Titelia

Holdings of BERKSHIRE CAPITAL HOLDINGS INC

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
101 in 3 countries
Top ten
68.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 158,50027.6M $
2Taiwan Semiconductor Manufacturing Co Ltd 73,97025M $
3Lumentum Holdings Inc 31,95022.5M $
4Coherent Corp 76,30018.2M $
5GE Vernova Inc 19,01016.6M $
6Vertiv Holdings Co 54,16013.6M $
7Palantir Technologies Inc 91,70013.4M $
8ARM Holdings PLC 80,45012.2M $
9Fastly Inc 403,83011.7M $
10Corning Inc 85,69011.7M $
11Applied Materials Inc 32,47011.1M $
12Bloom Energy Corp 81,81011.1M $
13EchoStar Corp 92,10010.8M $
14DigitalOcean Holdings Inc 99,0108.5M $
15Teradyne Inc 28,0408.3M $
16Marvell Technology Inc 82,5808.2M $
17Cloudflare Inc 39,4108.1M $
18Kulicke & Soffa Industries Inc 123,6908.1M $
19Qnity Electronics Inc 47,7805.5M $
20MercadoLibre Inc 1017.3K $
21KLA Corp 1014.7K $
22Monolithic Power Systems Inc 1010.9K $
23Netflix Inc 1009.6K $
24Palo Alto Networks Inc 426.7K $
25Sandisk Corp/DE 106.4K $
26Invesco QQQ Trust Series 1 105.8K $
27Meta Platforms Inc 105.7K $
28Argan Inc 105.4K $
29ServiceNow Inc 505.2K $
30Texas Pacific Land Corp 104.7K $
31Axon Enterprise Inc 104.2K $
32AppLovin Corp 104K $
33Crowdstrike Holdings Inc 103.9K $
34Ciena Corp 103.9K $
35VanEck Semiconductor ETF 103.8K $
36Tesla Inc 103.7K $
37Microsoft Corp 103.7K $
38SiTime Corp 103.5K $
39Micron Technology Inc 103.4K $
40TALEN ENERGY CORP 103.2K $
41Carvana Co 103.1K $
42Broadcom Inc 103.1K $
43Alphabet Inc 102.9K $
44General Electric Co 102.8K $
45Constellation Energy Corp. 102.8K $
46Western Digital Corp 102.7K $
47Jabil Inc 102.7K $
48Apple Inc 102.5K $
49MongoDB Inc 102.4K $
50Lam Research Corp. 102.1K $
51Amazon.com Inc 102.1K $
52BWX Technologies Inc 102K $
53Advanced Micro Devices Inc 102K $
54Coinbase Global Inc 101.7K $
55Dell Technologies Inc 101.6K $
56Snowflake Inc 101.5K $
57Vistra Corp 101.5K $
58DoorDash Inc 101.5K $
59Oracle Corp 101.5K $
60Zscaler Inc 101.4K $
61Reddit Inc 101.3K $
62Amphenol Corp 101.3K $
63Strategy Inc 101.2K $
64Arista Networks Inc 101.2K $
65Datadog Inc 101.2K $
66Astera Labs Inc 101.1K $
67NetApp Inc 101K $
68Circle Internet Group Inc 10954 $
69Roku Inc 10946 $
70Applied Optoelectronics Inc 10846 $
71Sea Ltd 10828 $
72ISHARES TRUST 10801 $
73Okta Inc 10787 $
74Uber Technologies Inc 10719 $
75Robinhood Markets Inc 10693 $
76Rocket Lab Usa Inc 10642 $
77Everpure Inc 10590 $
78ROBLOX Corp 10566 $
79Oklo Inc 10496 $
80Hut 8 Corp 10469 $
81Affirm Holdings Inc 10458 $
82Tempus AI Inc 10452 $
83Zillow Group Inc 10414 $
84iShares Bitcoin Trust ETF 10384 $
85IonQ Inc 10288 $
86Super Micro Computer, Inc. 10228 $
87Unity Software Inc 10219 $
88BitMine Immersion Technologies Inc 10198 $
89QXO Inc 10194 $
90SoFi Technologies Inc 10159 $
91iShares Ethereum Trust ETF 10158 $
92Rolls-Royce Holdings PLC 10154 $
93Rivian Automotive Inc 10151 $
94Core Scientific Inc 10150 $
95D-Wave Quantum Inc 10144 $
96Rocket Cos Inc 10143 $
97Rigetti Computing Inc 10140 $
98Riot Platforms Inc 10124 $
99Cleanspark Inc 1085 $
100Quantum Computing Inc 1069 $

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Sector breakdown

  • Technology 63.3 %
  • Industrials 16.4 %
  • Communication 4.3 %
  • Unattributed 16.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 85.3 %
  • Taiwan 9.9 %
  • United Kingdom 4.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States98215.2M $85.27 %
2Taiwan125M $9.91 %
3United Kingdom212.2M $4.82 %
Cite this page

Titelia. "Holdings of BERKSHIRE CAPITAL HOLDINGS INC". https://titelia.com/en/funds/US13F1133742