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 |
|---|---|---|---|---|---|---|---|---|
| CRCL | Circle Internet Group Inc. | $626 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TEM | Tempus AI, Inc. | $579 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RBLX | Roblox Corporation Class A | $544 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IONQ | IonQ, Inc. | $533 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OKLO | Oklo Inc. | $523 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | IREN Limited | $457 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Applied Digital Corporation | $373 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZG | Zillow Group, Inc. Class C | $315 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Super Micro Computer, Inc. | $293 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| U | Unity Software, Inc. | $286 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RIOT | Riot Platforms, Inc | $274 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CORZ | Core Scientific, Inc. | $256 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QBTS | D-Wave Quantum Inc. | $240 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RGTI | Rigetti Computing, Inc. | $193 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FSLY | Fastly, Inc. | $184 | 0.00% | 10 | -403,820 | -100.0% | -$743.03万 | 减仓 |
| SOFI | SoFi Technologies, Inc. | $179 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RKT | Rocket Companies, Inc. | $158 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HIMX | Himax Technologies, Inc. | $153 | 0.00% | 10 | 10 | — | $153 | 新建仓 |
| CLSK | CleanSpark, Inc. | $146 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BMNR | Bitmine Immersion Technologies, Inc. | $133 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QUBT | Quantum Computing Inc. | $97 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OPEN | Opendoor Technologies, Inc. | $46 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| 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 |