Berkshire Capital Holdings Inc Top Holdings and 13F Report (2024) → Tim Sykes’ Urgent Trade Alert: “Make this move now” (From Timothy Sykes) (Ad) About Berkshire Capital Holdings IncInvestment ActivityBerkshire Capital Holdings Inc has $250.49 million in total holdings as of March 31, 2024.Berkshire Capital Holdings Inc owns shares of 89 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 70.14% of the portfolio was purchased this quarter.About 70.38% of the portfolio was sold this quarter.This quarter, Berkshire Capital Holdings Inc has purchased 81 new stocks and bought additional shares in 14 stocks.Berkshire Capital Holdings Inc sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $17,673,634Amazon.com $17,612,303Meta Platforms $17,359,485DraftKings, Inc. Class A $16,883,438DoorDash, Inc. Class A $15,380,570 Largest New Holdings this Quarter Micron Technology $15,266,755 HoldingDell Technologies $12,220,040 HoldingSuper Micro Computer $9,938,695 HoldingArm Holdings plc $7,438,155 HoldingEli Lilly and Company $7,780 Holding Largest Purchases this Quarter Meta Platforms 35,740 shares (about $17.35M)DraftKings, Inc. Class A 371,790 shares (about $16.88M)Micron Technology 129,500 shares (about $15.27M)Dell Technologies 107,090 shares (about $12.22M)Carvana 136,620 shares (about $12.01M) Largest Sales this Quarter MicroStrategy 15,460 shares (about $26.35M)NVIDIA 25,130 shares (about $22.71M)Cloudflare 159,740 shares (about $15.46M)Tesla 70,920 shares (about $12.47M)HubSpot 18,680 shares (about $11.70M) 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$17,673,634$22,706,463 ▼-56.2%19,5607.1%Computer and TechnologyAMZNAmazon.com$17,612,303$4,403,076 ▲33.3%97,6407.0%Retail/WholesaleMETAMeta Platforms$17,359,485$17,354,629 ▲357,400.0%35,7506.9%Computer and TechnologyDraftKings, Inc. Class A$16,883,438$16,882,984 ▲3,717,900.0%371,8006.7%DKNGDoorDash, Inc. Class A$15,380,570$6,129,917 ▲66.3%111,6806.1%DASHMUMicron Technology$15,266,755$15,266,755 ▲New Holding129,5006.1%Computer and TechnologyTTDTrade Desk$15,246,922$4,590,424 ▲43.1%174,4106.1%Computer and TechnologySQBlock$12,390,124$1,936,036 ▼-13.5%146,4904.9%Business ServicesHOODRobinhood Markets$12,343,313$10,576,302 ▲598.5%613,1804.9%FinanceDELLDell Technologies$12,220,040$12,220,040 ▲New Holding107,0904.9%Computer and TechnologyCVNACarvana$12,011,143$12,010,264 ▲1,366,200.0%136,6304.8%Retail/Wholesalemonday.com Ltd.$12,002,732$12,000,473 ▲531,300.0%53,1404.8%MNDYAppLovin Corporation$11,561,817$11,561,125 ▲1,670,200.0%167,0304.6%APPCOINCoinbase Global$11,217,227$1,561,557 ▲16.2%42,3104.5%FinanceASML Holding N.V. ADR$10,209,344$10,199,639 ▲105,100.0%10,5204.1%ASMLAVGOBroadcom$10,046,608$10,033,354 ▲75,700.0%7,5804.0%Computer and TechnologySMCISuper Micro Computer$9,938,695$9,938,695 ▲New Holding9,8404.0%Computer and TechnologyArm Holdings plc$7,438,155$7,438,155 ▲New Holding59,5103.0%ARMCRWDCrowdStrike$7,283,805$7,280,599 ▲227,100.0%22,7202.9%Computer and TechnologySPOTSpotify Technology$6,233,318$6,230,679 ▲236,100.0%23,6202.5%Business ServicesMSTRMicroStrategy$17,046$26,353,116 ▼-99.9%100.0%Computer and TechnologyMELIMercadoLibre$15,120$8,603,280 ▼-99.8%100.0%Retail/WholesaleLRCXLam Research$9,7160.0%100.0%Computer and TechnologyLLYEli Lilly and Company$7,780$7,780 ▲New Holding100.0%MedicalNOWServiceNow$7,6240.0%100.0%Computer and TechnologyKLACKLA$6,9860.0%100.0%Computer and TechnologyMPWRMonolithic Power Systems$6,774$6,774 ▲New Holding100.0%Computer and TechnologyINTUIntuit$6,5000.0%100.0%Computer and TechnologyHUBSHubSpot$6,266$11,704,888 ▼-99.9%100.0%Computer and TechnologyNFLXNetflix$6,0730.0%100.0%Consumer DiscretionarySNPSSynopsys$5,7150.0%100.0%Computer and TechnologyADBEAdobe$5,0460.0%100.0%Computer and TechnologyQQQInvesco QQQ$4,4400.0%100.0%FinanceMSFTMicrosoft$4,2070.0%100.0%Computer and TechnologyMDBMongoDB$3,5860.0%100.0%Computer and TechnologyCDNSCadence Design Systems$3,1130.0%100.0%Computer and TechnologyANETArista Networks$2,9000.0%100.0%Computer and TechnologyPANWPalo Alto Networks$2,8410.0%100.0%Computer and TechnologyCYBRCyberArk Software$2,6560.0%100.0%Computer and TechnologyCELHCelsius$2,4880.0%300.0%Consumer StaplesSMHVanEck Semiconductor ETF$2,2500.0%100.0%ManufacturingAMATApplied Materials$2,0620.0%100.0%Computer and TechnologyAtlassian Corporation PLC Class A (United Kingdom)$1,9510.0%100.0%TEAMZSZscaler$1,926$7,704,000 ▼-100.0%100.0%Computer and TechnologyAMDAdvanced Micro Devices$1,8050.0%100.0%Computer and TechnologyTSLATesla$1,758$12,467,736 ▼-100.0%100.0%Auto/Tires/TrucksAAPLApple$1,7150.0%100.0%Computer and TechnologyQCOMQUALCOMM$1,6930.0%100.0%Computer and TechnologyABNBAirbnb$1,6500.0%100.0%Computer and TechnologySNOWSnowflake$1,616$8,944,560 ▼-100.0%100.0%Computer and TechnologyGOOGLAlphabet$1,5090.0%100.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,3610.0%100.0%Computer and TechnologyNVONovo Nordisk A/S$1,284$1,284 ▲New Holding100.0%MedicalDDOGDatadog$1,236$6,758,448 ▼-100.0%100.0%Computer and TechnologyOKTAOkta$1,0460.0%100.0%Computer and TechnologyNETCloudflare$968$15,462,832 ▼-100.0%100.0%Computer and TechnologySHOPShopify$772$10,910,676 ▼-100.0%100.0%Computer and TechnologyUBERUber Technologies$770$5,665,660 ▼-100.0%100.0%Computer and TechnologyONOnsemi$7360.0%100.0%Computer and TechnologyMRVLMarvell Technology$7090.0%100.0%Business ServicesBILLBILL$687$7,450,515 ▼-100.0%100.0%Computer and TechnologyPYPLPayPal$6700.0%100.0%Computer and TechnologyZMZoom Video Communications$6540.0%100.0%Computer and TechnologyROKURoku$652$5,676,312 ▼-100.0%100.0%Consumer DiscretionaryTWLOTwilio$6120.0%100.0%Computer and TechnologyCOHRCoherent$606$606 ▲New Holding100.0%Business ServicesGTLBGitLab$5830.0%100.0%Computer and TechnologyPSTGPure Storage$5200.0%100.0%Computer and TechnologyAMBAAmbarella$5080.0%100.0%Computer and TechnologyCIENCiena$4950.0%100.0%Computer and TechnologyZGZillow Group$488$5,591,504 ▼-100.0%100.0%Computer and TechnologyBRZEBraze$4430.0%100.0%Business Servicesishares Bitcoin Trust$405$405 ▲New Holding100.0%IBITRBLXRoblox$3820.0%100.0%Consumer DiscretionaryIOTSamsara$3780.0%100.0%Computer and TechnologyAFRMAffirm$373$8,372,358 ▼-100.0%100.0%Business ServicesGlobal-e Online Ltd$364$6,131,580 ▼-100.0%100.0%GLBEPINSPinterest$3470.0%100.0%Computer and TechnologyAIC3.ai$2710.0%100.0%Computer and TechnologyHCPHashiCorp$2700.0%100.0%Computer and TechnologyUUnity Software$2670.0%100.0%Computer and TechnologyPLTRPalantir Technologies$2300.0%100.0%Business ServicesPATHUiPath$2270.0%100.0%Business ServicesMARAMarathon Digital$2260.0%100.0%Business ServicesCLSKCleanSpark$212$212 ▲New Holding100.0%FinanceRIOTRiot Platforms$1220.0%100.0%Business ServicesRIVNRivian Automotive$110$3,862,650 ▼-100.0%100.0%Auto/Tires/TrucksSOFISoFi Technologies$73$73 ▲New Holding100.0%Business ServicesOPENOpendoor Technologies$300.0%100.0%Business ServicesETSYEtsy$0$811 ▼-100.0%00.0%Computer and TechnologyCHWYChewy$0$236 ▼-100.0%00.0%Consumer StaplesFSLYFastly$0$178 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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