HOLDINGS INC
CIK 1133742
13F filing for Q2 2026・No. 4,105
- Holdings
- US$462.33M
- Quarter change
- +US$185.16M
- Entries
- 122
- Net bought (estimate)
- +US$50.56M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 8
- Cut 16
- Added 15
- Corporate actions 0
- Unchanged 75
Largest holdings
122 stocks worth US$462.33M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MUMicronMU | Added | 32,790 | US$37.85M | 8.19% |
| TSMTSMC ADRTSM | Added | 77,910 | US$37.21M | 8.05% |
| AMDAMDAMD | Added | 63,650 | US$36.97M | 8.00% |
| NBISNebius Group N.V.NBIS | Added | 102,240 | US$28.24M | 6.11% |
| BEBloom Energy CorporationBE | Added | 91,090 | US$27.57M | 5.96% |
| WDCWestern Digital Corp.WDC | Added | 36,120 | US$23.07M | 4.99% |
| MRVLMarvell Technology, Inc.MRVL | Cut | 76,080 | US$22.66M | 4.90% |
| GLWCorning Inc. Glass WorksGLW | Added | 88,230 | US$22.54M | 4.87% |
| AMATApplied Materials, Inc.AMAT | Cut | 31,120 | US$22.5M | 4.87% |
| INTCIntel Corp.INTC | New | 160,840 | US$22.46M | 4.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.