Berkshire Capital Holdings Inc.
Annual return '25
+20.7%
SPY '25
+17.7%
Alpha
+3.0ptsvs SPY
Invested
$277.2M
Holdings
108
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA Corp.
Q1 2026: Increased +1168.6% (453.1k → 5.75M shares)
10.6%
02
$TSM
Taiwan Semiconductor Manufacturing Company Ltd. ADR
Q1 2026: Sold 87.6% (7.14M → 882.1k shares)
9.6%
03
$LITE
Lumentum Holdings Inc.
Held since at least Q1 2024
8.6%
04
$COHR
Coherent Corp.
Q4 2025: Exited (was 10 shares)
7.0%
05
$GEV
GE Vernova Inc.
Q1 2026: Sold 90.2% (755.6k → 73.8k shares)
6.4%
06
$VRT
Vertiv Holdings Co
Q1 2026: Increased +15.5% (289.4k → 334.4k shares)
5.2%
07
$PLTR
Palantir Technologies, Inc. Class A
Q4 2025: Exited (was 88.7k shares)
5.1%
08
$ARM
Arm Holdings plc
Q1 2026: Exited (was 3.11M shares)
4.7%
09
$FSLY
Fastly, Inc.
Held since at least Q1 2024
4.5%
10
$GLW
Corning Inc. Glass Works
Q4 2025: Exited (was 10 shares)
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.