BERKSHIRE CAPITAL HOLDINGS INC

San Jose, CA · CIK 1133742 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 1996 · corporation

Assets managed$283.0m
Staff2 · 1 in investment roles
Main clients (by assets)Mutual funds and ETFs 100%
Websiteberkshirefunds.com
Form ADV · 2026-03-09SEC adviser record

Kindmutual funds
Others nearbySan Jose, CA

$462.3m reported value +66.8% vs Q1 2026

122positions

60.8%in top 10

16 new 15 added 16 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	32,790	$37.8m8.19%	8.19%	Added +32.8k	+32,780 327800.0%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	77,910	$37.2m8.05%	8.05%	Added +3.9k	+3,940 5.3%
3	ADVANCED MICRO DEVICES INC COM AMD	AMD	63,650	$37.0m8.00%	8.00%	Added +63.6k	+63,640 636400.0%
4	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	102,240	$28.2m6.11%	6.11%	Added +21.9k	+21,900 27.3%
5	BLOOM ENERGY CORP COM CL A BE	BE	91,090	$27.6m5.96%	5.96%	Added +9.3k	+9,280 11.3%
6	WESTERN DIGITAL CORP COM WDC	WDC	36,120	$23.1m4.99%	4.99%	Added +36.1k	+36,110 361100.0%
7	MARVELL TECHNOLOGY INC COM MRVL	MRVL	76,080	$22.7m4.90%	4.90%	Reduced -6.5k	-6,500 -7.9%
8	CORNING INC COM GLW	GLW	88,230	$22.5m4.87%	4.87%	Added +2.5k	+2,540 3.0%
9	APPLIED MATLS INC COM AMAT	AMAT	31,120	$22.5m4.87%	4.87%	Reduced -1.4k	-1,350 -4.2%
10	INTEL CORP COM INTC	INTC	160,840	$22.5m4.86%	4.86%	New
11	SEAGATE TECHNOLOGY PLC SHS STXN	STXN	19,590	$18.9m4.09%	4.09%	Added +19.6k	+19,580 195800.0%
12	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	69,380	$18.9m4.08%	4.08%	Added +69.4k	+69,370 693700.0%
13	ASTERA LABS INC COM ALAB	ALAB	32,880	$15.9m3.44%	3.44%	Added +32.9k	+32,870 328700.0%
14	QNITY ELECTRONICS INC COMMON STOCK Q	Q	94,760	$15.5m3.35%	3.35%	Added +47.0k	+46,980 98.3%
15	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	44,280	$14.8m3.19%	3.19%	New
16	AMKOR TECHNOLOGY INC COM AMKR	AMKR	161,800	$14.0m3.02%	3.02%	New
17	TERADYNE INC COM TER	TER	28,750	$13.9m3.01%	3.01%	Added +710	+710 2.5%
18	ROCKET LAB USA INC COM COM		136,690	$13.9m3.01%	3.01%	Added +136.7k	+136,680 1366800.0%
19	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	38,840	$13.8m2.98%	2.98%	Reduced -41.6k	-41,610 -51.7%
20	AEHR TEST SYS COM AEHR	AEHR	142,640	$13.7m2.96%	2.96%	New
21	MAXLINEAR INC COM MXL	MXL	73,470	$9.4m2.03%	2.03%	New
22	KLA CORP COM NEW KLAC	KLAC	30,660	$9.3m2.00%	2.00%	Added +30.6k	+30,560 30560.0%
23	LAM RESEARCH CORP COM COM		21,170	$9.2m1.98%	1.98%	Added +21.2k	+21,160 211600.0%
24	SANDISK CORP COM SNDK	SNDK	10	$22.7k0.00%	0.00%	Unchanged
25	ASML Holding N.V. ADR COM COM		10	$19.9k0.00%	0.00%	Reduced -6.1k	-6,130 -99.8%
26	MERCADOLIBRE INC COM MELI	MELI	10	$17.0k0.00%	0.00%	Unchanged
27	PALO ALTO NETWORKS INC COM PANW	PANW	42	$14.3k0.00%	0.00%	Unchanged
28	MONOLITHIC PWR SYS INC COM MPWR	MPWR	10	$13.8k0.00%	0.00%	Unchanged
29	GE VERNOVA INC COM GEV	GEV	10	$11.7k0.00%	0.00%	Reduced -19.0k	-19,000 -100.0%
30	Equinix Inc New COM COM		10	$10.4k0.00%	0.00%	New
31	LUMENTUM HLDGS INC COM LITE	LITE	10	$8.6k0.00%	0.00%	Reduced -31.9k	-31,940 -100.0%
32	ARGAN INC COM AGX	AGX	10	$8.0k0.00%	0.00%	Unchanged
33	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	10	$7.6k0.00%	0.00%	Unchanged
34	SITIME CORP COM SITM	SITM	10	$7.5k0.00%	0.00%	Unchanged
35	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	10	$7.4k0.00%	0.00%	Unchanged
36	NETFLIX INC COM NFLX	NFLX	100	$7.1k0.00%	0.00%	Unchanged
37	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	10	$6.6k0.00%	0.00%	Unchanged
38	META PLATFORMS INC CL A META	META	10	$5.6k0.00%	0.00%	Unchanged
39	APPLOVIN CORP COM CL A APP	APP	10	$5.2k0.00%	0.00%	Unchanged
40	SERVICENOW INC COM NOW	NOW	50	$5.0k0.00%	0.00%	Unchanged
41	CIENA CORP COM NEW CIEN	CIEN	10	$4.9k0.00%	0.00%	Unchanged
42	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	10	$4.4k0.00%	0.00%	Unchanged
43	DELL TECHNOLOGIES INC CL C DELL	DELL	10	$4.3k0.00%	0.00%	Unchanged
44	EATON CORP PLC SHS ETN	ETN	10	$4.3k0.00%	0.00%	Unchanged
45	TESLA INC COM TSLA	TSLA	10	$4.2k0.00%	0.00%	Unchanged
46	COHERENT CORP COM COHR	COHR	10	$3.9k0.00%	0.00%	Reduced -76.3k	-76,290 -100.0%
47	JABIL INC COM JBL	JBL	10	$3.9k0.00%	0.00%	Unchanged
48	TALEN ENERGY CORP COM TLN	TLN	10	$3.8k0.00%	0.00%	Unchanged
49	BROADCOM INC COM AVGO	AVGO	10	$3.8k0.00%	0.00%	Unchanged
50	GE AEROSPACE COM NEW GE	GE	10	$3.7k0.00%	0.00%	Unchanged
51	MICROSOFT CORP COM MSFT	MSFT	10	$3.7k0.00%	0.00%	Unchanged
52	CELESTICA INC COM CLS	CLS	10	$3.6k0.00%	0.00%	Unchanged
53	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10	$3.6k0.00%	0.00%	Unchanged
54	MONGODB INC CL A MDB	MDB	10	$3.4k0.00%	0.00%	Unchanged
55	VERTIV HOLDINGS CO COM CL A VRT	VRT	10	$3.3k0.00%	0.00%	Reduced -54.1k	-54,150 -100.0%
56	CARVANA CO CL A CVNA	CVNA	50	$3.3k0.00%	0.00%	Unchanged
57	APPLE INC COM AAPL	AAPL	10	$2.9k0.00%	0.00%	Unchanged
58	Tower Semiconductor Ltd. TSEM TSEM		10	$2.6k0.00%	0.00%	Reduced -47.8k	-47,790 -100.0%
59	DATADOG INC CL A COM DDOG	DDOG	10	$2.6k0.00%	0.00%	Unchanged
60	SNOWFLAKE INC CL A SNOW	SNOW	10	$2.5k0.00%	0.00%	Unchanged
61	CONSTELLATION ENERGY CORP COM CEG	CEG	10	$2.5k0.00%	0.00%	Unchanged
62	CLOUDFLARE INC CL A COM NET	NET	10	$2.5k0.00%	0.00%	Reduced -39.4k	-39,400 -100.0%
63	AMAZON COM INC COM AMZN	AMZN	10	$2.4k0.00%	0.00%	Unchanged
64	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	10	$2.2k0.00%	0.00%	New
65	NVIDIA CORPORATION COM NVDA	NVDA	10	$2.0k0.00%	0.00%	Reduced -158.5k	-158,490 -100.0%
66	BWX TECHNOLOGIES INC COM BWXT	BWXT	10	$1.9k0.00%	0.00%	Unchanged
67	QUALCOMM INC COM QCOM	QCOM	10	$1.8k0.00%	0.00%	New
68	DOORDASH INC CL A DASH	DASH	10	$1.8k0.00%	0.00%	Unchanged
69	AMPHENOL CORP CL A APH	APH	10	$1.8k0.00%	0.00%	Unchanged
70	REDDIT INC CL A RDDT	RDDT	10	$1.7k0.00%	0.00%	Unchanged
71	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	10	$1.7k0.00%	0.00%	New
72	ARISTA NETWORKS INC COM SHS ANET	ANET	10	$1.7k0.00%	0.00%	Unchanged
73	SEMTECH CORP COM SMTC	SMTC	10	$1.6k0.00%	0.00%	New
74	VISTRA CORP COM VST	VST	10	$1.6k0.00%	0.00%	Unchanged
75	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	10	$1.6k0.00%	0.00%	Reduced -99.0k	-99,000 -100.0%
76	NETAPP INC COM NTAP	NTAP	10	$1.5k0.00%	0.00%	Unchanged
77	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	10	$1.5k0.00%	0.00%	Unchanged
78	ORACLE CORP COM ORCL	ORCL	10	$1.5k0.00%	0.00%	Unchanged
79	COINBASE GLOBAL INC COM CL A COIN	COIN	10	$1.5k0.00%	0.00%	Unchanged
80	ZSCALER INC COM ZS	ZS	10	$1.4k0.00%	0.00%	Unchanged
81	ROKU INC COM CL A ROKU	ROKU	10	$1.4k0.00%	0.00%	Unchanged
82	OKTA INC CL A OKTA	OKTA	10	$1.4k0.00%	0.00%	Unchanged
83	KULICKE & SOFFA INDS INC COM KLIC	KLIC	10	$1.3k0.00%	0.00%	Reduced -123.7k	-123,680 -100.0%
84	AKAMAI TECHNOLOGIES INC COM AKAM	AKAM	10	$1.2k0.00%	0.00%	New
85	CISCO SYS INC COM CSCO	CSCO	10	$1.2k0.00%	0.00%	New
86	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	10	$1.2k0.00%	0.00%	Reduced -91.7k	-91,690 -100.0%
87	HUT 8 CORP COM HUT	HUT	10	$1.2k0.00%	0.00%	Unchanged
88	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	10	$1.1k0.00%	0.00%	Unchanged
89	ECHOSTAR CORP CL A ECHO	ECHO	10	$1.0k0.00%	0.00%	Reduced -92.1k	-92,090 -100.0%
90	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	10	$1.0k0.00%	0.00%	Unchanged
91	CoreWeave, Inc. CRWV CRWV		10	$9950.00%	0.00%	Unchanged
92	SEA LTD SPONSORD ADS SE	SE	10	$9580.00%	0.00%	Unchanged
93	ISHARES TR EXPANDED TECH IGV	IGV	10	$9060.00%	0.00%	Unchanged
94	MICROSTRATEGY INC CL A NEW MSTR	MSTR	10	$8690.00%	0.00%	Unchanged
95	AFFIRM HLDGS INC COM CL A AFRM	AFRM	10	$8160.00%	0.00%	Unchanged
96	PURE STORAGE INC CL A P	P	10	$7880.00%	0.00%	Unchanged
97	STMICROELECTRONICS N V NY REGISTRY STM	STM	10	$7490.00%	0.00%	New
98	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	10	$7390.00%	0.00%	New
99	UBER TECHNOLOGIES INC COM UBER	UBER	10	$7220.00%	0.00%	Unchanged
100	AXT INC COM AXTI	AXTI	10	$7210.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPOTIFY TECHNOLOGY S A SPOT	SPOT	10	$4.8k10 shares
AXON ENTERPRISE INC AXON	AXON	10	$4.2k10 shares
ISHARES BITCOIN TRUST ETF IBIT	IBIT	10	$38410 shares
QXO INC QXO	QXO	10	$19410 shares
ISHARES ETHEREUM TR ETHA	ETHA	10	$15810 shares
ROLLS ROYCE HOLDINGS PLC RYCEY	RYCEY	10	$15410 shares
RIVIAN AUTOMOTIVE INC RIVN	RIVN	10	$15110 shares
DYNAMIX CORP DYNC	DYNC	10	$10510 shares