Q1 2025 · 13F-HR
BERKSHIRE CAPITAL HOLDINGS INCholdings as filed
Filed 2025-05-13 · accession 0001162044-25-000509
$209.1M
Reported value
96
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA Corp. | $29.2M | 13.9% | 269,020 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets, Inc. | $18.3M | 8.76% | 440,080 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $16.6M | 7.93% | 63,980 | Common | SOLE |
| 146869102 | CVNA | Carvana Co. Class A | $13.2M | 6.32% | 63,230 | Common | SOLE |
| 18915M107 | NET | Cloudflare, Inc. Class A | $12.6M | 6.01% | 111,620 | Common | SOLE |
| 25809K105 | DASH | DoorDash, Inc. Class A | $10.4M | 4.98% | 57,010 | Common | SOLE |
| 69608A108 | PLTR | Palantir Technologies, Inc. Class A | $10.4M | 4.97% | 123,230 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. Class A | $10.4M | 4.96% | 18,010 | Common | SOLE |
| 051774107 | AUR | Aurora Innovation, Inc. | $10.3M | 4.91% | 1,527,520 | Common | SOLE |
| 03831W108 | APP | AppLovin Corporation | $10.2M | 4.90% | 38,650 | Common | SOLE |
| 77543R102 | ROKU | Roku, Inc. Class A | $10.0M | 4.76% | 141,350 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre, Inc. (Argentina) | $9.4M | 4.50% | 4,820 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $8.5M | 4.04% | 50,920 | Common | SOLE |
| 82509L107 | SHOP | Shopify, Inc. Class A (Canada) | $8.4M | 4.04% | 88,500 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise, Inc. | $8.3M | 3.97% | 15,770 | Common | SOLE |
| 594972408 | MSTR | Micro Strategy, Inc. Class A | $8.0M | 3.82% | 27,720 | Common | SOLE |
| 26701L100 | BROS | Dutch Bros Inc. | $6.4M | 3.08% | 104,280 | Common | SOLE |
| 00827B106 | AFRM | Affirm Holdings, Inc. Class A | $6.3M | 3.01% | 139,520 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $1.0M | 0.50% | 5,510 | Common | SOLE |
| 833445109 | SNOW | Snowflake, Inc. Class A | $1.0M | 0.50% | 7,160 | Common | SOLE |
| 09857L108 | BKNG | Booking Holdings Inc. | $46,069 | 0.02% | 10 | Common | SOLE |
| 64110L106 | NFLX | Netflix, Inc. | $9,325 | 0.00% | 10 | Common | SOLE |
| 532457108 | LLY | Eli Lilly and Company | $8,259 | 0.00% | 10 | Common | SOLE |
| 81762P102 | NOW | ServiceNow, Inc. | $7,961 | 0.00% | 10 | Common | SOLE |
| 482480100 | KLAC | KLA Corporation | $6,798 | 0.00% | 10 | Common | SOLE |
| N07059111 | — | ASML Holding N.V. ADR | $6,626 | 0.00% | 10 | Common | SOLE |
| 461202103 | INTU | Intuit, Inc. | $6,140 | 0.00% | 10 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems, Inc. | $5,800 | 0.00% | 10 | Common | SOLE |
| 443573100 | HUBS | HubSpot, Inc. | $5,713 | 0.00% | 10 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology S.A. (Luxembourg) | $5,500 | 0.00% | 10 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $4,689 | 0.00% | 10 | Common | SOLE |
| 871607107 | SNPS | Synopsys, Inc. | $4,289 | 0.00% | 10 | Common | SOLE |
| 00724F101 | ADBE | Adobe, Inc. | $3,835 | 0.00% | 10 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $3,754 | 0.00% | 10 | Common | SOLE |
| 22788C105 | CRWD | CrowdStrike Holdings, Inc. Class A | $3,526 | 0.00% | 10 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks, Inc. | $3,413 | 0.00% | 20 | Common | SOLE |
| M2682V108 | CYBR | Cyberark Software LTD (Israel) | $3,380 | 0.00% | 10 | Common | SOLE |
| 0088KQN82 | — | Eaton Corporation PLC | $2,718 | 0.00% | 10 | Common | SOLE |
| 127387108 | CDNS | Cadence Design Systems, Inc. | $2,543 | 0.00% | 10 | Common | SOLE |
| 001176213 | — | monday.com Ltd. | $2,432 | 0.00% | 10 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $2,221 | 0.00% | 10 | Common | SOLE |
| 00BWT6H89 | — | Flutter Entertainment PLC | $2,216 | 0.00% | 10 | Common | SOLE |
| 92189F676 | SMH | VanEck Semiconductor ETF | $2,115 | 0.00% | 10 | Common | SOLE |
| 874054109 | TTWO | Take-Two Interactive Software, Inc. | $2,073 | 0.00% | 10 | Common | SOLE |
| 21037T109 | CEG | Constellation Energy Corporation | $2,016 | 0.00% | 10 | Common | SOLE |
| 98980G102 | ZS | Zscaler, Inc. | $1,984 | 0.00% | 10 | Common | SOLE |
| 60937P106 | MDB | MongoDB, Inc. Class A | $1,754 | 0.00% | 10 | Common | SOLE |
| 19260Q107 | COIN | Coinbase Global, Inc. Class A | $1,722 | 0.00% | 10 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Ltd. | $1,674 | 0.00% | 10 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet, Inc. Class A | $1,546 | 0.00% | 10 | Common | SOLE |
| 747525103 | QCOM | Qualcomm, Inc. | $1,536 | 0.00% | 10 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $1,451 | 0.00% | 10 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corp. | $1,398 | 0.00% | 10 | Common | SOLE |
| 009066101 | ABNB | Airbnb, Inc. Class A | $1,195 | 0.00% | 10 | Common | SOLE |
| 92840M102 | VST | Vistra Corp. | $1,174 | 0.00% | 10 | Common | SOLE |
| 042068205 | ARM | Arm Holdings plc | $1,068 | 0.00% | 10 | Common | SOLE |
| 679295105 | OKTA | Okta, Inc. Class A | $1,052 | 0.00% | 10 | Common | SOLE |
| 75734B100 | RDDT | Reddit, Inc. | $1,049 | 0.00% | 10 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices, Inc. | $1,027 | 0.00% | 10 | Common | SOLE |
| 23804L103 | DDOG | Datadog, Inc. Class A | $992 | 0.00% | 10 | Common | SOLE |
| 24703L202 | DELL | Dell Technologies, Inc. | $912 | 0.00% | 10 | Common | SOLE |
| N14506104 | ESTC | Elastic N.V. | $891 | 0.00% | 10 | Common | SOLE |
| 464287515 | IGV | iShares Expanded Tech-Software Sector ETF | $890 | 0.00% | 10 | Common | SOLE |
| 64110D104 | NTAP | Netapp, Inc. | $878 | 0.00% | 10 | Common | SOLE |
| 595112103 | MU | Micron Technology, Inc. | $869 | 0.00% | 10 | Common | SOLE |
| 148929102 | CAVA | CAVA Group, Inc. | $864 | 0.00% | 10 | Common | SOLE |
| 040413205 | ANET | Arista Networks, Inc. | $775 | 0.00% | 10 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies, Inc. | $729 | 0.00% | 10 | Common | SOLE |
| 512807108 | LRCXEUR | Lam Research Corp. | $727 | 0.00% | 10 | Common | SOLE |
| 92537N108 | VRT | Vertiv Holdings Co | $722 | 0.00% | 10 | Common | SOLE |
| 670100205 | NVO | Novo Nordisk A/S | $694 | 0.00% | 10 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. Class C | $686 | 0.00% | 10 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp. | $649 | 0.00% | 10 | Common | SOLE |
| 573874104 | MRVL | Marvell Technology, Inc. | $616 | 0.00% | 10 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp. | $604 | 0.00% | 10 | Common | SOLE |
| 04626A103 | ALAB | Astera Labs, Inc. | $597 | 0.00% | 10 | Common | SOLE |
| 771049103 | RBLX | Roblox Corporation Class A | $583 | 0.00% | 10 | Common | SOLE |
| 88339J105 | TTD | The Trade Desk, Inc. Class A | $547 | 0.00% | 10 | Common | SOLE |
| 852234103 | XYZ | Block, Inc. | $543 | 0.00% | 10 | Common | SOLE |
| 169656105 | CMG | Chipotle Mexican Grill | $502 | 0.00% | 10 | Common | SOLE |
| 37637K108 | GTLB | GitLab, Inc. | $470 | 0.00% | 10 | Common | SOLE |
| 46438F101 | IBIT | ishares Bitcoin Trust | $468 | 0.00% | 10 | Common | SOLE |
| 74624M102 | P | Pure Storage, Inc. Class A | $443 | 0.00% | 10 | Common | SOLE |
| 958102105 | WDC | Western Digital Corp. | $404 | 0.00% | 10 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding LTD | $402 | 0.00% | 10 | Common | SOLE |
| 79589L106 | IOT | Samsara Inc. | $383 | 0.00% | 10 | Common | SOLE |
| 001174168 | — | Global-e Online Ltd | $357 | 0.00% | 10 | Common | SOLE |
| 86800U104 | SMCIUSD | Super Micro Computer, Inc. | $342 | 0.00% | 10 | Common | SOLE |
| 26142R104 | — | DraftKings, Inc. Class A | $332 | 0.00% | 10 | Common | SOLE |
| 888787108 | TOST | Toast, Inc. | $332 | 0.00% | 10 | Common | SOLE |
| 80004C101 | — | Sandisk Corp. | $143 | 0.00% | 3 | Common | SOLE |
| 76954A103 | RIVN | Rivian Automotive, Inc. Class A | $125 | 0.00% | 10 | Common | SOLE |
| 83406F102 | SOFI | SoFi Technologies, Inc. | $116 | 0.00% | 10 | Common | SOLE |
| 43289P106 | HIMX | Himax Technologies, Inc. | $74 | 0.00% | 10 | Common | SOLE |
| 21874A106 | CORZ | Core Scientific, Inc. | $72 | 0.00% | 10 | Common | SOLE |
| 18452B209 | CLSK | CleanSpark, Inc. | $67 | 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.