Q4 2025 · 13F-HR
BERKSHIRE CAPITAL HOLDINGS INCholdings as filed
Filed 2026-02-09 · accession 0001162044-26-000130
$301.7M
Reported value
109
Positions
2025-12-31
Period end
The Brief · BERKSHIRE CAPITAL HOLDINGS INC · Q4 2025
AI · grounded in 13F
BERKSHIRE CAPITAL HOLDINGS INC trimmed its position in HOOD by 99.99%. The fund also reduced holdings in DASH by 99.98% and BABA by 99.99%. On the buy side, the fund accumulated shares of ORCL and ALAB.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA Corp. | $73.1M | 24.2% | 391,860 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $31.0M | 10.3% | 102,100 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $18.1M | 5.99% | 40,210 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Ltd. | $16.0M | 5.30% | 46,210 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corp. | $15.0M | 4.98% | 77,100 | Common | SOLE |
| 36828A101 | GEV | GE Vernova Inc. | $15.0M | 4.97% | 22,960 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $14.7M | 4.88% | 49,790 | Common | SOLE |
| 04626A103 | ALAB | Astera Labs, Inc. | $14.6M | 4.85% | 87,930 | Common | SOLE |
| 773122106 | — | Rocket Lab Corporation | $14.5M | 4.79% | 207,360 | Common | SOLE |
| 69608A108 | PLTR | Palantir Technologies, Inc. Class A | $13.3M | 4.40% | 74,690 | Common | SOLE |
| 03831W108 | APP | AppLovin Corporation | $11.5M | 3.80% | 17,030 | Common | SOLE |
| 60937P106 | MDB | MongoDB, Inc. Class A | $10.4M | 3.46% | 24,890 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $9.3M | 3.09% | 40,400 | Common | SOLE |
| 003819207 | — | Applied Digital Corporation | $9.1M | 3.02% | 371,690 | Common | SOLE |
| 92537N108 | VRT | Vertiv Holdings Co | $8.1M | 2.68% | 49,840 | Common | SOLE |
| 75734B100 | RDDT | Reddit, Inc. | $7.5M | 2.49% | 32,650 | Common | SOLE |
| 278768106 | SATS | EchoStar Corporation | $6.1M | 2.03% | 56,300 | Common | SOLE |
| N97284108 | NBIS | Nebius Group N.V. | $5.7M | 1.89% | 68,140 | Common | SOLE |
| 218735108 | — | CoreWeave, Inc. | $5.5M | 1.83% | 77,190 | Common | SOLE |
| 82982T106 | SITM | SiTime Corporation | $2.9M | 0.96% | 8,180 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre, Inc. (Argentina) | $20,143 | 0.01% | 10 | Common | SOLE |
| 482480100 | KLAC | KLA Corporation | $12,151 | 0.00% | 10 | Common | SOLE |
| N07059111 | — | ASML Holding N.V. ADR | $10,699 | 0.00% | 10 | Common | SOLE |
| 64110L106 | NFLX | Netflix, Inc. | $9,376 | 0.00% | 100 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems, Inc. | $9,064 | 0.00% | 10 | Common | SOLE |
| 81762P102 | NOW | ServiceNow, Inc. | $7,660 | 0.00% | 50 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. Class A | $6,601 | 0.00% | 10 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $6,143 | 0.00% | 10 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology S.A. (Luxembourg) | $5,807 | 0.00% | 10 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise, Inc. | $5,679 | 0.00% | 10 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $4,836 | 0.00% | 10 | Common | SOLE |
| 22788C105 | CRWD | CrowdStrike Holdings, Inc. Class A | $4,688 | 0.00% | 10 | Common | SOLE |
| M2682V108 | CYBR | Cyberark Software LTD (Israel) | $4,461 | 0.00% | 10 | Common | SOLE |
| 146869102 | CVNA | Carvana Co. Class A | $4,220 | 0.00% | 10 | Common | SOLE |
| 87422Q109 | TLN | Talen Energy Corporation | $3,748 | 0.00% | 10 | Common | SOLE |
| 55024U109 | LITE | Lumentum Holdings Inc. | $3,686 | 0.00% | 10 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks, Inc. | $3,684 | 0.00% | 20 | Common | SOLE |
| 92189F676 | SMH | VanEck Semiconductor ETF | $3,601 | 0.00% | 10 | Common | SOLE |
| 21037T109 | CEG | Constellation Energy Corporation | $3,533 | 0.00% | 10 | Common | SOLE |
| G29183103 | ETN | Eaton Corporation PLC | $3,185 | 0.00% | 10 | Common | SOLE |
| 04010E109 | AGX | Argan, Inc. | $3,133 | 0.00% | 10 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet, Inc. Class A | $3,130 | 0.00% | 10 | Common | SOLE |
| 369604301 | GE | GE Aerospace | $3,080 | 0.00% | 10 | Common | SOLE |
| 595112103 | MU | Micron Technology, Inc. | $2,854 | 0.00% | 10 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $2,719 | 0.00% | 10 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $2,570 | 0.00% | 10 | Common | SOLE |
| 874054109 | TTWO | Take-Two Interactive Software, Inc. | $2,560 | 0.00% | 10 | Common | SOLE |
| 80004C200 | SNDK | Sandisk Corp. | $2,374 | 0.00% | 10 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp. | $2,339 | 0.00% | 10 | Common | SOLE |
| 25809K105 | DASH | DoorDash, Inc. Class A | $2,265 | 0.00% | 10 | Common | SOLE |
| 19260Q107 | COIN | Coinbase Global, Inc. Class A | $2,261 | 0.00% | 10 | Common | SOLE |
| 98980G102 | ZS | Zscaler, Inc. | $2,249 | 0.00% | 10 | Common | SOLE |
| 833445109 | SNOW | Snowflake, Inc. Class A | $2,194 | 0.00% | 10 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices, Inc. | $2,142 | 0.00% | 10 | Common | SOLE |
| 18915M107 | NET | Cloudflare, Inc. Class A | $1,972 | 0.00% | 10 | Common | SOLE |
| 880770102 | TER | Teradyne, Inc. | $1,936 | 0.00% | 10 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp. | $1,846 | 0.00% | 10 | Common | SOLE |
| 093712107 | BE | Bloom Energy Corporation | $1,738 | 0.00% | 20 | Common | SOLE |
| 05605H100 | BWXT | BWX Technologies, Inc. | $1,728 | 0.00% | 10 | Common | SOLE |
| 958102105 | WDC | Western Digital Corp. | $1,723 | 0.00% | 10 | Common | SOLE |
| 512807108 | LRCXEUR | Lam Research Corp. | $1,712 | 0.00% | 10 | Common | SOLE |
| 747525103 | QCOM | Qualcomm, Inc. | $1,711 | 0.00% | 10 | Common | SOLE |
| 92840M102 | VST | Vistra Corp. | $1,613 | 0.00% | 10 | Common | SOLE |
| 82509L107 | SHOP | Shopify, Inc. Class A (Canada) | $1,610 | 0.00% | 10 | Common | SOLE |
| 594972408 | MSTR | Micro Strategy, Inc. Class A | $1,520 | 0.00% | 10 | Common | SOLE |
| 01609W102 | BABA | Alibaba Group Holding Ltd. ADR | $1,466 | 0.00% | 10 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding LTD | $1,439 | 0.00% | 10 | Common | SOLE |
| 23804L103 | DDOG | Datadog, Inc. Class A | $1,360 | 0.00% | 10 | Common | SOLE |
| 032095101 | APH | Amphenol Corporation | $1,351 | 0.00% | 10 | Common | SOLE |
| 040413205 | ANET | Arista Networks, Inc. | $1,310 | 0.00% | 10 | Common | SOLE |
| 81141R100 | SE | Sea Ltd. (Singapore) | $1,276 | 0.00% | 10 | Common | SOLE |
| 24703L202 | DELL | Dell Technologies, Inc. | $1,259 | 0.00% | 10 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets, Inc. | $1,131 | 0.00% | 10 | Common | SOLE |
| 042068205 | ARM | Arm Holdings plc | $1,093 | 0.00% | 10 | Common | SOLE |
| 77543R102 | ROKU | Roku, Inc. Class A | $1,085 | 0.00% | 10 | Common | SOLE |
| 64110D104 | NTAP | Netapp, Inc. | $1,071 | 0.00% | 10 | Common | SOLE |
| 464287515 | IGV | iShares Expanded Tech-Software Sector ETF | $1,057 | 0.00% | 10 | Common | SOLE |
| 219350105 | GLW | Corning Inc. Glass Works | $876 | 0.00% | 10 | Common | SOLE |
| 679295105 | OKTA | Okta, Inc. Class A | $865 | 0.00% | 10 | Common | SOLE |
| 573874104 | MRVL | Marvell Technology, Inc. | $850 | 0.00% | 10 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies, Inc. | $817 | 0.00% | 10 | Common | SOLE |
| 771049103 | RBLX | Roblox Corporation Class A | $810 | 0.00% | 10 | Common | SOLE |
| 172573107 | CRCL | Circle Internet Group Inc. | $793 | 0.00% | 10 | Common | SOLE |
| 00827B106 | AFRM | Affirm Holdings, Inc. Class A | $744 | 0.00% | 10 | Common | SOLE |
| 02156V109 | OKLO | Oklo Inc. | $718 | 0.00% | 10 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. Class C | $682 | 0.00% | 10 | Common | SOLE |
| 74624M102 | P | Pure Storage, Inc. Class A | $670 | 0.00% | 10 | Common | SOLE |
| 88023B103 | TEM | Tempus AI, Inc. | $591 | 0.00% | 10 | Common | SOLE |
| 46438F101 | IBIT | ishares Bitcoin Trust | $497 | 0.00% | 10 | Common | SOLE |
| 44812J104 | HUT | Hut 8 Corp. | $459 | 0.00% | 10 | Common | SOLE |
| 46222L108 | IONQ | IonQ, Inc. | $449 | 0.00% | 10 | Common | SOLE |
| 91332U101 | U | Unity Software, Inc. | $442 | 0.00% | 10 | Common | SOLE |
| 000018599 | — | IREN Limited | $378 | 0.00% | 10 | Common | SOLE |
| 888787108 | TOST | Toast, Inc. | $355 | 0.00% | 10 | Common | SOLE |
| 86800U104 | SMCIUSD | Super Micro Computer, Inc. | $293 | 0.00% | 10 | Common | SOLE |
| 09175A206 | BMNR | Bitmine Immersion Technologies, Inc. | $272 | 0.00% | 10 | Common | SOLE |
| 83406F102 | SOFI | SoFi Technologies, Inc. | $262 | 0.00% | 10 | Common | SOLE |
| 26740W109 | QBTS | D-Wave Quantum Inc. | $262 | 0.00% | 10 | Common | SOLE |
| 46438R105 | ETHA | iShares Ethereum Trust | $224 | 0.00% | 10 | Common | SOLE |
| 76655K103 | RGTI | Rigetti Computing, Inc. | $222 | 0.00% | 10 | Common | SOLE |
| 76954A103 | RIVN | Rivian Automotive, Inc. Class A | $197 | 0.00% | 10 | Common | SOLE |
| 77311W101 | RKT | Rocket Companies, Inc. | $194 | 0.00% | 10 | Common | SOLE |
| 82846H405 | QXO | QXO, Inc. | $193 | 0.00% | 10 | Common | SOLE |
| 775781206 | RYCEY | Rolls-Royce Holdings plc | $157 | 0.00% | 10 | Common | SOLE |
| 21874A106 | CORZ | Core Scientific, Inc. | $146 | 0.00% | 10 | Common | SOLE |
| G2949D104 | DYNC | Dynamix Corporation Class A | $103 | 0.00% | 10 | Common | SOLE |
| 74766W108 | QUBT | Quantum Computing Inc. | $103 | 0.00% | 10 | Common | SOLE |
| 18452B209 | CLSK | CleanSpark, Inc. | $101 | 0.00% | 10 | Common | SOLE |
| 683712103 | OPEN | Opendoor Technologies, Inc. | $58 | 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.