account_balance
Investment manager · 13F filer · SEC CIK 1133742
Berkshire Capital Holdings Inc
Reported value$321Mas of Sep 30, 2026
Positions120 13 new, 15 sold out
Top 10 weight60.7%NVDA alone is 9%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
9.2%Added +1293700%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.2%Trimmed −26%
LRCXLam Research Corp
6.2%New
LITELumentum Holdings Inc.
6.2%Added +205000%
MUMicron Technology Inc
5.2%Trimmed −52%
MRVLMarvell Technology, Inc.
5.2%Trimmed −17%
AMDAdvanced Micro Devices Inc
5.2%Trimmed −57%
INTCIntel Corp
5.1%Trimmed −15%
NBISNebius Group N.V.
5.1%Trimmed −32%
BEBloom Energy Corp
5.1%Trimmed −35%
ALABAstera Labs, Inc.
5.1%Added +40%
SMTCSemtech Corp
4.9%Added +884900%
NVDANVIDIA Corp
9.2%Added +1293700%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.2%Trimmed −26%
LRCXLam Research Corp
6.2%New
LITELumentum Holdings Inc.
6.2%+205000%
MUMicron Technology Inc
5.2%
MRVLMarvell Technology, Inc.
5.2%
AMDAdvanced Micro Devices Inc
5.2%
INTCIntel Corp
5.1%
NBISNebius Group N.V.
5.1%
BE5.1%ALAB5.1%SMTC4.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 9.2% Added +1293700%TSM Taiwan Semiconductor Manufacturing Co Ltd 8.2% Trimmed −26%LRCX Lam Research Corp 6.2% NewLITE Lumentum Holdings Inc. 6.2% Added +205000%MU Micron Technology Inc 5.2% Trimmed −52%MRVL Marvell Technology, Inc. 5.2% Trimmed −17%AMD Advanced Micro Devices Inc 5.2% Trimmed −57%INTC Intel Corp 5.1% Trimmed −15%NBIS Nebius Group N.V. 5.1% Trimmed −32%BE Bloom Energy Corp 5.1% Trimmed −35%ALAB Astera Labs, Inc. 5.1% Added +40%SMTC Semtech Corp 4.9% Added +884900%
What changed
Biggest moves since Jun 30, 2026
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