BERKSHIRE CAPITAL HOLDINGS INC
San Jose CA · SEC CIK 0001133742
$2.77亿2026Q1 申报市值
114持仓数
62.2%前十大占比 · 第一大 10.0%
10 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LITE 加仓+$2,244.62万
COHR 加仓+$1,817.30万
ARM 加仓+$1,216.90万
FSLY 新建仓+$1,173.53万
GLW 加仓+$1,164.99万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$4,069.80万
TSLA 减仓-$1,494.64万
AVGO 减仓-$1,429.89万
CLS 减仓-$1,402.30万
Rocket Lab Corpo 减仓-$1,331.19万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NET | Cloudflare, Inc. Class A | $813.19万 | 2.93% | 39,410 | 39,400 | 394,000.0% | $812.98万 | 加仓 |
| MRVL | Marvell Technology, Inc. | $817.95万 | 2.95% | 82,580 | 82,570 | 825,700.0% | $817.86万 | 加仓 |
| TER | Teradyne, Inc. | $831.27万 | 3.00% | 28,040 | 28,030 | 280,300.0% | $830.98万 | 加仓 |
| NBIS | Nebius Group N.V. | $833.61万 | 3.01% | 80,340 | 12,200 | 17.9% | $126.59万 | 加仓 |
| — | Tower Semiconductor Ltd. | $838.79万 | 3.03% | 47,800 | 47,800 | — | $838.79万 | 新建仓 |
| DOCN | DigitalOcean Holdings, Inc. | $849.31万 | 3.06% | 99,010 | 99,010 | — | $849.31万 | 新建仓 |
| ECHO | EchoStar Corporation | $1,078.21万 | 3.89% | 92,100 | 35,800 | 63.6% | $419.11万 | 加仓 |
| BE | Bloom Energy Corporation | $1,108.44万 | 4.00% | 81,810 | 81,790 | 408,950.0% | $1,108.17万 | 加仓 |
| AMAT | Applied Materials, Inc. | $1,109.79万 | 4.00% | 32,470 | 32,460 | 324,600.0% | $1,109.45万 | 加仓 |
| GLW | Corning Inc. Glass Works | $1,165.13万 | 4.20% | 85,690 | 85,680 | 856,800.0% | $1,164.99万 | 加仓 |
| FSLY | Fastly, Inc. | $1,173.53万 | 4.23% | 403,830 | 403,830 | — | $1,173.53万 | 新建仓 |
| ARM | Arm Holdings plc | $1,217.05万 | 4.39% | 80,450 | 80,440 | 804,400.0% | $1,216.90万 | 加仓 |
| PLTR | Palantir Technologies, Inc. Class A | $1,341.39万 | 4.84% | 91,700 | 17,010 | 22.8% | $248.82万 | 加仓 |
| VRT | Vertiv Holdings Co | $1,357.14万 | 4.90% | 54,160 | 4,320 | 8.7% | $108.25万 | 加仓 |
| GEV | GE Vernova Inc. | $1,659.38万 | 5.99% | 19,010 | -3,950 | -17.2% | -$344.80万 | 减仓 |
| COHR | Coherent Corp. | $1,817.54万 | 6.56% | 76,300 | 76,290 | 762,900.0% | $1,817.30万 | 加仓 |
| LITE | Lumentum Holdings Inc. | $2,245.32万 | 8.10% | 31,950 | 31,940 | 319,400.0% | $2,244.62万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $2,499.82万 | 9.02% | 73,970 | -28,130 | -27.6% | -$950.65万 | 减仓 |
| NVDA | NVIDIA Corp. | $2,764.24万 | 9.97% | 158,500 | -233,360 | -59.6% | -$4,069.80万 | 减仓 |