Filed: 5/13/2025ACC: 0001162044-25-000509
📋 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 $209.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$209.14M
Total AUM (reported)
3.30M
Total Shares
Allocation by class
NVDA$29.16M13.9%
HOOD$18.32M8.8%
TSLA$16.58M7.9%
CVNA$13.22M6.3%
NET$12.58M6.0%
DASH$10.42M5.0%
PLTR$10.40M5.0%
Portfolio Concentration
Top 3$64.05M30.6%
4–10$77.51M37.1%
11–25$67.46M32.3%
Rest$114.4K0.1%
Top 3 weight
30.6%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Sole
Full voting authority
3.30M
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.
SOLEShares269.02K
TypeSH
Market value$29.16M
13.94%
Sole
269.02K
Shared
0.00
None
0.00
Robinhood Markets, Inc.
SOLEShares440.08K
TypeSH
Market value$18.32M
8.76%
Sole
440.08K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares63.98K
TypeSH
Market value$16.58M
7.93%
Sole
63.98K
Shared
0.00
None
0.00
Carvana Co. Class A
SOLEShares63.23K
TypeSH
Market value$13.22M
6.32%
Sole
63.23K
Shared
0.00
None
0.00
Cloudflare, Inc. Class A
SOLEShares111.62K
TypeSH
Market value$12.58M
6.01%
Sole
111.62K
Shared
0.00
None
0.00
DoorDash, Inc. Class A
SOLEShares57.01K
TypeSH
Market value$10.42M
4.98%
Sole
57.01K
Shared
0.00
None
0.00
Palantir Technologies, Inc. Class A
SOLEShares123.23K
TypeSH
Market value$10.40M
4.97%
Sole
123.23K
Shared
0.00
None
0.00
Meta Platforms, Inc. Class A
SOLEShares18.01K
TypeSH
Market value$10.38M
4.96%
Sole
18.01K
Shared
0.00
None
0.00
Aurora Innovation, Inc.
SOLEShares1.53M
TypeSH
Market value$10.27M
4.91%
Sole
1.53M
Shared
0.00
None
0.00
AppLovin Corporation
SOLEShares38.65K
TypeSH
Market value$10.24M
4.90%
Sole
38.65K
Shared
0.00
None
0.00
Roku, Inc. Class A
SOLEShares141.35K
TypeSH
Market value$9.96M
4.76%
Sole
141.35K
Shared
0.00
None
0.00
MercadoLibre, Inc. (Argentina)
SOLEShares4.82K
TypeSH
Market value$9.40M
4.50%
Sole
4.82K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Company Ltd. ADR
SOLEShares50.92K
TypeSH
Market value$8.45M
4.04%
Sole
50.92K
Shared
0.00
None
0.00
Shopify, Inc. Class A (Canada)
SOLEShares88.50K
TypeSH
Market value$8.45M
4.04%
Sole
88.50K
Shared
0.00
None
0.00
Axon Enterprise, Inc.
SOLEShares15.77K
TypeSH
Market value$8.29M
3.97%
Sole
15.77K
Shared
0.00
None
0.00
Micro Strategy, Inc. Class A
SOLEShares27.72K
TypeSH
Market value$7.99M
3.82%
Sole
27.72K
Shared
0.00
None
0.00
Dutch Bros Inc.
SOLEShares104.28K
TypeSH
Market value$6.44M
3.08%
Sole
104.28K
Shared
0.00
None
0.00
Affirm Holdings, Inc. Class A
SOLEShares139.52K
TypeSH
Market value$6.30M
3.01%
Sole
139.52K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares5.51K
TypeSH
Market value$1.05M
0.50%
Sole
5.51K
Shared
0.00
None
0.00
Snowflake, Inc. Class A
SOLEShares7.16K
TypeSH
Market value$1.05M
0.50%
Sole
7.16K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares10.00
TypeSH
Market value$46.1K
0.02%
Sole
10.00
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares10.00
TypeSH
Market value$9.3K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
Eli Lilly and Company
SOLEShares10.00
TypeSH
Market value$8.3K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares10.00
TypeSH
Market value$8.0K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
KLA Corporation
SOLEShares10.00
TypeSH
Market value$6.8K
<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 | 269.02K | SH | $29.16M 13.94% | 269.02K | 0.00 | 0.00 |
Robinhood Markets, Inc.SOLE | HOOD | 440.08K | SH | $18.32M 8.76% | 440.08K | 0.00 | 0.00 |
Tesla, Inc.SOLE | TSLA | 63.98K | SH | $16.58M 7.93% | 63.98K | 0.00 | 0.00 |
Carvana Co. Class ASOLE | CVNA | 63.23K | SH | $13.22M 6.32% | 63.23K | 0.00 | 0.00 |
Cloudflare, Inc. Class ASOLE | NET | 111.62K | SH | $12.58M 6.01% | 111.62K | 0.00 | 0.00 |
DoorDash, Inc. Class ASOLE | DASH | 57.01K | SH | $10.42M 4.98% | 57.01K | 0.00 | 0.00 |
Palantir Technologies, Inc. Class ASOLE | PLTR | 123.23K | SH | $10.40M 4.97% | 123.23K | 0.00 | 0.00 |
Meta Platforms, Inc. Class ASOLE | META | 18.01K | SH | $10.38M 4.96% | 18.01K | 0.00 | 0.00 |
Aurora Innovation, Inc.SOLE | AUR | 1.53M | SH | $10.27M 4.91% | 1.53M | 0.00 | 0.00 |
AppLovin CorporationSOLE | APP | 38.65K | SH | $10.24M 4.90% | 38.65K | 0.00 | 0.00 |
Roku, Inc. Class ASOLE | ROKU | 141.35K | SH | $9.96M 4.76% | 141.35K | 0.00 | 0.00 |
MercadoLibre, Inc. (Argentina)SOLE | MELI | 4.82K | SH | $9.40M 4.50% | 4.82K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Company Ltd. ADRSOLE | TSM | 50.92K | SH | $8.45M 4.04% | 50.92K | 0.00 | 0.00 |
Shopify, Inc. Class A (Canada)SOLE | SHOP | 88.50K | SH | $8.45M 4.04% | 88.50K | 0.00 | 0.00 |
Axon Enterprise, Inc.SOLE | AXON | 15.77K | SH | $8.29M 3.97% | 15.77K | 0.00 | 0.00 |
Micro Strategy, Inc. Class ASOLE | MSTR | 27.72K | SH | $7.99M 3.82% | 27.72K | 0.00 | 0.00 |
Dutch Bros Inc.SOLE | BROS | 104.28K | SH | $6.44M 3.08% | 104.28K | 0.00 | 0.00 |
Affirm Holdings, Inc. Class ASOLE | AFRM | 139.52K | SH | $6.30M 3.01% | 139.52K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | AMZN | 5.51K | SH | $1.05M 0.50% | 5.51K | 0.00 | 0.00 |
Snowflake, Inc. Class ASOLE | SNOW | 7.16K | SH | $1.05M 0.50% | 7.16K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | BKNG | 10.00 | SH | $46.1K 0.02% | 10.00 | 0.00 | 0.00 |
Netflix, Inc.SOLE | NFLX | 10.00 | SH | $9.3K <0.01% | 10.00 | 0.00 | 0.00 |
Eli Lilly and CompanySOLE | LLY | 10.00 | SH | $8.3K <0.01% | 10.00 | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | NOW | 10.00 | SH | $8.0K <0.01% | 10.00 | 0.00 | 0.00 |
KLA CorporationSOLE | KLAC | 10.00 | SH | $6.8K <0.01% | 10.00 | 0.00 | 0.00 |
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