Berkshire Capital Holdings Inc 13F 持仓 · 2026年Q2
Berkshire Capital Holdings 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 118 只证券，申报市值合计 4.62 亿美元。前几大持仓：MU（8.19%）、TSM（8.05%）、AMD（8.00%）。本季前 25 大持仓中：新建仓 5 只、增持 15 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology, Inc. | $37.8M | 8.19% | 32,790 | 增持 |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $37.2M | 8.05% | 77,910 | 增持 |
| 3 | AMD | Advanced Micro Devices, Inc. | $37.0M | 8.00% | 63,650 | 增持 |
| 4 | NBIS | Nebius Group N.V. | $28.2M | 6.11% | 102,240 | 增持 |
| 5 | BE | Bloom Energy Corporation | $27.6M | 5.96% | 91,090 | 增持 |
| 6 | WDC | Western Digital Corp. | $23.1M | 4.99% | 36,120 | 增持 |
| 7 | MRVL | Marvell Technology, Inc. | $22.7M | 4.90% | 76,080 | 减持 |
| 8 | AMAT | Applied Materials, Inc. | $22.5M | 4.87% | 31,120 | 减持 |
| 9 | GLW | Corning Inc. Glass Works | $22.5M | 4.87% | 88,230 | 增持 |
| 10 | INTC | Intel Corp. | $22.5M | 4.86% | 160,840 | 新建仓 |
| 11 | STX | Segate Technology | $18.9M | 4.09% | 19,590 | 增持 |
| 12 | CRDO | Credo Technology Group Holding LTD | $18.9M | 4.08% | 69,380 | 增持 |
| 13 | ALAB | Astera Labs, Inc. | $15.9M | 3.44% | 32,880 | 增持 |
| 14 | Q | Qnity Electronics, Inc. | $15.5M | 3.35% | 94,760 | 增持 |
| 15 | SIMO | Silicon Motion Technology Corporation | $14.8M | 3.19% | 44,280 | 新建仓 |
| 16 | AMKR | Amkor Technology, Inc. | $14.0M | 3.02% | 161,800 | 新建仓 |
| 17 | RKLB | Rocket Lab Corporation | $13.9M | 3.01% | 136,690 | 增持 |
| 18 | TER | Teradyne, Inc. | $13.9M | 3.01% | 28,750 | 增持 |
| 19 | ARM | Arm Holdings plc | $13.8M | 2.98% | 38,840 | 减持 |
| 20 | AEHR | Aehr Test Systems, Inc. | $13.7M | 2.96% | 142,640 | 新建仓 |
| 21 | MXL | MaxLinear, Inc. | $9.4M | 2.03% | 73,470 | 新建仓 |
| 22 | KLAC | KLA Corporation | $9.3M | 2.00% | 30,660 | 增持 |
| 23 | LRCX | Lam Research Corp. | $9.2M | 1.98% | 21,170 | 增持 |
| 24 | Applied Digital Corporation | $373 | 0.00% | 10 | 持平 | |
| 25 | CoreWeave, Inc. | $995 | 0.00% | 10 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR