Berbice Capital Management Discloses 109 Equity Positions in 13F Filing

Berbice Capital Management LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 109 securities held by the firm, managed by Rajendra Lachman.

The portfolio is heavily weighted toward technology and semiconductor companies. The largest position disclosed in the filing is Advanced Micro Devices, Inc., with 1,178 shares. Other major holdings include Apple Inc. (21,044 shares), Microsoft Corporation (30,611 shares), NVIDIA Corporation (158,700 shares), and Alphabet Inc. Class A (35,270 shares).

Berbice Capital also holds significant positions in exchange-traded funds (ETFs), including the Invesco NASDAQ-100 Premium ETF (31,000 shares), the Invesco PHLX Semiconductor ETF (1,250 shares), and the VanEck Semiconductor ETF (8,482 shares). The filing indicates that all positions are held as sole voting power.