Berbice Capital Management LLC
Annual return '25
+20.8%
SPY '25
+17.7%
Alpha
+3.1ptsvs SPY
Invested
$152.9M
Holdings
159
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDA CORP
Q1 2026: New position (83.0k shares)
17.9%
02
$META
META PLATFORM
Q1 2026: New position (30.9k shares)
8.1%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (103.9k shares)
7.2%
04
$AVGO
BROADCOM
Q1 2026: New position (18.3k shares)
6.7%
05
$AMZN
AMAZON COM INC
Q1 2026: New position (236.3k shares)
6.6%
06
$GOOGL
ALPHABET INC.
Q1 2026: New position (84.1k shares)
6.3%
07
$AAPL
APPLE INC
Q1 2026: New position (238.8k shares)
3.5%
08
$MA
MASTERCARD INC
Q1 2026: New position (1.2k shares)
3.5%
09
$V
VISA INC
Held since at least Q1 2024
3.4%
10
$GOOG
ALPHABET INC.
Q1 2026: New position (100.5k shares)
3.0%
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.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:40 UTC.