Berkshire Capital Holdings as of Dec. 31, 2025
Portfolio Holdings for Berkshire Capital Holdings
Berkshire Capital Holdings holds 109 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corp. Nvda (NVDA) | 24.2 | $73M | 392k | 186.50 | |
| Taiwan Semiconductor Manufacturing Company TSM (TSM) | 10.3 | $31M | 102k | 303.89 | |
| Tesla Tsla (TSLA) | 6.0 | $18M | 40k | 449.72 | |
| Broadcom Avgo (AVGO) | 5.3 | $16M | 46k | 346.10 | |
| Oracle Corp. Orcl (ORCL) | 5.0 | $15M | 77k | 194.91 | |
| GE Vernova Gev (GEV) | 5.0 | $15M | 23k | 653.57 | |
| Celestica CLS (CLS) | 4.9 | $15M | 50k | 295.61 | |
| Astera Labs Alab (ALAB) | 4.8 | $15M | 88k | 166.36 | |
| Rocket Lab Corporation RKLB | 4.8 | $15M | 207k | 69.76 | |
| Palantir Technologies, Inc. Class A PLTR (PLTR) | 4.4 | $13M | 75k | 177.75 | |
| AppLovin Corporation App (APP) | 3.8 | $12M | 17k | 673.82 | |
| MongoDB, Inc. Class A MDB (MDB) | 3.5 | $10M | 25k | 419.69 | |
| Amazon.com Amzn (AMZN) | 3.1 | $9.3M | 40k | 230.82 | |
| Applied Digital Corporation Apld | 3.0 | $9.1M | 372k | 24.52 | |
| Vertiv Holdings VRT (VRT) | 2.7 | $8.1M | 50k | 162.01 | |
| Reddit RDDT (RDDT) | 2.5 | $7.5M | 33k | 229.87 | |
| EchoStar Corporation Sats (SATS) | 2.0 | $6.1M | 56k | 108.70 | |
| Nebius Group Nbis (NBIS) | 1.9 | $5.7M | 68k | 83.70 | |
| CoreWeave CRWV | 1.8 | $5.5M | 77k | 71.61 | |
| SiTime Corporation Sitm (SITM) | 1.0 | $2.9M | 8.2k | 353.19 | |
| MercadoLibre Meli (MELI) | 0.0 | $20k | 10.00 | 2014.30 | |
| KLA Corporation Klac (KLAC) | 0.0 | $12k | 10.00 | 1215.10 | |
| ASML Holding Asml | 0.0 | $11k | 10.00 | 1069.90 | |
| Netflix NFLX (NFLX) | 0.0 | $9.4k | 100.00 | 93.76 | |
| Monolithic Power Systems MPWR (MPWR) | 0.0 | $9.1k | 10.00 | 906.40 | |
| ServiceNow Now (NOW) | 0.0 | $7.7k | 50.00 | 153.20 | |
| Meta Platforms, Inc. Class A Meta (META) | 0.0 | $6.6k | 10.00 | 660.10 | |
| Invesco QQQ ETF QQQ (QQQ) | 0.0 | $6.1k | 10.00 | 614.30 | |
| Spotify Technology Spot (SPOT) | 0.0 | $5.8k | 10.00 | 580.70 | |
| Axon Enterprise Axon (AXON) | 0.0 | $5.7k | 10.00 | 567.90 | |
| Microsoft Corp. MSFT (MSFT) | 0.0 | $4.8k | 10.00 | 483.60 | |
| CrowdStrike Holdings, Inc. Class A CRWD (CRWD) | 0.0 | $4.7k | 10.00 | 468.80 | |
| Cyberark Software Cybr (CYBR) | 0.0 | $4.5k | 10.00 | 446.10 | |
| Carvana Co. Class A Cvna (CVNA) | 0.0 | $4.2k | 10.00 | 422.00 | |
| Talen Energy Corporation TLN (TLN) | 0.0 | $3.7k | 10.00 | 374.80 | |
| Lumentum Holdings Lite (LITE) | 0.0 | $3.7k | 10.00 | 368.60 | |
| Palo Alto Networks Panw (PANW) | 0.0 | $3.7k | 20.00 | 184.20 | |
| VanEck Semiconductor ETF SMH (SMH) | 0.0 | $3.6k | 10.00 | 360.10 | |
| Constellation Energy Corporation Ceg (CEG) | 0.0 | $3.5k | 10.00 | 353.30 | |
| Eaton Corporation Etn (ETN) | 0.0 | $3.2k | 10.00 | 318.50 | |
| Argan Agx (AGX) | 0.0 | $3.1k | 10.00 | 313.30 | |
| Alphabet, Inc. Class A Googl (GOOGL) | 0.0 | $3.1k | 10.00 | 313.00 | |
| GE Aerospace Ge (GE) | 0.0 | $3.1k | 10.00 | 308.00 | |
| Micron Technology Mu (MU) | 0.0 | $2.9k | 10.00 | 285.40 | |
| Apple Aapl (AAPL) | 0.0 | $2.7k | 10.00 | 271.90 | |
| Applied Materials Amat (AMAT) | 0.0 | $2.6k | 10.00 | 257.00 | |
| Take-Two Interactive Software Ttwo (TTWO) | 0.0 | $2.6k | 10.00 | 256.00 | |
| Sandisk Corp. SNDK (SNDK) | 0.0 | $2.4k | 10.00 | 237.40 | |
| Ciena Corp. Cien (CIEN) | 0.0 | $2.3k | 10.00 | 233.90 | |
| DoorDash, Inc. Class A Dash (DASH) | 0.0 | $2.3k | 10.00 | 226.50 | |
| Coinbase Global, Inc. Class A Coin (COIN) | 0.0 | $2.3k | 10.00 | 226.10 | |
| Zscaler ZS (ZS) | 0.0 | $2.2k | 10.00 | 224.90 | |
| Snowflake, Inc. Class A Snow (SNOW) | 0.0 | $2.2k | 10.00 | 219.40 | |
| Advanced Micro Devices Amd (AMD) | 0.0 | $2.1k | 10.00 | 214.20 | |
| Cloudflare, Inc. Class A Net (NET) | 0.0 | $2.0k | 10.00 | 197.20 | |
| Teradyne Ter (TER) | 0.0 | $1.9k | 10.00 | 193.60 | |
| Coherent Corp. Cohr (COHR) | 0.0 | $1.8k | 10.00 | 184.60 | |
| Bloom Energy Corporation Be (BE) | 0.0 | $1.7k | 20.00 | 86.90 | |
| BWX Technologies BWXT (BWXT) | 0.0 | $1.7k | 10.00 | 172.80 | |
| Western Digital Corp. WDC (WDC) | 0.0 | $1.7k | 10.00 | 172.30 | |
| Lam Research Corp. LRCX | 0.0 | $1.7k | 10.00 | 171.20 | |
| Qualcomm Qcom (QCOM) | 0.0 | $1.7k | 10.00 | 171.10 | |
| Vistra Corp. VST (VST) | 0.0 | $1.6k | 10.00 | 161.30 | |
| Shopify, Inc. Class A Shop (SHOP) | 0.0 | $1.6k | 10.00 | 161.00 | |
| Micro Strategy, Inc. Class A MSTR (MSTR) | 0.0 | $1.5k | 10.00 | 152.00 | |
| Alibaba Group Holding Baba (BABA) | 0.0 | $1.5k | 10.00 | 146.60 | |
| Credo Technology Group Holding Crdo (CRDO) | 0.0 | $1.4k | 10.00 | 143.90 | |
| Datadog, Inc. Class A Ddog (DDOG) | 0.0 | $1.4k | 10.00 | 136.00 | |
| Amphenol Corporation Aph (APH) | 0.0 | $1.4k | 10.00 | 135.10 | |
| Arista Networks Anet (ANET) | 0.0 | $1.3k | 10.00 | 131.00 | |
| Sea Se (SE) | 0.0 | $1.3k | 10.00 | 127.60 | |
| Dell Technologies Dell (DELL) | 0.0 | $1.3k | 10.00 | 125.90 | |
| Robinhood Markets Hood (HOOD) | 0.0 | $1.1k | 10.00 | 113.10 | |
| Arm Holdings Arm (ARM) | 0.0 | $1.1k | 10.00 | 109.30 | |
| Roku, Inc. Class A Roku (ROKU) | 0.0 | $1.1k | 10.00 | 108.50 | |
| Netapp Ntap (NTAP) | 0.0 | $1.1k | 10.00 | 107.10 | |
| iShares Expanded Tech-Software Sector ETF Igv (IGV) | 0.0 | $1.1k | 10.00 | 105.70 | |
| Corning Inc. Glass Works GLW (GLW) | 0.0 | $876.000000 | 10.00 | 87.60 | |
| Okta, Inc. Class A Okta (OKTA) | 0.0 | $865.000000 | 10.00 | 86.50 | |
| Marvell Technology MRVL (MRVL) | 0.0 | $850.000000 | 10.00 | 85.00 | |
| Uber Technologies Uber (UBER) | 0.0 | $817.000000 | 10.00 | 81.70 | |
| Roblox Corporation Class A RBLX (RBLX) | 0.0 | $810.000000 | 10.00 | 81.00 | |
| Circle Internet Group CRCL (CRCL) | 0.0 | $793.000000 | 10.00 | 79.30 | |
| Affirm Holdings, Inc. Class A Afrm (AFRM) | 0.0 | $744.000000 | 10.00 | 74.40 | |
| Oklo Oklo (OKLO) | 0.0 | $718.000000 | 10.00 | 71.80 | |
| Zillow Group, Inc. Class C Z (ZG) | 0.0 | $682.000000 | 10.00 | 68.20 | |
| Pure Storage, Inc. Class A PSTG (PSTG) | 0.0 | $670.000000 | 10.00 | 67.00 | |
| Tempus AI Tem (TEM) | 0.0 | $591.000000 | 10.00 | 59.10 | |
| ishares Bitcoin Trust Ibit (IBIT) | 0.0 | $497.000000 | 10.00 | 49.70 | |
| Hut 8 Corp. Hut (HUT) | 0.0 | $459.000000 | 10.00 | 45.90 | |
| IonQ Ionq (IONQ) | 0.0 | $449.000000 | 10.00 | 44.90 | |
| Unity Software U (U) | 0.0 | $442.000000 | 10.00 | 44.20 | |
| Iren Iren | 0.0 | $378.000000 | 10.00 | 37.80 | |
| Toast Tost (TOST) | 0.0 | $355.000000 | 10.00 | 35.50 | |
| Super Micro Computer Smci | 0.0 | $293.000000 | 10.00 | 29.30 | |
| Bitmine Immersion Technologies BMNR (BMNR) | 0.0 | $272.000000 | 10.00 | 27.20 | |
| SoFi Technologies Sofi (SOFI) | 0.0 | $262.000000 | 10.00 | 26.20 | |
| D-Wave Quantum QBTS (QBTS) | 0.0 | $262.000000 | 10.00 | 26.20 | |
| iShares Ethereum Trust Etha (ETHA) | 0.0 | $224.000000 | 10.00 | 22.40 | |
| Rigetti Computing Rgti (RGTI) | 0.0 | $222.000000 | 10.00 | 22.20 | |
| Rivian Automotive, Inc. Class A Rivn (RIVN) | 0.0 | $197.000000 | 10.00 | 19.70 | |
| Rocket Companies RKT (RKT) | 0.0 | $194.000000 | 10.00 | 19.40 | |
| Qxo Qxo (QXO) | 0.0 | $193.000000 | 10.00 | 19.30 | |
| Rolls-Royce Holdings Rycey (RYCEY) | 0.0 | $157.000000 | 10.00 | 15.70 | |
| Core Scientific Corz (CORZ) | 0.0 | $146.000000 | 10.00 | 14.60 | |
| Quantum Computing Qubt (QUBT) | 0.0 | $103.000000 | 10.00 | 10.30 | |
| Dynamix Corporation Class A Ethm (ETHM) | 0.0 | $103.000000 | 10.00 | 10.30 | |
| CleanSpark CLSK (CLSK) | 0.0 | $101.000000 | 10.00 | 10.10 | |
| Opendoor Technologies Open (OPEN) | 0.0 | $58.000000 | 10.00 | 5.80 |
