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Portfolio (Quarterly) Guide ↗

BERKSHIRE CAPITAL HOLDINGS INC

· CIK 0001133742
13F Portfolio $277M AUM 114 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 15 Added 16 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LITE Lumentum Holdings Inc. Technology 31,950.0 $22.5M 8.10% +32K +10000.0% $702.76 +16.3%
2 COHR Coherent Corp. Technology 76,300.0 $18.2M 6.56% +76K +10000.0% $238.21 +59.8%
3 VRT Vertiv Holdings Co Industrials 54,160.0 $13.6M 4.90% +4K +8.7% $250.58 +21.3%
4 PLTR Palantir Technologies, Inc. Class A Technology 91,700.0 $13.4M 4.84% +17K +22.8% $146.28 -22.8%
5 ARM Arm Holdings plc Technology 80,450.0 $12.2M 4.39% +80K +10000.0% $151.28 +121.0%
6 GLW Corning Inc. Glass Works Technology 85,690.0 $11.7M 4.20% +86K +10000.0% $135.97 +64.0%
7 AMAT Applied Materials, Inc. Technology 32,470.0 $11.1M 4.00% +32K +10000.0% $341.79 +83.4%
8 BE Bloom Energy Corporation Industrials 81,810.0 $11.1M 4.00% +82K +10000.0% $135.49 +86.0%
9 SATS EchoStar Corporation Technology 92,100.0 $10.8M 3.89% +36K +63.6% $117.07 -16.9%
10 Nebius Group N.V. 80,340.0 $8.3M 3.01% +12K +17.9% $103.76
11 TER Teradyne, Inc. Technology 28,040.0 $8.3M 3.00% +28K +10000.0% $296.46 +47.4%
12 MRVL Marvell Technology, Inc. Technology 82,580.0 $8.2M 2.95% +83K +10000.0% $99.05 +169.3%
13 NET Cloudflare, Inc. Class A Technology 39,410.0 $8.1M 2.93% +39K +10000.0% $206.34 +15.0%
14 ASML Holding N.V. ADR 6,140.0 $8.1M 2.93% +6K +10000.0% $1320.83
15 PANW Palo Alto Networks, Inc. Technology 42.0 $7K 0.00% +22.0 +110.0% $160.31 +89.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 83.6%
Industrials 9.8%
Utilities 6.6%
Communication Services 0.0%
Consumer Cyclical 0.0%
Financial Services 0.0%
Real Estate 0.0%
Healthcare 0.0%
Energy 0.0%