Q1 2024 · 13F-HR
BERKSHIRE CAPITAL HOLDINGS INCholdings as filed
Filed 2024-05-13 · accession 0001162044-24-000483
$250.5M
Reported value
89
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA Corp. | $17.7M | 7.06% | 19,560 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $17.6M | 7.03% | 97,640 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. Class A | $17.4M | 6.93% | 35,750 | Common | SOLE |
| 26142R104 | — | DraftKings, Inc. Class A | $16.9M | 6.74% | 371,800 | Common | SOLE |
| 25809K105 | DASH | DoorDash, Inc. Class A | $15.4M | 6.14% | 111,680 | Common | SOLE |
| 595112103 | MU | Micron Technology, Inc. | $15.3M | 6.09% | 129,500 | Common | SOLE |
| 88339J105 | TTD | The Trade Desk, Inc. Class A | $15.2M | 6.09% | 174,410 | Common | SOLE |
| 852234103 | XYZ | Block, Inc. Class A | $12.4M | 4.95% | 146,490 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets, Inc. | $12.3M | 4.93% | 613,180 | Common | SOLE |
| 24703L202 | DELL | Dell Technologies, Inc. | $12.2M | 4.88% | 107,090 | Common | SOLE |
| 146869102 | CVNA | Carvana Co. Class A | $12.0M | 4.80% | 136,630 | Common | SOLE |
| 001176213 | — | monday.com Ltd. | $12.0M | 4.79% | 53,140 | Common | SOLE |
| 03831W108 | APP | AppLovin Corporation | $11.6M | 4.62% | 167,030 | Common | SOLE |
| 19260Q107 | COIN | Coinbase Global, Inc. Class A | $11.2M | 4.48% | 42,310 | Common | SOLE |
| N07059111 | — | ASML Holding N.V. ADR | $10.2M | 4.08% | 10,520 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Ltd. | $10.0M | 4.01% | 7,580 | Common | SOLE |
| 86800U104 | SMCIUSD | Super Micro Computer, Inc. | $9.9M | 3.97% | 9,840 | Common | SOLE |
| 042068205 | ARM | Arm Holdings plc | $7.4M | 2.97% | 59,510 | Common | SOLE |
| 22788C105 | CRWD | CrowdStrike Holdings, Inc. Class A | $7.3M | 2.91% | 22,720 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology S.A. (Luxembourg) | $6.2M | 2.49% | 23,620 | Common | SOLE |
| 594972408 | MSTR | Micro Strategy, Inc. Class A | $17,046 | 0.01% | 10 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre, Inc. (Argentina) | $15,120 | 0.01% | 10 | Common | SOLE |
| 512807108 | LRCXEUR | Lam Research Corp. | $9,716 | 0.00% | 10 | Common | SOLE |
| 532457108 | LLY | Eli Lilly and Company | $7,780 | 0.00% | 10 | Common | SOLE |
| 81762P102 | NOW | ServiceNow, Inc. | $7,624 | 0.00% | 10 | Common | SOLE |
| 482480100 | KLAC | KLA Corporation | $6,986 | 0.00% | 10 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems, Inc. | $6,774 | 0.00% | 10 | Common | SOLE |
| 461202103 | INTU | Intuit, Inc. | $6,500 | 0.00% | 10 | Common | SOLE |
| 443573100 | HUBS | HubSpot, Inc. | $6,266 | 0.00% | 10 | Common | SOLE |
| 64110L106 | NFLX | Netflix, Inc. | $6,073 | 0.00% | 10 | Common | SOLE |
| 871607107 | SNPS | Synopsys, Inc. | $5,715 | 0.00% | 10 | Common | SOLE |
| 00724F101 | ADBE | Adobe, Inc. | $5,046 | 0.00% | 10 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $4,440 | 0.00% | 10 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $4,207 | 0.00% | 10 | Common | SOLE |
| 60937P106 | MDB | MongoDB, Inc. Class A | $3,586 | 0.00% | 10 | Common | SOLE |
| 127387108 | CDNS | Cadence Design Systems, Inc. | $3,113 | 0.00% | 10 | Common | SOLE |
| 040413106 | ANETEUR | Arista Networks, Inc. | $2,900 | 0.00% | 10 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks, Inc. | $2,841 | 0.00% | 10 | Common | SOLE |
| M2682V108 | CYBR | Cyberark Software LTD (Israel) | $2,656 | 0.00% | 10 | Common | SOLE |
| 15118V207 | CELH | Celsius Holdings, Inc. | $2,488 | 0.00% | 30 | Common | SOLE |
| 92189F676 | SMH | VanEck Semiconductor ETF | $2,250 | 0.00% | 10 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $2,062 | 0.00% | 10 | Common | SOLE |
| G06242104 | — | Atlassian Corporation PLC Class A (United Kingdom) | $1,951 | 0.00% | 10 | Common | SOLE |
| 98980G102 | ZS | Zscaler, Inc. | $1,926 | 0.00% | 10 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices, Inc. | $1,805 | 0.00% | 10 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $1,758 | 0.00% | 10 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $1,715 | 0.00% | 10 | Common | SOLE |
| 747525103 | QCOM | Qualcomm, Inc. | $1,693 | 0.00% | 10 | Common | SOLE |
| 009066101 | ABNB | Airbnb, Inc. Class A | $1,650 | 0.00% | 10 | Common | SOLE |
| 833445109 | SNOW | Snowflake, Inc. Class A | $1,616 | 0.00% | 10 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet, Inc. Class A | $1,509 | 0.00% | 10 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $1,361 | 0.00% | 10 | Common | SOLE |
| 670100205 | NVO | Novo Nordisk A/S | $1,284 | 0.00% | 10 | Common | SOLE |
| 23804L103 | DDOG | Datadog, Inc. Class A | $1,236 | 0.00% | 10 | Common | SOLE |
| 679295105 | OKTA | Okta, Inc. Class A | $1,046 | 0.00% | 10 | Common | SOLE |
| 18915M107 | NET | Cloudflare, Inc. Class A | $968 | 0.00% | 10 | Common | SOLE |
| 82509L107 | SHOP | Shopify, Inc. Class A (Canada) | $772 | 0.00% | 10 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies, Inc. | $770 | 0.00% | 10 | Common | SOLE |
| 682189105 | ON | ON Semiconductor Corporation | $736 | 0.00% | 10 | Common | SOLE |
| 573874104 | MRVL | Marvell Technology, Inc. | $709 | 0.00% | 10 | Common | SOLE |
| 090043100 | BILL | BILL Holdings Inc | $687 | 0.00% | 10 | Common | SOLE |
| 70450Y103 | PYPL | PayPal Holdings, Inc. | $670 | 0.00% | 10 | Common | SOLE |
| 98980L101 | ZNGA | Zoom Video Communications, Inc. Class A | $654 | 0.00% | 10 | Common | SOLE |
| 77543R102 | ROKU | Roku, Inc. Class A | $652 | 0.00% | 10 | Common | SOLE |
| 90138F102 | TWLO | Twilio, Inc. Class A | $612 | 0.00% | 10 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp. | $606 | 0.00% | 10 | Common | SOLE |
| 37637K108 | GTLB | GitLab, Inc. | $583 | 0.00% | 10 | Common | SOLE |
| 74624M102 | P | Pure Storage, Inc. Class A | $520 | 0.00% | 10 | Common | SOLE |
| G037AX101 | AMBA | Ambarella, Inc. | $508 | 0.00% | 10 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp. | $495 | 0.00% | 10 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. Class C | $488 | 0.00% | 10 | Common | SOLE |
| 10576N102 | BRZE | Braze, Inc. | $443 | 0.00% | 10 | Common | SOLE |
| 46438F101 | IBIT | ishares Bitcoin Trust | $405 | 0.00% | 10 | Common | SOLE |
| 771049103 | RBLX | Roblox Corporation Class A | $382 | 0.00% | 10 | Common | SOLE |
| 79589L106 | IOT | Samsara Inc. | $378 | 0.00% | 10 | Common | SOLE |
| 00827B106 | AFRM | Affirm Holdings, Inc. Class A | $373 | 0.00% | 10 | Common | SOLE |
| 001174168 | — | Global-e Online Ltd | $364 | 0.00% | 10 | Common | SOLE |
| 72352L106 | PINS | Pinterest, Inc. Class A | $347 | 0.00% | 10 | Common | SOLE |
| 12468P104 | AI | C3.ai, Inc. | $271 | 0.00% | 10 | Common | SOLE |
| 418100103 | HCP2EUR | HashiCorp, Inc. | $270 | 0.00% | 10 | Common | SOLE |
| 91332U101 | U | Unity Software, Inc. | $267 | 0.00% | 10 | Common | SOLE |
| 69608A108 | PLTR | Palantir Technologies, Inc. Class A | $230 | 0.00% | 10 | Common | SOLE |
| 90364P105 | PATH | UiPath, Inc. | $227 | 0.00% | 10 | Common | SOLE |
| 565788106 | MARA | Marathon Digital Holdings, Inc. | $226 | 0.00% | 10 | Common | SOLE |
| 18452B209 | CLSK | CleanSpark, Inc. | $212 | 0.00% | 10 | Common | SOLE |
| 767292105 | RIOT | Riot Platforms, Inc | $122 | 0.00% | 10 | Common | SOLE |
| 76954A103 | RIVN | Rivian Automotive, Inc. Class A | $110 | 0.00% | 10 | Common | SOLE |
| 83406F102 | SOFI | SoFi Technologies, Inc. | $73 | 0.00% | 10 | Common | SOLE |
| 683712103 | OPEN | Opendoor Technologies, Inc. | $30 | 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.