Filed: 2/11/2025ACC: 0001162044-25-000134
📋 What this filing means
BERKSHIRE CAPITAL HOLDINGS INC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $276.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$276.74M
Total AUM (reported)
2.76M
Total Shares
Allocation by class
NVDA$38.99M14.1%
TSLA$19.09M6.9%
AMZN$17.53M6.3%
TSM$16.66M6.0%
AVGO$16.65M6.0%
ALAB$16.07M5.8%
META$13.17M4.8%
Portfolio Concentration
Top 3$75.61M27.3%
4–10$97.86M35.4%
11–25$103.12M37.3%
Rest$152.9K0.1%
Top 3 weight
27.3%
Top 10 weight
62.7%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Sole
Full voting authority
2.76M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings96
Rows:
NVIDIA Corp.
SOLEShares290.36K
TypeSH
Market value$38.99M
14.09%
Sole
290.36K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares47.26K
TypeSH
Market value$19.09M
6.90%
Sole
47.26K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares79.91K
TypeSH
Market value$17.53M
6.33%
Sole
79.91K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Company Ltd. ADR
SOLEShares84.36K
TypeSH
Market value$16.66M
6.02%
Sole
84.36K
Shared
0.00
None
0.00
Broadcom Ltd.
SOLEShares71.81K
TypeSH
Market value$16.65M
6.02%
Sole
71.81K
Shared
0.00
None
0.00
Astera Labs, Inc.
SOLEShares121.35K
TypeSH
Market value$16.07M
5.81%
Sole
121.35K
Shared
0.00
None
0.00
Meta Platforms, Inc. Class A
SOLEShares22.50K
TypeSH
Market value$13.17M
4.76%
Sole
22.50K
Shared
0.00
None
0.00
Robinhood Markets, Inc.
SOLEShares348.31K
TypeSH
Market value$12.98M
4.69%
Sole
348.31K
Shared
0.00
None
0.00
AppLovin Corporation
SOLEShares35.59K
TypeSH
Market value$11.53M
4.16%
Sole
35.59K
Shared
0.00
None
0.00
Affirm Holdings, Inc. Class A
SOLEShares177.37K
TypeSH
Market value$10.80M
3.90%
Sole
177.37K
Shared
0.00
None
0.00
Datadog, Inc. Class A
SOLEShares73.20K
TypeSH
Market value$10.46M
3.78%
Sole
73.20K
Shared
0.00
None
0.00
SoFi Technologies, Inc.
SOLEShares620.81K
TypeSH
Market value$9.56M
3.45%
Sole
620.81K
Shared
0.00
None
0.00
Cloudflare, Inc. Class A
SOLEShares88.57K
TypeSH
Market value$9.54M
3.45%
Sole
88.57K
Shared
0.00
None
0.00
Palantir Technologies, Inc. Class A
SOLEShares125.78K
TypeSH
Market value$9.51M
3.44%
Sole
125.78K
Shared
0.00
None
0.00
Arista Networks, Inc.
SOLEShares76.95K
TypeSH
Market value$8.51M
3.07%
Sole
76.95K
Shared
0.00
None
0.00
Marvell Technology, Inc.
SOLEShares76.10K
TypeSH
Market value$8.41M
3.04%
Sole
76.10K
Shared
0.00
None
0.00
Shopify, Inc. Class A (Canada)
SOLEShares78.68K
TypeSH
Market value$8.37M
3.02%
Sole
78.68K
Shared
0.00
None
0.00
Reddit, Inc.
SOLEShares51.05K
TypeSH
Market value$8.34M
3.01%
Sole
51.05K
Shared
0.00
None
0.00
Vertiv Holdings Co
SOLEShares73.15K
TypeSH
Market value$8.31M
3.00%
Sole
73.15K
Shared
0.00
None
0.00
CrowdStrike Holdings, Inc. Class A
SOLEShares23.73K
TypeSH
Market value$8.12M
2.93%
Sole
23.73K
Shared
0.00
None
0.00
Credo Technology Group Holding LTD
SOLEShares120.41K
TypeSH
Market value$8.09M
2.92%
Sole
120.41K
Shared
0.00
None
0.00
Ciena Corp.
SOLEShares68.72K
TypeSH
Market value$5.83M
2.11%
Sole
68.72K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares10.00
TypeSH
Market value$49.7K
0.02%
Sole
10.00
Shared
0.00
None
0.00
MercadoLibre, Inc. (Argentina)
SOLEShares10.00
TypeSH
Market value$17.0K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares10.00
TypeSH
Market value$10.6K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | NVDA | 290.36K | SH | $38.99M 14.09% | 290.36K | 0.00 | 0.00 |
Tesla, Inc.SOLE | TSLA | 47.26K | SH | $19.09M 6.90% | 47.26K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | AMZN | 79.91K | SH | $17.53M 6.33% | 79.91K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Company Ltd. ADRSOLE | TSM | 84.36K | SH | $16.66M 6.02% | 84.36K | 0.00 | 0.00 |
Broadcom Ltd.SOLE | AVGO | 71.81K | SH | $16.65M 6.02% | 71.81K | 0.00 | 0.00 |
Astera Labs, Inc.SOLE | ALAB | 121.35K | SH | $16.07M 5.81% | 121.35K | 0.00 | 0.00 |
Meta Platforms, Inc. Class ASOLE | META | 22.50K | SH | $13.17M 4.76% | 22.50K | 0.00 | 0.00 |
Robinhood Markets, Inc.SOLE | HOOD | 348.31K | SH | $12.98M 4.69% | 348.31K | 0.00 | 0.00 |
AppLovin CorporationSOLE | APP | 35.59K | SH | $11.53M 4.16% | 35.59K | 0.00 | 0.00 |
Affirm Holdings, Inc. Class ASOLE | AFRM | 177.37K | SH | $10.80M 3.90% | 177.37K | 0.00 | 0.00 |
Datadog, Inc. Class ASOLE | DDOG | 73.20K | SH | $10.46M 3.78% | 73.20K | 0.00 | 0.00 |
SoFi Technologies, Inc.SOLE | SOFI | 620.81K | SH | $9.56M 3.45% | 620.81K | 0.00 | 0.00 |
Cloudflare, Inc. Class ASOLE | NET | 88.57K | SH | $9.54M 3.45% | 88.57K | 0.00 | 0.00 |
Palantir Technologies, Inc. Class ASOLE | PLTR | 125.78K | SH | $9.51M 3.44% | 125.78K | 0.00 | 0.00 |
Arista Networks, Inc.SOLE | ANET | 76.95K | SH | $8.51M 3.07% | 76.95K | 0.00 | 0.00 |
Marvell Technology, Inc.SOLE | MRVL | 76.10K | SH | $8.41M 3.04% | 76.10K | 0.00 | 0.00 |
Shopify, Inc. Class A (Canada)SOLE | SHOP | 78.68K | SH | $8.37M 3.02% | 78.68K | 0.00 | 0.00 |
Reddit, Inc.SOLE | RDDT | 51.05K | SH | $8.34M 3.01% | 51.05K | 0.00 | 0.00 |
Vertiv Holdings CoSOLE | VRT | 73.15K | SH | $8.31M 3.00% | 73.15K | 0.00 | 0.00 |
CrowdStrike Holdings, Inc. Class ASOLE | CRWD | 23.73K | SH | $8.12M 2.93% | 23.73K | 0.00 | 0.00 |
Credo Technology Group Holding LTDSOLE | CRDO | 120.41K | SH | $8.09M 2.92% | 120.41K | 0.00 | 0.00 |
Ciena Corp.SOLE | CIEN | 68.72K | SH | $5.83M 2.11% | 68.72K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | BKNG | 10.00 | SH | $49.7K 0.02% | 10.00 | 0.00 | 0.00 |
MercadoLibre, Inc. (Argentina)SOLE | MELI | 10.00 | SH | $17.0K <0.01% | 10.00 | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | NOW | 10.00 | SH | $10.6K <0.01% | 10.00 | 0.00 | 0.00 |
Page 1 of 4