Berkshire Capital Holdings as of March 31, 2025
Portfolio Holdings for Berkshire Capital Holdings
Berkshire Capital Holdings holds 96 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corp. Nvda (NVDA) | 13.9 | $29M | 269k | 108.38 | |
| Robinhood Markets Hood (HOOD) | 8.8 | $18M | 440k | 41.62 | |
| Tesla Tsla (TSLA) | 7.9 | $17M | 64k | 259.16 | |
| Carvana Co. Class A Cvna (CVNA) | 6.3 | $13M | 63k | 209.08 | |
| Cloudflare, Inc. Class A Net (NET) | 6.0 | $13M | 112k | 112.69 | |
| DoorDash, Inc. Class A Dash (DASH) | 5.0 | $10M | 57k | 182.77 | |
| Palantir Technologies, Inc. Class A PLTR (PLTR) | 5.0 | $10M | 123k | 84.40 | |
| Meta Platforms, Inc. Class A Meta (META) | 5.0 | $10M | 18k | 576.36 | |
| Aurora Innovation Aur (AUR) | 4.9 | $10M | 1.5M | 6.72 | |
| AppLovin Corporation App (APP) | 4.9 | $10M | 39k | 264.97 | |
| Roku, Inc. Class A Roku (ROKU) | 4.8 | $10M | 141k | 70.44 | |
| MercadoLibre Meli (MELI) | 4.5 | $9.4M | 4.8k | 1950.87 | |
| Taiwan Semiconductor Manufacturing Company TSM (TSM) | 4.0 | $8.5M | 51k | 166.00 | |
| Shopify, Inc. Class A Shop (SHOP) | 4.0 | $8.4M | 89k | 95.48 | |
| Axon Enterprise Axon (AXON) | 4.0 | $8.3M | 16k | 525.95 | |
| Micro Strategy, Inc. Class A MSTR (MSTR) | 3.8 | $8.0M | 28k | 288.27 | |
| Dutch Bros Bros (BROS) | 3.1 | $6.4M | 104k | 61.74 | |
| Affirm Holdings, Inc. Class A Afrm (AFRM) | 3.0 | $6.3M | 140k | 45.19 | |
| Amazon.com Amzn (AMZN) | 0.5 | $1.0M | 5.5k | 190.26 | |
| Snowflake, Inc. Class A Snow (SNOW) | 0.5 | $1.0M | 7.2k | 146.16 | |
| Booking Holdings BKNG (BKNG) | 0.0 | $46k | 10.00 | 4606.90 | |
| Netflix NFLX (NFLX) | 0.0 | $9.3k | 10.00 | 932.50 | |
| Eli Lilly and Company Lly (LLY) | 0.0 | $8.3k | 10.00 | 825.90 | |
| ServiceNow Now (NOW) | 0.0 | $8.0k | 10.00 | 796.10 | |
| KLA Corporation Klac (KLAC) | 0.0 | $6.8k | 10.00 | 679.80 | |
| ASML Holding Asml | 0.0 | $6.6k | 10.00 | 662.60 | |
| Intuit Intu (INTU) | 0.0 | $6.1k | 10.00 | 614.00 | |
| Monolithic Power Systems MPWR (MPWR) | 0.0 | $5.8k | 10.00 | 580.00 | |
| HubSpot Hubs (HUBS) | 0.0 | $5.7k | 10.00 | 571.30 | |
| Spotify Technology Spot (SPOT) | 0.0 | $5.5k | 10.00 | 550.00 | |
| Invesco QQQ ETF QQQ (QQQ) | 0.0 | $4.7k | 10.00 | 468.90 | |
| Synopsys SNPS (SNPS) | 0.0 | $4.3k | 10.00 | 428.90 | |
| Adobe Adbe (ADBE) | 0.0 | $3.8k | 10.00 | 383.50 | |
| Microsoft Corp. MSFT (MSFT) | 0.0 | $3.8k | 10.00 | 375.40 | |
| CrowdStrike Holdings, Inc. Class A CRWD (CRWD) | 0.0 | $3.5k | 10.00 | 352.60 | |
| Palo Alto Networks Panw (PANW) | 0.0 | $3.4k | 20.00 | 170.65 | |
| Cyberark Software Cybr (CYBR) | 0.0 | $3.4k | 10.00 | 338.00 | |
| Eaton Corporation Etn | 0.0 | $2.7k | 10.00 | 271.80 | |
| Cadence Design Systems CDNS (CDNS) | 0.0 | $2.5k | 10.00 | 254.30 | |
| monday.com Mndy | 0.0 | $2.4k | 10.00 | 243.20 | |
| Apple Aapl (AAPL) | 0.0 | $2.2k | 10.00 | 222.10 | |
| Flutter Entertainment Flut | 0.0 | $2.2k | 10.00 | 221.60 | |
| VanEck Semiconductor ETF SMH (SMH) | 0.0 | $2.1k | 10.00 | 211.50 | |
| Take-Two Interactive Software Ttwo (TTWO) | 0.0 | $2.1k | 10.00 | 207.30 | |
| Constellation Energy Corporation Ceg (CEG) | 0.0 | $2.0k | 10.00 | 201.60 | |
| Zscaler ZS (ZS) | 0.0 | $2.0k | 10.00 | 198.40 | |
| MongoDB, Inc. Class A MDB (MDB) | 0.0 | $1.8k | 10.00 | 175.40 | |
| Coinbase Global, Inc. Class A Coin (COIN) | 0.0 | $1.7k | 10.00 | 172.20 | |
| Broadcom Avgo (AVGO) | 0.0 | $1.7k | 10.00 | 167.40 | |
| Alphabet, Inc. Class A Googl (GOOGL) | 0.0 | $1.5k | 10.00 | 154.60 | |
| Qualcomm Qcom (QCOM) | 0.0 | $1.5k | 10.00 | 153.60 | |
| Applied Materials Amat (AMAT) | 0.0 | $1.5k | 10.00 | 145.10 | |
| Oracle Corp. Orcl (ORCL) | 0.0 | $1.4k | 10.00 | 139.80 | |
| Airbnb, Inc. Class A Abnb (ABNB) | 0.0 | $1.2k | 10.00 | 119.50 | |
| Vistra Corp. VST (VST) | 0.0 | $1.2k | 10.00 | 117.40 | |
| Arm Holdings Arm (ARM) | 0.0 | $1.1k | 10.00 | 106.80 | |
| Okta, Inc. Class A Okta (OKTA) | 0.0 | $1.1k | 10.00 | 105.20 | |
| Reddit RDDT (RDDT) | 0.0 | $1.0k | 10.00 | 104.90 | |
| Advanced Micro Devices Amd (AMD) | 0.0 | $1.0k | 10.00 | 102.70 | |
| Datadog, Inc. Class A Ddog (DDOG) | 0.0 | $992.000000 | 10.00 | 99.20 | |
| Dell Technologies Dell (DELL) | 0.0 | $912.000000 | 10.00 | 91.20 | |
| Elastic Estc (ESTC) | 0.0 | $891.000000 | 10.00 | 89.10 | |
| iShares Expanded Tech-Software Sector ETF Igv (IGV) | 0.0 | $890.000000 | 10.00 | 89.00 | |
| Netapp Ntap (NTAP) | 0.0 | $878.000000 | 10.00 | 87.80 | |
| Micron Technology Mu (MU) | 0.0 | $869.000000 | 10.00 | 86.90 | |
| CAVA Group Cava (CAVA) | 0.0 | $864.000000 | 10.00 | 86.40 | |
| Arista Networks Anet (ANET) | 0.0 | $775.000000 | 10.00 | 77.50 | |
| Uber Technologies Uber (UBER) | 0.0 | $729.000000 | 10.00 | 72.90 | |
| Lam Research Corp. LRCX | 0.0 | $727.000000 | 10.00 | 72.70 | |
| Vertiv Holdings VRT (VRT) | 0.0 | $722.000000 | 10.00 | 72.20 | |
| Novo Nordisk A/S Nvo (NVO) | 0.0 | $694.000000 | 10.00 | 69.40 | |
| Zillow Group, Inc. Class C Z (ZG) | 0.0 | $686.000000 | 10.00 | 68.60 | |
| Coherent Corp. Cohr (COHR) | 0.0 | $649.000000 | 10.00 | 64.90 | |
| Marvell Technology MRVL (MRVL) | 0.0 | $616.000000 | 10.00 | 61.60 | |
| Ciena Corp. Cien (CIEN) | 0.0 | $604.000000 | 10.00 | 60.40 | |
| Astera Labs Alab (ALAB) | 0.0 | $597.000000 | 10.00 | 59.70 | |
| Roblox Corporation Class A RBLX (RBLX) | 0.0 | $583.000000 | 10.00 | 58.30 | |
| Trade Desk, Inc. Class A TTD (TTD) | 0.0 | $547.000000 | 10.00 | 54.70 | |
| Block Xyz (XYZ) | 0.0 | $543.000000 | 10.00 | 54.30 | |
| Chipotle Mexican Grill CMG (CMG) | 0.0 | $502.000000 | 10.00 | 50.20 | |
| GitLab GTLB (GTLB) | 0.0 | $470.000000 | 10.00 | 47.00 | |
| ishares Bitcoin Trust Ibit (IBIT) | 0.0 | $468.000000 | 10.00 | 46.80 | |
| Pure Storage, Inc. Class A PSTG (PSTG) | 0.0 | $443.000000 | 10.00 | 44.30 | |
| Western Digital Corp. WDC (WDC) | 0.0 | $404.000000 | 10.00 | 40.40 | |
| Credo Technology Group Holding Crdo (CRDO) | 0.0 | $402.000000 | 10.00 | 40.20 | |
| Samsara Iot (IOT) | 0.0 | $383.000000 | 10.00 | 38.30 | |
| Global-e Online Glbe | 0.0 | $357.000000 | 10.00 | 35.70 | |
| Super Micro Computer Smci | 0.0 | $342.000000 | 10.00 | 34.20 | |
| DraftKings, Inc. Class A DKNG | 0.0 | $332.000000 | 10.00 | 33.20 | |
| Toast Tost (TOST) | 0.0 | $332.000000 | 10.00 | 33.20 | |
| Sandisk Corp. SNDK | 0.0 | $143.000100 | 3.00 | 47.67 | |
| Rivian Automotive, Inc. Class A Rivn (RIVN) | 0.0 | $125.000000 | 10.00 | 12.50 | |
| SoFi Technologies Sofi (SOFI) | 0.0 | $116.000000 | 10.00 | 11.60 | |
| Himax Technologies Himx (HIMX) | 0.0 | $74.000000 | 10.00 | 7.40 | |
| Core Scientific Corz (CORZ) | 0.0 | $72.000000 | 10.00 | 7.20 | |
| CleanSpark CLSK (CLSK) | 0.0 | $67.000000 | 10.00 | 6.70 |
