13F HOLDINGS REPORT
BERKSHIRE CAPITAL HOLDINGS INC
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001162044-26-000130
Total Value
$301.7M
Positions
109
Other Managers
0
Confidential Omitted
No
Holdings (109)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 391,860 | $73.1M | 24.22% |
| 2 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 874039100 | 102,100 | $31.0M | 10.28% |
| 3 | Tesla, Inc. | TSLA | 40,210 | $18.1M | 5.99% |
| 4 | Broadcom Ltd. | AVGO | 46,210 | $16.0M | 5.30% |
| 5 | Oracle Corp. | ORCL-PD | 77,100 | $15.0M | 4.98% |
| 6 | GE Vernova Inc. | GEV | 22,960 | $15.0M | 4.97% |
| 7 | Celestica Inc. | CLS | 49,790 | $14.7M | 4.88% |
| 8 | Astera Labs, Inc. | ALAB | 87,930 | $14.6M | 4.85% |
| 9 | Rocket Lab Corporation | RKLB | 207,360 | $14.5M | 4.79% |
| 10 | Palantir Technologies, Inc. Class A | PLTR | 74,690 | $13.3M | 4.40% |
| 11 | AppLovin Corporation | APP | 17,030 | $11.5M | 3.80% |
| 12 | MongoDB, Inc. Class A | MDB | 24,890 | $10.4M | 3.46% |
| 13 | Amazon.com, Inc. | AMZN | 40,400 | $9.3M | 3.09% |
| 14 | Applied Digital Corporation | APLD | 371,690 | $9.1M | 3.02% |
| 15 | Vertiv Holdings Co | VRT | 49,840 | $8.1M | 2.68% |
| 16 | Reddit, Inc. | RDDT | 32,650 | $7.5M | 2.49% |
| 17 | EchoStar Corporation | SATS | 56,300 | $6.1M | 2.03% |
| 18 | Nebius Group N.V. | NBIS | 68,140 | $5.7M | 1.89% |
| 19 | CoreWeave, Inc. | CRWV | 77,190 | $5.5M | 1.83% |
| 20 | SiTime Corporation | SITM | 8,180 | $2.9M | 0.96% |
| 21 | MercadoLibre, Inc. (Argentina) | MELI | 10 | $20,143 | 0.01% |
| 22 | KLA Corporation | KLAC | 10 | $12,151 | 0.00% |
| 23 | ASML Holding N.V. ADR | ASMLF | 10 | $10,699 | 0.00% |
| 24 | Netflix, Inc. | NFLX | 100 | $9,376 | 0.00% |
| 25 | Monolithic Power Systems, Inc. | 609839105 | 10 | $9,064 | 0.00% |
| 26 | ServiceNow, Inc. | NOW | 50 | $7,660 | 0.00% |
| 27 | Meta Platforms, Inc. Class A | META | 10 | $6,601 | 0.00% |
| 28 | Invesco QQQ ETF | IVZ | 10 | $6,143 | 0.00% |
| 29 | Spotify Technology S.A. (Luxembourg) | SPOT | 10 | $5,807 | 0.00% |
| 30 | Axon Enterprise, Inc. | AXON | 10 | $5,679 | 0.00% |
| 31 | Microsoft Corp. | MSFT | 10 | $4,836 | 0.00% |
| 32 | CrowdStrike Holdings, Inc. Class A | CRWD | 10 | $4,688 | 0.00% |
| 33 | Cyberark Software LTD (Israel) | M2682V108 | 10 | $4,461 | 0.00% |
| 34 | Carvana Co. Class A | CVNA | 10 | $4,220 | 0.00% |
| 35 | Talen Energy Corporation | TLN | 10 | $3,748 | 0.00% |
| 36 | Lumentum Holdings Inc. | LITE | 10 | $3,686 | 0.00% |
| 37 | Palo Alto Networks, Inc. | PANW | 20 | $3,684 | 0.00% |
| 38 | VanEck Semiconductor ETF | 92189F676 | 10 | $3,601 | 0.00% |
| 39 | Constellation Energy Corporation | CEG | 10 | $3,533 | 0.00% |
| 40 | Eaton Corporation PLC | ETN | 10 | $3,185 | 0.00% |
| 41 | Argan, Inc. | AGX | 10 | $3,133 | 0.00% |
| 42 | Alphabet, Inc. Class A | GOOG | 10 | $3,130 | 0.00% |
| 43 | GE Aerospace | 369604301 | 10 | $3,080 | 0.00% |
| 44 | Micron Technology, Inc. | MU | 10 | $2,854 | 0.00% |
| 45 | Apple, Inc. | AAPL | 10 | $2,719 | 0.00% |
| 46 | Applied Materials, Inc. | 038222105 | 10 | $2,570 | 0.00% |
| 47 | Take-Two Interactive Software, Inc. | TTWO | 10 | $2,560 | 0.00% |
| 48 | Sandisk Corp. | SNDK | 10 | $2,374 | 0.00% |
| 49 | Ciena Corp. | CIEN | 10 | $2,339 | 0.00% |
| 50 | DoorDash, Inc. Class A | DASH | 10 | $2,265 | 0.00% |
| 51 | Coinbase Global, Inc. Class A | COIN | 10 | $2,261 | 0.00% |
| 52 | Zscaler, Inc. | ZS | 10 | $2,249 | 0.00% |
| 53 | Snowflake, Inc. Class A | SNOW | 10 | $2,194 | 0.00% |
| 54 | Advanced Micro Devices, Inc. | AMD | 10 | $2,142 | 0.00% |
| 55 | Cloudflare, Inc. Class A | NET | 10 | $1,972 | 0.00% |
| 56 | Teradyne, Inc. | TER | 10 | $1,936 | 0.00% |
| 57 | Coherent Corp. | COHR | 10 | $1,846 | 0.00% |
| 58 | Bloom Energy Corporation | BE | 20 | $1,738 | 0.00% |
| 59 | BWX Technologies, Inc. | BWXT | 10 | $1,728 | 0.00% |
| 60 | Western Digital Corp. | WDC | 10 | $1,723 | 0.00% |
| 61 | Lam Research Corp. | LRCX | 10 | $1,712 | 0.00% |
| 62 | Qualcomm, Inc. | QCOM | 10 | $1,711 | 0.00% |
| 63 | Vistra Corp. | VST | 10 | $1,613 | 0.00% |
| 64 | Shopify, Inc. Class A (Canada) | SHOP | 10 | $1,610 | 0.00% |
| 65 | Micro Strategy, Inc. Class A | STRK | 10 | $1,520 | 0.00% |
| 66 | Alibaba Group Holding Ltd. ADR | BBAAY | 10 | $1,466 | 0.00% |
| 67 | Credo Technology Group Holding LTD | CRDO | 10 | $1,439 | 0.00% |
| 68 | Datadog, Inc. Class A | DDOG | 10 | $1,360 | 0.00% |
| 69 | Amphenol Corporation | 032095101 | 10 | $1,351 | 0.00% |
| 70 | Arista Networks, Inc. | ANET | 10 | $1,310 | 0.00% |
| 71 | Sea Ltd. (Singapore) | SE | 10 | $1,276 | 0.00% |
| 72 | Dell Technologies, Inc. | DELL | 10 | $1,259 | 0.00% |
| 73 | Robinhood Markets, Inc. | 770700102 | 10 | $1,131 | 0.00% |
| 74 | Arm Holdings plc | 042068205 | 10 | $1,093 | 0.00% |
| 75 | Roku, Inc. Class A | ROKU | 10 | $1,085 | 0.00% |
| 76 | Netapp, Inc. | NTAP | 10 | $1,071 | 0.00% |
| 77 | iShares Expanded Tech-Software Sector ETF | 464287515 | 10 | $1,057 | 0.00% |
| 78 | Corning Inc. Glass Works | GLW | 10 | $876 | 0.00% |
| 79 | Okta, Inc. Class A | OKTA | 10 | $865 | 0.00% |
| 80 | Marvell Technology, Inc. | MRVL | 10 | $850 | 0.00% |
| 81 | Uber Technologies, Inc. | UBER | 10 | $817 | 0.00% |
| 82 | Roblox Corporation Class A | RBLX | 10 | $810 | 0.00% |
| 83 | Circle Internet Group Inc. | CRCL | 10 | $793 | 0.00% |
| 84 | Affirm Holdings, Inc. Class A | AFRM | 10 | $744 | 0.00% |
| 85 | Oklo Inc. | OKLO | 10 | $718 | 0.00% |
| 86 | Zillow Group, Inc. Class C | Z | 10 | $682 | 0.00% |
| 87 | Pure Storage, Inc. Class A | 74624M102 | 10 | $670 | 0.00% |
| 88 | Tempus AI, Inc. | TEM | 10 | $591 | 0.00% |
| 89 | ishares Bitcoin Trust | IBIT | 10 | $497 | 0.00% |
| 90 | Hut 8 Corp. | HUT | 10 | $459 | 0.00% |
| 91 | IonQ, Inc. | IONQ-WT | 10 | $449 | 0.00% |
| 92 | Unity Software, Inc. | U | 10 | $442 | 0.00% |
| 93 | IREN Limited | IREN | 10 | $378 | 0.00% |
| 94 | Toast, Inc. | TOST | 10 | $355 | 0.00% |
| 95 | Super Micro Computer, Inc. | SMCI | 10 | $293 | 0.00% |
| 96 | Bitmine Immersion Technologies, Inc. | 09175A206 | 10 | $272 | 0.00% |
| 97 | D-Wave Quantum Inc. | QBTS | 10 | $262 | 0.00% |
| 98 | SoFi Technologies, Inc. | SOFI | 10 | $262 | 0.00% |
| 99 | iShares Ethereum Trust | 46438R105 | 10 | $224 | 0.00% |
| 100 | Rigetti Computing, Inc. | RGTIW | 10 | $222 | 0.00% |
| 101 | Rivian Automotive, Inc. Class A | RIVN | 10 | $197 | 0.00% |
| 102 | Rocket Companies, Inc. | 77311W101 | 10 | $194 | 0.00% |
| 103 | QXO, Inc. | QXO-PB | 10 | $193 | 0.00% |
| 104 | Rolls-Royce Holdings plc | 775781206 | 10 | $157 | 0.00% |
| 105 | Core Scientific, Inc. | 21874A106 | 10 | $146 | 0.00% |
| 106 | Dynamix Corporation Class A | ETHMW | 10 | $103 | 0.00% |
| 107 | Quantum Computing Inc. | QUBT | 10 | $103 | 0.00% |
| 108 | CleanSpark, Inc. | CLSKW | 10 | $101 | 0.00% |
| 109 | Opendoor Technologies, Inc. | OPENZ | 10 | $58 | 0.00% |