Filed: 11/14/2025ACC: 0001162044-25-001158
📋 What this filing means
BERKSHIRE CAPITAL HOLDINGS INC filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $329.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
111
Positions
$329.25M
Total AUM (reported)
2.27M
Total Shares
Allocation by class
NVDA$78.70M23.9%
TSLA$23.30M7.1%
CRWV$21.00M6.4%
HOOD$20.85M6.3%
APP$19.87M6.0%
TSM$16.37M5.0%
PLTR$16.18M4.9%
Portfolio Concentration
Top 3$123.00M37.4%
4–10$121.20M36.8%
11–25$84.88M25.8%
Rest$169.7K0.1%
Top 3 weight
37.4%
Top 10 weight
74.2%
Voting Authority Distribution
Total shares with voting rights: 2.27M
Sole
Full voting authority
2.27M
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)
Sole111
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings111
Rows:
NVIDIA Corp.
SOLEShares421.80K
TypeSH
Market value$78.70M
23.90%
Sole
421.80K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares52.40K
TypeSH
Market value$23.30M
7.08%
Sole
52.40K
Shared
0.00
None
0.00
CoreWeave, Inc.
SOLEShares153.44K
TypeSH
Market value$21.00M
6.38%
Sole
153.44K
Shared
0.00
None
0.00
Robinhood Markets, Inc.
SOLEShares145.65K
TypeSH
Market value$20.85M
6.33%
Sole
145.65K
Shared
0.00
None
0.00
AppLovin Corporation
SOLEShares27.66K
TypeSH
Market value$19.87M
6.04%
Sole
27.66K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Company Ltd. ADR
SOLEShares58.62K
TypeSH
Market value$16.37M
4.97%
Sole
58.62K
Shared
0.00
None
0.00
Palantir Technologies, Inc. Class A
SOLEShares88.69K
TypeSH
Market value$16.18M
4.91%
Sole
88.69K
Shared
0.00
None
0.00
DoorDash, Inc. Class A
SOLEShares59.32K
TypeSH
Market value$16.13M
4.90%
Sole
59.32K
Shared
0.00
None
0.00
Alibaba Group Holding Ltd. ADR
SOLEShares90.23K
TypeSH
Market value$16.13M
4.90%
Sole
90.23K
Shared
0.00
None
0.00
Cloudflare, Inc. Class A
SOLEShares72.99K
TypeSH
Market value$15.66M
4.76%
Sole
72.99K
Shared
0.00
None
0.00
Coinbase Global, Inc. Class A
SOLEShares39.03K
TypeSH
Market value$13.17M
4.00%
Sole
39.03K
Shared
0.00
None
0.00
Argan, Inc.
SOLEShares48.47K
TypeSH
Market value$13.09M
3.98%
Sole
48.47K
Shared
0.00
None
0.00
Rolls-Royce Holdings plc
SOLEShares611.49K
TypeSH
Market value$9.91M
3.01%
Sole
611.49K
Shared
0.00
None
0.00
Nebius Group N.V.
SOLEShares86.78K
TypeSH
Market value$9.74M
2.96%
Sole
86.78K
Shared
0.00
None
0.00
Roblox Corporation Class A
SOLEShares69.18K
TypeSH
Market value$9.58M
2.91%
Sole
69.18K
Shared
0.00
None
0.00
Carvana Co. Class A
SOLEShares25.23K
TypeSH
Market value$9.52M
2.89%
Sole
25.23K
Shared
0.00
None
0.00
BWX Technologies, Inc.
SOLEShares43.91K
TypeSH
Market value$8.10M
2.46%
Sole
43.91K
Shared
0.00
None
0.00
Meta Platforms, Inc. Class A
SOLEShares7.15K
TypeSH
Market value$5.25M
1.59%
Sole
7.15K
Shared
0.00
None
0.00
iShares Ethereum Trust
SOLEShares103.35K
TypeSH
Market value$3.26M
0.99%
Sole
103.35K
Shared
0.00
None
0.00
Bitmine Immersion Technologies, Inc.
SOLEShares61.56K
TypeSH
Market value$3.20M
0.97%
Sole
61.56K
Shared
0.00
None
0.00
MercadoLibre, Inc. (Argentina)
SOLEShares10.00
TypeSH
Market value$23.4K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares10.00
TypeSH
Market value$12.0K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
KLA Corporation
SOLEShares10.00
TypeSH
Market value$10.8K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
ASML Holding N.V. ADR
SOLEShares10.00
TypeSH
Market value$9.7K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
Monolithic Power Systems, Inc.
SOLEShares10.00
TypeSH
Market value$9.2K
<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 | 421.80K | SH | $78.70M 23.90% | 421.80K | 0.00 | 0.00 |
Tesla, Inc.SOLE | TSLA | 52.40K | SH | $23.30M 7.08% | 52.40K | 0.00 | 0.00 |
CoreWeave, Inc.SOLE | CRWV | 153.44K | SH | $21.00M 6.38% | 153.44K | 0.00 | 0.00 |
Robinhood Markets, Inc.SOLE | HOOD | 145.65K | SH | $20.85M 6.33% | 145.65K | 0.00 | 0.00 |
AppLovin CorporationSOLE | APP | 27.66K | SH | $19.87M 6.04% | 27.66K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Company Ltd. ADRSOLE | TSM | 58.62K | SH | $16.37M 4.97% | 58.62K | 0.00 | 0.00 |
Palantir Technologies, Inc. Class ASOLE | PLTR | 88.69K | SH | $16.18M 4.91% | 88.69K | 0.00 | 0.00 |
DoorDash, Inc. Class ASOLE | DASH | 59.32K | SH | $16.13M 4.90% | 59.32K | 0.00 | 0.00 |
Alibaba Group Holding Ltd. ADRSOLE | BABA | 90.23K | SH | $16.13M 4.90% | 90.23K | 0.00 | 0.00 |
Cloudflare, Inc. Class ASOLE | NET | 72.99K | SH | $15.66M 4.76% | 72.99K | 0.00 | 0.00 |
Coinbase Global, Inc. Class ASOLE | COIN | 39.03K | SH | $13.17M 4.00% | 39.03K | 0.00 | 0.00 |
Argan, Inc.SOLE | AGX | 48.47K | SH | $13.09M 3.98% | 48.47K | 0.00 | 0.00 |
Rolls-Royce Holdings plcSOLE | RYCEY | 611.49K | SH | $9.91M 3.01% | 611.49K | 0.00 | 0.00 |
Nebius Group N.V.SOLE | NBIS | 86.78K | SH | $9.74M 2.96% | 86.78K | 0.00 | 0.00 |
Roblox Corporation Class ASOLE | RBLX | 69.18K | SH | $9.58M 2.91% | 69.18K | 0.00 | 0.00 |
Carvana Co. Class ASOLE | CVNA | 25.23K | SH | $9.52M 2.89% | 25.23K | 0.00 | 0.00 |
BWX Technologies, Inc.SOLE | BWXT | 43.91K | SH | $8.10M 2.46% | 43.91K | 0.00 | 0.00 |
Meta Platforms, Inc. Class ASOLE | META | 7.15K | SH | $5.25M 1.59% | 7.15K | 0.00 | 0.00 |
iShares Ethereum TrustSOLE | ETHA | 103.35K | SH | $3.26M 0.99% | 103.35K | 0.00 | 0.00 |
Bitmine Immersion Technologies, Inc.SOLE | BMNR | 61.56K | SH | $3.20M 0.97% | 61.56K | 0.00 | 0.00 |
MercadoLibre, Inc. (Argentina)SOLE | MELI | 10.00 | SH | $23.4K <0.01% | 10.00 | 0.00 | 0.00 |
Netflix, Inc.SOLE | NFLX | 10.00 | SH | $12.0K <0.01% | 10.00 | 0.00 | 0.00 |
KLA CorporationSOLE | KLAC | 10.00 | SH | $10.8K <0.01% | 10.00 | 0.00 | 0.00 |
ASML Holding N.V. ADRSOLE | ASML | 10.00 | SH | $9.7K <0.01% | 10.00 | 0.00 | 0.00 |
Monolithic Power Systems, Inc.SOLE | MPWR | 10.00 | SH | $9.2K <0.01% | 10.00 | 0.00 | 0.00 |
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