BERKSHIRE CAPITAL HOLDINGS INC — 13F holdings

BERKSHIRE CAPITAL HOLDINGS INC reported 122 holdings worth $462M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $37.8M (8.2%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $37.2M (8.0%)
3. AMD ADVANCED MICRO DEVICES INC — $37.0M (8.0%)
4. NBIS NEBIUS GROUP N.V. — $28.2M (6.1%)
5. BE BLOOM ENERGY CORP — $27.6M (6.0%)
6. WDC WESTERN DIGITAL CORP — $23.1M (5.0%)
7. MRVL MARVELL TECHNOLOGY INC — $22.7M (4.9%)
8. GLW CORNING INC — $22.5M (4.9%)
9. AMAT APPLIED MATLS INC — $22.5M (4.9%)
10. INTC Intel Corp — $22.5M (4.9%)