Q2 2025 · 13F-HR
BERKSHIRE CAPITAL HOLDINGS INCholdings as filed
Filed 2025-08-14 · accession 0001162044-25-000812
$285.8M
Reported value
102
Positions
2025-06-30
Period end
The Brief · BERKSHIRE CAPITAL HOLDINGS INC · Q2 2025
AI · grounded in 13F
BERKSHIRE CAPITAL HOLDINGS INC established a new position in NVDA valued at $49.5M. The fund also initiated new stakes in NET for $20M and TSM for $19.9M. Additional new positions include PLTR, COIN, and HOOD.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA Corp. | $49.5M | 17.3% | 313,620 | Common | SOLE |
| 18915M107 | NET | Cloudflare, Inc. Class A | $20.0M | 7.00% | 102,230 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $19.9M | 6.98% | 88,050 | Common | SOLE |
| 69608A108 | PLTR | Palantir Technologies, Inc. Class A | $17.1M | 5.98% | 125,480 | Common | SOLE |
| 19260Q107 | COIN | Coinbase Global, Inc. Class A | $16.8M | 5.86% | 47,830 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets, Inc. | $14.3M | 5.00% | 152,640 | Common | SOLE |
| 25809K105 | DASH | DoorDash, Inc. Class A | $14.2M | 4.98% | 57,790 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. Class A | $14.2M | 4.97% | 19,240 | Common | SOLE |
| 00827B106 | AFRM | Affirm Holdings, Inc. Class A | $14.1M | 4.92% | 203,600 | Common | SOLE |
| 03831W108 | APP | AppLovin Corporation | $11.5M | 4.02% | 32,810 | Common | SOLE |
| 77543R102 | ROKU | Roku, Inc. Class A | $11.5M | 4.01% | 130,380 | Common | SOLE |
| 92537N108 | VRT | Vertiv Holdings Co | $11.4M | 3.99% | 88,860 | Common | SOLE |
| 75734B100 | RDDT | Reddit, Inc. | $11.3M | 3.95% | 74,930 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Ltd. | $8.7M | 3.03% | 31,410 | Common | SOLE |
| 833445109 | SNOW | Snowflake, Inc. Class A | $8.6M | 3.00% | 38,280 | Common | SOLE |
| 594972408 | MSTR | Micro Strategy, Inc. Class A | $8.5M | 2.99% | 21,140 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding LTD | $8.4M | 2.92% | 90,240 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices, Inc. | $8.3M | 2.90% | 58,500 | Common | SOLE |
| 21874A106 | CORZ | Core Scientific, Inc. | $5.8M | 2.04% | 341,770 | Common | SOLE |
| 218735108 | — | CoreWeave, Inc. | $5.7M | 2.01% | 35,180 | Common | SOLE |
| 172573107 | CRCL | Circle Internet Group Inc. | $5.7M | 2.00% | 31,550 | Common | SOLE |
| 09857L108 | BKNG | Booking Holdings Inc. | $57,892 | 0.02% | 10 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre, Inc. (Argentina) | $26,136 | 0.01% | 10 | Common | SOLE |
| 64110L106 | NFLX | Netflix, Inc. | $13,391 | 0.00% | 10 | Common | SOLE |
| 81762P102 | NOW | ServiceNow, Inc. | $10,281 | 0.00% | 10 | Common | SOLE |
| 482480100 | KLAC | KLA Corporation | $8,957 | 0.00% | 10 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise, Inc. | $8,279 | 0.00% | 10 | Common | SOLE |
| N07059111 | — | ASML Holding N.V. ADR | $8,014 | 0.00% | 10 | Common | SOLE |
| 461202103 | INTU | Intuit, Inc. | $7,876 | 0.00% | 10 | Common | SOLE |
| 532457108 | LLY | Eli Lilly and Company | $7,795 | 0.00% | 10 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology S.A. (Luxembourg) | $7,673 | 0.00% | 10 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems, Inc. | $7,314 | 0.00% | 10 | Common | SOLE |
| 443573100 | HUBS | HubSpot, Inc. | $5,566 | 0.00% | 10 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $5,516 | 0.00% | 10 | Common | SOLE |
| 36828A101 | GEV | GE Vernova Inc. | $5,292 | 0.00% | 10 | Common | SOLE |
| 871607107 | SNPS | Synopsys, Inc. | $5,127 | 0.00% | 10 | Common | SOLE |
| 22788C105 | CRWD | CrowdStrike Holdings, Inc. Class A | $5,093 | 0.00% | 10 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $4,974 | 0.00% | 10 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks, Inc. | $4,093 | 0.00% | 20 | Common | SOLE |
| M2682V108 | CYBR | Cyberark Software LTD (Israel) | $4,069 | 0.00% | 10 | Common | SOLE |
| 00724F101 | ADBE | Adobe, Inc. | $3,869 | 0.00% | 10 | Common | SOLE |
| 0088KQN82 | — | Eaton Corporation PLC | $3,570 | 0.00% | 10 | Common | SOLE |
| 146869102 | CVNA | Carvana Co. Class A | $3,370 | 0.00% | 10 | Common | SOLE |
| 21037T109 | CEG | Constellation Energy Corporation | $3,228 | 0.00% | 10 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $3,177 | 0.00% | 10 | Common | SOLE |
| 001176213 | — | monday.com Ltd. | $3,145 | 0.00% | 10 | Common | SOLE |
| 98980G102 | ZS | Zscaler, Inc. | $3,139 | 0.00% | 10 | Common | SOLE |
| 127387108 | CDNS | Cadence Design Systems, Inc. | $3,082 | 0.00% | 10 | Common | SOLE |
| 00BWT6H89 | — | Flutter Entertainment PLC | $2,858 | 0.00% | 10 | Common | SOLE |
| 92189F676 | SMH | VanEck Semiconductor ETF | $2,789 | 0.00% | 10 | Common | SOLE |
| 874054109 | TTWO | Take-Two Interactive Software, Inc. | $2,429 | 0.00% | 10 | Common | SOLE |
| 04010E109 | AGX | Argan, Inc. | $2,205 | 0.00% | 10 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $2,194 | 0.00% | 10 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corp. | $2,186 | 0.00% | 10 | Common | SOLE |
| 60937P106 | MDB | MongoDB, Inc. Class A | $2,100 | 0.00% | 10 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $2,052 | 0.00% | 10 | Common | SOLE |
| G06242104 | — | Atlassian Corporation PLC Class A (United Kingdom) | $2,031 | 0.00% | 10 | Common | SOLE |
| 92840M102 | VST | Vistra Corp. | $1,938 | 0.00% | 10 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $1,831 | 0.00% | 10 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet, Inc. Class A | $1,762 | 0.00% | 10 | Common | SOLE |
| 042068205 | ARM | Arm Holdings plc | $1,617 | 0.00% | 10 | Common | SOLE |
| 747525103 | QCOM | Qualcomm, Inc. | $1,593 | 0.00% | 10 | Common | SOLE |
| 23804L103 | DDOG | Datadog, Inc. Class A | $1,343 | 0.00% | 10 | Common | SOLE |
| 009066101 | ABNB | Airbnb, Inc. Class A | $1,323 | 0.00% | 10 | Common | SOLE |
| 595112103 | MU | Micron Technology, Inc. | $1,233 | 0.00% | 10 | Common | SOLE |
| 24703L202 | DELL | Dell Technologies, Inc. | $1,226 | 0.00% | 10 | Common | SOLE |
| 82509L107 | SHOP | Shopify, Inc. Class A (Canada) | $1,154 | 0.00% | 10 | Common | SOLE |
| 464287515 | IGV | iShares Expanded Tech-Software Sector ETF | $1,095 | 0.00% | 10 | Common | SOLE |
| 64110D104 | NTAP | Netapp, Inc. | $1,066 | 0.00% | 10 | Common | SOLE |
| 771049103 | RBLX | Roblox Corporation Class A | $1,052 | 0.00% | 10 | Common | SOLE |
| 040413205 | ANET | Arista Networks, Inc. | $1,023 | 0.00% | 10 | Common | SOLE |
| 679295105 | OKTA | Okta, Inc. Class A | $1,000 | 0.00% | 10 | Common | SOLE |
| 512807108 | LRCXEUR | Lam Research Corp. | $973 | 0.00% | 10 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies, Inc. | $933 | 0.00% | 10 | Common | SOLE |
| 04626A103 | ALAB | Astera Labs, Inc. | $904 | 0.00% | 10 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp. | $892 | 0.00% | 10 | Common | SOLE |
| N14506104 | ESTC | Elastic N.V. | $843 | 0.00% | 10 | Common | SOLE |
| 148929102 | CAVA | CAVA Group, Inc. | $842 | 0.00% | 10 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp. | $813 | 0.00% | 10 | Common | SOLE |
| 573874104 | MRVL | Marvell Technology, Inc. | $774 | 0.00% | 10 | Common | SOLE |
| 88339J105 | TTD | The Trade Desk, Inc. Class A | $720 | 0.00% | 10 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. Class C | $701 | 0.00% | 10 | Common | SOLE |
| 670100205 | NVO | Novo Nordisk A/S | $690 | 0.00% | 10 | Common | SOLE |
| 26701L100 | BROS | Dutch Bros Inc. | $684 | 0.00% | 10 | Common | SOLE |
| 852234103 | XYZ | Block, Inc. | $679 | 0.00% | 10 | Common | SOLE |
| 958102105 | WDC | Western Digital Corp. | $640 | 0.00% | 10 | Common | SOLE |
| 46438F101 | IBIT | ishares Bitcoin Trust | $612 | 0.00% | 10 | Common | SOLE |
| 74624M102 | P | Pure Storage, Inc. Class A | $576 | 0.00% | 10 | Common | SOLE |
| 169656105 | CMG | Chipotle Mexican Grill | $562 | 0.00% | 10 | Common | SOLE |
| 02156V109 | OKLO | Oklo Inc. | $560 | 0.00% | 10 | Common | SOLE |
| 86800U104 | SMCIUSD | Super Micro Computer, Inc. | $490 | 0.00% | 10 | Common | SOLE |
| 37637K108 | GTLB | GitLab, Inc. | $451 | 0.00% | 10 | Common | SOLE |
| 888787108 | TOST | Toast, Inc. | $443 | 0.00% | 10 | Common | SOLE |
| 26142R104 | DKNG | DraftKings, Inc. Class A | $429 | 0.00% | 10 | Common | SOLE |
| 79589L106 | IOT | Samsara Inc. | $398 | 0.00% | 10 | Common | SOLE |
| 001174168 | — | Global-e Online Ltd | $335 | 0.00% | 10 | Common | SOLE |
| 83406F102 | SOFI | SoFi Technologies, Inc. | $182 | 0.00% | 10 | Common | SOLE |
| 76954A103 | RIVN | Rivian Automotive, Inc. Class A | $137 | 0.00% | 10 | Common | SOLE |
| 80004C101 | SNDK | Sandisk Corp. | $136 | 0.00% | 3 | Common | SOLE |
| 18452B209 | CLSK | CleanSpark, Inc. | $110 | 0.00% | 10 | Common | SOLE |
| 43289P106 | HIMX | Himax Technologies, Inc. | $89 | 0.00% | 10 | Common | SOLE |
| 051774107 | AUR | Aurora Innovation, Inc. | $52 | 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.