Berkshire Capital Holdings Inc holds a focused book of 122 stocks worth $462.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed Marvell Technology Inc. Their largest long position is Micron Technology Inc at 8% of the equity book. Cloning the disclosed picks since 2025 would be +6% (+7.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 14.2 points over this window.
Growth of $10,000 cloning Berkshire Capital Holdings Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Berkshire Capital Holdings Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Arax Advisory Partners | 74 / 80 | $2.4B |
| Integrated Wealth Concepts LLC | 74 / 80 | $2.2B |
| Global Retirement Partners, LLC | 74 / 80 | $1.2B |
| IFP Advisors, Inc | 74 / 80 | $971.6M |
| GAMMA Investing LLC | 74 / 80 | $858.1M |
| Tidal Investments LLC | 73 / 80 | $13.3B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 73 / 80 | $9.9B |
| NewEdge Advisors, LLC | 73 / 80 | $6.3B |
Ranked by how many of Berkshire Capital Holdings Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology, Inc. MU | $37.8M | 32.8K | 8.2% | ▲3k× Added · +33K sh | |
| 2 | Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM | $37.2M | 77.9K | 8.0% | ▲+5.3% Added · +4K sh | |
| 3 | Advanced Micro Devices, Inc. AMD | $37.0M | 63.6K | 8.0% | ▲6k× Added · +64K sh | |
| 4 | Nebius Group N.V. NBIS | $28.2M | 102.2K | 6.1% | ▲+27% Added · +22K sh | |
| 5 | Bloom Energy Corporation BE | $27.6M | 91.1K | 6.0% | ▲+11% Added · +9K sh | |
| 6 | Western Digital Corp. WDC | $23.1M | 36.1K | 5.0% | ▲4k× Added · +36K sh | |
| 7 | Marvell Technology, Inc. MRVL | $22.7M | 76.1K | 4.9% | ▼−7.9% Reduced · −7K sh | |
| 8 | Corning Inc. Glass Works GLW | $22.5M | 88.2K | 4.9% | ▲+3.0% Added · +3K sh | |
| 9 | Applied Materials, Inc. AMAT | $22.5M | 31.1K | 4.9% | ▼−4.2% Reduced · −1K sh | |
| 10 | Intel Corp. INTC | $22.5M | 160.8K | 4.9% | ▲New New position | |
| 11 | Segate Technology STX | $18.9M | 19.6K | 4.1% | ▲2k× Added · +20K sh | |
| 12 | Credo Technology Group Holding LTD CRDO | $18.9M | 69.4K | 4.1% | ▲7k× Added · +69K sh | |
| 13 | Astera Labs, Inc. ALAB | $15.9M | 32.9K | 3.4% | ▲3k× Added · +33K sh | |
| 14 | Qnity Electronics, Inc. Q | $15.5M | 94.8K | 3.3% | ▲+98% Added · +47K sh | |
| 15 | Silicon Motion Technology Corporation SIMO | $14.8M | 44.3K | 3.2% | ▲New New position | |
| 16 | Amkor Technology, Inc. AMKR | $14.0M | 161.8K | 3.0% | ▲New New position | |
| 17 | Teradyne, Inc. TER | $13.9M | 28.8K | 3.0% | ▲+2.5% Added · +710 sh | |
| 18 | Rocket Lab Corporation RKLB | $13.9M | 136.7K | 3.0% | ▲14k× Added · +137K sh | |
| 19 | Arm Holdings plc ARM | $13.8M | 38.8K | 3.0% | ▼−52% Reduced · −42K sh | |
| 20 | Aehr Test Systems, Inc. AEHR | $13.7M | 142.6K | 3.0% | ▲New New position | |
| 21 | MaxLinear, Inc. MXL | $9.4M | 73.5K | 2.0% | ▲New New position | |
| 22 | KLA Corporation KLAC | $9.3M | 30.7K | 2.0% | ▲3k× Added · +31K sh | |
| 23 | Lam Research Corp. LRCX | $9.2M | 21.2K | 2.0% | ▲2k× Added · +21K sh | |
| 24 | Sandisk Corp. SNDK | $23K | 10 | 0.0% | —Held | |
| 25 | ASML Holding N.V. ADR ASML | $20K | 10 | 0.0% | ▼−100% Reduced · −6K sh | |
| 26 | MercadoLibre, Inc. (Argentina) MELI | $17K | 10 | 0.0% | —Held | |
| 27 | Palo Alto Networks, Inc. PANW | $14K | 42 | 0.0% | —Held | |
| 28 | Monolithic Power Systems, Inc. MPWR | $14K | 10 | 0.0% | —Held | |
| 29 | GE Vernova Inc. GEV | $12K | 10 | 0.0% | ▼−100% Reduced · −19K sh | |
| 30 | Equinix, Inc. EQIX | $10K | 10 | 0.0% | ▲New New position | |
| 31 | Lumentum Holdings Inc. LITE | $9K | 10 | 0.0% | ▼−100% Reduced · −32K sh | |
| 32 | Argan, Inc. AGX | $8K | 10 | 0.0% | —Held | |
| 33 | CrowdStrike Holdings, Inc. Class A CRWD | $8K | 10 | 0.0% | —Held | |
| 34 | SiTime Corporation SITM | $7K | 10 | 0.0% | —Held | |
| 35 | Invesco QQQ ETF QQQ | $7K | 10 | 0.0% | —Held | |
| 36 | Netflix, Inc. NFLX | $7K | 100 | 0.0% | —Held | |
| 37 | VanEck Semiconductor ETF SMH | $7K | 10 | 0.0% | —Held | |
| 38 | Meta Platforms, Inc. Class A META | $6K | 10 | 0.0% | —Held | |
| 39 | AppLovin Corporation APP | $5K | 10 | 0.0% | —Held | |
| 40 | ServiceNow, Inc. NOW | $5K | 50 | 0.0% | —Held | |
| 41 | Ciena Corp. CIEN | $5K | 10 | 0.0% | —Held | |
| 42 | Texas Pacific Land Corporation TPL | $4K | 10 | 0.0% | —Held | |
| 43 | Dell Technologies, Inc. DELL | $4K | 10 | 0.0% | —Held | |
| 44 | Eaton Corporation PLC ETN | $4K | 10 | 0.0% | —Held | |
| 45 | Tesla, Inc. TSLA | $4K | 10 | 0.0% | —Held | |
| 46 | Coherent Corp. COHR | $4K | 10 | 0.0% | ▼−100% Reduced · −76K sh | |
| 47 | Jabil Circuit JBL | $4K | 10 | 0.0% | —Held | |
| 48 | Talen Energy Corporation TLN | $4K | 10 | 0.0% | —Held | |
| 49 | Broadcom Ltd. AVGO | $4K | 10 | 0.0% | —Held | |
| 50 | GE Aerospace GE | $4K | 10 | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1133742/holdings"
Use Arkolith to show BERKSHIRE CAPITAL HOLDINGS INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.