Berkshire Capital Holdings
Berkshire Capital Holdings reported 122 stocks worth $462M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MU (8.2%), TSM (8.1%) and AMD (8.0%). Compared with Q1 2026, the fund opened new positions in INTC, SIMO and AMKR, added to MU, TSM and AMD, trimmed MRVL, AMAT and ARM and sold out of SPOT, AXON and IBIT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $37.8M | 8.2% | 33K | +33K (+327800%) | 8 of 8 | |
| 2 |  TSM Taiwan Semiconductor Mfg Ltd | $37.2M | 8.1% | 78K | +3,940 (+5%) | 8 of 8 | |
| 3 |  AMD Advanced Micro Devices Inc | $37M | 8.0% | 64K | +64K (+636400%) | 8 of 8 | |
| 4 |  NBIS Nebius Group | $28.2M | 6.1% | 102K | +22K (+27%) | 3 of 8 | |
| 5 |  BE Bloom Energy Corp | $27.6M | 6.0% | 91K | +9,280 (+11%) | 4 of 8 | |
| 6 |  WDC Western Digital Corp | $23.1M | 5.0% | 36K | +36K (+361100%) | 8 of 8 | |
| 7 |  MRVL Marvell Technology Inc | $22.7M | 4.9% | 76K | −6,500 (−8%) | 8 of 8 | |
| 8 |  GLW Corning Inc | $22.5M | 4.9% | 88K | +2,540 (+3%) | 4 of 8 | |
| 9 |  AMAT Applied Matls Inc | $22.5M | 4.9% | 31K | −1,350 (−4%) | 8 of 8 | |
| 10 |  INTC Intel Corp | $22.5M | 4.9% | 161K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPOT Spotify Technology | $5K | 10 |
 AXON Axon Enterprise Inc | $4K | 10 |
 IBIT Ishares Bitcoin Trust ETF | $384 | 10 |
 QXO Qxo Inc | $194 | 10 |
ISHARES ETHEREUM TRUST | $158 | 10 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Berkshire Capital Holdings 13F FAQ
What does Berkshire Capital Holdings own?
Berkshire Capital Holdings reported 122 stocks worth $462M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are MU (8.2%), TSM (8.1%) and AMD (8.0%). The table above lists every position in the filing (the top 10 without an account).
What did Berkshire Capital Holdings buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 16 added to, 16 trimmed and 8 sold out. New positions include INTC, SIMO and AMKR. It sold all of SPOT, AXON and IBIT.
When will Berkshire Capital Holdings file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Berkshire Capital Holdings's portfolio worth?
The Q2 2026 filing reports $462M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.