Berkshire Capital Holdings Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Berkshire Capital Holdings Inc. reported 87 stock positions worth $247.3 million. Its top holding was Nvidia (NVDA) at 10.9% of the portfolio, followed by Amazon.com (AMZN, 7.0%) and Broadcom (AVGO, 6.1%). Compared with Q1 2024, it opened 11 new positions, sold out of 13, added to 14 and reduced 18. The biggest buy was Arista Networks (ANET, shares +428300%) and the biggest sale Draftkings (DKNG, shares −100%).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0001133742
Portfolio Value
$247.3M (Q2 2024)
SEC Filing
0001162044-24-000800 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $250.5M Q1 2024 Q2 2024: $247.3M $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 87 stocks · $247.3M
NVDA Nvidia Corp. 10.90% 218,110 $26.9M Add +11.5%
AMZN Amazon.com Inc. 7.01% 89,650 $17.3M Reduce -8.2%
AVGO Broadcom Inc. 6.13% 9,450 $15.2M Add +24.7%
ANET Arista Networks Inc. 6.07% 42,840 $15.0M Add +428300.0%
LLY Eli Lilly & Co. 6.04% 16,490 $14.9M Add +164800.0%
TSM Taiwan Semiconductor-SP ADR 6.03% 85,860 $14.9M Add +858500.0%
NET Cloudflare Inc. Class A 6.01% 179,550 $14.9M Add +1795400.0%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 4.97% 125,840 $12.3M Reduce -27.9%
AAPL Apple Inc. 4.91% 57,630 $12.1M Add +576200.0%
META Meta Platforms Inc. Class A 4.91% 24,070 $12.1M Reduce -32.7%
MSFT Microsoft Corp. 4.91% 27,150 $12.1M Add +271400.0%
LRCX Lam Research Corp. 4.90% 11,380 $12.1M Add +113700.0%
CRWD CrowdStrike Holdings Inc. Class A 4.03% 26,040 $10.0M Add +14.6%
TSLA Tesla Inc. 4.01% 50,130 $9.9M Add +501200.0%
ARM Arm Holdings PLC-ADR 3.06% 46,290 $7.6M Reduce -22.2%
WDC Western Digital Corp. 3.03% 98,790 $7.5M New
P Everpure Inc. Class A filed as PURE STORAGE INC 3.01% 115,750 $7.4M Add +1157400.0%
MU Micron Technology Inc. 2.99% 56,260 $7.4M Reduce -56.6%
PLTR Palantir Technologies Inc. Class A 2.53% 247,340 $6.3M Add +2473300.0%
COHR Coherent Corp. 2.51% 85,820 $6.2M Add +858100.0%
DELL Dell Technologies -C 1.94% 34,760 $4.8M Reduce -67.5%
BKNG Booking Holdings Inc. 0.02% 10 $40K New
CMG Chipotle Mexican Grill Inc. 0.01% 500 $31K New
MELI MercadoLibre Inc. 0.01% 10 $16K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.01% 10 $14K No change
ASML Holding N.V. ADR 0.00% 10 $10K Reduce -99.9%
KLAC KLA Corp. 0.00% 10 $8K No change
MPWR Monolithic Power Systems Inc. 0.00% 10 $8K No change
SMCI Super Micro Computer Inc. 0.00% 10 $8K Reduce -99.9%
NOW ServiceNow Inc. 0.00% 10 $8K No change
NFLX Netflix Inc. 0.00% 10 $7K No change
INTU Intuit Inc. 0.00% 10 $7K No change
Synopsys, Inc. 0.00% 10 $6K New
HUBS HubSpot Inc. 0.00% 10 $6K No change
ADBE Adobe Inc. 0.00% 10 $6K No change
QQQ Invesco QQQ Trust Series 1 0.00% 10 $5K No change
PANW Palo Alto Networks Inc. 0.00% 10 $3K No change
SPOT Spotify Technology SA 0.00% 10 $3K Reduce -100.0%
Eaton Corporation PLC 0.00% 10 $3K New
CDNS Cadence Design SYS Inc. 0.00% 10 $3K No change
CYBR Cyberark Software Ltd./Israel 0.00% 10 $3K No change
SMH Vaneck Semiconductor ETF 0.00% 10 $3K No change
MDB Mongodb Inc. 0.00% 10 $3K No change
MNDY monday.com Ltd. 0.00% 10 $2K Reduce -100.0%
AMAT Applied Materials Inc. 0.00% 10 $2K No change
COIN Coinbase Global Inc. Class A 0.00% 10 $2K Reduce -100.0%
QCOM Qualcomm Inc. 0.00% 10 $2K No change
ZS Zscaler Inc. 0.00% 10 $2K No change
GOOGL Alphabet Inc. Class A 0.00% 10 $2K No change
AMD Advanced Micro Devices 0.00% 10 $2K No change
PI Impinj Inc. 0.00% 10 $2K New
ABNB Airbnb Inc. Class A 0.00% 10 $2K No change
NVO Novo-Nordisk A/S-Spons ADR 0.00% 10 $1K No change
SNOW Snowflake Inc. 0.00% 10 $1K No change
DDOG Datadog Inc. Class A 0.00% 10 $1K No change
NTAP Netapp Inc. 0.00% 10 $1K New
CVNA Carvana Co. 0.00% 10 $1K Reduce -100.0%
DASH DoorDash Inc. Class A 0.00% 10 $1K Reduce -100.0%
OKTA Okta Inc. 0.00% 10 $936 No change
CAVA Cava Group Inc. 0.00% 10 $928 New
VRT Vertiv Holdings Co. Class A 0.00% 10 $866 New
VST Vistra Corp. 0.00% 10 $860 New
APP AppLovin Corp. Class A 0.00% 10 $832 Reduce -100.0%
UBER Uber Technologies Inc. 0.00% 10 $727 No change
MRVL Marvell Technology Inc. 0.00% 10 $699 No change
ON On Semiconductor 0.00% 10 $686 No change
SHOP Shopify Inc. Class A 0.00% 10 $661 No change
XYZ Block Inc. 0.00% 10 $645 Reduce -100.0%
ROKU Roku Inc. 0.00% 10 $599 No change
CELH Celsius Holdings Inc. 0.00% 10 $571 Reduce -66.7%
GTLB Gitlab Inc. Class A 0.00% 10 $497 No change
ZG Zillow Group Inc. Class A 0.00% 10 $464 No change
PINS Pinterest Inc. Class A 0.00% 10 $441 No change
DKNG Draftkings Holdings Inc. 0.00% 10 $382 Reduce -100.0%
RBLX Roblox Corp. Class A 0.00% 10 $372 No change
GLBE Global-E Online Ltd. 0.00% 10 $363 No change
IBIT iShares Bitcoin Trust ETF 0.00% 10 $341 No change
IOT Samsara Inc. Class A 0.00% 10 $337 No change
AFRM Affirm Holdings Inc. 0.00% 10 $302 No change
TOST Toast Inc. Class A 0.00% 10 $258 New
HOOD Robinhood Markets Inc. Class A 0.00% 10 $227 Reduce -100.0%
MARA Mara Holdings Inc. filed as MARATHON DIGITAL HOLDINGS IN 0.00% 10 $199 No change
CLSK Cleanspark Inc. 0.00% 10 $160 No change
RIVN Rivian Automotive Inc. Class A 0.00% 10 $134 No change
RIOT Riot Platforms Inc. 0.00% 10 $91 No change
SOFI Sofi Technologies Inc. 0.00% 10 $66 No change
OPEN Opendoor Technologies Inc. 0.00% 10 $18 No change

Portfolio Sells Q1 2024 → Q2 2024
DKNG Draftkings Holdings Inc. Reduce -100.0% 0.00% −6.74
DASH DoorDash Inc. Class A Reduce -100.0% 0.00% −6.14
XYZ Block Inc. Reduce -100.0% 0.00% −4.95
HOOD Robinhood Markets Inc. Class A Reduce -100.0% 0.00% −4.93
CVNA Carvana Co. Reduce -100.0% 0.00% −4.79
MNDY monday.com Ltd. Reduce -100.0% 0.00% −4.79
APP AppLovin Corp. Class A Reduce -100.0% 0.00% −4.62
COIN Coinbase Global Inc. Class A Reduce -100.0% 0.00% −4.48
ASML Holding N.V. ADR Reduce -99.9% 0.00% −4.07
SMCI Super Micro Computer Inc. Reduce -99.9% 0.00% −3.96
MU Micron Technology Inc. Reduce -56.6% 2.99% −3.10
DELL Dell Technologies -C Reduce -67.5% 1.94% −2.94
SPOT Spotify Technology SA Reduce -100.0% 0.00% −2.49
META Meta Platforms Inc. Class A Reduce -32.7% 4.91% −2.02
TTD Trade Desk Inc./the Class A Reduce -27.9% 4.97% −1.12
AMZN Amazon.com Inc. Reduce -8.2% 7.01% −0.03
SNPS Synopsys Inc. Sold out 0.00% −0.00
CELH Celsius Holdings Inc. Reduce -66.7% 0.00% −0.00
TEAM Atlassian Corp. Ltd. Class A Sold out 0.00% −0.00
BILL Bill Holdings Inc. Sold out 0.00% −0.00
PYPL PayPal Holdings Inc. Sold out 0.00% −0.00
ZM Zoom Communications Inc. Sold out 0.00% −0.00
BRZE Braze Inc. Class A Sold out 0.00% −0.00
CIEN Ciena Corp. Sold out 0.00% −0.00
TWLO Twilio Inc. Class A Sold out 0.00% −0.00
AMBA Ambarella Inc. Sold out 0.00% −0.00
AI C3.AI Inc. Class A Sold out 0.00% −0.00
HCP Hashicorp Inc. Class A Sold out 0.00% −0.00
PATH Uipath Inc. Class A Sold out 0.00% −0.00
U Unity Software Inc. Sold out 0.00% −0.00
ARM Arm Holdings PLC-ADR Reduce -22.2% 3.06% +0.09

Portfolio Buys Q1 2024 → Q2 2024
ANET Arista Networks Inc. Add +428300.0% 6.07% +6.07
LLY Eli Lilly & Co. Add +164800.0% 6.04% +6.03
TSM Taiwan Semiconductor-SP ADR Add +858500.0% 6.03% +6.03
NET Cloudflare Inc. Class A Add +1795400.0% 6.01% +6.01
AAPL Apple Inc. Add +576200.0% 4.91% +4.91
MSFT Microsoft Corp. Add +271400.0% 4.91% +4.91
LRCX Lam Research Corp. Add +113700.0% 4.90% +4.90
TSLA Tesla Inc. Add +501200.0% 4.01% +4.01
NVDA Nvidia Corp. Add +11.5% 10.90% +3.84
WDC Western Digital Corp. New 3.03% +3.03
P Everpure Inc. Class A Add +1157400.0% 3.01% +3.01
PLTR Palantir Technologies Inc. Class A Add +2473300.0% 2.53% +2.53
COHR Coherent Corp. Add +858100.0% 2.51% +2.51
AVGO Broadcom Inc. Add +24.7% 6.13% +2.12
CRWD CrowdStrike Holdings Inc. Class A Add +14.6% 4.03% +1.13
BKNG Booking Holdings Inc. New 0.02% +0.02
CMG Chipotle Mexican Grill Inc. New 0.01% +0.01
Synopsys, Inc. New 0.00% +0.00
Eaton Corporation PLC New 0.00% +0.00
PI Impinj Inc. New 0.00% +0.00
NTAP Netapp Inc. New 0.00% +0.00
CAVA Cava Group Inc. New 0.00% +0.00
VRT Vertiv Holdings Co. Class A New 0.00% +0.00
VST Vistra Corp. New 0.00% +0.00
TOST Toast Inc. Class A 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