13F HOLDINGS REPORT
BERKSHIRE CAPITAL HOLDINGS INC
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001162044-24-000483
Total Value
$250.5M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 19,560 | $17.7M | 7.06% |
| 2 | Amazon.com, Inc. | AMZN | 97,640 | $17.6M | 7.03% |
| 3 | Meta Platforms, Inc. Class A | META | 35,750 | $17.4M | 6.93% |
| 4 | DraftKings, Inc. Class A | DKNG | 371,800 | $16.9M | 6.74% |
| 5 | DoorDash, Inc. Class A | DASH | 111,680 | $15.4M | 6.14% |
| 6 | Micron Technology, Inc. | MU | 129,500 | $15.3M | 6.09% |
| 7 | The Trade Desk, Inc. Class A | 88339J105 | 174,410 | $15.2M | 6.09% |
| 8 | Block, Inc. Class A | BSQKZ | 146,490 | $12.4M | 4.95% |
| 9 | Robinhood Markets, Inc. | 770700102 | 613,180 | $12.3M | 4.93% |
| 10 | Dell Technologies, Inc. | DELL | 107,090 | $12.2M | 4.88% |
| 11 | Carvana Co. Class A | CVNA | 136,630 | $12.0M | 4.80% |
| 12 | monday.com Ltd. | MNDY | 53,140 | $12.0M | 4.79% |
| 13 | AppLovin Corporation | APP | 167,030 | $11.6M | 4.62% |
| 14 | Coinbase Global, Inc. Class A | COIN | 42,310 | $11.2M | 4.48% |
| 15 | ASML Holding N.V. ADR | ASMLF | 10,520 | $10.2M | 4.08% |
| 16 | Broadcom Ltd. | AVGO | 7,580 | $10.0M | 4.01% |
| 17 | Super Micro Computer, Inc. | SMCI | 9,840 | $9.9M | 3.97% |
| 18 | Arm Holdings plc | 042068205 | 59,510 | $7.4M | 2.97% |
| 19 | CrowdStrike Holdings, Inc. Class A | CRWD | 22,720 | $7.3M | 2.91% |
| 20 | Spotify Technology S.A. (Luxembourg) | SPOT | 23,620 | $6.2M | 2.49% |
| 21 | Micro Strategy, Inc. Class A | STRK | 10 | $17,046 | 0.01% |
| 22 | MercadoLibre, Inc. (Argentina) | MELI | 10 | $15,120 | 0.01% |
| 23 | Lam Research Corp. | LRCX | 10 | $9,716 | 0.00% |
| 24 | Eli Lilly and Company | LLY | 10 | $7,780 | 0.00% |
| 25 | ServiceNow, Inc. | NOW | 10 | $7,624 | 0.00% |
| 26 | KLA Corporation | KLAC | 10 | $6,986 | 0.00% |
| 27 | Monolithic Power Systems, Inc. | 609839105 | 10 | $6,774 | 0.00% |
| 28 | Intuit, Inc. | INTU | 10 | $6,500 | 0.00% |
| 29 | HubSpot, Inc. | HUBS | 10 | $6,266 | 0.00% |
| 30 | Netflix, Inc. | NFLX | 10 | $6,073 | 0.00% |
| 31 | Synopsys, Inc. | SNPS | 10 | $5,715 | 0.00% |
| 32 | Adobe, Inc. | ADBE | 10 | $5,046 | 0.00% |
| 33 | Invesco QQQ ETF | IVZ | 10 | $4,440 | 0.00% |
| 34 | Microsoft Corp. | MSFT | 10 | $4,207 | 0.00% |
| 35 | MongoDB, Inc. Class A | MDB | 10 | $3,586 | 0.00% |
| 36 | Cadence Design Systems, Inc. | CDNS | 10 | $3,113 | 0.00% |
| 37 | Arista Networks, Inc. | ANET | 10 | $2,900 | 0.00% |
| 38 | Palo Alto Networks, Inc. | PANW | 10 | $2,841 | 0.00% |
| 39 | Cyberark Software LTD (Israel) | M2682V108 | 10 | $2,656 | 0.00% |
| 40 | Celsius Holdings, Inc. | CELH | 30 | $2,488 | 0.00% |
| 41 | VanEck Semiconductor ETF | 92189F676 | 10 | $2,250 | 0.00% |
| 42 | Applied Materials, Inc. | 038222105 | 10 | $2,062 | 0.00% |
| 43 | Atlassian Corporation PLC Class A (United Kingdom) | TEAM | 10 | $1,951 | 0.00% |
| 44 | Zscaler, Inc. | ZS | 10 | $1,926 | 0.00% |
| 45 | Advanced Micro Devices, Inc. | AMD | 10 | $1,805 | 0.00% |
| 46 | Tesla, Inc. | TSLA | 10 | $1,758 | 0.00% |
| 47 | Apple, Inc. | AAPL | 10 | $1,715 | 0.00% |
| 48 | Qualcomm, Inc. | QCOM | 10 | $1,693 | 0.00% |
| 49 | Airbnb, Inc. Class A | ABNB | 10 | $1,650 | 0.00% |
| 50 | Snowflake, Inc. Class A | SNOW | 10 | $1,616 | 0.00% |
| 51 | Alphabet, Inc. Class A | GOOG | 10 | $1,509 | 0.00% |
| 52 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 874039100 | 10 | $1,361 | 0.00% |
| 53 | Novo Nordisk A/S | NONOF | 10 | $1,284 | 0.00% |
| 54 | Datadog, Inc. Class A | DDOG | 10 | $1,236 | 0.00% |
| 55 | Okta, Inc. Class A | OKTA | 10 | $1,046 | 0.00% |
| 56 | Cloudflare, Inc. Class A | NET | 10 | $968 | 0.00% |
| 57 | Shopify, Inc. Class A (Canada) | SHOP | 10 | $772 | 0.00% |
| 58 | Uber Technologies, Inc. | UBER | 10 | $770 | 0.00% |
| 59 | ON Semiconductor Corporation | ON | 10 | $736 | 0.00% |
| 60 | Marvell Technology, Inc. | MRVL | 10 | $709 | 0.00% |
| 61 | BILL Holdings Inc | BILL | 10 | $687 | 0.00% |
| 62 | PayPal Holdings, Inc. | PYPL | 10 | $670 | 0.00% |
| 63 | Zoom Video Communications, Inc. Class A | ZM | 10 | $654 | 0.00% |
| 64 | Roku, Inc. Class A | ROKU | 10 | $652 | 0.00% |
| 65 | Twilio, Inc. Class A | TWLO | 10 | $612 | 0.00% |
| 66 | Coherent Corp. | COHR | 10 | $606 | 0.00% |
| 67 | GitLab, Inc. | GTLB | 10 | $583 | 0.00% |
| 68 | Pure Storage, Inc. Class A | 74624M102 | 10 | $520 | 0.00% |
| 69 | Ambarella, Inc. | AMBA | 10 | $508 | 0.00% |
| 70 | Ciena Corp. | CIEN | 10 | $495 | 0.00% |
| 71 | Zillow Group, Inc. Class C | Z | 10 | $488 | 0.00% |
| 72 | Braze, Inc. | BRZE | 10 | $443 | 0.00% |
| 73 | ishares Bitcoin Trust | IBIT | 10 | $405 | 0.00% |
| 74 | Roblox Corporation Class A | RBLX | 10 | $382 | 0.00% |
| 75 | Samsara Inc. | IOT | 10 | $378 | 0.00% |
| 76 | Affirm Holdings, Inc. Class A | AFRM | 10 | $373 | 0.00% |
| 77 | Global-e Online Ltd | GLBE | 10 | $364 | 0.00% |
| 78 | Pinterest, Inc. Class A | PINS | 10 | $347 | 0.00% |
| 79 | C3.ai, Inc. | AI | 10 | $271 | 0.00% |
| 80 | HashiCorp, Inc. | 418100103 | 10 | $270 | 0.00% |
| 81 | Unity Software, Inc. | U | 10 | $267 | 0.00% |
| 82 | Palantir Technologies, Inc. Class A | PLTR | 10 | $230 | 0.00% |
| 83 | UiPath, Inc. | PATH | 10 | $227 | 0.00% |
| 84 | Marathon Digital Holdings, Inc. | MARA | 10 | $226 | 0.00% |
| 85 | CleanSpark, Inc. | CLSKW | 10 | $212 | 0.00% |
| 86 | Riot Platforms, Inc | RIOT | 10 | $122 | 0.00% |
| 87 | Rivian Automotive, Inc. Class A | RIVN | 10 | $110 | 0.00% |
| 88 | SoFi Technologies, Inc. | SOFI | 10 | $73 | 0.00% |
| 89 | Opendoor Technologies, Inc. | OPENZ | 10 | $30 | 0.00% |