BERKSHIRE CAPITAL HOLDINGS INC
San Jose CA · SEC CIK 0001133742
$4.62亿2026Q2 申报市值
122持仓数
60.8%前十大占比 · 第一大 8.2%
15 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 加仓+$3,783.76万
AMD 加仓+$3,696.91万
WDC 加仓+$2,306.42万
INTC 新建仓+$2,245.81万
STX 加仓+$1,889.47万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$3,171.38万
COHR 减仓-$3,009.64万
LITE 减仓-$2,740.77万
GEV 减仓-$2,232.31万
VRT 减仓-$1,812.94万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MU | Micron Technology, Inc. | $3,784.92万 | 8.19% | 32,790 | 32,780 | 327,800.0% | $3,783.76万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $3,720.75万 | 8.05% | 77,910 | 3,940 | 5.3% | $188.16万 | 加仓 |
| AMD | Advanced Micro Devices, Inc. | $3,697.49万 | 8.00% | 63,650 | 63,640 | 636,400.0% | $3,696.91万 | 加仓 |
| NBIS | Nebius Group N.V. | $2,823.56万 | 6.11% | 102,240 | 21,900 | 27.3% | $604.81万 | 加仓 |
| BE | Bloom Energy Corporation | $2,757.29万 | 5.96% | 91,090 | 9,280 | 11.3% | $280.91万 | 加仓 |
| WDC | Western Digital Corp. | $2,307.06万 | 4.99% | 36,120 | 36,110 | 361,100.0% | $2,306.42万 | 加仓 |
| MRVL | Marvell Technology, Inc. | $2,266.35万 | 4.90% | 76,080 | -6,500 | -7.9% | -$193.63万 | 减仓 |
| GLW | Corning Inc. Glass Works | $2,253.66万 | 4.87% | 88,230 | 2,540 | 3.0% | $64.88万 | 加仓 |
| AMAT | Applied Materials, Inc. | $2,249.98万 | 4.87% | 31,120 | -1,350 | -4.2% | -$97.61万 | 减仓 |
| INTC | Intel Corp. | $2,245.81万 | 4.86% | 160,840 | 160,840 | — | $2,245.81万 | 新建仓 |
| STX | Segate Technology | $1,890.43万 | 4.09% | 19,590 | 19,580 | 195,800.0% | $1,889.47万 | 加仓 |
| CRDO | Credo Technology Group Holding LTD | $1,886.79万 | 4.08% | 69,380 | 69,370 | 693,700.0% | $1,886.52万 | 加仓 |
| ALAB | Astera Labs, Inc. | $1,588.17万 | 3.44% | 32,880 | 32,870 | 328,700.0% | $1,587.69万 | 加仓 |
| Q | Qnity Electronics, Inc. | $1,547.53万 | 3.35% | 94,760 | 46,980 | 98.3% | $767.23万 | 加仓 |
| SIMO | Silicon Motion Technology Corporation | $1,475.99万 | 3.19% | 44,280 | 44,280 | — | $1,475.99万 | 新建仓 |
| AMKR | Amkor Technology, Inc. | $1,395.20万 | 3.02% | 161,800 | 161,800 | — | $1,395.20万 | 新建仓 |
| TER | Teradyne, Inc. | $1,391.04万 | 3.01% | 28,750 | 710 | 2.5% | $34.35万 | 加仓 |
| — | Rocket Lab Corporation | $1,389.45万 | 3.01% | 136,690 | 136,680 | 1,366,800.0% | $1,389.35万 | 加仓 |
| ARM | Arm Holdings plc | $1,377.15万 | 2.98% | 38,840 | -41,610 | -51.7% | -$1,475.37万 | 减仓 |
| AEHR | Aehr Test Systems, Inc. | $1,370.20万 | 2.96% | 142,640 | 142,640 | — | $1,370.20万 | 新建仓 |
| MXL | MaxLinear, Inc. | $940.64万 | 2.03% | 73,470 | 73,470 | — | $940.64万 | 新建仓 |
| KLAC | KLA Corporation | $925.04万 | 2.00% | 30,660 | 30,560 | 30,560.0% | $922.03万 | 加仓 |
| LRCX | Lam Research Corp. | $917.36万 | 1.98% | 21,170 | 21,160 | 211,600.0% | $916.93万 | 加仓 |
| SNDK | Sandisk Corp. | $2.27万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ASML Holding N.V. ADR | $1.99万 | 0.00% | 10 | -6,130 | -99.8% | -$1,219.50万 | 减仓 |
| MELI | MercadoLibre, Inc. (Argentina) | $1.70万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks, Inc. | $1.43万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MPWR | Monolithic Power Systems, Inc. | $1.38万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GEV | GE Vernova Inc. | $1.17万 | 0.00% | 10 | -19,000 | -99.9% | -$2,232.31万 | 减仓 |
| — | Equinix, Inc. | $1.04万 | 0.00% | 10 | 10 | — | $1.04万 | 新建仓 |
| LITE | Lumentum Holdings Inc. | $8,581 | 0.00% | 10 | -31,940 | -100.0% | -$2,740.77万 | 减仓 |
| AGX | Argan, Inc. | $7,986 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRWD | CrowdStrike Holdings, Inc. Class A | $7,631 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SITM | SiTime Corporation | $7,456 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ ETF | $7,364 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix, Inc. | $7,140 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMH | VanEck Semiconductor ETF | $6,559 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms, Inc. Class A | $5,633 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APP | AppLovin Corporation | $5,152 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow, Inc. | $4,964 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CIEN | Ciena Corp. | $4,906 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TPL | Texas Pacific Land Corporation | $4,376 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies, Inc. | $4,315 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corporation PLC | $4,261 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla, Inc. | $4,206 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COHR | Coherent Corp. | $3,945 | 0.00% | 10 | -76,290 | -100.0% | -$3,009.64万 | 减仓 |
| JBL | Jabil Circuit | $3,855 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TLN | Talen Energy Corporation | $3,843 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Ltd. | $3,778 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $3,737 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp. | $3,730 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CLS | Celestica Inc. | $3,648 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet, Inc. Class A | $3,574 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MDB | MongoDB, Inc. Class A | $3,359 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VRT | Vertiv Holdings Co | $3,348 | 0.00% | 10 | -54,150 | -100.0% | -$1,812.94万 | 减仓 |
| CVNA | Carvana Co. Class A | $3,291 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AAPL | Apple, Inc. | $2,894 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Tower Semiconductor Ltd. | $2,606 | 0.00% | 10 | -47,790 | -100.0% | -$1,245.41万 | 减仓 |
| DDOG | Datadog, Inc. Class A | $2,604 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SNOW | Snowflake, Inc. Class A | $2,545 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CEG | Constellation Energy Corporation | $2,484 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NET | Cloudflare, Inc. Class A | $2,453 | 0.00% | 10 | -39,400 | -100.0% | -$966.48万 | 减仓 |
| AMZN | Amazon.com, Inc. | $2,383 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CBRS | Cerebras Systems Inc. Class A | $2,210 | 0.00% | 10 | 10 | — | $2,210 | 新建仓 |
| NVDA | NVIDIA Corp. | $2,001 | 0.00% | 10 | -158,490 | -100.0% | -$3,171.38万 | 减仓 |
| BWXT | BWX Technologies, Inc. | $1,947 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm, Inc. | $1,848 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| DASH | DoorDash, Inc. Class A | $1,845 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corporation | $1,763 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RDDT | Reddit, Inc. | $1,736 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPCX | Space Exploration Technologies Corp. Class A | $1,709 | 0.00% | 10 | 10 | — | $1,709 | 新建仓 |
| ANET | Arista Networks, Inc. | $1,699 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMTC | Semtech Corp. | $1,619 | 0.00% | 10 | 10 | — | $1,619 | 新建仓 |
| VST | Vistra Corp. | $1,586 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DOCN | DigitalOcean Holdings, Inc. | $1,570 | 0.00% | 10 | -99,000 | -100.0% | -$1,554.30万 | 减仓 |
| NTAP | Netapp, Inc. | $1,548 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AAOI | Applied Optoelectronics, Inc. | $1,482 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp. | $1,466 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COIN | Coinbase Global, Inc. Class A | $1,462 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZS | Zscaler, Inc. | $1,412 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROKU | Roku, Inc. Class A | $1,381 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OKTA | Okta, Inc. Class A | $1,365 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KLIC | Kulicke & Soffa Industries | $1,338 | 0.00% | 10 | -123,680 | -100.0% | -$1,654.84万 | 减仓 |
| AKAM | Akamai Technologies, Inc. | $1,182 | 0.00% | 10 | 10 | — | $1,182 | 新建仓 |
| CSCO | Cisco Systems, Inc. | $1,175 | 0.00% | 10 | 10 | — | $1,175 | 新建仓 |
| PLTR | Palantir Technologies, Inc. Class A | $1,167 | 0.00% | 10 | -91,690 | -100.0% | -$1,070.02万 | 减仓 |
| HUT | Hut 8 Corp. | $1,154 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify, Inc. Class A (Canada) | $1,142 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ECHO | EchoStar Corporation | $1,015 | 0.00% | 10 | -92,090 | -100.0% | -$934.71万 | 减仓 |
| HOOD | Robinhood Markets, Inc. | $1,003 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CoreWeave, Inc. | $995 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SE | Sea Ltd. (Singapore) | $958 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IGV | iShares Expanded Tech-Software Sector ETF | $906 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MSTR | Micro Strategy, Inc. Class A | $869 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AFRM | Affirm Holdings, Inc. Class A | $816 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| P | Everpure, Inc. | $788 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| STM | Stmicroelectronics Adr | $749 | 0.00% | 10 | 10 | — | $749 | 新建仓 |
| DRAM | Roundhill Memory ETF | $739 | 0.00% | 10 | 10 | — | $739 | 新建仓 |
| UBER | Uber Technologies, Inc. | $722 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AXTI | AXT, Inc. | $721 | 0.00% | 10 | 10 | — | $721 | 新建仓 |