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The Analysis of BERKSHIRE CAPITAL HOLDINGS INC's Holdings & P&L

Currently, BERKSHIRE CAPITAL HOLDINGS INC holds 114 types of securities in its portfolio with a total value $277.2M. In the most recent quarter, they have increased their positions in LITE (+31.9K shares, valued at $22.4M), N/A (+76.3K shares, valued at $18.2M), ARM (+80.4K shares, valued at $12.2M); decreased their positions in NVDA (-233.4K shares, valued at $40.7M), TSLA (-40.2K shares, valued at $14.9M), N/A (-46.2K shares, valued at $14.3M); initiated new positions in FSLY (+403.8K shares, valued at $11.7M), DOCN (+99.0K shares, valued at $8.5M), N/A (+47.8K shares, valued at $8.4M).

1M P&L

+12.4M+4.21%

3M P&L

+78.4M+34.36%

HY P&L

+119.9M+64.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors64.8M

28.3%

2Communication Equipment33.2M

14.5%

3Software - Infrastructure30.1M

13.1%

Top Industries by Stock Count

1Software - Infrastructure12 stocks

12.5%

2Computer Hardware11 stocks

11.5%

3Software - Application10 stocks

10.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA Corp.158.5K shares-59.55%2026-03-312026-05-12

TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR74.0K shares-27.55%2026-03-312026-05-12

LITE Lumentum Holdings Inc.31.9K shares319400.00%2026-03-312026-05-12

Coherent Corp. Coherent Corp.76.3K shares762900.00%2026-03-312026-05-12

GEV GE Vernova Inc.19.0K shares-17.20%2026-03-312026-05-12

VRT Vertiv Holdings Co54.2K shares8.67%2026-03-312026-05-12

PLTR Palantir Technologies, Inc. Class A91.7K shares22.77%2026-03-312026-05-12

ARM Arm Holdings plc80.5K shares804400.00%2026-03-312026-05-12

Sponsored

FSLY Fastly, Inc.403.8K sharesnew addition2026-03-312026-05-12

GLW Corning Inc. Glass Works85.7K shares856800.00%2026-03-312026-05-12

AMAT Applied Materials, Inc.32.5K shares324600.00%2026-03-312026-05-12

BE Bloom Energy Corporation81.8K shares408950.00%2026-03-312026-05-12

SATS EchoStar Corporation92.1K shares63.59%2026-03-312026-05-12

DOCN DigitalOcean Holdings, Inc.99.0K sharesnew addition2026-03-312026-05-12

Tower Semiconductor Ltd. Tower Semiconductor Ltd.47.8K sharesnew addition2026-03-312026-05-12

NBIS Nebius Group N.V.80.3K shares17.90%2026-03-312026-05-12

Sponsored

TER Teradyne, Inc.28.0K shares280300.00%2026-03-312026-05-12

Marvell Technology, Inc. Marvell Technology, Inc.82.6K shares825700.00%2026-03-312026-05-12

NET Cloudflare, Inc. Class A39.4K shares394000.00%2026-03-312026-05-12

KLIC Kulicke & Soffa Industries123.7K sharesnew addition2026-03-312026-05-12

ASML Holding N.V. ADR ASML Holding N.V. ADR6.1K shares61300.00%2026-03-312026-05-12

Qnity Electronics, Inc. Qnity Electronics, Inc.47.8K sharesnew addition2026-03-312026-05-12

MELI MercadoLibre, Inc. (Argentina)10 shares0.00%2026-03-312026-05-12

KLAC KLA Corporation10 shares0.00%2026-03-312026-05-12

Sponsored

MPWR Monolithic Power Systems, Inc.10 shares0.00%2026-03-312026-05-12

NFLX Netflix, Inc.100 shares0.00%2026-03-312026-05-12

PANW Palo Alto Networks, Inc.42 shares110.00%2026-03-312026-05-12

SNDK Sandisk Corp.10 shares0.00%2026-03-312026-05-12

Invesco QQQ ETF Invesco QQQ ETF10 shares0.00%2026-03-312026-05-12

META Meta Platforms, Inc. Class A10 shares0.00%2026-03-312026-05-12

AGX Argan, Inc.10 shares0.00%2026-03-312026-05-12

NOW ServiceNow, Inc.50 shares0.00%2026-03-312026-05-12

Sponsored

SPOT Spotify Technology S.A. (Luxembourg)10 shares0.00%2026-03-312026-05-12

TPL Texas Pacific Land Corporation10 sharesnew addition2026-03-312026-05-12

AXON Axon Enterprise, Inc.10 shares0.00%2026-03-312026-05-12

APP AppLovin Corporation10 shares-99.94%2026-03-312026-05-12

STX Segate Technology10 sharesnew addition2026-03-312026-05-12

CRWD CrowdStrike Holdings, Inc. Class A10 shares0.00%2026-03-312026-05-12

CIEN Ciena Corp.10 shares0.00%2026-03-312026-05-12

SMH VanEck Semiconductor ETF10 shares0.00%2026-03-312026-05-12

Sponsored

TSLA Tesla, Inc.10 shares-99.98%2026-03-312026-05-12

MSFT Microsoft Corp.10 shares0.00%2026-03-312026-05-12

Eaton Corporation PLC Eaton Corporation PLC10 shares0.00%2026-03-312026-05-12

SITM SiTime Corporation10 shares-99.88%2026-03-312026-05-12

MU Micron Technology, Inc.10 shares0.00%2026-03-312026-05-12

TLN Talen Energy Corporation10 shares0.00%2026-03-312026-05-12

CVNA Carvana Co. Class A10 shares0.00%2026-03-312026-05-12

Broadcom Ltd. Broadcom Ltd.10 shares-99.98%2026-03-312026-05-12

Sponsored

Alphabet, Inc. Class A Alphabet, Inc. Class A10 shares0.00%2026-03-312026-05-12

GE Aerospace GE Aerospace10 shares0.00%2026-03-312026-05-12

Celestica Inc. Celestica Inc.10 shares-99.98%2026-03-312026-05-12

CEG Constellation Energy Corporation10 shares0.00%2026-03-312026-05-12

WDC Western Digital Corp.10 shares0.00%2026-03-312026-05-12

JBL Jabil Circuit10 sharesnew addition2026-03-312026-05-12

AAPL Apple, Inc.10 shares0.00%2026-03-312026-05-12

MDB MongoDB, Inc. Class A10 shares-99.96%2026-03-312026-05-12

Sponsored

LRCX Lam Research Corp.10 shares0.00%2026-03-312026-05-12

AMZN Amazon.com, Inc.10 shares-99.98%2026-03-312026-05-12

BWXT BWX Technologies, Inc.10 shares0.00%2026-03-312026-05-12

AMD Advanced Micro Devices, Inc.10 shares0.00%2026-03-312026-05-12

COIN Coinbase Global, Inc. Class A10 shares0.00%2026-03-312026-05-12

DELL Dell Technologies, Inc.10 shares0.00%2026-03-312026-05-12

SNOW Snowflake, Inc. Class A10 shares0.00%2026-03-312026-05-12

VST Vistra Corp.10 shares0.00%2026-03-312026-05-12

Sponsored

DASH DoorDash, Inc. Class A10 shares0.00%2026-03-312026-05-12

ORCL Oracle Corp.10 shares-99.99%2026-03-312026-05-12

ZS Zscaler, Inc.10 shares0.00%2026-03-312026-05-12

RDDT Reddit, Inc.10 shares-99.97%2026-03-312026-05-12

APH Amphenol Corporation10 shares0.00%2026-03-312026-05-12

MSTR Micro Strategy, Inc. Class A10 shares0.00%2026-03-312026-05-12

Arista Networks, Inc. Arista Networks, Inc.10 shares0.00%2026-03-312026-05-12

SHOP Shopify, Inc. Class A (Canada)10 shares0.00%2026-03-312026-05-12

Sponsored

DDOG Datadog, Inc. Class A10 shares0.00%2026-03-312026-05-12

ALAB Astera Labs, Inc.10 shares-99.99%2026-03-312026-05-12

NTAP Netapp, Inc.10 shares0.00%2026-03-312026-05-12

CRCL Circle Internet Group Inc.10 shares0.00%2026-03-312026-05-12

ROKU Roku, Inc. Class A10 shares0.00%2026-03-312026-05-12

CRDO Credo Technology Group Holding LTD10 shares0.00%2026-03-312026-05-12

AAOI Applied Optoelectronics, Inc.10 sharesnew addition2026-03-312026-05-12

SE Sea Ltd. (Singapore)10 shares0.00%2026-03-312026-05-12

Sponsored

IGV iShares Expanded Tech-Software Sector ETF10 shares0.00%2026-03-312026-05-12

OKTA Okta, Inc. Class A10 shares0.00%2026-03-312026-05-12

CoreWeave, Inc. CoreWeave, Inc.10 shares-99.99%2026-03-312026-05-12

UBER Uber Technologies, Inc.10 shares0.00%2026-03-312026-05-12

HOOD Robinhood Markets, Inc.10 shares0.00%2026-03-312026-05-12

RKLB Rocket Lab Corporation10 shares-100.00%2026-03-312026-05-12

PSTG Pure Storage, Inc. Class A10 shares0.00%2026-03-312026-05-12

RBLX Roblox Corporation Class A10 shares0.00%2026-03-312026-05-12

Sponsored

OKLO Oklo Inc.10 shares0.00%2026-03-312026-05-12

Hut 8 Corp. Hut 8 Corp.10 shares0.00%2026-03-312026-05-12

AFRM Affirm Holdings, Inc. Class A10 shares0.00%2026-03-312026-05-12

TEM Tempus AI, Inc.10 shares0.00%2026-03-312026-05-12

ZG Zillow Group, Inc. Class C10 shares0.00%2026-03-312026-05-12

IBIT ishares Bitcoin Trust10 shares0.00%2026-03-312026-05-12

IREN Limited IREN Limited10 shares0.00%2026-03-312026-05-12

IONQ IonQ, Inc.10 shares0.00%2026-03-312026-05-12

Sponsored

Applied Digital Corporation Applied Digital Corporation10 shares-100.00%2026-03-312026-05-12

SMCI Super Micro Computer, Inc.10 shares0.00%2026-03-312026-05-12

U Unity Software, Inc.10 shares0.00%2026-03-312026-05-12

Bitmine Immersion Technologies, Inc. Bitmine Immersion Technologies, Inc.10 shares0.00%2026-03-312026-05-12

QXO QXO, Inc.10 shares0.00%2026-03-312026-05-12

SOFI SoFi Technologies, Inc.10 shares0.00%2026-03-312026-05-12

ETHA iShares Ethereum Trust10 shares0.00%2026-03-312026-05-12

Rolls-Royce Holdings plc Rolls-Royce Holdings plc10 shares0.00%2026-03-312026-05-12

Sponsored

RIVN Rivian Automotive, Inc. Class A10 shares0.00%2026-03-312026-05-12

CORZ Core Scientific, Inc.10 shares0.00%2026-03-312026-05-12

QBTS D-Wave Quantum Inc.10 shares0.00%2026-03-312026-05-12

RKT Rocket Companies, Inc.10 shares0.00%2026-03-312026-05-12

RGTI Rigetti Computing, Inc.10 shares0.00%2026-03-312026-05-12

RIOT Riot Platforms, Inc10 sharesnew addition2026-03-312026-05-12

ETHM Dynamix Corporation Class A10 shares0.00%2026-03-312026-05-12

CLSK CleanSpark, Inc.10 shares0.00%2026-03-312026-05-12

Sponsored

QUBT Quantum Computing Inc.10 shares0.00%2026-03-312026-05-12

OPEN Opendoor Technologies, Inc.10 shares0.00%2026-03-312026-05-12

NVDA

NVIDIA Corp.

-59.55%

Shares158.5K

Event2026-03-31

Filed2026-05-12

TSM

Taiwan Semiconductor Manufacturing Company Ltd. ADR

-27.55%

Shares74.0K

Event2026-03-31

Filed2026-05-12

LITE

Lumentum Holdings Inc.

319400.00%

Shares31.9K

Event2026-03-31

Filed2026-05-12

Coherent Corp.

762900.00%

Shares76.3K

Event2026-03-31

Filed2026-05-12

GEV

GE Vernova Inc.

-17.20%

Shares19.0K

Event2026-03-31

Filed2026-05-12

VRT

Vertiv Holdings Co

8.67%

Shares54.2K

Event2026-03-31

Filed2026-05-12

PLTR

Palantir Technologies, Inc. Class A

22.77%

Shares91.7K

Event2026-03-31

Filed2026-05-12

ARM

Arm Holdings plc

804400.00%

Shares80.5K

Event2026-03-31

Filed2026-05-12

FSLY

Fastly, Inc.

New

Shares403.8K

Event2026-03-31

Filed2026-05-12

GLW

Corning Inc. Glass Works

856800.00%

Shares85.7K

Event2026-03-31

Filed2026-05-12

AMAT

Applied Materials, Inc.

324600.00%

Shares32.5K

Event2026-03-31

Filed2026-05-12

Bloom Energy Corporation

408950.00%

Shares81.8K

Event2026-03-31

Filed2026-05-12

SATS

EchoStar Corporation

63.59%

Shares92.1K

Event2026-03-31

Filed2026-05-12

DOCN

DigitalOcean Holdings, Inc.

New

Shares99.0K

Event2026-03-31

Filed2026-05-12

Tower Semiconductor Ltd.

New

Shares47.8K

Event2026-03-31

Filed2026-05-12

NBIS

Nebius Group N.V.

17.90%

Shares80.3K

Event2026-03-31

Filed2026-05-12

TER

Teradyne, Inc.

280300.00%

Shares28.0K

Event2026-03-31

Filed2026-05-12

Marvell Technology, Inc.

825700.00%

Shares82.6K

Event2026-03-31

Filed2026-05-12

NET

Cloudflare, Inc. Class A

394000.00%

Shares39.4K

Event2026-03-31

Filed2026-05-12

KLIC

Kulicke & Soffa Industries

New

Shares123.7K

Event2026-03-31

Filed2026-05-12

ASML Holding N.V. ADR

61300.00%

Shares6.1K

Event2026-03-31

Filed2026-05-12

Qnity Electronics, Inc.

New

Shares47.8K

Event2026-03-31

Filed2026-05-12

MELI

MercadoLibre, Inc. (Argentina)

0.00%

Shares10

Event2026-03-31

Filed2026-05-12

KLAC

KLA Corporation

0.00%

Shares10

Event2026-03-31

Filed2026-05-12

MPWR

Monolithic Power Systems, Inc.

0.00%

Shares10

Event2026-03-31

Filed2026-05-12

NFLX

Netflix, Inc.

0.00%

Shares100

Event2026-03-31

Filed2026-05-12

PANW

Palo Alto Networks, Inc.

110.00%

Shares42

Event2026-03-31

Filed2026-05-12

SNDK

Sandisk Corp.

0.00%

Shares10

Event2026-03-31

Filed2026-05-12

Invesco QQQ ETF

0.00%

Shares10

Event2026-03-31

Filed2026-05-12