BERKSHIRE CAPITAL HOLDINGS INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, BERKSHIRE CAPITAL HOLDINGS INC held in its portfolio 109 assets valued at $301,703,952 (i.e. $301.70M).
The most valuable assets in the portfolio included: NVIDIA Corp. ($73.08M), Taiwan Semiconductor Manufacturing Company Ltd. ADR ($31.03M), and Tesla, Inc. ($18.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 109 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BERKSHIRE CAPITAL HOLDINGS INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA Corp. | 391860 | 73081890 | NVDA |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | 102100 | 31027169 | TSM |
| Tesla, Inc. | 40210 | 18083241 | TSLA |
| Broadcom Ltd. | 46210 | 15993281 | AVGO |
| Oracle Corp. | 77100 | 15027561 | ORCL |
| GE Vernova Inc. | 22960 | 15005967 | GEV |
| Celestica Inc. | 49790 | 14718422 | CLS |
| Astera Labs, Inc. | 87930 | 14628035 | ALAB |
| Rocket Lab Corporation | 207360 | 14465434 | RKLB |
| Palantir Technologies, Inc. Class A | 74690 | 13276148 | PLTR |
| AppLovin Corporation | 17030 | 11475155 | APP |
| MongoDB, Inc. Class A | 24890 | 10446084 | MDB |
| Amazon.com, Inc. | 40400 | 9325128 | AMZN |
| Applied Digital Corporation | 371690 | 9113839 | APLD |
| Vertiv Holdings Co | 49840 | 8074578 | VRT |
| Reddit, Inc. | 32650 | 7505256 | RDDT |
| EchoStar Corporation | 56300 | 6119810 | SATS |
| Nebius Group N.V. | 68140 | 5703659 | NBIS |
| CoreWeave, Inc. | 77190 | 5527576 | CRWV |
| SiTime Corporation | 8180 | 2889094 | SITM |
| MercadoLibre, Inc. (Argentina) | 10 | 20143 | MELI |
| KLA Corporation | 10 | 12151 | KLAC |
| ASML Holding N.V. ADR | 10 | 10699 | ASML |
| Netflix, Inc. | 100 | 9376 | NFLX |
| Monolithic Power Systems, Inc. | 10 | 9064 | MPWR |
| ServiceNow, Inc. | 50 | 7660 | NOW |
| Meta Platforms, Inc. Class A | 10 | 6601 | META |
| Invesco QQQ ETF | 10 | 6143 | QQQ |
| Spotify Technology S.A. (Luxembourg) | 10 | 5807 | SPOT |
| Axon Enterprise, Inc. | 10 | 5679 | AXON |
| Microsoft Corp. | 10 | 4836 | MSFT |
| CrowdStrike Holdings, Inc. Class A | 10 | 4688 | CRWD |
| Cyberark Software LTD (Israel) | 10 | 4461 | CYBR |
| Carvana Co. Class A | 10 | 4220 | CVNA |
| Talen Energy Corporation | 10 | 3748 | TLN |
| Lumentum Holdings Inc. | 10 | 3686 | LITE |
| Palo Alto Networks, Inc. | 20 | 3684 | PANW |
| VanEck Semiconductor ETF | 10 | 3601 | SMH |
| Constellation Energy Corporation | 10 | 3533 | CEG |
| Eaton Corporation PLC | 10 | 3185 | ETN |
| Argan, Inc. | 10 | 3133 | AGX |
| Alphabet, Inc. Class A | 10 | 3130 | GOOGL |
| GE Aerospace | 10 | 3080 | GE |
| Micron Technology, Inc. | 10 | 2854 | MU |
| Apple, Inc. | 10 | 2719 | AAPL |
| Applied Materials, Inc. | 10 | 2570 | AMAT |
| Take-Two Interactive Software, Inc. | 10 | 2560 | TTWO |
| Sandisk Corp. | 10 | 2374 | SNDK |
| Ciena Corp. | 10 | 2339 | CIEN |
| DoorDash, Inc. Class A | 10 | 2265 | DASH |
| Coinbase Global, Inc. Class A | 10 | 2261 | COIN |
| Zscaler, Inc. | 10 | 2249 | ZS |
| Snowflake, Inc. Class A | 10 | 2194 | SNOW |
| Advanced Micro Devices, Inc. | 10 | 2142 | AMD |
| Cloudflare, Inc. Class A | 10 | 1972 | NET |
| Teradyne, Inc. | 10 | 1936 | TER |
| Coherent Corp. | 10 | 1846 | COHR |
| Bloom Energy Corporation | 20 | 1738 | BE |
| BWX Technologies, Inc. | 10 | 1728 | BWXT |
| Western Digital Corp. | 10 | 1723 | WDC |
| Lam Research Corp. | 10 | 1712 | LRCX |
| Qualcomm, Inc. | 10 | 1711 | QCOM |
| Vistra Corp. | 10 | 1613 | VST |
| Shopify, Inc. Class A (Canada) | 10 | 1610 | SHOP |
| Micro Strategy, Inc. Class A | 10 | 1520 | MSTR |
| Alibaba Group Holding Ltd. ADR | 10 | 1466 | BABA |
| Credo Technology Group Holding LTD | 10 | 1439 | CRDO |
| Datadog, Inc. Class A | 10 | 1360 | DDOG |
| Amphenol Corporation | 10 | 1351 | APH |
| Arista Networks, Inc. | 10 | 1310 | ANET |
| Sea Ltd. (Singapore) | 10 | 1276 | SE |
| Dell Technologies, Inc. | 10 | 1259 | DELL |
| Robinhood Markets, Inc. | 10 | 1131 | HOOD |
| Arm Holdings plc | 10 | 1093 | ARM |
| Roku, Inc. Class A | 10 | 1085 | ROKU |
| Netapp, Inc. | 10 | 1071 | NTAP |
| iShares Expanded Tech-Software Sector ETF | 10 | 1057 | IGV |
| Corning Inc. Glass Works | 10 | 876 | GLW |
| Okta, Inc. Class A | 10 | 865 | OKTA |
| Marvell Technology, Inc. | 10 | 850 | MRVL |
| Uber Technologies, Inc. | 10 | 817 | UBER |
| Roblox Corporation Class A | 10 | 810 | RBLX |
| Circle Internet Group Inc. | 10 | 793 | CRCL |
| Affirm Holdings, Inc. Class A | 10 | 744 | AFRM |
| Oklo Inc. | 10 | 718 | OKLO |
| Zillow Group, Inc. Class C | 10 | 682 | Z |
| Pure Storage, Inc. Class A | 10 | 670 | PSTG |
| Tempus AI, Inc. | 10 | 591 | TEM |
| ishares Bitcoin Trust | 10 | 497 | IBIT |
| Hut 8 Corp. | 10 | 459 | HUT |
| IonQ, Inc. | 10 | 449 | IONQ |
| Unity Software, Inc. | 10 | 442 | U |
| IREN Limited | 10 | 378 | IREN |
| Toast, Inc. | 10 | 355 | TOST |
| Super Micro Computer, Inc. | 10 | 293 | SMCI |
| Bitmine Immersion Technologies, Inc. | 10 | 272 | BMNR |
| SoFi Technologies, Inc. | 10 | 262 | SOFI |
| D-Wave Quantum Inc. | 10 | 262 | QBTS |
| iShares Ethereum Trust | 10 | 224 | ETHA |
| Rigetti Computing, Inc. | 10 | 222 | RGTI |
| Rivian Automotive, Inc. Class A | 10 | 197 | RIVN |
| Rocket Companies, Inc. | 10 | 194 | RKT |
| QXO, Inc. | 10 | 193 | QXO |
| Rolls-Royce Holdings plc | 10 | 157 | RYCEY |
| Core Scientific, Inc. | 10 | 146 | CORZ |
| Dynamix Corporation Class A | 10 | 103 | ETHM |
| Quantum Computing Inc. | 10 | 103 | QUBT |
| CleanSpark, Inc. | 10 | 101 | CLSK |
| Opendoor Technologies, Inc. | 10 | 58 | OPEN |
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