Berbice Capital Management LLC: 13F holdings
CIK 20516052026Q2
| Positions | 87 |
|---|---|
| Reported value | $193.2m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDA CORP | 157,880 | $31.6m | 16.4% |
| AVGO BROADCOM | 33,980 | $12.8m | 6.6% |
| META META PLATFORM | 21,823 | $12.3m | 6.4% |
| GOOGL ALPHABET INC. | 34,261 | $12.2m | 6.3% |
| AMZN AMAZON COM INC | 49,930 | $11.9m | 6.2% |
| MSFT MICROSOFT CORP | 30,221 | $11.3m | 5.8% |
| ROUNDHILL GENERATIVE AI TECNG | 79,814 | $7.9m | 4.1% |
| BAI ISHARES AI INVATN AND TEC ACT | 126,228 | $6.7m | 3.4% |
| AAPL APPLE INC | 21,056 | $6.1m | 3.2% |
| V VISA INC | 16,912 | $5.8m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051605")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.