Institutional Manager · CIK 0001133742
BERKSHIRE CAPITAL HOLDINGS INC
San Jose, CA · File #028-06289
Latest AUM
$301.7M
Positions
109
Top-10 Concentration
74.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025109 pos · $301.7M
- 13F HOLDINGS REPORTQ/E Sep 2025111 pos · $329.3M
- 13F HOLDINGS REPORTQ/E Jun 2025102 pos · $285.8M
- 13F HOLDINGS REPORTQ/E Mar 202596 pos · $209.1M
- 13F HOLDINGS REPORTQ/E Dec 202496 pos · $276.7M
- 13F HOLDINGS REPORTQ/E Sep 202490 pos · $235.7M
- 13F HOLDINGS REPORTQ/E Jun 202487 pos · $247.3M
- 13F HOLDINGS REPORTQ/E Mar 202489 pos · $250.5M
- 13F HOLDINGS REPORTQ/E Dec 202384 pos · $204.1M
- 13F HOLDINGS REPORTQ/E Sep 202388 pos · $242.7M
- 13F HOLDINGS REPORTQ/E Jun 202394 pos · $223.5M
- 13F HOLDINGS REPORTQ/E Mar 202387 pos · $188.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp. | NVDA | 391,860 | $73.1M | 24.23% |
| 2 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 874039100 | 102,100 | $31.0M | 10.29% |
| 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 | 4.80% |
| 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% |