Q4 2023 · 13F-HR
BERKSHIRE CAPITAL HOLDINGS INCholdings as filed
Filed 2024-02-14 · accession 0001162044-24-000158
$221.3M
Reported value
81
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA Corp. | $22.1M | 10.00% | 44,690 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $17.6M | 7.96% | 70,930 | Common | SOLE |
| 18915M107 | NET | Cloudflare, Inc. Class A | $13.3M | 6.01% | 159,750 | Common | SOLE |
| 852234103 | XYZ | Block, Inc. Class A | $13.1M | 5.92% | 169,380 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $11.1M | 5.03% | 73,230 | Common | SOLE |
| 00827B106 | AFRM | Affirm Holdings, Inc. Class A | $11.0M | 4.98% | 224,470 | Common | SOLE |
| 833445109 | SNOW | Snowflake, Inc. Class A | $11.0M | 4.98% | 55,360 | Common | SOLE |
| 82509L107 | SHOP | Shopify, Inc. Class A (Canada) | $11.0M | 4.97% | 141,340 | Common | SOLE |
| 443573100 | HUBS | HubSpot, Inc. | $10.9M | 4.90% | 18,690 | Common | SOLE |
| 594972408 | MSTR | Micro Strategy, Inc. | $9.8M | 4.41% | 15,470 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre, Inc. (Argentina) | $9.0M | 4.05% | 5,700 | Common | SOLE |
| 98980G102 | ZS | Zscaler, Inc. | $8.9M | 4.01% | 40,010 | Common | SOLE |
| 090043100 | BILL | BILL Holdings Inc | $8.8M | 4.00% | 108,460 | Common | SOLE |
| 88339J105 | TTD | The Trade Desk, Inc. Class A | $8.8M | 3.96% | 121,900 | Common | SOLE |
| 76954A103 | RIVN | Rivian Automotive, Inc. Class A | $8.2M | 3.72% | 351,160 | Common | SOLE |
| 77543R102 | ROKU | Roku, Inc. Class A | $8.0M | 3.61% | 87,070 | Common | SOLE |
| 001174168 | — | Global-e Online Ltd | $6.7M | 3.02% | 168,460 | Common | SOLE |
| 25809K105 | DASH | DoorDash, Inc. Class A | $6.6M | 3.00% | 67,170 | Common | SOLE |
| 23804L103 | DDOG | Datadog, Inc. Class A | $6.6M | 3.00% | 54,690 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. Class C | $6.6M | 3.00% | 114,590 | Common | SOLE |
| 19260Q107 | COIN | Coinbase Global, Inc. Class A | $6.3M | 2.86% | 36,420 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies, Inc. | $4.5M | 2.05% | 73,590 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets, Inc. | $1.1M | 0.51% | 87,780 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Ltd. | $11,163 | 0.01% | 10 | Common | SOLE |
| 512807108 | LRCXEUR | Lam Research Corp. | $7,833 | 0.00% | 10 | Common | SOLE |
| N07059111 | — | ASML Holding N.V. ADR | $7,569 | 0.00% | 10 | Common | SOLE |
| 81762P102 | NOW | ServiceNow, Inc. | $7,065 | 0.00% | 10 | Common | SOLE |
| 461202103 | INTU | Intuit, Inc. | $6,250 | 0.00% | 10 | Common | SOLE |
| 00724F101 | ADBE | Adobe, Inc. | $5,966 | 0.00% | 10 | Common | SOLE |
| 482480100 | KLAC | KLA Corporation | $5,813 | 0.00% | 10 | Common | SOLE |
| 871607107 | SNPS | Synopsys, Inc. | $5,149 | 0.00% | 10 | Common | SOLE |
| 64110L106 | NFLX | Netflix, Inc. | $4,869 | 0.00% | 10 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $4,095 | 0.00% | 10 | Common | SOLE |
| 60937P106 | MDB | MongoDB, Inc. Class A | $4,089 | 0.00% | 10 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $3,760 | 0.00% | 10 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. Class A | $3,540 | 0.00% | 10 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks, Inc. | $2,949 | 0.00% | 10 | Common | SOLE |
| 127387108 | CDNS | Cadence Design Systems, Inc. | $2,724 | 0.00% | 10 | Common | SOLE |
| 22788C105 | CRWD | CrowdStrike Holdings, Inc. Class A | $2,553 | 0.00% | 10 | Common | SOLE |
| G06242104 | — | Atlassian Corporation PLC Class A (United Kingdom) | $2,379 | 0.00% | 10 | Common | SOLE |
| 040413106 | ANETEUR | Arista Networks, Inc. | $2,355 | 0.00% | 10 | Common | SOLE |
| M2682V108 | CYBR | Cyberark Software LTD (Israel) | $2,191 | 0.00% | 10 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $1,925 | 0.00% | 10 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology S.A. (Luxembourg) | $1,879 | 0.00% | 10 | Common | SOLE |
| 001176213 | — | monday.com Ltd. | $1,878 | 0.00% | 10 | Common | SOLE |
| 92189F676 | SMH | VanEck Semiconductor ETF | $1,749 | 0.00% | 10 | Common | SOLE |
| 15118V207 | CELH | Celsius Holdings, Inc. | $1,636 | 0.00% | 30 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $1,621 | 0.00% | 10 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices, Inc. | $1,474 | 0.00% | 10 | Common | SOLE |
| 747525103 | QCOM | Qualcomm, Inc. | $1,446 | 0.00% | 10 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet, Inc. Class A | $1,397 | 0.00% | 10 | Common | SOLE |
| 009066101 | ABNB | Airbnb, Inc. Class A | $1,361 | 0.00% | 10 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $1,040 | 0.00% | 10 | Common | SOLE |
| 679295105 | OKTA | Okta, Inc. Class A | $905 | 0.00% | 10 | Common | SOLE |
| 682189105 | ON | ON Semiconductor Corporation | $835 | 0.00% | 10 | Common | SOLE |
| 29786A106 | ETSY | Etsy, Inc. | $811 | 0.00% | 10 | Common | SOLE |
| 90138F102 | TWLO | Twilio, Inc. Class A | $759 | 0.00% | 10 | Common | SOLE |
| 98980L101 | ZNGA | Zoom Video Communications, Inc. Class A | $719 | 0.00% | 10 | Common | SOLE |
| 37637K108 | GTLB | GitLab, Inc. | $630 | 0.00% | 10 | Common | SOLE |
| 70450Y103 | PYPL | PayPal Holdings, Inc. | $614 | 0.00% | 10 | Common | SOLE |
| G037AX101 | AMBA | Ambarella, Inc. | $613 | 0.00% | 10 | Common | SOLE |
| 573874104 | MRVL | Marvell Technology, Inc. | $603 | 0.00% | 10 | Common | SOLE |
| 10576N102 | BRZE | Braze, Inc. | $531 | 0.00% | 10 | Common | SOLE |
| 146869102 | CVNA | Carvana Co. Class A | $529 | 0.00% | 10 | Common | SOLE |
| 771049103 | RBLX | Roblox Corporation Class A | $457 | 0.00% | 10 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp. | $450 | 0.00% | 10 | Common | SOLE |
| 91332U101 | U | Unity Software, Inc. | $409 | 0.00% | 10 | Common | SOLE |
| 03831W108 | APP | AppLovin Corporation | $399 | 0.00% | 10 | Common | SOLE |
| 72352L106 | PINS | Pinterest, Inc. Class A | $370 | 0.00% | 10 | Common | SOLE |
| 74624M102 | P | Pure Storage, Inc. Class A | $357 | 0.00% | 10 | Common | SOLE |
| 26142R104 | — | DraftKings, Inc. Class A | $353 | 0.00% | 10 | Common | SOLE |
| 79589L106 | IOT | Samsara Inc. | $334 | 0.00% | 10 | Common | SOLE |
| 12468P104 | AI | C3.ai, Inc. | $287 | 0.00% | 10 | Common | SOLE |
| 90364P105 | PATH | UiPath, Inc. | $248 | 0.00% | 10 | Common | SOLE |
| 16679L109 | CHWY | Chewy, Inc. Class A | $236 | 0.00% | 10 | Common | SOLE |
| 418100103 | HCP2EUR | HashiCorp, Inc. | $236 | 0.00% | 10 | Common | SOLE |
| 565788106 | MARA | Marathon Digital Holdings, Inc. | $235 | 0.00% | 10 | Common | SOLE |
| 31188V100 | FSLY | Fastly, Inc. | $178 | 0.00% | 10 | Common | SOLE |
| 69608A108 | PLTR | Palantir Technologies, Inc. Class | $172 | 0.00% | 10 | Common | SOLE |
| 767292105 | RIOT | Riot Blockchain, Inc. | $155 | 0.00% | 10 | Common | SOLE |
| 683712103 | OPEN | Opendoor Technologies, Inc. | $45 | 0.00% | 10 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.