Filed: 2/9/2026ACC: 0001162044-26-000130
📋 What this filing means
BERKSHIRE CAPITAL HOLDINGS INC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $301.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$301.70M
Total AUM (reported)
1.85M
Total Shares
Allocation by class
NVDA$73.08M24.2%
TSM$31.03M10.3%
TSLA$18.08M6.0%
AVGO$15.99M5.3%
ORCL$15.03M5.0%
GEV$15.01M5.0%
CLS$14.72M4.9%
Portfolio Concentration
Top 3$122.19M40.5%
4–10$103.11M34.2%
11–25$76.24M25.3%
Rest$155.2K0.1%
Top 3 weight
40.5%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 1.85M
Sole
Full voting authority
1.85M
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)
Sole109
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings109
Rows:
NVIDIA Corp.
SOLEShares391.86K
TypeSH
Market value$73.08M
24.22%
Sole
391.86K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufacturing Company Ltd. ADR
SOLEShares102.10K
TypeSH
Market value$31.03M
10.28%
Sole
102.10K
Shared
0.00
None
0.00
Tesla, Inc.
SOLEShares40.21K
TypeSH
Market value$18.08M
5.99%
Sole
40.21K
Shared
0.00
None
0.00
Broadcom Ltd.
SOLEShares46.21K
TypeSH
Market value$15.99M
5.30%
Sole
46.21K
Shared
0.00
None
0.00
Oracle Corp.
SOLEShares77.10K
TypeSH
Market value$15.03M
4.98%
Sole
77.10K
Shared
0.00
None
0.00
GE Vernova Inc.
SOLEShares22.96K
TypeSH
Market value$15.01M
4.97%
Sole
22.96K
Shared
0.00
None
0.00
Celestica Inc.
SOLEShares49.79K
TypeSH
Market value$14.72M
4.88%
Sole
49.79K
Shared
0.00
None
0.00
Astera Labs, Inc.
SOLEShares87.93K
TypeSH
Market value$14.63M
4.85%
Sole
87.93K
Shared
0.00
None
0.00
Rocket Lab Corporation
SOLEShares207.36K
TypeSH
Market value$14.47M
4.79%
Sole
207.36K
Shared
0.00
None
0.00
Palantir Technologies, Inc. Class A
SOLEShares74.69K
TypeSH
Market value$13.28M
4.40%
Sole
74.69K
Shared
0.00
None
0.00
AppLovin Corporation
SOLEShares17.03K
TypeSH
Market value$11.48M
3.80%
Sole
17.03K
Shared
0.00
None
0.00
MongoDB, Inc. Class A
SOLEShares24.89K
TypeSH
Market value$10.45M
3.46%
Sole
24.89K
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares40.40K
TypeSH
Market value$9.33M
3.09%
Sole
40.40K
Shared
0.00
None
0.00
Applied Digital Corporation
SOLEShares371.69K
TypeSH
Market value$9.11M
3.02%
Sole
371.69K
Shared
0.00
None
0.00
Vertiv Holdings Co
SOLEShares49.84K
TypeSH
Market value$8.07M
2.68%
Sole
49.84K
Shared
0.00
None
0.00
Reddit, Inc.
SOLEShares32.65K
TypeSH
Market value$7.51M
2.49%
Sole
32.65K
Shared
0.00
None
0.00
EchoStar Corporation
SOLEShares56.30K
TypeSH
Market value$6.12M
2.03%
Sole
56.30K
Shared
0.00
None
0.00
Nebius Group N.V.
SOLEShares68.14K
TypeSH
Market value$5.70M
1.89%
Sole
68.14K
Shared
0.00
None
0.00
CoreWeave, Inc.
SOLEShares77.19K
TypeSH
Market value$5.53M
1.83%
Sole
77.19K
Shared
0.00
None
0.00
SiTime Corporation
SOLEShares8.18K
TypeSH
Market value$2.89M
0.96%
Sole
8.18K
Shared
0.00
None
0.00
MercadoLibre, Inc. (Argentina)
SOLEShares10.00
TypeSH
Market value$20.1K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
KLA Corporation
SOLEShares10.00
TypeSH
Market value$12.2K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
ASML Holding N.V. ADR
SOLEShares10.00
TypeSH
Market value$10.7K
<0.01%
Sole
10.00
Shared
0.00
None
0.00
Netflix, Inc.
SOLEShares100.00
TypeSH
Market value$9.4K
<0.01%
Sole
100.00
Shared
0.00
None
0.00
Monolithic Power Systems, Inc.
SOLEShares10.00
TypeSH
Market value$9.1K
<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 | 391.86K | SH | $73.08M 24.22% | 391.86K | 0.00 | 0.00 |
Taiwan Semiconductor Manufacturing Company Ltd. ADRSOLE | TSM | 102.10K | SH | $31.03M 10.28% | 102.10K | 0.00 | 0.00 |
Tesla, Inc.SOLE | TSLA | 40.21K | SH | $18.08M 5.99% | 40.21K | 0.00 | 0.00 |
Broadcom Ltd.SOLE | AVGO | 46.21K | SH | $15.99M 5.30% | 46.21K | 0.00 | 0.00 |
Oracle Corp.SOLE | ORCL | 77.10K | SH | $15.03M 4.98% | 77.10K | 0.00 | 0.00 |
GE Vernova Inc.SOLE | GEV | 22.96K | SH | $15.01M 4.97% | 22.96K | 0.00 | 0.00 |
Celestica Inc.SOLE | CLS | 49.79K | SH | $14.72M 4.88% | 49.79K | 0.00 | 0.00 |
Astera Labs, Inc.SOLE | ALAB | 87.93K | SH | $14.63M 4.85% | 87.93K | 0.00 | 0.00 |
Rocket Lab CorporationSOLE | RKLB | 207.36K | SH | $14.47M 4.79% | 207.36K | 0.00 | 0.00 |
Palantir Technologies, Inc. Class ASOLE | PLTR | 74.69K | SH | $13.28M 4.40% | 74.69K | 0.00 | 0.00 |
AppLovin CorporationSOLE | APP | 17.03K | SH | $11.48M 3.80% | 17.03K | 0.00 | 0.00 |
MongoDB, Inc. Class ASOLE | MDB | 24.89K | SH | $10.45M 3.46% | 24.89K | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | AMZN | 40.40K | SH | $9.33M 3.09% | 40.40K | 0.00 | 0.00 |
Applied Digital CorporationSOLE | APLD | 371.69K | SH | $9.11M 3.02% | 371.69K | 0.00 | 0.00 |
Vertiv Holdings CoSOLE | VRT | 49.84K | SH | $8.07M 2.68% | 49.84K | 0.00 | 0.00 |
Reddit, Inc.SOLE | RDDT | 32.65K | SH | $7.51M 2.49% | 32.65K | 0.00 | 0.00 |
EchoStar CorporationSOLE | SATS | 56.30K | SH | $6.12M 2.03% | 56.30K | 0.00 | 0.00 |
Nebius Group N.V.SOLE | NBIS | 68.14K | SH | $5.70M 1.89% | 68.14K | 0.00 | 0.00 |
CoreWeave, Inc.SOLE | CRWV | 77.19K | SH | $5.53M 1.83% | 77.19K | 0.00 | 0.00 |
SiTime CorporationSOLE | SITM | 8.18K | SH | $2.89M 0.96% | 8.18K | 0.00 | 0.00 |
MercadoLibre, Inc. (Argentina)SOLE | MELI | 10.00 | SH | $20.1K <0.01% | 10.00 | 0.00 | 0.00 |
KLA CorporationSOLE | KLAC | 10.00 | SH | $12.2K <0.01% | 10.00 | 0.00 | 0.00 |
ASML Holding N.V. ADRSOLE | ASML | 10.00 | SH | $10.7K <0.01% | 10.00 | 0.00 | 0.00 |
Netflix, Inc.SOLE | NFLX | 100.00 | SH | $9.4K <0.01% | 100.00 | 0.00 | 0.00 |
Monolithic Power Systems, Inc.SOLE | MPWR | 10.00 | SH | $9.1K <0.01% | 10.00 | 0.00 | 0.00 |
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