13F HOLDINGS REPORT
BERKSHIRE CAPITAL HOLDINGS INC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001162044-25-001158
Total Value
$329.3M
Positions
111
Other Managers
0
Confidential Omitted
No
Holdings (111)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 421,800 | $78.7M | 23.90% |
| 2 | Tesla, Inc. | TSLA | 52,400 | $23.3M | 7.08% |
| 3 | CoreWeave, Inc. | CRWV | 153,440 | $21.0M | 6.38% |
| 4 | Robinhood Markets, Inc. | 770700102 | 145,650 | $20.9M | 6.33% |
| 5 | AppLovin Corporation | APP | 27,660 | $19.9M | 6.04% |
| 6 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 874039100 | 58,620 | $16.4M | 4.97% |
| 7 | Palantir Technologies, Inc. Class A | PLTR | 88,690 | $16.2M | 4.91% |
| 8 | DoorDash, Inc. Class A | DASH | 59,320 | $16.1M | 4.90% |
| 9 | Alibaba Group Holding Ltd. ADR | BBAAY | 90,230 | $16.1M | 4.90% |
| 10 | Cloudflare, Inc. Class A | NET | 72,990 | $15.7M | 4.76% |
| 11 | Coinbase Global, Inc. Class A | COIN | 39,030 | $13.2M | 4.00% |
| 12 | Argan, Inc. | AGX | 48,470 | $13.1M | 3.98% |
| 13 | Rolls-Royce Holdings plc | 775781206 | 611,490 | $9.9M | 3.01% |
| 14 | Nebius Group N.V. | NBIS | 86,780 | $9.7M | 2.96% |
| 15 | Roblox Corporation Class A | RBLX | 69,180 | $9.6M | 2.91% |
| 16 | Carvana Co. Class A | CVNA | 25,230 | $9.5M | 2.89% |
| 17 | BWX Technologies, Inc. | BWXT | 43,910 | $8.1M | 2.46% |
| 18 | Meta Platforms, Inc. Class A | META | 7,150 | $5.3M | 1.59% |
| 19 | iShares Ethereum Trust | 46438R105 | 103,350 | $3.3M | 0.99% |
| 20 | Bitmine Immersion Technologies, Inc. | 09175A206 | 61,560 | $3.2M | 0.97% |
| 21 | MercadoLibre, Inc. (Argentina) | MELI | 10 | $23,369 | 0.01% |
| 22 | Netflix, Inc. | NFLX | 10 | $11,989 | 0.00% |
| 23 | KLA Corporation | KLAC | 10 | $10,786 | 0.00% |
| 24 | ASML Holding N.V. ADR | ASMLF | 10 | $9,681 | 0.00% |
| 25 | Monolithic Power Systems, Inc. | 609839105 | 10 | $9,206 | 0.00% |
| 26 | ServiceNow, Inc. | NOW | 10 | $9,203 | 0.00% |
| 27 | Axon Enterprise, Inc. | AXON | 10 | $7,176 | 0.00% |
| 28 | Spotify Technology S.A. (Luxembourg) | SPOT | 10 | $6,980 | 0.00% |
| 29 | Intuit, Inc. | INTU | 10 | $6,829 | 0.00% |
| 30 | GE Vernova Inc. | GEV | 10 | $6,149 | 0.00% |
| 31 | Invesco QQQ ETF | IVZ | 10 | $6,004 | 0.00% |
| 32 | Microsoft Corp. | MSFT | 10 | $5,180 | 0.00% |
| 33 | CrowdStrike Holdings, Inc. Class A | CRWD | 10 | $4,904 | 0.00% |
| 34 | Cyberark Software LTD (Israel) | M2682V108 | 10 | $4,832 | 0.00% |
| 35 | HubSpot, Inc. | HUBS | 10 | $4,678 | 0.00% |
| 36 | Talen Energy Corporation | TLN | 10 | $4,254 | 0.00% |
| 37 | Palo Alto Networks, Inc. | PANW | 20 | $4,072 | 0.00% |
| 38 | Eaton Corporation PLC | ETN | 10 | $3,743 | 0.00% |
| 39 | Broadcom Ltd. | AVGO | 10 | $3,299 | 0.00% |
| 40 | Constellation Energy Corporation | CEG | 10 | $3,291 | 0.00% |
| 41 | VanEck Semiconductor ETF | 92189F676 | 10 | $3,264 | 0.00% |
| 42 | Micro Strategy, Inc. Class A | STRK | 10 | $3,222 | 0.00% |
| 43 | MongoDB, Inc. Class A | MDB | 10 | $3,104 | 0.00% |
| 44 | GE Aerospace | 369604301 | 10 | $3,008 | 0.00% |
| 45 | Zscaler, Inc. | ZS | 10 | $2,997 | 0.00% |
| 46 | Oracle Corp. | ORCL-PD | 10 | $2,812 | 0.00% |
| 47 | Take-Two Interactive Software, Inc. | TTWO | 10 | $2,584 | 0.00% |
| 48 | Apple, Inc. | AAPL | 10 | $2,546 | 0.00% |
| 49 | Flutter Entertainment PLC | FLUT | 10 | $2,540 | 0.00% |
| 50 | Celestica Inc. | CLS | 10 | $2,464 | 0.00% |
| 51 | Alphabet, Inc. Class A | GOOG | 10 | $2,431 | 0.00% |
| 52 | Reddit, Inc. | RDDT | 10 | $2,300 | 0.00% |
| 53 | Snowflake, Inc. Class A | SNOW | 10 | $2,256 | 0.00% |
| 54 | Amazon.com, Inc. | AMZN | 10 | $2,196 | 0.00% |
| 55 | Applied Materials, Inc. | 038222105 | 10 | $2,047 | 0.00% |
| 56 | Vistra Corp. | VST | 10 | $1,959 | 0.00% |
| 57 | Astera Labs, Inc. | ALAB | 10 | $1,958 | 0.00% |
| 58 | monday.com Ltd. | MNDY | 10 | $1,937 | 0.00% |
| 59 | Sea Ltd. (Singapore) | SE | 10 | $1,787 | 0.00% |
| 60 | Micron Technology, Inc. | MU | 10 | $1,673 | 0.00% |
| 61 | Qualcomm, Inc. | QCOM | 10 | $1,664 | 0.00% |
| 62 | Advanced Micro Devices, Inc. | AMD | 10 | $1,618 | 0.00% |
| 63 | Vertiv Holdings Co | VRT | 10 | $1,509 | 0.00% |
| 64 | Shopify, Inc. Class A (Canada) | SHOP | 10 | $1,486 | 0.00% |
| 65 | Arista Networks, Inc. | ANET | 10 | $1,457 | 0.00% |
| 66 | Ciena Corp. | CIEN | 10 | $1,457 | 0.00% |
| 67 | Credo Technology Group Holding LTD | CRDO | 10 | $1,456 | 0.00% |
| 68 | Datadog, Inc. Class A | DDOG | 10 | $1,424 | 0.00% |
| 69 | Dell Technologies, Inc. | DELL | 10 | $1,418 | 0.00% |
| 70 | Arm Holdings plc | 042068205 | 10 | $1,415 | 0.00% |
| 71 | Lam Research Corp. | LRCX | 10 | $1,339 | 0.00% |
| 72 | Circle Internet Group Inc. | CRCL | 10 | $1,326 | 0.00% |
| 73 | Western Digital Corp. | WDC | 10 | $1,201 | 0.00% |
| 74 | Netapp, Inc. | NTAP | 10 | $1,185 | 0.00% |
| 75 | iShares Expanded Tech-Software Sector ETF | 464287515 | 10 | $1,150 | 0.00% |
| 76 | Oklo Inc. | OKLO | 10 | $1,116 | 0.00% |
| 77 | Coherent Corp. | COHR | 10 | $1,077 | 0.00% |
| 78 | Roku, Inc. Class A | ROKU | 10 | $1,001 | 0.00% |
| 79 | Uber Technologies, Inc. | UBER | 10 | $980 | 0.00% |
| 80 | Okta, Inc. Class A | OKTA | 10 | $917 | 0.00% |
| 81 | Bloom Energy Corporation | BE | 10 | $846 | 0.00% |
| 82 | Marvell Technology, Inc. | MRVL | 10 | $841 | 0.00% |
| 83 | Pure Storage, Inc. Class A | 74624M102 | 10 | $838 | 0.00% |
| 84 | Corning Inc. Glass Works | GLW | 10 | $820 | 0.00% |
| 85 | Tempus AI, Inc. | TEM | 10 | $807 | 0.00% |
| 86 | Zillow Group, Inc. Class C | Z | 10 | $771 | 0.00% |
| 87 | Affirm Holdings, Inc. Class A | AFRM | 10 | $731 | 0.00% |
| 88 | Block, Inc. | BSQKZ | 10 | $723 | 0.00% |
| 89 | ishares Bitcoin Trust | IBIT | 10 | $650 | 0.00% |
| 90 | IonQ, Inc. | IONQ-WT | 10 | $615 | 0.00% |
| 91 | CAVA Group, Inc. | CAVA | 10 | $604 | 0.00% |
| 92 | Dutch Bros Inc. | BROS | 10 | $523 | 0.00% |
| 93 | The Trade Desk, Inc. Class A | 88339J105 | 10 | $490 | 0.00% |
| 94 | Super Micro Computer, Inc. | SMCI | 10 | $479 | 0.00% |
| 95 | Rocket Lab Corporation | RKLB | 10 | $479 | 0.00% |
| 96 | GitLab, Inc. | GTLB | 10 | $451 | 0.00% |
| 97 | DraftKings, Inc. Class A | DKNG | 10 | $374 | 0.00% |
| 98 | Toast, Inc. | TOST | 10 | $365 | 0.00% |
| 99 | Sandisk Corp. | SNDK | 3 | $337 | 0.00% |
| 100 | Rigetti Computing, Inc. | RGTIW | 10 | $298 | 0.00% |
| 101 | SoFi Technologies, Inc. | SOFI | 10 | $264 | 0.00% |
| 102 | D-Wave Quantum Inc. | QBTS | 10 | $247 | 0.00% |
| 103 | Rocket Companies, Inc. | 77311W101 | 10 | $194 | 0.00% |
| 104 | QXO, Inc. | QXO-PB | 10 | $191 | 0.00% |
| 105 | Quantum Computing Inc. | QUBT | 10 | $184 | 0.00% |
| 106 | Core Scientific, Inc. | 21874A106 | 10 | $179 | 0.00% |
| 107 | Rivian Automotive, Inc. Class A | RIVN | 10 | $147 | 0.00% |
| 108 | CleanSpark, Inc. | CLSKW | 10 | $145 | 0.00% |
| 109 | Dynamix Corporation Class A | ETHMW | 10 | $104 | 0.00% |
| 110 | Opendoor Technologies, Inc. | OPENZ | 10 | $80 | 0.00% |
| 111 | Aurora Innovation, Inc. | AUROW | 10 | $54 | 0.00% |