13F HOLDINGS REPORT
BERKSHIRE CAPITAL HOLDINGS INC
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001162044-25-000134
Total Value
$276.7M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 290,360 | $39.0M | 14.09% |
| 2 | Tesla, Inc. | TSLA | 47,260 | $19.1M | 6.90% |
| 3 | Amazon.com, Inc. | AMZN | 79,910 | $17.5M | 6.33% |
| 4 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 874039100 | 84,360 | $16.7M | 6.02% |
| 5 | Broadcom Ltd. | AVGO | 71,810 | $16.6M | 6.02% |
| 6 | Astera Labs, Inc. | ALAB | 121,350 | $16.1M | 5.81% |
| 7 | Meta Platforms, Inc. Class A | META | 22,500 | $13.2M | 4.76% |
| 8 | Robinhood Markets, Inc. | 770700102 | 348,310 | $13.0M | 4.69% |
| 9 | AppLovin Corporation | APP | 35,590 | $11.5M | 4.16% |
| 10 | Affirm Holdings, Inc. Class A | AFRM | 177,370 | $10.8M | 3.90% |
| 11 | Datadog, Inc. Class A | DDOG | 73,200 | $10.5M | 3.78% |
| 12 | SoFi Technologies, Inc. | SOFI | 620,810 | $9.6M | 3.45% |
| 13 | Cloudflare, Inc. Class A | NET | 88,570 | $9.5M | 3.45% |
| 14 | Palantir Technologies, Inc. Class A | PLTR | 125,780 | $9.5M | 3.44% |
| 15 | Arista Networks, Inc. | ANET | 76,950 | $8.5M | 3.07% |
| 16 | Marvell Technology, Inc. | MRVL | 76,100 | $8.4M | 3.04% |
| 17 | Shopify, Inc. Class A (Canada) | SHOP | 78,680 | $8.4M | 3.02% |
| 18 | Reddit, Inc. | RDDT | 51,050 | $8.3M | 3.01% |
| 19 | Vertiv Holdings Co | VRT | 73,150 | $8.3M | 3.00% |
| 20 | CrowdStrike Holdings, Inc. Class A | CRWD | 23,730 | $8.1M | 2.93% |
| 21 | Credo Technology Group Holding LTD | CRDO | 120,410 | $8.1M | 2.92% |
| 22 | Ciena Corp. | CIEN | 68,720 | $5.8M | 2.11% |
| 23 | Booking Holdings Inc. | BKNG | 10 | $49,684 | 0.02% |
| 24 | MercadoLibre, Inc. (Argentina) | MELI | 10 | $17,004 | 0.01% |
| 25 | ServiceNow, Inc. | NOW | 10 | $10,601 | 0.00% |
| 26 | Netflix, Inc. | NFLX | 10 | $8,913 | 0.00% |
| 27 | Eli Lilly and Company | LLY | 10 | $7,720 | 0.00% |
| 28 | HubSpot, Inc. | HUBS | 10 | $6,968 | 0.00% |
| 29 | ASML Holding N.V. ADR | ASMLF | 10 | $6,931 | 0.00% |
| 30 | KLA Corporation | KLAC | 10 | $6,301 | 0.00% |
| 31 | Intuit, Inc. | INTU | 10 | $6,285 | 0.00% |
| 32 | Axon Enterprise, Inc. | AXON | 10 | $5,943 | 0.00% |
| 33 | Monolithic Power Systems, Inc. | 609839105 | 10 | $5,917 | 0.00% |
| 34 | Invesco QQQ ETF | IVZ | 10 | $5,112 | 0.00% |
| 35 | Synopsys, Inc. | SNPS | 10 | $4,854 | 0.00% |
| 36 | Spotify Technology S.A. (Luxembourg) | SPOT | 10 | $4,474 | 0.00% |
| 37 | Adobe, Inc. | ADBE | 10 | $4,447 | 0.00% |
| 38 | Microsoft Corp. | MSFT | 10 | $4,215 | 0.00% |
| 39 | Palo Alto Networks, Inc. | PANW | 20 | $3,639 | 0.00% |
| 40 | Cyberark Software LTD (Israel) | M2682V108 | 10 | $3,332 | 0.00% |
| 41 | Eaton Corporation PLC | ETN | 10 | $3,319 | 0.00% |
| 42 | Cadence Design Systems, Inc. | CDNS | 10 | $3,005 | 0.00% |
| 43 | Micro Strategy, Inc. Class A | STRK | 10 | $2,896 | 0.00% |
| 44 | Flutter Entertainment PLC | FLUT | 10 | $2,585 | 0.00% |
| 45 | Apple, Inc. | AAPL | 10 | $2,504 | 0.00% |
| 46 | Coinbase Global, Inc. Class A | COIN | 10 | $2,483 | 0.00% |
| 47 | VanEck Semiconductor ETF | 92189F676 | 10 | $2,422 | 0.00% |
| 48 | monday.com Ltd. | MNDY | 10 | $2,354 | 0.00% |
| 49 | MongoDB, Inc. Class A | MDB | 10 | $2,328 | 0.00% |
| 50 | Constellation Energy Corporation | CEG | 10 | $2,237 | 0.00% |
| 51 | Carvana Co. Class A | CVNA | 10 | $2,034 | 0.00% |
| 52 | Alphabet, Inc. Class A | GOOG | 10 | $1,893 | 0.00% |
| 53 | Zscaler, Inc. | ZS | 10 | $1,804 | 0.00% |
| 54 | DoorDash, Inc. Class A | DASH | 10 | $1,678 | 0.00% |
| 55 | Oracle Corp. | ORCL-PD | 10 | $1,666 | 0.00% |
| 56 | Applied Materials, Inc. | 038222105 | 10 | $1,626 | 0.00% |
| 57 | Snowflake, Inc. Class A | SNOW | 10 | $1,544 | 0.00% |
| 58 | Qualcomm, Inc. | QCOM | 10 | $1,536 | 0.00% |
| 59 | Impinj, Inc. | PI | 10 | $1,453 | 0.00% |
| 60 | Vistra Corp. | VST | 10 | $1,379 | 0.00% |
| 61 | Airbnb, Inc. Class A | ABNB | 10 | $1,314 | 0.00% |
| 62 | Arm Holdings plc | 042068205 | 10 | $1,234 | 0.00% |
| 63 | Advanced Micro Devices, Inc. | AMD | 10 | $1,208 | 0.00% |
| 64 | The Trade Desk, Inc. Class A | 88339J105 | 10 | $1,175 | 0.00% |
| 65 | Netapp, Inc. | NTAP | 10 | $1,161 | 0.00% |
| 66 | Dell Technologies, Inc. | DELL | 10 | $1,152 | 0.00% |
| 67 | CAVA Group, Inc. | CAVA | 10 | $1,128 | 0.00% |
| 68 | iShares Expanded Tech-Software Sector ETF | 464287515 | 10 | $1,001 | 0.00% |
| 69 | Elastic N.V. | ESTC | 10 | $991 | 0.00% |
| 70 | Coherent Corp. | COHR | 10 | $947 | 0.00% |
| 71 | Novo Nordisk A/S | NONOF | 10 | $860 | 0.00% |
| 72 | Block, Inc. Class A | BSQKZ | 10 | $850 | 0.00% |
| 73 | BILL Holdings Inc | BILL | 10 | $847 | 0.00% |
| 74 | Micron Technology, Inc. | MU | 10 | $842 | 0.00% |
| 75 | Okta, Inc. Class A | OKTA | 10 | $788 | 0.00% |
| 76 | Roku, Inc. Class A | ROKU | 10 | $743 | 0.00% |
| 77 | Zillow Group, Inc. Class C | Z | 10 | $741 | 0.00% |
| 78 | Lam Research Corp. | LRCX | 10 | $722 | 0.00% |
| 79 | ON Semiconductor Corporation | ON | 10 | $631 | 0.00% |
| 80 | Pure Storage, Inc. Class A | 74624M102 | 10 | $614 | 0.00% |
| 81 | Uber Technologies, Inc. | UBER | 10 | $603 | 0.00% |
| 82 | Chipotle Mexican Grill | CMG | 10 | $603 | 0.00% |
| 83 | Western Digital Corp. | WDC | 10 | $596 | 0.00% |
| 84 | Roblox Corporation Class A | RBLX | 10 | $579 | 0.00% |
| 85 | GitLab, Inc. | GTLB | 10 | $564 | 0.00% |
| 86 | Global-e Online Ltd | GLBE | 10 | $545 | 0.00% |
| 87 | ishares Bitcoin Trust | IBIT | 10 | $531 | 0.00% |
| 88 | Samsara Inc. | IOT | 10 | $437 | 0.00% |
| 89 | DraftKings, Inc. Class A | DKNG | 10 | $372 | 0.00% |
| 90 | Toast, Inc. | TOST | 10 | $365 | 0.00% |
| 91 | Super Micro Computer, Inc. | SMCI | 10 | $305 | 0.00% |
| 92 | Marathon Digital Holdings, Inc. | MARA | 10 | $168 | 0.00% |
| 93 | Core Scientific, Inc. | 21874A106 | 10 | $141 | 0.00% |
| 94 | Rivian Automotive, Inc. Class A | RIVN | 10 | $133 | 0.00% |
| 95 | Riot Platforms, Inc | RIOT | 10 | $102 | 0.00% |
| 96 | CleanSpark, Inc. | CLSKW | 10 | $92 | 0.00% |