BERKSHIRE CAPITAL HOLDINGS INC 13F Holdings

CIK 0001133742 · San Jose, CA

As of Sep 30, 2025, BERKSHIRE CAPITAL HOLDINGS INC reported 111 positions worth $329.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology421,800$78.7M23.90%
TESLA INCTSLAConsumer Cyclical52,400$23.3M7.08%
CoreWeave, Inc.——153,440$21.0M6.38%
ROBINHOOD MARKETS INC - AHOODEquity145,650$20.9M6.33%
APPLOVIN CORPAPPTechnology27,660 9.9M6.04%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology58,620 6.4M4.97%
PALANTIR TECHNOLOGIES INCPLTRTechnology88,690 6.2M4.91%
DOORDASH INCDASHCommunication Services59,320 6.1M4.90%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical90,230 6.1M4.90%
CLOUDFLARE INCNETTechnology72,990 5.7M4.76%
COINBASE GLOBAL INCCOINFinancial Services39,030 3.2M4.00%
ARGAN INCAGXIndustrials48,470 3.1M3.98%
Rolls Royce Holdings ADRRYCEY—611,490$9.9M3.01%
Nebius Group N.V. Class A——86,780$9.7M2.96%
ROBLOX CORPRBLXCommunication Services69,180$9.6M2.91%
CARVANA COCVNAConsumer Cyclical25,230$9.5M2.89%
BWX TECHNOLOGIES INCBWXTIndustrials43,910$8.1M2.46%
META PLATFORMS INCMETACommunication Services7,150$5.3M1.59%
ISHARES ETHEREUM TRUST ETFETHA—103,350$3.3M0.99%
BITMINE IMMERSION TECNOLOGIEBMNR—61,560$3.2M0.97%
MERCADOLIBRE INCMELIConsumer Cyclical10$23.4K0.01%
NETFLIX INCNFLXCommunication Services10 2.0K0.00%
KLA CORPKLACTechnology10 0.8K0.00%
ASML Holding N.V. ADRASMLTechnology10$9.7K0.00%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology10$9.2K0.00%