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Malcolm R Fobes III

Berkshire Capital Holdings Inc

Assets Managed
$277.178M
Holdings
114
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-8.12%(2Q avg: -8.24%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Berkshire Capital Holdings Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Berkshire Capital Holdings Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 277.178M in assets, with a quarterly growth rate of -8.12% and a 2-quarter average growth rate of -8.24%. The portfolio is managed by Malcolm R Fobes III, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -59.55%
9.98%
$27.642M
158,500 shares@ $174.4 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -27.55%
9.02%
$24.998M
73,970 shares@ $337.96 avg price
LITE
Lumentum Holdings Inc
Recent Activity
Increased 319400%
8.11%
$22.453M
31,950 shares@ $702.76 avg price
COHR
Coherent Corp
Recent Activity
Increased 762900%
6.56%
$18.175M
76,300 shares@ $238.21 avg price
GEV
Ge Vernova Inc
Recent Activity
Decreased -17.2%
5.99%
$16.594M
19,010 shares@ $872.9 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Increased 8.67%
4.9%
$13.571M
54,160 shares@ $250.59 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 22.78%
4.84%
$13.414M
91,700 shares@ $146.28 avg price
ARM
Arm Holdings Plc-adr
Recent Activity
Increased 804400%
4.4%
$12.17M
80,450 shares@ $151.28 avg price
FSLY
Fastly Inc - Class A
Recent Activity
New Position
4.24%
$11.735M
403,830 shares@ $29.07 avg price
GLW
Corning Inc
Recent Activity
Increased 856800%
4.21%
$11.651M
85,690 shares@ $135.97 avg price

1-10 of 114