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Berbice Capital Management LLC

CIK:0002051605
Hedge Fund
$143M AUM
173 holdings
Melville, NY, United States
Founded:2020
20 employees
Latest filing:Jun 30, 2025

Berbice Capital Management LLC is a hedge fund manager headquartered in Melville, New York. The firm specializes in global equity long/short investment strategies and is known for its disciplined, bottom-up, fundamental research-driven approach complemented by rigorous risk management. Berbice Capital's culture emphasizes collaboration, innovation, and the recruitment of exceptional talent to deliver superior long-term results. While the specific founding year is not public, Berbice Capital's presence in public filings and its professional infrastructure point to an established history within the industry. The firm manages over $140 million in assets as of 2025 and serves institutional investors and high-net-worth clients.

Investment Strategy

Berbice Capital employs a global equity long/short hedge fund strategy. The firm uses a disciplined, bottom-up, fundamental research-driven approach to identify promising investment opportunities globally. Portfolio construction is supported by in-depth analysis, and risk management processes are integral to reduce volatility and preserve capital. Berbice emphasizes innovation, collaboration across investment teams, and harnessing advanced analytics and technology to achieve superior risk-adjusted returns across market cycles.

Top Buys
N
NVDANVIDA CORP
+$7.7M
S
SPMOINVSC SP 500 MOMENTUM
+$3.8M
M
MSFTMICROSOFT CORP
+$3.6M
A
AVGOBROADCOM
+$3.5M
M
METAMETA PLATFORM
+$3.4M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$2.4M
A
AAPLAPPLE INC
-$846.5K
S
SMHVANECK SEMICONDUCTOR
-$813.8K
A
AMDADVANCED MICRO
-$486.7K
X
XLGINVSC SP 500 TOP 50
-$405.8K

Top Holdings

N
NVDANVIDA CORP
+17.2%$24.6M
M
METAMETA PLATFORM
+9.9%$14.2M
M
MSFTMICROSOFT CORP
+9.1%$12.9M
A
AMZNAMAZON COM INC
+6.7%$9.5M
A
AVGOBROADCOM
+6.2%$8.9M

Equity Positions (167)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDA CORP17.24%$24.6M155,770$134.08$157.99+$7.7M
M
META
META PLATFORM9.94%$14.2M19,220$589.47$738.09+$3.4M
M
MSFT
MICROSOFT CORP9.07%$12.9M26,030$423.75$497.41+$3.6M
A
AMZN
AMAZON COM INC6.66%$9.5M43,343$217.83$219.39+$1.8M
A
AVGO
BROADCOM6.23%$8.9M32,240$229.76$275.65+$3.5M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+25.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+18.4%
SERVICES-PREPACKAGED SOFTWARE
+14.8%
SERVICES-BUSINESS SERVICES, NEC
+9.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.7%