Filed: 8/14/2025ACC: 0001162044-25-000812
📋 What this filing means
BERKSHIRE CAPITAL HOLDINGS INC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $285.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$285.84M
Total AUM (reported)
2.09M
Total Shares
Allocation by class
NVDA$49.55M17.3%
NET$20.02M7.0%
TSM$19.94M7.0%
PLTR$17.11M6.0%
COIN$16.76M5.9%
HOOD$14.29M5.0%
DASH$14.25M5.0%
Portfolio Concentration
Top 3$89.51M31.3%
4–10$102.17M35.7%
11–25$93.98M32.9%
Rest$180.0K0.1%
Top 3 weight
31.3%
Top 10 weight
67.1%
Voting Authority Distribution
Total shares with voting rights: 2.09M
Sole
Full voting authority
2.09M
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)
Sole102
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings102
Rows:
NVIDIA Corp.
SOLEShares313.62K
TypeSH
Market value$49.55M
17.33%
Sole
313.62K
Shared
0.00
None
0.00
Cloudflare, Inc. Class A
SOLEShares102.23K
TypeSH
Market value$20.02M
7.00%
Sole
102.23K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Company Ltd. ADR
SOLEShares88.05K
TypeSH
Market value$19.94M
6.98%
Sole
88.05K
Shared
0.00
None
0.00
Palantir Technologies, Inc. Class A
SOLEShares125.48K
TypeSH
Market value$17.11M
5.98%
Sole
125.48K
Shared
0.00
None
0.00
Coinbase Global, Inc. Class A
SOLEShares47.83K
TypeSH
Market value$16.76M
5.86%
Sole
47.83K
Shared
0.00
None
0.00
Robinhood Markets, Inc.
SOLEShares152.64K
TypeSH
Market value$14.29M
5.00%
Sole
152.64K
Shared
0.00
None
0.00
DoorDash, Inc. Class A
SOLEShares57.79K
TypeSH
Market value$14.25M
4.98%
Sole
57.79K
Shared
0.00
None
0.00
Meta Platforms, Inc. Class A
SOLEShares19.24K
TypeSH
Market value$14.20M
4.97%
Sole
19.24K
Shared
0.00
None
0.00
Affirm Holdings, Inc. Class A
SOLEShares203.60K
TypeSH
Market value$14.08M
4.92%
Sole
203.60K
Shared
0.00
None
0.00
AppLovin Corporation
SOLEShares32.81K
TypeSH
Market value$11.49M
4.02%
Sole
32.81K
Shared
0.00
None
0.00
Roku, Inc. Class A
SOLEShares130.38K
TypeSH
Market value$11.46M
4.01%
Sole
130.38K
Shared
0.00
None
0.00
Vertiv Holdings Co
SOLEShares88.86K
TypeSH
Market value$11.41M
3.99%
Sole
88.86K
Shared
0.00
None
0.00
Reddit, Inc.
SOLEShares74.93K
TypeSH
Market value$11.28M
3.95%
Sole
74.93K
Shared
0.00
None
0.00
Broadcom Ltd.
SOLEShares31.41K
TypeSH
Market value$8.66M
3.03%
Sole
31.41K
Shared
0.00
None
0.00
Snowflake, Inc. Class A
SOLEShares38.28K
TypeSH
Market value$8.57M
3.00%
Sole
38.28K
Shared
0.00
None
0.00
Micro Strategy, Inc. Class A
SOLEShares21.14K
TypeSH
Market value$8.55M
2.99%
Sole
21.14K
Shared
0.00
None
0.00
Credo Technology Group Holding LTD
SOLEShares90.24K
TypeSH
Market value$8.36M
2.92%
Sole
90.24K
Shared
0.00
None
0.00
Advanced Micro Devices, Inc.
SOLEShares58.50K
TypeSH
Market value$8.30M
2.90%
Sole
58.50K
Shared
0.00
None
0.00
Core Scientific, Inc.
SOLEShares341.77K
TypeSH
Market value$5.83M
2.04%
Sole
341.77K
Shared
0.00
None
0.00
CoreWeave, Inc.
SOLEShares35.18K
TypeSH
Market value$5.74M
2.01%
Sole
35.18K
Shared
0.00
None
0.00
Circle Internet Group Inc.
SOLEShares31.55K
TypeSH
Market value$5.72M
2.00%
Sole
31.55K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares10.00
TypeSH
Market value$57.9K
0.02%
Sole
10.00
Shared
0.00
None
0.00
MercadoLibre, Inc. (Argentina)
SOLEShares10.00
TypeSH
Market value$26.1K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares10.00
TypeSH
Market value$13.4K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
ServiceNow, Inc.
SOLEShares10.00
TypeSH
Market value$10.3K
<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 | 313.62K | SH | $49.55M 17.33% | 313.62K | 0.00 | 0.00 |
Cloudflare, Inc. Class ASOLE | NET | 102.23K | SH | $20.02M 7.00% | 102.23K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Company Ltd. ADRSOLE | TSM | 88.05K | SH | $19.94M 6.98% | 88.05K | 0.00 | 0.00 |
Palantir Technologies, Inc. Class ASOLE | PLTR | 125.48K | SH | $17.11M 5.98% | 125.48K | 0.00 | 0.00 |
Coinbase Global, Inc. Class ASOLE | COIN | 47.83K | SH | $16.76M 5.86% | 47.83K | 0.00 | 0.00 |
Robinhood Markets, Inc.SOLE | HOOD | 152.64K | SH | $14.29M 5.00% | 152.64K | 0.00 | 0.00 |
DoorDash, Inc. Class ASOLE | DASH | 57.79K | SH | $14.25M 4.98% | 57.79K | 0.00 | 0.00 |
Meta Platforms, Inc. Class ASOLE | META | 19.24K | SH | $14.20M 4.97% | 19.24K | 0.00 | 0.00 |
Affirm Holdings, Inc. Class ASOLE | AFRM | 203.60K | SH | $14.08M 4.92% | 203.60K | 0.00 | 0.00 |
AppLovin CorporationSOLE | APP | 32.81K | SH | $11.49M 4.02% | 32.81K | 0.00 | 0.00 |
Roku, Inc. Class ASOLE | ROKU | 130.38K | SH | $11.46M 4.01% | 130.38K | 0.00 | 0.00 |
Vertiv Holdings CoSOLE | VRT | 88.86K | SH | $11.41M 3.99% | 88.86K | 0.00 | 0.00 |
Reddit, Inc.SOLE | RDDT | 74.93K | SH | $11.28M 3.95% | 74.93K | 0.00 | 0.00 |
Broadcom Ltd.SOLE | AVGO | 31.41K | SH | $8.66M 3.03% | 31.41K | 0.00 | 0.00 |
Snowflake, Inc. Class ASOLE | SNOW | 38.28K | SH | $8.57M 3.00% | 38.28K | 0.00 | 0.00 |
Micro Strategy, Inc. Class ASOLE | MSTR | 21.14K | SH | $8.55M 2.99% | 21.14K | 0.00 | 0.00 |
Credo Technology Group Holding LTDSOLE | CRDO | 90.24K | SH | $8.36M 2.92% | 90.24K | 0.00 | 0.00 |
Advanced Micro Devices, Inc.SOLE | AMD | 58.50K | SH | $8.30M 2.90% | 58.50K | 0.00 | 0.00 |
Core Scientific, Inc.SOLE | CORZ | 341.77K | SH | $5.83M 2.04% | 341.77K | 0.00 | 0.00 |
CoreWeave, Inc.SOLE | CRWV | 35.18K | SH | $5.74M 2.01% | 35.18K | 0.00 | 0.00 |
Circle Internet Group Inc.SOLE | CRCL | 31.55K | SH | $5.72M 2.00% | 31.55K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | BKNG | 10.00 | SH | $57.9K 0.02% | 10.00 | 0.00 | 0.00 |
MercadoLibre, Inc. (Argentina)SOLE | MELI | 10.00 | SH | $26.1K <0.01% | 10.00 | 0.00 | 0.00 |
Netflix, Inc.SOLE | NFLX | 10.00 | SH | $13.4K <0.01% | 10.00 | 0.00 | 0.00 |
ServiceNow, Inc.SOLE | NOW | 10.00 | SH | $10.3K <0.01% | 10.00 | 0.00 | 0.00 |
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