Institutional Fund
Berkshire Capital Holdings Inc
San Jose, CACIK 11337425 filings on record
Portfolio Value
$277.18M
Q1 2026
Holdings
114
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-8.1%
from $301.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation10.0%
- Taiwan Semiconductor Mfg Ltd9.0%
- Lumentum Hldgs Inc8.1%
- Coherent Corp6.6%
- Ge Vernova Inc6.0%
- Vertiv Holdings Co4.9%
- Other55.5%
Portfolio Holdings
114 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 158.5K | $27.64M | 10.0% | −233.4K | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 74.0K | $25.00M | 9.0% | −28.1K | Reduced |
| 3 | Lumentum Hldgs Inc | 31.9K | $22.45M | 8.1% | +31.9K | Added |
| 4 | Coherent Corp | 76.3K | $18.18M | 6.6% | +76.3K | Added |
| 5 | Ge Vernova Inc | 19.0K | $16.59M | 6.0% | −4.0K | Reduced |
| 6 | Vertiv Holdings Co | 54.2K | $13.57M | 4.9% | +4.3K | Added |
| 7 | Palantir Technologies Inc | 91.7K | $13.41M | 4.8% | +17.0K | Added |
| 8 | Arm Holdings PLC | 80.5K | $12.17M | 4.4% | +80.4K | Added |
| 9 | Fastly Inc | 403.8K | $11.74M | 4.2% | +403.8K | New |
| 10 | Corning Inc | 85.7K | $11.65M | 4.2% | +85.7K | Added |
104 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio