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 |
|---|---|---|---|---|---|---|---|---|
| SPOT | Spotify Technology S.A. (Luxembourg) | $0 | 0.00% | 0 | -10 | -100.0% | -$4,849 | 清仓 |
| AXON | Axon Enterprise, Inc. | $0 | 0.00% | 0 | -10 | -100.0% | -$4,247 | 清仓 |
| IBIT | ishares Bitcoin Trust | $0 | 0.00% | 0 | -10 | -100.0% | -$384 | 清仓 |
| QXO | QXO, Inc. | $0 | 0.00% | 0 | -10 | -100.0% | -$194 | 清仓 |
| — | iShares Ethereum Trust | $0 | 0.00% | 0 | -10 | -100.0% | -$158 | 清仓 |
| — | Rolls-Royce Holdings plc | $0 | 0.00% | 0 | -10 | -100.0% | -$154 | 清仓 |
| RIVN | Rivian Automotive, Inc. Class A | $0 | 0.00% | 0 | -10 | -100.0% | -$151 | 清仓 |
| — | Dynamix Corporation Class A | $0 | 0.00% | 0 | -10 | -100.0% | -$105 | 清仓 |
| OPEN | Opendoor Technologies, Inc. | $46 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QUBT | Quantum Computing Inc. | $97 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BMNR | Bitmine Immersion Technologies, Inc. | $133 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CLSK | CleanSpark, Inc. | $146 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HIMX | Himax Technologies, Inc. | $153 | 0.00% | 10 | 10 | — | $153 | 新建仓 |
| RKT | Rocket Companies, Inc. | $158 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SOFI | SoFi Technologies, Inc. | $179 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FSLY | Fastly, Inc. | $184 | 0.00% | 10 | -403,820 | -100.0% | -$743.03万 | 减仓 |
| RGTI | Rigetti Computing, Inc. | $193 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QBTS | D-Wave Quantum Inc. | $240 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CORZ | Core Scientific, Inc. | $256 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RIOT | Riot Platforms, Inc | $274 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| U | Unity Software, Inc. | $286 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Super Micro Computer, Inc. | $293 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZG | Zillow Group, Inc. Class C | $315 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Applied Digital Corporation | $373 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | IREN Limited | $457 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OKLO | Oklo Inc. | $523 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IONQ | IonQ, Inc. | $533 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RBLX | Roblox Corporation Class A | $544 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TEM | Tempus AI, Inc. | $579 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRCL | Circle Internet Group Inc. | $626 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AXTI | AXT, Inc. | $721 | 0.00% | 10 | 10 | — | $721 | 新建仓 |
| UBER | Uber Technologies, Inc. | $722 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DRAM | Roundhill Memory ETF | $739 | 0.00% | 10 | 10 | — | $739 | 新建仓 |
| STM | Stmicroelectronics Adr | $749 | 0.00% | 10 | 10 | — | $749 | 新建仓 |
| P | Everpure, Inc. | $788 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AFRM | Affirm Holdings, Inc. Class A | $816 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MSTR | Micro Strategy, Inc. Class A | $869 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IGV | iShares Expanded Tech-Software Sector ETF | $906 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SE | Sea Ltd. (Singapore) | $958 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CoreWeave, Inc. | $995 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HOOD | Robinhood Markets, Inc. | $1,003 | 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 |
| SHOP | Shopify, Inc. Class A (Canada) | $1,142 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HUT | Hut 8 Corp. | $1,154 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies, Inc. Class A | $1,167 | 0.00% | 10 | -91,690 | -100.0% | -$1,070.02万 | 减仓 |
| CSCO | Cisco Systems, Inc. | $1,175 | 0.00% | 10 | 10 | — | $1,175 | 新建仓 |
| AKAM | Akamai Technologies, Inc. | $1,182 | 0.00% | 10 | 10 | — | $1,182 | 新建仓 |
| KLIC | Kulicke & Soffa Industries | $1,338 | 0.00% | 10 | -123,680 | -100.0% | -$1,654.84万 | 减仓 |
| OKTA | Okta, Inc. Class A | $1,365 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROKU | Roku, Inc. Class A | $1,381 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZS | Zscaler, Inc. | $1,412 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COIN | Coinbase Global, Inc. Class A | $1,462 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp. | $1,466 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AAOI | Applied Optoelectronics, Inc. | $1,482 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NTAP | Netapp, Inc. | $1,548 | 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 |
| VST | Vistra Corp. | $1,586 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMTC | Semtech Corp. | $1,619 | 0.00% | 10 | 10 | — | $1,619 | 新建仓 |
| ANET | Arista Networks, Inc. | $1,699 | 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 |
| RDDT | Reddit, Inc. | $1,736 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corporation | $1,763 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DASH | DoorDash, Inc. Class A | $1,845 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QCOM | Qualcomm, Inc. | $1,848 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| BWXT | BWX Technologies, Inc. | $1,947 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA Corp. | $2,001 | 0.00% | 10 | -158,490 | -100.0% | -$3,171.38万 | 减仓 |
| CBRS | Cerebras Systems Inc. Class A | $2,210 | 0.00% | 10 | 10 | — | $2,210 | 新建仓 |
| AMZN | Amazon.com, Inc. | $2,383 | 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 |
| CEG | Constellation Energy Corporation | $2,484 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SNOW | Snowflake, Inc. Class A | $2,545 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DDOG | Datadog, Inc. Class A | $2,604 | 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 |
| AAPL | Apple, Inc. | $2,894 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CVNA | Carvana Co. Class A | $3,291 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VRT | Vertiv Holdings Co | $3,348 | 0.00% | 10 | -54,150 | -100.0% | -$1,812.94万 | 减仓 |
| MDB | MongoDB, Inc. Class A | $3,359 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet, Inc. Class A | $3,574 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CLS | Celestica Inc. | $3,648 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp. | $3,730 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $3,737 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Ltd. | $3,778 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TLN | Talen Energy Corporation | $3,843 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JBL | Jabil Circuit | $3,855 | 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 |
| TSLA | Tesla, Inc. | $4,206 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corporation PLC | $4,261 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies, Inc. | $4,315 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TPL | Texas Pacific Land Corporation | $4,376 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CIEN | Ciena Corp. | $4,906 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow, Inc. | $4,964 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| APP | AppLovin Corporation | $5,152 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms, Inc. Class A | $5,633 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMH | VanEck Semiconductor ETF | $6,559 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix, Inc. | $7,140 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ ETF | $7,364 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SITM | SiTime Corporation | $7,456 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRWD | CrowdStrike Holdings, Inc. Class A | $7,631 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AGX | Argan, Inc. | $7,986 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LITE | Lumentum Holdings Inc. | $8,581 | 0.00% | 10 | -31,940 | -100.0% | -$2,740.77万 | 减仓 |