Long-term investor
Berkshire Capital Holdings Inc. @berkshirecapitalholdings
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001133742).
Record
- Tracked since 2025-06-30 (471 days), 128 trades recorded
- Returns: week n/a · month n/a · 90 days -12.3% · 6 months +22.9% · 1 year +10.7% · all +10.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 8.2% · long · since 2025-06-30
- TSM · 8.0% · long · since 2025-06-30
- AMD · 8.0% · long · since 2025-06-30
- NBIS · 6.1% · long · since 2025-12-31
- BE · 6.0% · long · since 2025-09-30
- WDC · 5.0% · long · since 2025-06-30
- MRVL · 4.9% · long · since 2025-06-30
- 219350105 · 4.9% · long · since 2025-09-30
- AMAT · 4.9% · long · since 2025-06-30
- INTC · 4.9% · long · since 2026-06-30
- G7945M107 · 4.1% · long · since 2026-03-31
- CRDO · 4.1% · long · since 2025-06-30