Q3 2025 · 13F-HR
BERKSHIRE CAPITAL HOLDINGS INCholdings as filed
Filed 2025-11-14 · accession 0001162044-25-001158
$329.3M
Reported value
111
Positions
2025-09-30
Period end
The Brief · BERKSHIRE CAPITAL HOLDINGS INC · Q3 2025
AI · grounded in 13F
BERKSHIRE CAPITAL HOLDINGS INC established a new position in NVDA valued at $78.7M. The fund also initiated new stakes in TSLA for $23.3M and CoreWeave, Inc. for $21M. Additional new positions include HOOD at $20.9M and APP at $19.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA Corp. | $78.7M | 23.9% | 421,800 | Common | SOLE |
| 88160R101 | TSLA | Tesla, Inc. | $23.3M | 7.08% | 52,400 | Common | SOLE |
| 218735108 | — | CoreWeave, Inc. | $21.0M | 6.38% | 153,440 | Common | SOLE |
| 770700102 | HOOD | Robinhood Markets, Inc. | $20.9M | 6.33% | 145,650 | Common | SOLE |
| 03831W108 | APP | AppLovin Corporation | $19.9M | 6.04% | 27,660 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | $16.4M | 4.97% | 58,620 | Common | SOLE |
| 69608A108 | PLTR | Palantir Technologies, Inc. Class A | $16.2M | 4.91% | 88,690 | Common | SOLE |
| 25809K105 | DASH | DoorDash, Inc. Class A | $16.1M | 4.90% | 59,320 | Common | SOLE |
| 01609W102 | BABA | Alibaba Group Holding Ltd. ADR | $16.1M | 4.90% | 90,230 | Common | SOLE |
| 18915M107 | NET | Cloudflare, Inc. Class A | $15.7M | 4.76% | 72,990 | Common | SOLE |
| 19260Q107 | COIN | Coinbase Global, Inc. Class A | $13.2M | 4.00% | 39,030 | Common | SOLE |
| 04010E109 | AGX | Argan, Inc. | $13.1M | 3.98% | 48,470 | Common | SOLE |
| 775781206 | RYCEY | Rolls-Royce Holdings plc | $9.9M | 3.01% | 611,490 | Common | SOLE |
| 000980552 | — | Nebius Group N.V. | $9.7M | 2.96% | 86,780 | Common | SOLE |
| 771049103 | RBLX | Roblox Corporation Class A | $9.6M | 2.91% | 69,180 | Common | SOLE |
| 146869102 | CVNA | Carvana Co. Class A | $9.5M | 2.89% | 25,230 | Common | SOLE |
| 05605H100 | BWXT | BWX Technologies, Inc. | $8.1M | 2.46% | 43,910 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. Class A | $5.3M | 1.59% | 7,150 | Common | SOLE |
| 46438R105 | ETHA | iShares Ethereum Trust | $3.3M | 0.99% | 103,350 | Common | SOLE |
| 09175A206 | BMNR | Bitmine Immersion Technologies, Inc. | $3.2M | 0.97% | 61,560 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre, Inc. (Argentina) | $23,369 | 0.01% | 10 | Common | SOLE |
| 64110L106 | NFLX | Netflix, Inc. | $11,989 | 0.00% | 10 | Common | SOLE |
| 482480100 | KLAC | KLA Corporation | $10,786 | 0.00% | 10 | Common | SOLE |
| N07059111 | — | ASML Holding N.V. ADR | $9,681 | 0.00% | 10 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems, Inc. | $9,206 | 0.00% | 10 | Common | SOLE |
| 81762P102 | NOW | ServiceNow, Inc. | $9,203 | 0.00% | 10 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise, Inc. | $7,176 | 0.00% | 10 | Common | SOLE |
| L8681T102 | SPOT | Spotify Technology S.A. (Luxembourg) | $6,980 | 0.00% | 10 | Common | SOLE |
| 461202103 | INTU | Intuit, Inc. | $6,829 | 0.00% | 10 | Common | SOLE |
| 36828A101 | GEV | GE Vernova Inc. | $6,149 | 0.00% | 10 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ ETF | $6,004 | 0.00% | 10 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp. | $5,180 | 0.00% | 10 | Common | SOLE |
| 22788C105 | CRWD | CrowdStrike Holdings, Inc. Class A | $4,904 | 0.00% | 10 | Common | SOLE |
| M2682V108 | CYBR | Cyberark Software LTD (Israel) | $4,832 | 0.00% | 10 | Common | SOLE |
| 443573100 | HUBS | HubSpot, Inc. | $4,678 | 0.00% | 10 | Common | SOLE |
| 87422Q109 | TLN | Talen Energy Corporation | $4,254 | 0.00% | 10 | Common | SOLE |
| 697435105 | PANW | Palo Alto Networks, Inc. | $4,072 | 0.00% | 20 | Common | SOLE |
| 0088KQN82 | — | Eaton Corporation PLC | $3,743 | 0.00% | 10 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Ltd. | $3,299 | 0.00% | 10 | Common | SOLE |
| 21037T109 | CEG | Constellation Energy Corporation | $3,291 | 0.00% | 10 | Common | SOLE |
| 92189F676 | SMH | VanEck Semiconductor ETF | $3,264 | 0.00% | 10 | Common | SOLE |
| 594972408 | MSTR | Micro Strategy, Inc. Class A | $3,222 | 0.00% | 10 | Common | SOLE |
| 60937P106 | MDB | MongoDB, Inc. Class A | $3,104 | 0.00% | 10 | Common | SOLE |
| 369604301 | GE | GE Aerospace | $3,008 | 0.00% | 10 | Common | SOLE |
| 98980G102 | ZS | Zscaler, Inc. | $2,997 | 0.00% | 10 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corp. | $2,812 | 0.00% | 10 | Common | SOLE |
| 874054109 | TTWO | Take-Two Interactive Software, Inc. | $2,584 | 0.00% | 10 | Common | SOLE |
| 037833100 | AAPL | Apple, Inc. | $2,546 | 0.00% | 10 | Common | SOLE |
| 00BWT6H89 | — | Flutter Entertainment PLC | $2,540 | 0.00% | 10 | Common | SOLE |
| 15101Q207 | CLS | Celestica Inc. | $2,464 | 0.00% | 10 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet, Inc. Class A | $2,431 | 0.00% | 10 | Common | SOLE |
| 75734B100 | RDDT | Reddit, Inc. | $2,300 | 0.00% | 10 | Common | SOLE |
| 833445109 | SNOW | Snowflake, Inc. Class A | $2,256 | 0.00% | 10 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $2,196 | 0.00% | 10 | Common | SOLE |
| 038222105 | AMAT | Applied Materials, Inc. | $2,047 | 0.00% | 10 | Common | SOLE |
| 92840M102 | VST | Vistra Corp. | $1,959 | 0.00% | 10 | Common | SOLE |
| 04626A103 | ALAB | Astera Labs, Inc. | $1,958 | 0.00% | 10 | Common | SOLE |
| 001176213 | — | monday.com Ltd. | $1,937 | 0.00% | 10 | Common | SOLE |
| 81141R100 | SE | Sea Ltd. (Singapore) | $1,787 | 0.00% | 10 | Common | SOLE |
| 595112103 | MU | Micron Technology, Inc. | $1,673 | 0.00% | 10 | Common | SOLE |
| 747525103 | QCOM | Qualcomm, Inc. | $1,664 | 0.00% | 10 | Common | SOLE |
| 007903107 | AMD | Advanced Micro Devices, Inc. | $1,618 | 0.00% | 10 | Common | SOLE |
| 92537N108 | VRT | Vertiv Holdings Co | $1,509 | 0.00% | 10 | Common | SOLE |
| 82509L107 | SHOP | Shopify, Inc. Class A (Canada) | $1,486 | 0.00% | 10 | Common | SOLE |
| 040413205 | ANET | Arista Networks, Inc. | $1,457 | 0.00% | 10 | Common | SOLE |
| 171779309 | CIEN | Ciena Corp. | $1,457 | 0.00% | 10 | Common | SOLE |
| G25457105 | CRDO | Credo Technology Group Holding LTD | $1,456 | 0.00% | 10 | Common | SOLE |
| 23804L103 | DDOG | Datadog, Inc. Class A | $1,424 | 0.00% | 10 | Common | SOLE |
| 24703L202 | DELL | Dell Technologies, Inc. | $1,418 | 0.00% | 10 | Common | SOLE |
| 042068205 | ARM | Arm Holdings plc | $1,415 | 0.00% | 10 | Common | SOLE |
| 512807108 | LRCXEUR | Lam Research Corp. | $1,339 | 0.00% | 10 | Common | SOLE |
| 172573107 | CRCL | Circle Internet Group Inc. | $1,326 | 0.00% | 10 | Common | SOLE |
| 958102105 | WDC | Western Digital Corp. | $1,201 | 0.00% | 10 | Common | SOLE |
| 64110D104 | NTAP | Netapp, Inc. | $1,185 | 0.00% | 10 | Common | SOLE |
| 464287515 | IGV | iShares Expanded Tech-Software Sector ETF | $1,150 | 0.00% | 10 | Common | SOLE |
| 02156V109 | OKLO | Oklo Inc. | $1,116 | 0.00% | 10 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp. | $1,077 | 0.00% | 10 | Common | SOLE |
| 77543R102 | ROKU | Roku, Inc. Class A | $1,001 | 0.00% | 10 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies, Inc. | $980 | 0.00% | 10 | Common | SOLE |
| 679295105 | OKTA | Okta, Inc. Class A | $917 | 0.00% | 10 | Common | SOLE |
| 093712107 | BE | Bloom Energy Corporation | $846 | 0.00% | 10 | Common | SOLE |
| 573874104 | MRVL | Marvell Technology, Inc. | $841 | 0.00% | 10 | Common | SOLE |
| 74624M102 | P | Pure Storage, Inc. Class A | $838 | 0.00% | 10 | Common | SOLE |
| 219350105 | GLW | Corning Inc. Glass Works | $820 | 0.00% | 10 | Common | SOLE |
| 88023B103 | TEM | Tempus AI, Inc. | $807 | 0.00% | 10 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. Class C | $771 | 0.00% | 10 | Common | SOLE |
| 00827B106 | AFRM | Affirm Holdings, Inc. Class A | $731 | 0.00% | 10 | Common | SOLE |
| 852234103 | XYZ | Block, Inc. | $723 | 0.00% | 10 | Common | SOLE |
| 46438F101 | IBIT | ishares Bitcoin Trust | $650 | 0.00% | 10 | Common | SOLE |
| 46222L108 | IONQ | IonQ, Inc. | $615 | 0.00% | 10 | Common | SOLE |
| 148929102 | CAVA | CAVA Group, Inc. | $604 | 0.00% | 10 | Common | SOLE |
| 26701L100 | BROS | Dutch Bros Inc. | $523 | 0.00% | 10 | Common | SOLE |
| 88339J105 | TTD | The Trade Desk, Inc. Class A | $490 | 0.00% | 10 | Common | SOLE |
| 773122106 | — | Rocket Lab Corporation | $479 | 0.00% | 10 | Common | SOLE |
| 86800U104 | SMCIUSD | Super Micro Computer, Inc. | $479 | 0.00% | 10 | Common | SOLE |
| 37637K108 | GTLB | GitLab, Inc. | $451 | 0.00% | 10 | Common | SOLE |
| 26142R104 | DKNG | DraftKings, Inc. Class A | $374 | 0.00% | 10 | Common | SOLE |
| 888787108 | TOST | Toast, Inc. | $365 | 0.00% | 10 | Common | SOLE |
| 80004C101 | SNDK | Sandisk Corp. | $337 | 0.00% | 3 | Common | SOLE |
| 76655K103 | RGTI | Rigetti Computing, Inc. | $298 | 0.00% | 10 | Common | SOLE |
| 83406F102 | SOFI | SoFi Technologies, Inc. | $264 | 0.00% | 10 | Common | SOLE |
| 26740W109 | QBTS | D-Wave Quantum Inc. | $247 | 0.00% | 10 | Common | SOLE |
| 77311W101 | RKT | Rocket Companies, Inc. | $194 | 0.00% | 10 | Common | SOLE |
| 82846H405 | QXO | QXO, Inc. | $191 | 0.00% | 10 | Common | SOLE |
| 74766W108 | QUBT | Quantum Computing Inc. | $184 | 0.00% | 10 | Common | SOLE |
| 21874A106 | CORZ | Core Scientific, Inc. | $179 | 0.00% | 10 | Common | SOLE |
| 76954A103 | RIVN | Rivian Automotive, Inc. Class A | $147 | 0.00% | 10 | Common | SOLE |
| 18452B209 | CLSK | CleanSpark, Inc. | $145 | 0.00% | 10 | Common | SOLE |
| G2949D104 | DYNC | Dynamix Corporation Class A | $104 | 0.00% | 10 | Common | SOLE |
| 683712103 | OPEN | Opendoor Technologies, Inc. | $80 | 0.00% | 10 | Common | SOLE |
| 051774107 | AUR | Aurora Innovation, Inc. | $54 | 0.00% | 10 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.