Rajendra Lachman

Berbice Capital Management Llc

Assets Managed

$152.872M

Holdings

159

Last Quarter

2026 - Q1

Filed Date

24d ago

Growth Rate

-8.23%(2Q avg: -2.8%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Berbice Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Berbice Capital Management Llc 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 152.872M in assets, with a quarterly growth rate of -8.23% and a 2-quarter average growth rate of -2.8%. The portfolio is managed by Rajendra Lachman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Increased 0.54%	17.94%	$27.412M 157,180 shares@ $174.4 avg price	Increased 0.54%
META Meta Platforms Inc-class A Recent Activity Increased 3.97%	8.06%	$12.315M 21,525 shares@ $572.13 avg price	Increased 3.97%
MSFT Microsoft Corp Recent Activity Increased 4.25%	7.22%	$11.025M 29,783 shares@ $370.17 avg price	Increased 4.25%
AVGO Broadcom Inc Recent Activity Increased 0.87%	6.72%	$10.265M 33,165 shares@ $309.51 avg price	Increased 0.87%
AMZN Amazon.com Inc Recent Activity Increased 1.95%	6.59%	$10.074M 48,368 shares@ $208.27 avg price	Increased 1.95%
GOOGL Alphabet Inc-cl A Recent Activity Increased 1.27%	6.27%	$9.57M 33,280 shares@ $287.57 avg price	Increased 1.27%
AAPL Apple Inc Recent Activity	3.5%	$5.344M 21,056 shares@ $253.79 avg price
MA Mastercard Inc - A Recent Activity Decreased -0.93%	3.48%	$5.312M 10,631 shares@ $499.66 avg price	Decreased -0.93%
V Visa Inc-class A Shares Recent Activity	3.45%	$5.263M 17,412 shares@ $302.25 avg price
GOOG Alphabet Inc-cl C Recent Activity Increased 4.66%	2.96%	$4.515M 15,740 shares@ $286.86 avg price	Increased 4.66%

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