Berkshire Capital Holdings Inc Top Holdings and 13F Report (2025) About Berkshire Capital Holdings IncInvestment ActivityBerkshire Capital Holdings Inc has $285.84 million in total holdings as of June 30, 2025.Berkshire Capital Holdings Inc owns shares of 102 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 38.59% of the portfolio was purchased this quarter.About 44.84% of the portfolio was sold this quarter.This quarter, Berkshire Capital Holdings Inc has purchased 96 new stocks and bought additional shares in 14 stocks.Berkshire Capital Holdings Inc sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $49,548,824Cloudflare $20,019,701Taiwan Semiconductor Manufacturing $19,942,445Palantir Technologies, Inc. Class A $17,105,434Coinbase Global $16,763,937 Largest New Holdings this Quarter 218735108 - CoreWeave, Inc. $5,736,451 Holding172573107 - Circle Internet Group Inc. $5,719,700 Holding36828A101 - GE Vernova Inc. $5,292 Holding04010E109 - Argan $2,205 HoldingG06242104 - Atlassian Corporation PLC Class A (United Kingdom) $2,031 Holding Largest Purchases this Quarter Coinbase Global 47,820 shares (about $16.76M)Vertiv 88,850 shares (about $11.41M)Reddit, Inc. 74,920 shares (about $11.28M)Broadcom 31,400 shares (about $8.66M)Taiwan Semiconductor Manufacturing 37,130 shares (about $8.41M) Largest Sales this Quarter Robinhood Markets 287,440 shares (about $26.91M)Carvana 63,220 shares (about $21.31M)Tesla 63,970 shares (about $20.32M)Axon Enterprise 15,760 shares (about $13.05M)MercadoLibre 4,810 shares (about $12.57M) 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$49,548,824$7,046,354 ▲16.6%313,62017.3%Computer and TechnologyNETCloudflare$20,019,701$1,838,844 ▼-8.4%102,2307.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$19,942,445$8,409,574 ▲72.9%88,0507.0%Computer and TechnologyPalantir Technologies, Inc. Class A$17,105,434$306,720 ▲1.8%125,4806.0%PLTRCOINCoinbase Global$16,763,937$16,760,432 ▲478,200.0%47,8305.9%FinanceHOODRobinhood Markets$14,291,683$26,913,007 ▼-65.3%152,6405.0%FinanceDoorDash, Inc. Class A$14,245,813$192,278 ▲1.4%57,7905.0%DASHMETAMeta Platforms$14,200,852$907,851 ▲6.8%19,2405.0%Computer and TechnologyAFRMAffirm$14,076,904$4,430,491 ▲45.9%203,6004.9%Computer and TechnologyAppLovin Corporation$11,486,125$2,044,467 ▼-15.1%32,8104.0%APPROKURoku$11,459,098$964,153 ▼-7.8%130,3804.0%Consumer DiscretionaryVRTVertiv$11,410,513$11,409,229 ▲888,500.0%88,8604.0%Computer and TechnologyReddit, Inc.$11,282,210$11,280,704 ▲749,200.0%74,9303.9%RDDTAVGOBroadcom$8,658,167$8,655,410 ▲314,000.0%31,4103.0%Computer and TechnologySNOWSnowflake$8,565,916$6,963,723 ▲434.6%38,2803.0%Computer and TechnologyMSTRStrategy$8,545,422$2,659,833 ▼-23.7%21,1403.0%Computer and TechnologyCRDOCredo Technology Group$8,355,322$8,354,396 ▲902,300.0%90,2402.9%Computer and TechnologyAMDAdvanced Micro Devices$8,301,150$8,299,731 ▲584,900.0%58,5002.9%Computer and TechnologyCore Scientific, Inc.$5,834,014$5,833,843 ▲3,417,600.0%341,7702.0%CORZCoreWeave, Inc.$5,736,451$5,736,451 ▲New Holding35,1802.0%CRWVCircle Internet Group Inc.$5,719,700$5,719,700 ▲New Holding31,5502.0%CRCLBKNGBooking$57,8920.0%100.0%Retail/WholesaleMELIMercadoLibre$26,136$12,571,416 ▼-99.8%100.0%Retail/WholesaleNFLXNetflix$13,3910.0%100.0%Consumer DiscretionaryNOWServiceNow$10,2810.0%100.0%Computer and TechnologyKLACKLA$8,9570.0%100.0%Computer and TechnologyAXONAxon Enterprise$8,279$13,047,704 ▼-99.9%100.0%AerospaceASML Holding N.V. ADR$8,0140.0%100.0%ASMLINTUIntuit$7,8760.0%100.0%Computer and TechnologyLLYEli Lilly and Company$7,7950.0%100.0%MedicalSPOTSpotify Technology$7,6730.0%100.0%Computer and TechnologyMPWRMonolithic Power Systems$7,3140.0%100.0%Computer and TechnologyHUBSHubSpot$5,5660.0%100.0%Computer and TechnologyQQQInvesco QQQ$5,5160.0%100.0%FinanceGE Vernova Inc.$5,292$5,292 ▲New Holding100.0%GEVSNPSSynopsys$5,1270.0%100.0%Computer and TechnologyCRWDCrowdStrike$5,0930.0%100.0%Computer and TechnologyMSFTMicrosoft$4,9740.0%100.0%Computer and TechnologyPANWPalo Alto Networks$4,0930.0%200.0%Computer and TechnologyCYBRCyberArk Software$4,0690.0%100.0%Computer and TechnologyADBEAdobe$3,8690.0%100.0%Computer and TechnologyEaton Corporation PLC$3,5700.0%100.0%ETNCVNACarvana$3,370$21,305,140 ▼-100.0%100.0%Retail/WholesaleCEGConstellation Energy$3,2280.0%100.0%EnergyTSLATesla$3,177$20,323,269 ▼-100.0%100.0%Auto/Tires/Trucksmonday.com Ltd.$3,1450.0%100.0%MNDYZSZscaler$3,1390.0%100.0%Computer and TechnologyCDNSCadence Design Systems$3,0820.0%100.0%Computer and TechnologyFlutter Entertainment PLC$2,8580.0%100.0%FLUTSMHVanEck Semiconductor ETF$2,7890.0%100.0%ManufacturingTTWOTake-Two Interactive Software$2,4290.0%100.0%Consumer DiscretionaryAGXArgan$2,205$2,205 ▲New Holding100.0%ConstructionAMZNAmazon.com$2,194$1,206,700 ▼-99.8%100.0%Retail/WholesaleORCLOracle$2,1860.0%100.0%Computer and TechnologyMDBMongoDB$2,1000.0%100.0%Computer and TechnologyAAPLApple$2,0520.0%100.0%Computer and TechnologyAtlassian Corporation PLC Class A (United Kingdom)$2,031$2,031 ▲New Holding100.0%TEAMVSTVistra$1,9380.0%100.0%UtilitiesAMATApplied Materials$1,8310.0%100.0%Computer and TechnologyGOOGLAlphabet$1,7620.0%100.0%Computer and TechnologyArm Holdings plc$1,6170.0%100.0%ARMQCOMQUALCOMM$1,5930.0%100.0%Computer and TechnologyDDOGDatadog$1,3430.0%100.0%Computer and TechnologyABNBAirbnb$1,3230.0%100.0%Consumer DiscretionaryMUMicron Technology$1,2330.0%100.0%Computer and TechnologyDELLDell Technologies$1,2260.0%100.0%Computer and TechnologySHOPShopify$1,154$10,211,746 ▼-100.0%100.0%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$1,0950.0%100.0%ETFNTAPNetApp$1,0660.0%100.0%Computer and TechnologyRBLXRoblox$1,0520.0%100.0%Consumer DiscretionaryArista Networks, Inc.$1,0230.0%100.0%ANETOKTAOkta$1,0000.0%100.0%Computer and TechnologyLRCXLam Research$9730.0%100.0%Computer and TechnologyUBERUber Technologies$9330.0%100.0%Computer and TechnologyAstera Labs, Inc.$9040.0%100.0%ALABCOHRCoherent$8920.0%100.0%Business ServicesESTCElastic$8430.0%100.0%Computer and TechnologyCAVACAVA Group$8420.0%100.0%Retail/WholesaleCIENCiena$8130.0%100.0%Computer and TechnologyMRVLMarvell Technology$7740.0%100.0%Computer and TechnologyTTDTrade Desk$7200.0%100.0%Computer and TechnologyZGZillow Group$7010.0%100.0%FinanceNVONovo Nordisk A/S$6900.0%100.0%MedicalBROSDutch Bros$684$7,132,068 ▼-100.0%100.0%Retail/WholesaleBlock, Inc.$6790.0%100.0%XYZWDCWestern Digital$6400.0%100.0%Computer and Technologyishares Bitcoin Trust$6120.0%100.0%IBITPSTGPure Storage$5760.0%100.0%Computer and TechnologyCMGChipotle Mexican Grill$5620.0%100.0%Retail/WholesaleALCCAltC Acquisition$560$560 ▲New Holding100.0%EnergySMCISuper Micro Computer$4900.0%100.0%Computer and TechnologyGTLBGitLab$4510.0%100.0%Computer and TechnologyTOSTToast$4430.0%100.0%Computer and TechnologyDraftKings, Inc. Class A$4290.0%100.0%DKNGIOTSamsara$3980.0%100.0%Computer and TechnologyGlobal-e Online Ltd$3350.0%100.0%GLBESOFISoFi Technologies$1820.0%100.0%FinanceRIVNRivian Automotive$1370.0%100.0%Auto/Tires/TrucksSandisk Corp.$1360.0%30.0%SNDKCLSKCleanspark$1100.0%100.0%FinanceShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access