13F HOLDINGS REPORT
BERKSHIRE CAPITAL HOLDINGS INC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001162044-25-000812
Total Value
$285.8M
Positions
102
Other Managers
0
Confidential Omitted
No
Holdings (102)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 313,620 | $49.5M | 17.33% |
| 2 | Cloudflare, Inc. Class A | NET | 102,230 | $20.0M | 7.00% |
| 3 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 874039100 | 88,050 | $19.9M | 6.98% |
| 4 | Palantir Technologies, Inc. Class A | PLTR | 125,480 | $17.1M | 5.98% |
| 5 | Coinbase Global, Inc. Class A | COIN | 47,830 | $16.8M | 5.86% |
| 6 | Robinhood Markets, Inc. | 770700102 | 152,640 | $14.3M | 5.00% |
| 7 | DoorDash, Inc. Class A | DASH | 57,790 | $14.2M | 4.98% |
| 8 | Meta Platforms, Inc. Class A | META | 19,240 | $14.2M | 4.97% |
| 9 | Affirm Holdings, Inc. Class A | AFRM | 203,600 | $14.1M | 4.92% |
| 10 | AppLovin Corporation | APP | 32,810 | $11.5M | 4.02% |
| 11 | Roku, Inc. Class A | ROKU | 130,380 | $11.5M | 4.01% |
| 12 | Vertiv Holdings Co | VRT | 88,860 | $11.4M | 3.99% |
| 13 | Reddit, Inc. | RDDT | 74,930 | $11.3M | 3.95% |
| 14 | Broadcom Ltd. | AVGO | 31,410 | $8.7M | 3.03% |
| 15 | Snowflake, Inc. Class A | SNOW | 38,280 | $8.6M | 3.00% |
| 16 | Micro Strategy, Inc. Class A | STRK | 21,140 | $8.5M | 2.99% |
| 17 | Credo Technology Group Holding LTD | CRDO | 90,240 | $8.4M | 2.92% |
| 18 | Advanced Micro Devices, Inc. | AMD | 58,500 | $8.3M | 2.90% |
| 19 | Core Scientific, Inc. | 21874A106 | 341,770 | $5.8M | 2.04% |
| 20 | CoreWeave, Inc. | CRWV | 35,180 | $5.7M | 2.01% |
| 21 | Circle Internet Group Inc. | CRCL | 31,550 | $5.7M | 2.00% |
| 22 | Booking Holdings Inc. | BKNG | 10 | $57,892 | 0.02% |
| 23 | MercadoLibre, Inc. (Argentina) | MELI | 10 | $26,136 | 0.01% |
| 24 | Netflix, Inc. | NFLX | 10 | $13,391 | 0.00% |
| 25 | ServiceNow, Inc. | NOW | 10 | $10,281 | 0.00% |
| 26 | KLA Corporation | KLAC | 10 | $8,957 | 0.00% |
| 27 | Axon Enterprise, Inc. | AXON | 10 | $8,279 | 0.00% |
| 28 | ASML Holding N.V. ADR | ASMLF | 10 | $8,014 | 0.00% |
| 29 | Intuit, Inc. | INTU | 10 | $7,876 | 0.00% |
| 30 | Eli Lilly and Company | LLY | 10 | $7,795 | 0.00% |
| 31 | Spotify Technology S.A. (Luxembourg) | SPOT | 10 | $7,673 | 0.00% |
| 32 | Monolithic Power Systems, Inc. | 609839105 | 10 | $7,314 | 0.00% |
| 33 | HubSpot, Inc. | HUBS | 10 | $5,566 | 0.00% |
| 34 | Invesco QQQ ETF | IVZ | 10 | $5,516 | 0.00% |
| 35 | GE Vernova Inc. | GEV | 10 | $5,292 | 0.00% |
| 36 | Synopsys, Inc. | SNPS | 10 | $5,127 | 0.00% |
| 37 | CrowdStrike Holdings, Inc. Class A | CRWD | 10 | $5,093 | 0.00% |
| 38 | Microsoft Corp. | MSFT | 10 | $4,974 | 0.00% |
| 39 | Palo Alto Networks, Inc. | PANW | 20 | $4,093 | 0.00% |
| 40 | Cyberark Software LTD (Israel) | M2682V108 | 10 | $4,069 | 0.00% |
| 41 | Adobe, Inc. | ADBE | 10 | $3,869 | 0.00% |
| 42 | Eaton Corporation PLC | ETN | 10 | $3,570 | 0.00% |
| 43 | Carvana Co. Class A | CVNA | 10 | $3,370 | 0.00% |
| 44 | Constellation Energy Corporation | CEG | 10 | $3,228 | 0.00% |
| 45 | Tesla, Inc. | TSLA | 10 | $3,177 | 0.00% |
| 46 | monday.com Ltd. | MNDY | 10 | $3,145 | 0.00% |
| 47 | Zscaler, Inc. | ZS | 10 | $3,139 | 0.00% |
| 48 | Cadence Design Systems, Inc. | CDNS | 10 | $3,082 | 0.00% |
| 49 | Flutter Entertainment PLC | FLUT | 10 | $2,858 | 0.00% |
| 50 | VanEck Semiconductor ETF | 92189F676 | 10 | $2,789 | 0.00% |
| 51 | Take-Two Interactive Software, Inc. | TTWO | 10 | $2,429 | 0.00% |
| 52 | Argan, Inc. | AGX | 10 | $2,205 | 0.00% |
| 53 | Amazon.com, Inc. | AMZN | 10 | $2,194 | 0.00% |
| 54 | Oracle Corp. | ORCL-PD | 10 | $2,186 | 0.00% |
| 55 | MongoDB, Inc. Class A | MDB | 10 | $2,100 | 0.00% |
| 56 | Apple, Inc. | AAPL | 10 | $2,052 | 0.00% |
| 57 | Atlassian Corporation PLC Class A (United Kingdom) | TEAM | 10 | $2,031 | 0.00% |
| 58 | Vistra Corp. | VST | 10 | $1,938 | 0.00% |
| 59 | Applied Materials, Inc. | 038222105 | 10 | $1,831 | 0.00% |
| 60 | Alphabet, Inc. Class A | GOOG | 10 | $1,762 | 0.00% |
| 61 | Arm Holdings plc | 042068205 | 10 | $1,617 | 0.00% |
| 62 | Qualcomm, Inc. | QCOM | 10 | $1,593 | 0.00% |
| 63 | Datadog, Inc. Class A | DDOG | 10 | $1,343 | 0.00% |
| 64 | Airbnb, Inc. Class A | ABNB | 10 | $1,323 | 0.00% |
| 65 | Micron Technology, Inc. | MU | 10 | $1,233 | 0.00% |
| 66 | Dell Technologies, Inc. | DELL | 10 | $1,226 | 0.00% |
| 67 | Shopify, Inc. Class A (Canada) | SHOP | 10 | $1,154 | 0.00% |
| 68 | iShares Expanded Tech-Software Sector ETF | 464287515 | 10 | $1,095 | 0.00% |
| 69 | Netapp, Inc. | NTAP | 10 | $1,066 | 0.00% |
| 70 | Roblox Corporation Class A | RBLX | 10 | $1,052 | 0.00% |
| 71 | Arista Networks, Inc. | ANET | 10 | $1,023 | 0.00% |
| 72 | Okta, Inc. Class A | OKTA | 10 | $1,000 | 0.00% |
| 73 | Lam Research Corp. | LRCX | 10 | $973 | 0.00% |
| 74 | Uber Technologies, Inc. | UBER | 10 | $933 | 0.00% |
| 75 | Astera Labs, Inc. | ALAB | 10 | $904 | 0.00% |
| 76 | Coherent Corp. | COHR | 10 | $892 | 0.00% |
| 77 | Elastic N.V. | ESTC | 10 | $843 | 0.00% |
| 78 | CAVA Group, Inc. | CAVA | 10 | $842 | 0.00% |
| 79 | Ciena Corp. | CIEN | 10 | $813 | 0.00% |
| 80 | Marvell Technology, Inc. | MRVL | 10 | $774 | 0.00% |
| 81 | The Trade Desk, Inc. Class A | 88339J105 | 10 | $720 | 0.00% |
| 82 | Zillow Group, Inc. Class C | Z | 10 | $701 | 0.00% |
| 83 | Novo Nordisk A/S | NONOF | 10 | $690 | 0.00% |
| 84 | Dutch Bros Inc. | BROS | 10 | $684 | 0.00% |
| 85 | Block, Inc. | BSQKZ | 10 | $679 | 0.00% |
| 86 | Western Digital Corp. | WDC | 10 | $640 | 0.00% |
| 87 | ishares Bitcoin Trust | IBIT | 10 | $612 | 0.00% |
| 88 | Pure Storage, Inc. Class A | 74624M102 | 10 | $576 | 0.00% |
| 89 | Chipotle Mexican Grill | CMG | 10 | $562 | 0.00% |
| 90 | Oklo Inc. | OKLO | 10 | $560 | 0.00% |
| 91 | Super Micro Computer, Inc. | SMCI | 10 | $490 | 0.00% |
| 92 | GitLab, Inc. | GTLB | 10 | $451 | 0.00% |
| 93 | Toast, Inc. | TOST | 10 | $443 | 0.00% |
| 94 | DraftKings, Inc. Class A | DKNG | 10 | $429 | 0.00% |
| 95 | Samsara Inc. | IOT | 10 | $398 | 0.00% |
| 96 | Global-e Online Ltd | GLBE | 10 | $335 | 0.00% |
| 97 | SoFi Technologies, Inc. | SOFI | 10 | $182 | 0.00% |
| 98 | Rivian Automotive, Inc. Class A | RIVN | 10 | $137 | 0.00% |
| 99 | Sandisk Corp. | SNDK | 3 | $136 | 0.00% |
| 100 | CleanSpark, Inc. | CLSKW | 10 | $110 | 0.00% |
| 101 | Himax Technologies, Inc. | HIMX | 10 | $89 | 0.00% |
| 102 | Aurora Innovation, Inc. | AUROW | 10 | $52 | 0.00% |