Berkshire Capital Holdings Inc Top Holdings and 13F Report (2025) About Berkshire Capital Holdings IncInvestment ActivityBerkshire Capital Holdings Inc has $276.74 million in total holdings as of December 31, 2024.Berkshire Capital Holdings Inc owns shares of 96 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 54.58% of the portfolio was purchased this quarter.About 51.52% of the portfolio was sold this quarter.This quarter, Berkshire Capital Holdings Inc has purchased 90 new stocks and bought additional shares in 13 stocks.Berkshire Capital Holdings Inc sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $38,992,444Tesla $19,085,478Amazon.com $17,531,455Taiwan Semiconductor Manufacturing $16,660,256Broadcom $16,648,430 Largest New Holdings this Quarter Astera Labs, Inc. $16,072,808 HoldingArista Networks, Inc. $8,505,284 HoldingReddit, Inc. $8,343,612 HoldingCredo Technology Group $8,092,756 HoldingCiena $5,828,143 Holding Largest Purchases this Quarter Amazon.com 79,900 shares (about $17.53M)Astera Labs, Inc. 121,350 shares (about $16.07M)Robinhood Markets 348,300 shares (about $12.98M)AppLovin Corporation 35,580 shares (about $11.52M)Datadog 73,190 shares (about $10.46M) Largest Sales this Quarter MicroStrategy 66,130 shares (about $19.15M)DoorDash, Inc. Class A 99,740 shares (about $16.74M)Zillow Group 142,620 shares (about $10.57M)Advanced Micro Devices 85,580 shares (about $10.34M)Uber Technologies 154,400 shares (about $9.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBerkshire Capital Holdings Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$38,992,444$3,008,096 ▼-7.2%290,36014.1%Computer and TechnologyTSLATesla$19,085,478$6,437,209 ▼-25.2%47,2606.9%Auto/Tires/TrucksAMZNAmazon.com$17,531,455$17,529,261 ▲799,000.0%79,9106.3%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$16,660,256$3,560,745 ▲27.2%84,3606.0%Computer and TechnologyAVGOBroadcom$16,648,430$1,029,370 ▲6.6%71,8106.0%Computer and TechnologyAstera Labs, Inc.$16,072,808$16,072,808 ▲New Holding121,3505.8%ALABMETAMeta Platforms$13,173,975$6,030,753 ▼-31.4%22,5004.8%Computer and TechnologyHOODRobinhood Markets$12,978,031$12,977,658 ▲3,483,000.0%348,3104.7%FinanceAppLovin Corporation$11,525,110$11,521,872 ▲355,800.0%35,5904.2%APPAFRMAffirm$10,801,833$1,981,686 ▲22.5%177,3703.9%Business ServicesDDOGDatadog$10,459,548$10,458,119 ▲731,900.0%73,2003.8%Computer and TechnologySOFISoFi Technologies$9,560,474$9,560,320 ▲6,208,000.0%620,8103.5%FinanceNETCloudflare$9,537,218$9,536,141 ▲885,600.0%88,5703.4%Computer and TechnologyPalantir Technologies, Inc. Class A$9,512,741$9,511,985 ▲1,257,700.0%125,7803.4%PLTRArista Networks, Inc.$8,505,284$8,505,284 ▲New Holding76,9503.1%ANETMRVLMarvell Technology$8,405,245$8,404,141 ▲760,900.0%76,1003.0%Computer and TechnologySHOPShopify$8,366,044$7,133,679 ▼-46.0%78,6803.0%Computer and TechnologyReddit, Inc.$8,343,612$8,343,612 ▲New Holding51,0503.0%RDDTVRTVertiv$8,310,572$6,573,475 ▼-44.2%73,1503.0%Computer and TechnologyCRWDCrowdStrike$8,119,457$8,116,035 ▲237,200.0%23,7302.9%Computer and TechnologyCRDOCredo Technology Group$8,092,756$8,092,756 ▲New Holding120,4102.9%Computer and TechnologyCIENCiena$5,828,143$5,828,143 ▲New Holding68,7202.1%Computer and TechnologyBKNGBooking$49,6840.0%100.0%Retail/WholesaleMELIMercadoLibre$17,004$5,815,368 ▼-99.7%100.0%Retail/WholesaleNOWServiceNow$10,601$8,438,396 ▼-99.9%100.0%Computer and TechnologyNFLXNetflix$8,9130.0%100.0%Consumer DiscretionaryLLYEli Lilly and Company$7,7200.0%100.0%MedicalHUBSHubSpot$6,9680.0%100.0%Computer and TechnologyASML Holding N.V. ADR$6,9310.0%100.0%ASMLKLACKLA$6,3010.0%100.0%Computer and TechnologyINTUIntuit$6,2850.0%100.0%Computer and TechnologyAXONAxon Enterprise$5,9430.0%100.0%AerospaceMPWRMonolithic Power Systems$5,9170.0%100.0%Computer and TechnologyQQQInvesco QQQ$5,1120.0%100.0%FinanceSNPSSynopsys$4,8540.0%100.0%Computer and TechnologySPOTSpotify Technology$4,474$6,970,492 ▼-99.9%100.0%Business ServicesADBEAdobe$4,4470.0%100.0%Computer and TechnologyMSFTMicrosoft$4,2150.0%100.0%Computer and TechnologyPANWPalo Alto Networks$3,639$1,820 ▲100.0%200.0%Computer and TechnologyCYBRCyberArk Software$3,3320.0%100.0%Computer and TechnologyEaton Corporation PLC$3,3190.0%100.0%ETNCDNSCadence Design Systems$3,0050.0%100.0%Computer and TechnologyMSTRMicroStrategy$2,896$19,151,248 ▼-100.0%100.0%Computer and TechnologyFlutter Entertainment PLC$2,5850.0%100.0%FLUTAAPLApple$2,5040.0%100.0%Computer and TechnologyCOINCoinbase Global$2,4830.0%100.0%FinanceSMHVanEck Semiconductor ETF$2,4220.0%100.0%Manufacturingmonday.com Ltd.$2,3540.0%100.0%MNDYMDBMongoDB$2,3280.0%100.0%Computer and TechnologyCEGConstellation Energy$2,237$2,237 ▲New Holding100.0%Oils/EnergyCVNACarvana$2,034$6,897,294 ▼-100.0%100.0%Retail/WholesaleGOOGLAlphabet$1,8930.0%100.0%Computer and TechnologyZSZscaler$1,8040.0%100.0%Computer and TechnologyDoorDash, Inc. Class A$1,678$16,736,372 ▼-100.0%100.0%DASHORCLOracle$1,6660.0%100.0%Computer and TechnologyAMATApplied Materials$1,6260.0%100.0%Computer and TechnologySNOWSnowflake$1,5440.0%100.0%Computer and TechnologyQCOMQUALCOMM$1,5360.0%100.0%Computer and TechnologyPIImpinj$1,453$4,844,302 ▼-100.0%100.0%Computer and TechnologyVSTVistra$1,3790.0%100.0%UtilitiesABNBAirbnb$1,3140.0%100.0%Consumer DiscretionaryArm Holdings plc$1,234$6,040,430 ▼-100.0%100.0%ARMAMDAdvanced Micro Devices$1,208$10,338,064 ▼-100.0%100.0%Computer and TechnologyTTDTrade Desk$1,1750.0%100.0%Computer and TechnologyNTAPNetApp$1,1610.0%100.0%Computer and TechnologyDELLDell Technologies$1,1520.0%100.0%Computer and TechnologyCAVACAVA Group$1,1280.0%100.0%Retail/WholesaleIGViShares Expanded Tech-Software Sector ETF$1,001$1,001 ▲New Holding100.0%ETFElastic N.V.$991$991 ▲New Holding100.0%ESTCCOHRCoherent$9470.0%100.0%Business ServicesNVONovo Nordisk A/S$8600.0%100.0%MedicalSQBlock$8500.0%100.0%Business ServicesBILLBILL$847$847 ▲New Holding100.0%Computer and TechnologyMUMicron Technology$8420.0%100.0%Computer and TechnologyOKTAOkta$7880.0%100.0%Computer and TechnologyROKURoku$7430.0%100.0%Consumer DiscretionaryZGZillow Group$741$10,568,142 ▼-100.0%100.0%FinanceLRCXLam Research$7220.0%100.0%Computer and TechnologyONOnsemi$6310.0%100.0%Computer and TechnologyPSTGPure Storage$6140.0%100.0%Computer and TechnologyCMGChipotle Mexican Grill$603$29,547 ▼-98.0%100.0%Retail/WholesaleUBERUber Technologies$603$9,310,320 ▼-100.0%100.0%Computer and TechnologyWDCWestern Digital$5960.0%100.0%Computer and TechnologyRBLXRoblox$5790.0%100.0%Consumer DiscretionaryGTLBGitLab$5640.0%100.0%Computer and TechnologyGlobal-e Online Ltd$5450.0%100.0%GLBEishares Bitcoin Trust$5310.0%100.0%IBITIOTSamsara$4370.0%100.0%Computer and TechnologyDraftKings, Inc. Class A$3720.0%100.0%DKNGTOSTToast$3650.0%100.0%Computer and TechnologySMCISuper Micro Computer$3050.0%100.0%Computer and TechnologyMARAMARA$1680.0%100.0%Business ServicesCore Scientific, Inc.$141$141 ▲New Holding100.0%CORZRIVNRivian Automotive$1330.0%100.0%Auto/Tires/TrucksRIOTRiot Platforms$1020.0%100.0%Business ServicesCLSKCleanSpark$920.0%100.0%FinanceANETArista Networks$0$8,259,806 ▼-100.0%00.0%Computer and TechnologyPINSPinterest$0$324 ▼-100.0%00.0%Computer and TechnologyCELHCelsius$0$314 ▼-100.0%00.0%Consumer StaplesOPENOpendoor Technologies$0$20 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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