Berkshire Capital Holdings Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Berkshire Capital Holdings Inc. reported 89 stock positions worth $250.5 million. Its top holding was Nvidia (NVDA) at 7.1% of the portfolio, followed by Amazon.com (AMZN, 7.0%) and Meta Platforms Class A (META, 6.9%). Compared with Q4 2023, it opened 11 new positions, sold out of 3, added to 14 and reduced 18. The biggest buy was Meta Platforms Class A (META, shares +357400%) and the biggest sale Tesla (TSLA, shares −100%).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0001133742
Portfolio Value
$250.5M (Q1 2024)
SEC Filing
0001162044-24-000483 ↗ filed May 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $250.5M $250.5M Q1 2024 Q2 2024: $247.3M Q2 2024 Q3 2024: $235.7M Q3 2024 Q4 2024: $276.7M Q4 2024 Q1 2025: $209.1M Q1 2025 Q2 2025: $285.8M Q2 2025 Q3 2025: $329.3M Q3 2025 Q4 2025: $301.7M Q4 2025 Q1 2026: $277.2M Q1 2026 Q2 2026: $462.3M Q2 2026

Holdings 89 stocks · $250.5M
NVDA Nvidia Corp. 7.06% 19,560 $17.7M Reduce -56.2%
AMZN Amazon.com Inc. 7.03% 97,640 $17.6M Add +33.3%
META Meta Platforms Inc. Class A 6.93% 35,750 $17.4M Add +357400.0%
DKNG Draftkings Holdings Inc. 6.74% 371,800 $16.9M Add +3717900.0%
DASH DoorDash Inc. Class A 6.14% 111,680 $15.4M Add +66.3%
MU Micron Technology Inc. 6.09% 129,500 $15.3M New
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 6.09% 174,410 $15.2M Add +43.1%
XYZ Block Inc. 4.95% 146,490 $12.4M Reduce -13.5%
HOOD Robinhood Markets Inc. Class A 4.93% 613,180 $12.3M Add +598.5%
DELL Dell Technologies -C 4.88% 107,090 $12.2M New
CVNA Carvana Co. 4.80% 136,630 $12.0M Add +1366200.0%
MNDY monday.com Ltd. 4.79% 53,140 $12.0M Add +531300.0%
APP AppLovin Corp. Class A 4.62% 167,030 $11.6M Add +1670200.0%
COIN Coinbase Global Inc. Class A 4.48% 42,310 $11.2M Add +16.2%
ASML Holding N.V. ADR 4.08% 10,520 $10.2M Add +105100.0%
AVGO Broadcom Inc. 4.01% 7,580 $10.0M Add +75700.0%
SMCI Super Micro Computer Inc. 3.97% 9,840 $9.9M New
ARM Arm Holdings PLC-ADR 2.97% 59,510 $7.4M New
CRWD CrowdStrike Holdings Inc. Class A 2.91% 22,720 $7.3M Add +227100.0%
SPOT Spotify Technology SA 2.49% 23,620 $6.2M Add +236100.0%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.01% 10 $17K Reduce -99.9%
MELI MercadoLibre Inc. 0.01% 10 $15K Reduce -99.8%
LRCX Lam Research Corp. 0.00% 10 $10K No change
LLY Eli Lilly & Co. 0.00% 10 $8K New
NOW ServiceNow Inc. 0.00% 10 $8K No change
KLAC KLA Corp. 0.00% 10 $7K No change
MPWR Monolithic Power Systems Inc. 0.00% 10 $7K New
INTU Intuit Inc. 0.00% 10 $7K No change
HUBS HubSpot Inc. 0.00% 10 $6K Reduce -100.0%
NFLX Netflix Inc. 0.00% 10 $6K No change
SNPS Synopsys Inc. 0.00% 10 $6K No change
ADBE Adobe Inc. 0.00% 10 $5K No change
QQQ Invesco QQQ Trust Series 1 0.00% 10 $4K No change
MSFT Microsoft Corp. 0.00% 10 $4K No change
MDB Mongodb Inc. 0.00% 10 $4K No change
CDNS Cadence Design SYS Inc. 0.00% 10 $3K No change
ANET Arista Networks Inc. 0.00% 10 $3K No change
PANW Palo Alto Networks Inc. 0.00% 10 $3K No change
CYBR Cyberark Software Ltd./Israel 0.00% 10 $3K No change
CELH Celsius Holdings Inc. 0.00% 30 $2K No change
SMH Vaneck Semiconductor ETF 0.00% 10 $2K No change
AMAT Applied Materials Inc. 0.00% 10 $2K No change
TEAM Atlassian Corp. Ltd. Class A 0.00% 10 $2K No change
ZS Zscaler Inc. 0.00% 10 $2K Reduce -100.0%
AMD Advanced Micro Devices 0.00% 10 $2K No change
TSLA Tesla Inc. 0.00% 10 $2K Reduce -100.0%
AAPL Apple Inc. 0.00% 10 $2K No change
QCOM Qualcomm Inc. 0.00% 10 $2K No change
ABNB Airbnb Inc. Class A 0.00% 10 $2K No change
SNOW Snowflake Inc. 0.00% 10 $2K Reduce -100.0%
GOOGL Alphabet Inc. Class A 0.00% 10 $2K No change
TSM Taiwan Semiconductor-SP ADR 0.00% 10 $1K No change
NVO Novo-Nordisk A/S-Spons ADR 0.00% 10 $1K New
DDOG Datadog Inc. Class A 0.00% 10 $1K Reduce -100.0%
OKTA Okta Inc. 0.00% 10 $1K No change
NET Cloudflare Inc. Class A 0.00% 10 $968 Reduce -100.0%
SHOP Shopify Inc. Class A 0.00% 10 $772 Reduce -100.0%
UBER Uber Technologies Inc. 0.00% 10 $770 Reduce -100.0%
ON On Semiconductor 0.00% 10 $736 No change
MRVL Marvell Technology Inc. 0.00% 10 $709 No change
BILL Bill Holdings Inc. 0.00% 10 $687 Reduce -100.0%
PYPL PayPal Holdings Inc. 0.00% 10 $670 No change
ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN 0.00% 10 $654 No change
ROKU Roku Inc. 0.00% 10 $652 Reduce -100.0%
TWLO Twilio Inc. Class A 0.00% 10 $612 No change
COHR Coherent Corp. 0.00% 10 $606 New
GTLB Gitlab Inc. Class A 0.00% 10 $583 No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.00% 10 $520 No change
AMBA Ambarella Inc. 0.00% 10 $508 No change
CIEN Ciena Corp. 0.00% 10 $495 No change
ZG Zillow Group Inc. Class A 0.00% 10 $488 Reduce -100.0%
BRZE Braze Inc. Class A 0.00% 10 $443 No change
IBIT iShares Bitcoin Trust ETF 0.00% 10 $405 New
RBLX Roblox Corp. Class A 0.00% 10 $382 No change
IOT Samsara Inc. Class A 0.00% 10 $378 No change
AFRM Affirm Holdings Inc. 0.00% 10 $373 Reduce -100.0%
GLBE Global-E Online Ltd. 0.00% 10 $364 Reduce -100.0%
PINS Pinterest Inc. Class A 0.00% 10 $347 No change
AI C3.AI Inc. Class A 0.00% 10 $271 No change
HCP Hashicorp Inc. Class A 0.00% 10 $270 No change
U Unity Software Inc. 0.00% 10 $267 No change
PLTR Palantir Technologies Inc. Class A 0.00% 10 $230 No change
PATH Uipath Inc. Class A 0.00% 10 $227 No change
MARA Mara Holdings Inc. filed as MARATHON DIGITAL HOLDINGS IN 0.00% 10 $226 No change
CLSK Cleanspark Inc. 0.00% 10 $212 New
RIOT Riot Platforms Inc. 0.00% 10 $122 No change
RIVN Rivian Automotive Inc. Class A 0.00% 10 $110 Reduce -100.0%
SOFI Sofi Technologies Inc. 0.00% 10 $73 New
OPEN Opendoor Technologies Inc. 0.00% 10 $30 No change

Portfolio Sells Q4 2023 → Q1 2024
TSLA Tesla Inc. Reduce -100.0% 0.00% −7.96
NET Cloudflare Inc. Class A Reduce -100.0% 0.00% −6.01
AFRM Affirm Holdings Inc. Reduce -100.0% 0.00% −4.98
SNOW Snowflake Inc. Reduce -100.0% 0.00% −4.98
SHOP Shopify Inc. Class A Reduce -100.0% 0.00% −4.97
HUBS HubSpot Inc. Reduce -100.0% 0.00% −4.90
MSTR Strategy Inc. Reduce -99.9% 0.01% −4.41
MELI MercadoLibre Inc. Reduce -99.8% 0.01% −4.04
ZS Zscaler Inc. Reduce -100.0% 0.00% −4.00
BILL Bill Holdings Inc. Reduce -100.0% 0.00% −4.00
RIVN Rivian Automotive Inc. Class A Reduce -100.0% 0.00% −3.72
ROKU Roku Inc. Reduce -100.0% 0.00% −3.61
GLBE Global-E Online Ltd. Reduce -100.0% 0.00% −3.02
DDOG Datadog Inc. Class A Reduce -100.0% 0.00% −3.00
ZG Zillow Group Inc. Class A Reduce -100.0% 0.00% −3.00
NVDA Nvidia Corp. Reduce -56.2% 7.06% −2.94
UBER Uber Technologies Inc. Reduce -100.0% 0.00% −2.05
XYZ Block Inc. Reduce -13.5% 4.95% −0.97
ETSY Etsy Inc. Sold out 0.00% −0.00
CHWY Chewy Inc. Class A Sold out 0.00% −0.00
FSLY Fastly Inc. Class A Sold out 0.00% −0.00

Portfolio Buys Q4 2023 → Q1 2024
META Meta Platforms Inc. Class A Add +357400.0% 6.93% +6.93
DKNG Draftkings Holdings Inc. Add +3717900.0% 6.74% +6.74
MU Micron Technology Inc. New 6.09% +6.09
DELL Dell Technologies -C New 4.88% +4.88
CVNA Carvana Co. Add +1366200.0% 4.80% +4.79
MNDY monday.com Ltd. Add +531300.0% 4.79% +4.79
APP AppLovin Corp. Class A Add +1670200.0% 4.62% +4.62
HOOD Robinhood Markets Inc. Class A Add +598.5% 4.93% +4.42
ASML Holding N.V. ADR Add +105100.0% 4.08% +4.07
AVGO Broadcom Inc. Add +75700.0% 4.01% +4.01
SMCI Super Micro Computer Inc. New 3.97% +3.97
DASH DoorDash Inc. Class A Add +66.3% 6.14% +3.14
ARM Arm Holdings PLC-ADR New 2.97% +2.97
CRWD CrowdStrike Holdings Inc. Class A Add +227100.0% 2.91% +2.91
SPOT Spotify Technology SA Add +236100.0% 2.49% +2.49
TTD Trade Desk Inc./the Class A Add +43.1% 6.09% +2.12
AMZN Amazon.com Inc. Add +33.3% 7.03% +2.00
COIN Coinbase Global Inc. Class A Add +16.2% 4.48% +1.62
LLY Eli Lilly & Co. New 0.00% +0.00
MPWR Monolithic Power Systems Inc. New 0.00% +0.00
NVO Novo-Nordisk A/S-Spons ADR New 0.00% +0.00
COHR Coherent Corp. New 0.00% +0.00
IBIT iShares Bitcoin Trust ETF New 0.00% +0.00
CLSK Cleanspark Inc. New 0.00% +0.00
SOFI Sofi Technologies Inc. New 0.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 122$462.3MMU, TSM, AMD, NBIS, BE
Q1 2026 114$277.2MNVDA, TSM, LITE, COHR, GEV
Q4 2025 109$301.7MNVDA, TSM, TSLA, AVGO, ORCL
Q3 2025 111$329.3MNVDA, TSLA, CRWV, HOOD, APP
Q2 2025 102$285.8MNVDA, NET, TSM, PLTR, COIN
Q1 2025 96$209.1MNVDA, HOOD, TSLA, CVNA, NET
Q4 2024 96$276.7MNVDA, TSLA, AMZN, TSM, AVGO
Q3 2024 90$235.7MNVDA, META, TSLA, DASH, AMD
Q2 2024 87$247.3MNVDA, AMZN, AVGO, ANET, LLY
Q1 2024 89$250.5MNVDA, AMZN, META, DKNG, DASH