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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | $2,764.24万 | 9.97% | 158,500 | -233,360 | -59.6% | -$4,069.80万 | 减仓 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $2,499.82万 | 9.02% | 73,970 | -28,130 | -27.6% | -$950.65万 | 减仓 |
| LITE | Lumentum Holdings Inc. | $2,245.32万 | 8.10% | 31,950 | 31,940 | 319,400.0% | $2,244.62万 | 加仓 |
| COHR | Coherent Corp. | $1,817.54万 | 6.56% | 76,300 | 76,290 | 762,900.0% | $1,817.30万 | 加仓 |
| GEV | GE Vernova Inc. | $1,659.38万 | 5.99% | 19,010 | -3,950 | -17.2% | -$344.80万 | 减仓 |
| VRT | Vertiv Holdings Co | $1,357.14万 | 4.90% | 54,160 | 4,320 | 8.7% | $108.25万 | 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 |
| ARM | Arm Holdings plc | $1,217.05万 | 4.39% | 80,450 | 80,440 | 804,400.0% | $1,216.90万 | 加仓 |
| FSLY | Fastly, Inc. | $1,173.53万 | 4.23% | 403,830 | 403,830 | — | $1,173.53万 | 新建仓 |
| GLW | Corning Inc. Glass Works | $1,165.13万 | 4.20% | 85,690 | 85,680 | 856,800.0% | $1,164.99万 | 加仓 |
| AMAT | Applied Materials, Inc. | $1,109.79万 | 4.00% | 32,470 | 32,460 | 324,600.0% | $1,109.45万 | 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 |
| ECHO | EchoStar Corporation | $1,078.21万 | 3.89% | 92,100 | 35,800 | 63.6% | $419.11万 | 加仓 |
| DOCN | DigitalOcean Holdings, Inc. | $849.31万 | 3.06% | 99,010 | 99,010 | — | $849.31万 | 新建仓 |
| — | Tower Semiconductor Ltd. | $838.79万 | 3.03% | 47,800 | 47,800 | — | $838.79万 | 新建仓 |
| NBIS | Nebius Group N.V. | $833.61万 | 3.01% | 80,340 | 12,200 | 17.9% | $126.59万 | 加仓 |
| TER | Teradyne, Inc. | $831.27万 | 3.00% | 28,040 | 28,030 | 280,300.0% | $830.98万 | 加仓 |
| MRVL | Marvell Technology, Inc. | $817.95万 | 2.95% | 82,580 | 82,570 | 825,700.0% | $817.86万 | 加仓 |
| NET | Cloudflare, Inc. Class A | $813.19万 | 2.93% | 39,410 | 39,400 | 394,000.0% | $812.98万 | 加仓 |
| KLIC | Kulicke & Soffa Industries | $812.89万 | 2.93% | 123,690 | 123,690 | — | $812.89万 | 新建仓 |
| — | ASML Holding N.V. ADR | $810.99万 | 2.93% | 6,140 | 6,130 | 61,300.0% | $809.67万 | 加仓 |
| Q | Qnity Electronics, Inc. | $551.29万 | 1.99% | 47,780 | 47,780 | — | $551.29万 | 新建仓 |
| MELI | MercadoLibre, Inc. (Argentina) | $1.73万 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| KLAC | KLA Corporation | $1.47万 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| MPWR | Monolithic Power Systems, Inc. | $1.09万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NFLX | Netflix, Inc. | $9,615 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks, Inc. | $6,733 | 0.00% | 42 | 22 | 110.0% | $3,527 | 加仓 |
| SNDK | Sandisk Corp. | $6,353 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ ETF | $5,772 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms, Inc. Class A | $5,721 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AGX | Argan, Inc. | $5,447 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow, Inc. | $5,228 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SPOT | Spotify Technology S.A. (Luxembourg) | $4,849 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TPL | Texas Pacific Land Corporation | $4,746 | 0.00% | 10 | 10 | — | $4,746 | 新建仓 |
| AXON | Axon Enterprise, Inc. | $4,247 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| APP | AppLovin Corporation | $3,980 | 0.00% | 10 | -17,020 | -99.9% | -$677.40万 | 减仓 |
| STX | Segate Technology | $3,918 | 0.00% | 10 | 10 | — | $3,918 | 新建仓 |
| CRWD | CrowdStrike Holdings, Inc. Class A | $3,904 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CIEN | Ciena Corp. | $3,882 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMH | VanEck Semiconductor ETF | $3,834 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla, Inc. | $3,718 | 0.00% | 10 | -40,200 | -100.0% | -$1,494.64万 | 减仓 |
| MSFT | Microsoft Corp. | $3,702 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ETN | Eaton Corporation PLC | $3,577 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SITM | SiTime Corporation | $3,454 | 0.00% | 10 | -8,170 | -99.9% | -$282.19万 | 减仓 |
| MU | Micron Technology, Inc. | $3,378 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TLN | Talen Energy Corporation | $3,192 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CVNA | Carvana Co. Class A | $3,144 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Ltd. | $3,095 | 0.00% | 10 | -46,200 | -100.0% | -$1,429.89万 | 减仓 |
| GOOGL | Alphabet, Inc. Class A | $2,876 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GE | GE Aerospace | $2,838 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CLS | Celestica Inc. | $2,817 | 0.00% | 10 | -49,780 | -100.0% | -$1,402.30万 | 减仓 |
| CEG | Constellation Energy Corporation | $2,793 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WDC | Western Digital Corp. | $2,705 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JBL | Jabil Circuit | $2,656 | 0.00% | 10 | 10 | — | $2,656 | 新建仓 |
| AAPL | Apple, Inc. | $2,538 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MDB | MongoDB, Inc. Class A | $2,448 | 0.00% | 10 | -24,880 | -100.0% | -$609.06万 | 减仓 |
| LRCX | Lam Research Corp. | $2,137 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com, Inc. | $2,083 | 0.00% | 10 | -40,390 | -100.0% | -$841.32万 | 减仓 |
| BWXT | BWX Technologies, Inc. | $2,045 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMD | Advanced Micro Devices, Inc. | $2,034 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COIN | Coinbase Global, Inc. Class A | $1,746 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies, Inc. | $1,641 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SNOW | Snowflake, Inc. Class A | $1,508 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VST | Vistra Corp. | $1,503 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DASH | DoorDash, Inc. Class A | $1,502 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp. | $1,471 | 0.00% | 10 | -77,090 | -100.0% | -$1,133.99万 | 减仓 |
| ZS | Zscaler, Inc. | $1,403 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RDDT | Reddit, Inc. | $1,347 | 0.00% | 10 | -32,640 | -100.0% | -$439.66万 | 减仓 |
| APH | Amphenol Corporation | $1,264 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MSTR | Micro Strategy, Inc. Class A | $1,248 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ANET | Arista Networks, Inc. | $1,228 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SHOP | Shopify, Inc. Class A (Canada) | $1,186 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DDOG | Datadog, Inc. Class A | $1,181 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALAB | Astera Labs, Inc. | $1,096 | 0.00% | 10 | -87,920 | -100.0% | -$963.60万 | 减仓 |
| NTAP | Netapp, Inc. | $1,024 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRCL | Circle Internet Group Inc. | $954 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ROKU | Roku, Inc. Class A | $946 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRDO | Credo Technology Group Holding LTD | $939 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AAOI | Applied Optoelectronics, Inc. | $846 | 0.00% | 10 | 10 | — | $846 | 新建仓 |
| SE | Sea Ltd. (Singapore) | $828 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IGV | iShares Expanded Tech-Software Sector ETF | $801 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OKTA | Okta, Inc. Class A | $787 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CoreWeave, Inc. | $775 | 0.00% | 10 | -77,180 | -100.0% | -$598.14万 | 减仓 |
| UBER | Uber Technologies, Inc. | $719 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HOOD | Robinhood Markets, Inc. | $693 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Rocket Lab Corporation | $642 | 0.00% | 10 | -207,350 | -100.0% | -$1,331.19万 | 减仓 |
| P | Pure Storage, Inc. Class A | $590 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RBLX | Roblox Corporation Class A | $566 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OKLO | Oklo Inc. | $496 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HUT | Hut 8 Corp. | $469 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AFRM | Affirm Holdings, Inc. Class A | $458 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TEM | Tempus AI, Inc. | $452 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ZG | Zillow Group, Inc. Class C | $414 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IBIT | ishares Bitcoin Trust | $384 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | IREN Limited | $343 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IONQ | IonQ, Inc. | $288 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | Applied Digital Corporation | $237 | 0.00% | 10 | -371,680 | -100.0% | -$880.88万 | 减仓 |
| — | Super Micro Computer, Inc. | $228 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| U | Unity Software, Inc. | $219 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BMNR | Bitmine Immersion Technologies, Inc. | $198 | 0.00% | 10 | 0 | 0.0% | — | 不变 |