Instuitional Investor - Berkshire Capital Holdings Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Micron Technology Inc	MU	32,790	$37,849,169	8.19%
2.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	77,910	$37,207,479	8.05%
3.	Advanced Micro Devices Inc	AMD	63,650	$36,974,922	8%
4.	Nebius Group N.v.	NBIS	102,240	$28,235,621	6.11%
5.	Bloom Energy Corp	BE	91,090	$27,572,943	5.96%