# EDGAR Filing Document

**Accession Number:** 0001133742
**File Stem:** 0001162044-26-000437
**Filing Date:** 2026-5
**Character Count:** 14123
**Document Hash:** 40908c1563b1234d51b9ac3aca4f93f3
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-26-000437.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0001162044-26-000437

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260512

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BERKSHIRE CAPITAL HOLDINGS INC
- **CENTRAL INDEX KEY:** 0001133742

**ORGANIZATION NAME:**
- **EIN:** 770330031

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-06289
- **FILM NUMBER:** 26966550

**BUSINESS ADDRESS:**
- **STREET 1:** 475 MILAN DRIVE
- **STREET 2:** SUITE 103
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95134
- **BUSINESS PHONE:** 408-526-0707

**MAIL ADDRESS:**
- **STREET 1:** 475 MILAN DRIVE
- **STREET 2:** SUITE 103
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95134

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BERKSHIRE CAPITAL HOLDINGS INC<br>**Address:** 475 Milan Drive<br>Suite 103<br>San Jose, CA 95134

**Form 13F File Number:** 028-06289

**CRD Number (if applicable):** 000107175

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Malcolm R Fobes III<br>**Title:** President<br>**Phone:** 408-526-0707

**Signature, Place, and Date of Signing:**

Malcolm R Fobes III  San Jose, CA  05-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 114

**Form 13F Information Table Value Total:** $277177590

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| NVIDIA Corp. | NVDA | 67066G104 |  | 27642400 | 158500 | SH |  | SOLE |  | 158500 | 0 | 0 |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | TSM | 874039100 |  | 24998162 | 73970 | SH |  | SOLE |  | 73970 | 0 | 0 |
| Lumentum Holdings Inc. | LITE | 55024U109 |  | 22453182 | 31950 | SH |  | SOLE |  | 31950 | 0 | 0 |
| Coherent Corp. | COHR | 19247G107 |  | 18175423 | 76300 | SH |  | SOLE |  | 76300 | 0 | 0 |
| GE Vernova Inc. | GEV | 36828A101 |  | 16593829 | 19010 | SH |  | SOLE |  | 19010 | 0 | 0 |
| Vertiv Holdings Co | VRT | 92537N108 |  | 13571413 | 54160 | SH |  | SOLE |  | 54160 | 0 | 0 |
| Palantir Technologies Inc. Class A | PLTR | 69608A108 |  | 13413876 | 91700 | SH |  | SOLE |  | 91700 | 0 | 0 |
| Arm Holdings plc | ARM | 042068205 |  | 12170476 | 80450 | SH |  | SOLE |  | 80450 | 0 | 0 |
| Fastly Inc. | FSLY | 31188V100 |  | 11735300 | 403830 | SH |  | SOLE |  | 403830 | 0 | 0 |
| Corning Inc. Glass Works | GLW | 219350105 |  | 11651269 | 85690 | SH |  | SOLE |  | 85690 | 0 | 0 |
| Applied Materials Inc. | AMAT | 038222105 |  | 11097921 | 32470 | SH |  | SOLE |  | 32470 | 0 | 0 |
| Bloom Energy Corporation | BE | 093712107 |  | 11084437 | 81810 | SH |  | SOLE |  | 81810 | 0 | 0 |
| EchoStar Corporation | SATS | 278768106 |  | 10782147 | 92100 | SH |  | SOLE |  | 92100 | 0 | 0 |
| DigitalOcean Holdings Inc. | DOCN | 25402D102 |  | 8493078 | 99010 | SH |  | SOLE |  | 99010 | 0 | 0 |
| Tower Semiconductor Ltd. | TSEM | 001082379 |  | 8387944 | 47800 | SH |  | SOLE |  | 47800 | 0 | 0 |
| Nebius Group N.V. | NBIS | N97284108 |  | 8336078 | 80340 | SH |  | SOLE |  | 80340 | 0 | 0 |
| Teradyne Inc. | TER | 880770102 |  | 8312738 | 28040 | SH |  | SOLE |  | 28040 | 0 | 0 |
| Marvell Technology Inc. | MRVL | 573874104 |  | 8179549 | 82580 | SH |  | SOLE |  | 82580 | 0 | 0 |
| Cloudflare Inc. Class A | NET | 18915M107 |  | 8131859 | 39410 | SH |  | SOLE |  | 39410 | 0 | 0 |
| Kulicke  Soffa Industries | KLIC | 501242101 |  | 8128907 | 123690 | SH |  | SOLE |  | 123690 | 0 | 0 |
| ASML Holding N.V. ADR | ASML | N07059111 |  | 8109896 | 6140 | SH |  | SOLE |  | 6140 | 0 | 0 |
| Qnity Electronics Inc. | Q | 74743L100 |  | 5512856 | 47780 | SH |  | SOLE |  | 47780 | 0 | 0 |
| MercadoLibre Inc. (Argentina) | MELI | 58733R102 |  | 17290 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| KLA Corporation | KLAC | 482480100 |  | 14724 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Monolithic Power Systems Inc. | MPWR | 609839105 |  | 10934 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Netflix Inc. | NFLX | 64110L106 |  | 9615 | 100 | SH |  | SOLE |  | 100 | 0 | 0 |
| Palo Alto Networks Inc. | PANW | 697435105 |  | 6733 | 42 | SH |  | SOLE |  | 42 | 0 | 0 |
| Sandisk Corp. | SNDK | 80004C200 |  | 6353 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Invesco QQQ ETF | QQQ | 46090E103 |  | 5772 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Meta Platforms Inc. Class A | META | 30303M102 |  | 5721 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Argan Inc. | AGX | 04010E109 |  | 5447 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ServiceNow Inc. | NOW | 81762P102 |  | 5228 | 50 | SH |  | SOLE |  | 50 | 0 | 0 |
| Spotify Technology S.A. (Luxembourg) | SPOT | L8681T102 |  | 4849 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Texas Pacific Land Corporation | TPL | 88262P102 |  | 4746 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Axon Enterprise Inc. | AXON | 05464C101 |  | 4247 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| AppLovin Corporation | APP | 03831W108 |  | 3980 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Segate Technology | STX | G7945M107 |  | 3918 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| CrowdStrike Holdings Inc. Class A | CRWD | 22788C105 |  | 3904 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Ciena Corp. | CIEN | 171779309 |  | 3882 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| VanEck Semiconductor ETF | SMH | 92189F676 |  | 3834 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Tesla Inc. | TSLA | 88160R101 |  | 3718 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Microsoft Corp. | MSFT | 594918104 |  | 3702 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Eaton Corporation PLC | ETN | G29183103 |  | 3577 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| SiTime Corporation | SITM | 82982T106 |  | 3454 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Micron Technology Inc. | MU | 595112103 |  | 3378 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Talen Energy Corporation | TLN | 87422Q109 |  | 3192 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Carvana Co. Class A | CVNA | 146869102 |  | 3144 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Broadcom Ltd. | AVGO | 11135F101 |  | 3095 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Alphabet Inc. Class A | GOOGL | 02079K305 |  | 2876 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| GE Aerospace | GE | 369604301 |  | 2838 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Celestica Inc. | CLS | 15101Q207 |  | 2817 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Constellation Energy Corporation | CEG | 21037T109 |  | 2793 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Western Digital Corp. | WDC | 958102105 |  | 2705 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Jabil Circuit | JBL | 466313103 |  | 2656 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Apple Inc. | AAPL | 037833100 |  | 2538 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| MongoDB Inc. Class A | MDB | 60937P106 |  | 2448 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Lam Research Corp. | LRCX | 512807108 |  | 2137 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Amazon.com Inc. | AMZN | 023135106 |  | 2083 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| BWX Technologies Inc. | BWXT | 05605H100 |  | 2045 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Advanced Micro Devices Inc. | AMD | 007903107 |  | 2034 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Coinbase Global Inc. Class A | COIN | 19260Q107 |  | 1746 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Dell Technologies Inc. | DELL | 24703L202 |  | 1641 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Snowflake Inc. Class A | SNOW | 833445109 |  | 1508 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Vistra Corp. | VST | 92840M102 |  | 1503 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| DoorDash Inc. Class A | DASH | 25809K105 |  | 1502 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Oracle Corp. | ORCL | 68389X105 |  | 1471 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Zscaler Inc. | ZS | 98980G102 |  | 1403 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Reddit Inc. | RDDT | 75734B100 |  | 1347 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Amphenol Corporation | APH | 032095101 |  | 1264 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Micro Strategy Inc. Class A | MSTR | 594972408 |  | 1248 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Arista Networks Inc. | ANET | 040413205 |  | 1228 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Shopify Inc. Class A (Canada) | SHOP | 82509L107 |  | 1186 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Datadog Inc. Class A | DDOG | 23804L103 |  | 1181 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Astera Labs Inc. | ALAB | 04626A103 |  | 1096 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Netapp Inc. | NTAP | 64110D104 |  | 1024 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Circle Internet Group Inc. | CRCL | 172573107 |  | 954 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Roku Inc. Class A | ROKU | 77543R102 |  | 946 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Credo Technology Group Holding LTD | CRDO | G25457105 |  | 939 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Applied Optoelectronics Inc. | AAOI | 03823U102 |  | 846 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Sea Ltd. (Singapore) | SE | 81141R100 |  | 828 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| iShares Expanded Tech-Software Sector ETF | IGV | 464287515 |  | 801 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Okta Inc. Class A | OKTA | 679295105 |  | 787 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| CoreWeave Inc. | CRWV | 218735108 |  | 775 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Uber Technologies Inc. | UBER | 90353T100 |  | 719 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Robinhood Markets Inc. | HOOD | 770700102 |  | 693 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rocket Lab Corporation | RKLB | 773122106 |  | 642 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Pure Storage Inc. Class A | PSTG | 74624M102 |  | 590 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Roblox Corporation Class A | RBLX | 771049103 |  | 566 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Oklo Inc. | OKLO | 02156V109 |  | 496 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Hut 8 Corp. | HUT | 44812J104 |  | 469 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Affirm Holdings Inc. Class A | AFRM | 00827B106 |  | 458 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Tempus AI Inc. | TEM | 88023B103 |  | 452 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Zillow Group Inc. Class C | Z | 98954M101 |  | 414 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ishares Bitcoin Trust | IBIT | 46438F101 |  | 384 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| IREN Limited | IREN | 000018599 |  | 343 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| IonQ Inc. | IONQ | 46222L108 |  | 288 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Applied Digital Corporation | APLD | 003819207 |  | 237 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Super Micro Computer Inc. | SMCI | 86800U104 |  | 228 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Unity Software Inc. | U | 91332U101 |  | 219 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Bitmine Immersion Technologies Inc. | BMNR | 09175A206 |  | 198 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| QXO Inc. | QXO | 82846H405 |  | 194 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| SoFi Technologies Inc. | SOFI | 83406F102 |  | 159 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| iShares Ethereum Trust | ETHA | 46438R105 |  | 158 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rolls-Royce Holdings plc | RYCEY | 775781206 |  | 154 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rivian Automotive Inc. Class A | RIVN | 76954A103 |  | 151 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Core Scientific Inc. | CORZ | 21874A106 |  | 150 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| D-Wave Quantum Inc. | QBTS | 26740W109 |  | 144 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rocket Companies Inc. | RKT | 77311W101 |  | 143 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rigetti Computing Inc. | RGTI | 76655K103 |  | 140 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Riot Platforms Inc | RIOT | 767292105 |  | 124 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Dynamix Corporation Class A | ETHM | G2949D104 |  | 105 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| CleanSpark Inc. | CLSK | 18452B209 |  | 85 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Quantum Computing Inc. | QUBT | 74766W108 |  | 69 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Opendoor Technologies Inc. | OPEN | 683712103 |  | 47 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |

---