BERKSHIRE CAPITAL HOLDINGS INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BC BERKSHIRE CAPITAL HOLDINGS INC | Institutional Filer | ▼ 8.13% | $277.2M | 114 |
Current Portfolio Holdings
Showing all 114 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 159K | $27.6M | 9.97% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 74K | $25.0M | 9.02% |
| 3 | LITE | Lumentum Holdings Inc. | Technology | 32K | $22.5M | 8.10% |
| 4 | COHR | Coherent, Inc. | Technology | 76K | $18.2M | 6.56% |
| 5 | GEV | GE Vernova Inc. | Utilities | 19K | $16.6M | 5.99% |
| 6 | VRT | Vertiv Holdings Co | Industrials | 54K | $13.6M | 4.90% |
| 7 | PLTR | Palantir Technologies Inc. | Technology | 92K | $13.4M | 4.84% |
| 8 | ARM | Arm Holdings plc American Depositary Shares | Technology | 80K | $12.2M | 4.39% |
| 9 | FSLY | Fastly, Inc. | Technology | 404K | $11.7M | 4.23% |
| 10 | GLW | Corning Incorporated | Technology | 86K | $11.7M | 4.20% |
| 11 | AMAT | Applied Materials, Inc. | Technology | 32K | $11.1M | 4.00% |
| 12 | BE | Bloom Energy Corporation | Industrials | 82K | $11.1M | 4.00% |
| 13 | SATS | EchoStar Corporation | Technology | 92K | $10.8M | 3.89% |
| 14 | DOCN | DigitalOcean Holdings, Inc. | Technology | 99K | $8.5M | 3.06% |
| 15 | NaN | Tower Semiconductor Ltd. | — | 48K | $8.4M | 3.03% |
Showing 1 to 15 of 114 holdings