13F HOLDINGS REPORT
BERKSHIRE CAPITAL HOLDINGS INC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001162044-25-000509
Total Value
$209.1M
Positions
96
Other Managers
0
Confidential Omitted
No
Holdings (96)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 269,020 | $29.2M | 13.94% |
| 2 | Robinhood Markets, Inc. | 770700102 | 440,080 | $18.3M | 8.76% |
| 3 | Tesla, Inc. | TSLA | 63,980 | $16.6M | 7.93% |
| 4 | Carvana Co. Class A | CVNA | 63,230 | $13.2M | 6.32% |
| 5 | Cloudflare, Inc. Class A | NET | 111,620 | $12.6M | 6.01% |
| 6 | DoorDash, Inc. Class A | DASH | 57,010 | $10.4M | 4.98% |
| 7 | Palantir Technologies, Inc. Class A | PLTR | 123,230 | $10.4M | 4.97% |
| 8 | Meta Platforms, Inc. Class A | META | 18,010 | $10.4M | 4.96% |
| 9 | Aurora Innovation, Inc. | AUROW | 1,527,520 | $10.3M | 4.91% |
| 10 | AppLovin Corporation | APP | 38,650 | $10.2M | 4.90% |
| 11 | Roku, Inc. Class A | ROKU | 141,350 | $10.0M | 4.76% |
| 12 | MercadoLibre, Inc. (Argentina) | MELI | 4,820 | $9.4M | 4.50% |
| 13 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 874039100 | 50,920 | $8.5M | 4.04% |
| 14 | Shopify, Inc. Class A (Canada) | SHOP | 88,500 | $8.4M | 4.04% |
| 15 | Axon Enterprise, Inc. | AXON | 15,770 | $8.3M | 3.97% |
| 16 | Micro Strategy, Inc. Class A | STRK | 27,720 | $8.0M | 3.82% |
| 17 | Dutch Bros Inc. | BROS | 104,280 | $6.4M | 3.08% |
| 18 | Affirm Holdings, Inc. Class A | AFRM | 139,520 | $6.3M | 3.01% |
| 19 | Amazon.com, Inc. | AMZN | 5,510 | $1.0M | 0.50% |
| 20 | Snowflake, Inc. Class A | SNOW | 7,160 | $1.0M | 0.50% |
| 21 | Booking Holdings Inc. | BKNG | 10 | $46,069 | 0.02% |
| 22 | Netflix, Inc. | NFLX | 10 | $9,325 | 0.00% |
| 23 | Eli Lilly and Company | LLY | 10 | $8,259 | 0.00% |
| 24 | ServiceNow, Inc. | NOW | 10 | $7,961 | 0.00% |
| 25 | KLA Corporation | KLAC | 10 | $6,798 | 0.00% |
| 26 | ASML Holding N.V. ADR | ASMLF | 10 | $6,626 | 0.00% |
| 27 | Intuit, Inc. | INTU | 10 | $6,140 | 0.00% |
| 28 | Monolithic Power Systems, Inc. | 609839105 | 10 | $5,800 | 0.00% |
| 29 | HubSpot, Inc. | HUBS | 10 | $5,713 | 0.00% |
| 30 | Spotify Technology S.A. (Luxembourg) | SPOT | 10 | $5,500 | 0.00% |
| 31 | Invesco QQQ ETF | IVZ | 10 | $4,689 | 0.00% |
| 32 | Synopsys, Inc. | SNPS | 10 | $4,289 | 0.00% |
| 33 | Adobe, Inc. | ADBE | 10 | $3,835 | 0.00% |
| 34 | Microsoft Corp. | MSFT | 10 | $3,754 | 0.00% |
| 35 | CrowdStrike Holdings, Inc. Class A | CRWD | 10 | $3,526 | 0.00% |
| 36 | Palo Alto Networks, Inc. | PANW | 20 | $3,413 | 0.00% |
| 37 | Cyberark Software LTD (Israel) | M2682V108 | 10 | $3,380 | 0.00% |
| 38 | Eaton Corporation PLC | ETN | 10 | $2,718 | 0.00% |
| 39 | Cadence Design Systems, Inc. | CDNS | 10 | $2,543 | 0.00% |
| 40 | monday.com Ltd. | MNDY | 10 | $2,432 | 0.00% |
| 41 | Apple, Inc. | AAPL | 10 | $2,221 | 0.00% |
| 42 | Flutter Entertainment PLC | FLUT | 10 | $2,216 | 0.00% |
| 43 | VanEck Semiconductor ETF | 92189F676 | 10 | $2,115 | 0.00% |
| 44 | Take-Two Interactive Software, Inc. | TTWO | 10 | $2,073 | 0.00% |
| 45 | Constellation Energy Corporation | CEG | 10 | $2,016 | 0.00% |
| 46 | Zscaler, Inc. | ZS | 10 | $1,984 | 0.00% |
| 47 | MongoDB, Inc. Class A | MDB | 10 | $1,754 | 0.00% |
| 48 | Coinbase Global, Inc. Class A | COIN | 10 | $1,722 | 0.00% |
| 49 | Broadcom Ltd. | AVGO | 10 | $1,674 | 0.00% |
| 50 | Alphabet, Inc. Class A | GOOG | 10 | $1,546 | 0.00% |
| 51 | Qualcomm, Inc. | QCOM | 10 | $1,536 | 0.00% |
| 52 | Applied Materials, Inc. | 038222105 | 10 | $1,451 | 0.00% |
| 53 | Oracle Corp. | ORCL-PD | 10 | $1,398 | 0.00% |
| 54 | Airbnb, Inc. Class A | ABNB | 10 | $1,195 | 0.00% |
| 55 | Vistra Corp. | VST | 10 | $1,174 | 0.00% |
| 56 | Arm Holdings plc | 042068205 | 10 | $1,068 | 0.00% |
| 57 | Okta, Inc. Class A | OKTA | 10 | $1,052 | 0.00% |
| 58 | Reddit, Inc. | RDDT | 10 | $1,049 | 0.00% |
| 59 | Advanced Micro Devices, Inc. | AMD | 10 | $1,027 | 0.00% |
| 60 | Datadog, Inc. Class A | DDOG | 10 | $992 | 0.00% |
| 61 | Dell Technologies, Inc. | DELL | 10 | $912 | 0.00% |
| 62 | Elastic N.V. | ESTC | 10 | $891 | 0.00% |
| 63 | iShares Expanded Tech-Software Sector ETF | 464287515 | 10 | $890 | 0.00% |
| 64 | Netapp, Inc. | NTAP | 10 | $878 | 0.00% |
| 65 | Micron Technology, Inc. | MU | 10 | $869 | 0.00% |
| 66 | CAVA Group, Inc. | CAVA | 10 | $864 | 0.00% |
| 67 | Arista Networks, Inc. | ANET | 10 | $775 | 0.00% |
| 68 | Uber Technologies, Inc. | UBER | 10 | $729 | 0.00% |
| 69 | Lam Research Corp. | LRCX | 10 | $727 | 0.00% |
| 70 | Vertiv Holdings Co | VRT | 10 | $722 | 0.00% |
| 71 | Novo Nordisk A/S | NONOF | 10 | $694 | 0.00% |
| 72 | Zillow Group, Inc. Class C | Z | 10 | $686 | 0.00% |
| 73 | Coherent Corp. | COHR | 10 | $649 | 0.00% |
| 74 | Marvell Technology, Inc. | MRVL | 10 | $616 | 0.00% |
| 75 | Ciena Corp. | CIEN | 10 | $604 | 0.00% |
| 76 | Astera Labs, Inc. | ALAB | 10 | $597 | 0.00% |
| 77 | Roblox Corporation Class A | RBLX | 10 | $583 | 0.00% |
| 78 | The Trade Desk, Inc. Class A | 88339J105 | 10 | $547 | 0.00% |
| 79 | Block, Inc. | BSQKZ | 10 | $543 | 0.00% |
| 80 | Chipotle Mexican Grill | CMG | 10 | $502 | 0.00% |
| 81 | GitLab, Inc. | GTLB | 10 | $470 | 0.00% |
| 82 | ishares Bitcoin Trust | IBIT | 10 | $468 | 0.00% |
| 83 | Pure Storage, Inc. Class A | 74624M102 | 10 | $443 | 0.00% |
| 84 | Western Digital Corp. | WDC | 10 | $404 | 0.00% |
| 85 | Credo Technology Group Holding LTD | CRDO | 10 | $402 | 0.00% |
| 86 | Samsara Inc. | IOT | 10 | $383 | 0.00% |
| 87 | Global-e Online Ltd | GLBE | 10 | $357 | 0.00% |
| 88 | Super Micro Computer, Inc. | SMCI | 10 | $342 | 0.00% |
| 89 | DraftKings, Inc. Class A | DKNG | 10 | $332 | 0.00% |
| 90 | Toast, Inc. | TOST | 10 | $332 | 0.00% |
| 91 | Sandisk Corp. | SNDK | 3 | $143 | 0.00% |
| 92 | Rivian Automotive, Inc. Class A | RIVN | 10 | $125 | 0.00% |
| 93 | SoFi Technologies, Inc. | SOFI | 10 | $116 | 0.00% |
| 94 | Himax Technologies, Inc. | HIMX | 10 | $74 | 0.00% |
| 95 | Core Scientific, Inc. | 21874A106 | 10 | $72 | 0.00% |
| 96 | CleanSpark, Inc. | CLSKW | 10 | $67 | 0.00% |