Berkshire Capital Holdings Inc Top Holdings and 13F Report (2025) About Berkshire Capital Holdings IncInvestment ActivityBerkshire Capital Holdings Inc has $209.14 million in total holdings as of March 31, 2025.Berkshire Capital Holdings Inc owns shares of 96 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 42.80% of the portfolio was purchased this quarter.About 47.29% of the portfolio was sold this quarter.This quarter, Berkshire Capital Holdings Inc has purchased 96 new stocks and bought additional shares in 12 stocks.Berkshire Capital Holdings Inc sold shares of 17 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $29,156,388Robinhood Markets $18,316,130Tesla $16,581,057Carvana $13,220,128Cloudflare $12,578,458 Largest New Holdings this Quarter 051774107 - Aurora Innovation $10,272,572 Holding26701L100 - Dutch Bros $6,438,247 Holding874054109 - Take-Two Interactive Software $2,073 HoldingN14506104 - Elastic $891 Holding80004C101 - Sandisk Corp. $143 Holding Largest Purchases this Quarter Carvana 63,220 shares (about $13.22M)DoorDash, Inc. Class A 57,000 shares (about $10.42M)Aurora Innovation 1,527,520 shares (about $10.27M)Roku 141,340 shares (about $9.96M)MercadoLibre 4,810 shares (about $9.38M) Largest Sales this Quarter Amazon.com 74,400 shares (about $14.16M)Broadcom 71,800 shares (about $12.02M)CrowdStrike 23,720 shares (about $8.36M)Datadog 73,190 shares (about $7.26M)Astera Labs, Inc. 121,340 shares (about $7.24M) 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$29,156,388$2,312,829 ▼-7.3%269,02013.9%Computer and TechnologyHOODRobinhood Markets$18,316,130$3,819,467 ▲26.3%440,0808.8%FinanceTSLATesla$16,581,057$4,333,155 ▲35.4%63,9807.9%Auto/Tires/TrucksCVNACarvana$13,220,128$13,218,037 ▲632,200.0%63,2306.3%Retail/WholesaleNETCloudflare$12,578,458$2,597,505 ▲26.0%111,6206.0%Computer and TechnologyDoorDash, Inc. Class A$10,419,718$10,417,890 ▲570,000.0%57,0105.0%DASHPalantir Technologies, Inc. Class A$10,400,612$215,220 ▼-2.0%123,2305.0%PLTRMETAMeta Platforms$10,380,244$2,587,856 ▼-20.0%18,0105.0%Computer and TechnologyAURAurora Innovation$10,272,572$10,272,572 ▲New Holding1,527,5204.9%Business ServicesAppLovin Corporation$10,241,091$810,808 ▲8.6%38,6504.9%APPROKURoku$9,956,694$9,955,990 ▲1,413,400.0%141,3504.8%Consumer DiscretionaryMELIMercadoLibre$9,403,193$9,383,684 ▲48,100.0%4,8204.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$8,452,720$5,551,040 ▼-39.6%50,9204.0%Computer and TechnologySHOPShopify$8,449,980$937,614 ▲12.5%88,5004.0%Computer and TechnologyAXONAxon Enterprise$8,294,232$8,288,972 ▲157,600.0%15,7704.0%AerospaceMSTRStrategy$7,990,844$7,987,961 ▲277,100.0%27,7203.8%Computer and TechnologyBROSDutch Bros$6,438,247$6,438,247 ▲New Holding104,2803.1%Retail/WholesaleAFRMAffirm$6,304,909$1,710,442 ▼-21.3%139,5203.0%Business ServicesAMZNAmazon.com$1,048,333$14,155,349 ▼-93.1%5,5100.5%Retail/WholesaleSNOWSnowflake$1,046,506$1,045,044 ▲71,500.0%7,1600.5%Computer and TechnologyBKNGBooking$46,0690.0%100.0%Retail/WholesaleNFLXNetflix$9,3250.0%100.0%Consumer DiscretionaryLLYEli Lilly and Company$8,2590.0%100.0%MedicalNOWServiceNow$7,9610.0%100.0%Computer and TechnologyKLACKLA$6,7980.0%100.0%Computer and TechnologyASML Holding N.V. ADR$6,6260.0%100.0%ASMLINTUIntuit$6,1400.0%100.0%Computer and TechnologyMPWRMonolithic Power Systems$5,8000.0%100.0%Computer and TechnologyHUBSHubSpot$5,7130.0%100.0%Computer and TechnologySPOTSpotify Technology$5,5000.0%100.0%Business ServicesQQQInvesco QQQ$4,6890.0%100.0%FinanceSNPSSynopsys$4,2890.0%100.0%Computer and TechnologyADBEAdobe$3,8350.0%100.0%Computer and TechnologyMSFTMicrosoft$3,7540.0%100.0%Computer and TechnologyCRWDCrowdStrike$3,526$8,363,672 ▼-100.0%100.0%Computer and TechnologyPANWPalo Alto Networks$3,4130.0%200.0%Computer and TechnologyCYBRCyberArk Software$3,3800.0%100.0%Computer and TechnologyEaton Corporation PLC$2,7180.0%100.0%ETNCDNSCadence Design Systems$2,5430.0%100.0%Computer and Technologymonday.com Ltd.$2,4320.0%100.0%MNDYAAPLApple$2,2210.0%100.0%Computer and TechnologyFlutter Entertainment PLC$2,2160.0%100.0%FLUTSMHVanEck Semiconductor ETF$2,1150.0%100.0%ManufacturingTTWOTake-Two Interactive Software$2,073$2,073 ▲New Holding100.0%Consumer DiscretionaryCEGConstellation Energy$2,0160.0%100.0%EnergyZSZscaler$1,9840.0%100.0%Computer and TechnologyMDBMongoDB$1,7540.0%100.0%Computer and TechnologyCOINCoinbase Global$1,7220.0%100.0%FinanceAVGOBroadcom$1,674$12,019,320 ▼-100.0%100.0%Computer and TechnologyGOOGLAlphabet$1,5460.0%100.0%Computer and TechnologyQCOMQUALCOMM$1,5360.0%100.0%Computer and TechnologyAMATApplied Materials$1,4510.0%100.0%Computer and TechnologyORCLOracle$1,3980.0%100.0%Computer and TechnologyABNBAirbnb$1,1950.0%100.0%Consumer DiscretionaryVSTVistra$1,1740.0%100.0%UtilitiesArm Holdings plc$1,0680.0%100.0%ARMOKTAOkta$1,0520.0%100.0%Computer and TechnologyReddit, Inc.$1,049$5,354,096 ▼-100.0%100.0%RDDTAMDAdvanced Micro Devices$1,0270.0%100.0%Computer and TechnologyDDOGDatadog$992$7,260,448 ▼-100.0%100.0%Computer and TechnologyDELLDell Technologies$9120.0%100.0%Computer and TechnologyESTCElastic$891$891 ▲New Holding100.0%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$8900.0%100.0%ETFNTAPNetApp$8780.0%100.0%Computer and TechnologyMUMicron Technology$8690.0%100.0%Computer and TechnologyCAVACAVA Group$8640.0%100.0%Retail/WholesaleArista Networks, Inc.$775$5,962,850 ▼-100.0%100.0%ANETUBERUber Technologies$7290.0%100.0%Computer and TechnologyLRCXLam Research$7270.0%100.0%Computer and TechnologyVRTVertiv$722$5,280,708 ▼-100.0%100.0%Computer and TechnologyNVONovo Nordisk A/S$6940.0%100.0%MedicalZGZillow Group$6860.0%100.0%FinanceCOHRCoherent$6490.0%100.0%Business ServicesMRVLMarvell Technology$616$4,687,144 ▼-100.0%100.0%Computer and TechnologyCIENCiena$604$4,150,084 ▼-100.0%100.0%Computer and TechnologyAstera Labs, Inc.$597$7,243,998 ▼-100.0%100.0%ALABRBLXRoblox$5830.0%100.0%Consumer DiscretionaryTTDTrade Desk$5470.0%100.0%Computer and TechnologyBlock, Inc.$5430.0%100.0%XYZCMGChipotle Mexican Grill$5020.0%100.0%Retail/WholesaleGTLBGitLab$4700.0%100.0%Computer and Technologyishares Bitcoin Trust$4680.0%100.0%IBITPSTGPure Storage$4430.0%100.0%Computer and TechnologyWDCWestern Digital$4040.0%100.0%Computer and TechnologyCRDOCredo Technology Group$402$4,840,080 ▼-100.0%100.0%Computer and TechnologyIOTSamsara$3830.0%100.0%Computer and TechnologyGlobal-e Online Ltd$3570.0%100.0%GLBESMCISuper Micro Computer$3420.0%100.0%Computer and TechnologyTOSTToast$3320.0%100.0%Computer and TechnologyDraftKings, Inc. Class A$3320.0%100.0%DKNGSandisk Corp.$143$143 ▲New Holding30.0%SNDKRIVNRivian Automotive$1250.0%100.0%Auto/Tires/TrucksSOFISoFi Technologies$116$7,201,280 ▼-100.0%100.0%FinanceHIMXHimax Technologies$74$74 ▲New Holding100.0%Computer and TechnologyCore Scientific, Inc.$720.0%100.0%CORZCLSKCleanSpark$670.0%100.0%FinancePIImpinj$0$1,453 ▼-100.0%00.0%Computer and TechnologyElastic N.V.$0$991 ▼-100.0%00.0%ESTCBILLBILL$0$847 ▼-100.0%00.0%Computer and TechnologyONOnsemi$0$631 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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