Berkshire Capital Holdings Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Berkshire Capital Holdings Inc. reported 90 stock positions worth $235.7 million. Its top holding was Nvidia (NVDA) at 16.1% of the portfolio, followed by Meta Platforms Class A (META, 8.0%) and Tesla (TSLA, 7.0%). Compared with Q2 2024, it opened 4 new positions, sold out of 1, added to 17 and reduced 17. The biggest buy was DoorDash Class A (DASH, shares +997400%) and the biggest sale Amazon.com (AMZN, shares −100%).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0001133742
Portfolio Value
$235.7M (Q3 2024)
SEC Filing
0001162044-24-001229 ↗ filed Nov 12, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $250.5M Q1 2024 Q2 2024: $247.3M Q2 2024 Q3 2024: $235.7M $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 90 stocks · $235.7M
NVDA Nvidia Corp. 16.11% 312,760 $38.0M Add +43.4%
META Meta Platforms Inc. Class A 7.96% 32,800 $18.8M Add +36.3%
TSLA Tesla Inc. 7.01% 63,200 $16.5M Add +26.1%
DASH DoorDash Inc. Class A 6.04% 99,750 $14.2M Add +997400.0%
AMD Advanced Micro Devices 5.96% 85,590 $14.0M Add +855800.0%
VRT Vertiv Holdings Co. Class A 5.53% 131,010 $13.0M Add +1310000.0%
SHOP Shopify Inc. Class A 4.96% 145,770 $11.7M Add +1457600.0%
AVGO Broadcom Inc. 4.93% 67,370 $11.6M Reduce -28.7%
UBER Uber Technologies Inc. 4.92% 154,410 $11.6M Add +1544000.0%
TSM Taiwan Semiconductor-SP ADR 4.89% 66,330 $11.5M Reduce -22.8%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 4.73% 66,140 $11.2M Add +66040.0%
ZG Zillow Group Inc. Class A 3.86% 142,630 $9.1M Add +1426200.0%
ANET Arista Networks Inc. 3.50% 21,520 $8.3M Reduce -49.8%
PI Impinj Inc. 3.06% 33,350 $7.2M Add +333400.0%
NOW ServiceNow Inc. 3.02% 7,970 $7.1M Add +79600.0%
MELI MercadoLibre Inc. 2.99% 3,430 $7.0M Add +34200.0%
ARM Arm Holdings PLC-ADR 2.97% 48,960 $7.0M Add +5.8%
AFRM Affirm Holdings Inc. 2.51% 144,830 $5.9M Add +1448200.0%
CVNA Carvana Co. 2.51% 33,920 $5.9M Add +339100.0%
SPOT Spotify Technology SA 2.44% 15,590 $5.7M Add +155800.0%
BKNG Booking Holdings Inc. 0.02% 10 $42K No change
CMG Chipotle Mexican Grill Inc. 0.01% 500 $29K No change
MPWR Monolithic Power Systems Inc. 0.00% 10 $9K No change
LLY Eli Lilly & Co. 0.00% 10 $9K Reduce -99.9%
ASML Holding N.V. ADR 0.00% 10 $8K No change
LRCX Lam Research Corp. 0.00% 10 $8K Reduce -99.9%
KLAC KLA Corp. 0.00% 10 $8K No change
NFLX Netflix Inc. 0.00% 10 $7K No change
INTU Intuit Inc. 0.00% 10 $6K No change
HUBS HubSpot Inc. 0.00% 10 $5K No change
ADBE Adobe Inc. 0.00% 10 $5K No change
SNPS Synopsys Inc. 0.00% 10 $5K New
QQQ Invesco QQQ Trust Series 1 0.00% 10 $5K No change
MSFT Microsoft Corp. 0.00% 10 $4K Reduce -100.0%
SMCI Super Micro Computer Inc. 0.00% 10 $4K No change
AXON Axon Enterprise Inc. 0.00% 10 $4K New
PANW Palo Alto Networks Inc. 0.00% 10 $3K No change
Eaton Corporation PLC 0.00% 10 $3K No change
CYBR Cyberark Software Ltd./Israel 0.00% 10 $3K No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 10 $3K Reduce -100.0%
MNDY monday.com Ltd. 0.00% 10 $3K No change
CDNS Cadence Design SYS Inc. 0.00% 10 $3K No change
MDB Mongodb Inc. 0.00% 10 $3K No change
SMH Vaneck Semiconductor ETF 0.00% 10 $2K No change
FLUTTER ENTERTAINMENT PLC 0.00% 10 $2K New
AAPL Apple Inc. 0.00% 10 $2K Reduce -100.0%
AMAT Applied Materials Inc. 0.00% 10 $2K No change
AMZN Amazon.com Inc. 0.00% 10 $2K Reduce -100.0%
COIN Coinbase Global Inc. Class A 0.00% 10 $2K No change
ZS Zscaler Inc. 0.00% 10 $2K No change
ORCL Oracle Corp. 0.00% 10 $2K New
QCOM Qualcomm Inc. 0.00% 10 $2K No change
GOOGL Alphabet Inc. Class A 0.00% 10 $2K No change
APP AppLovin Corp. Class A 0.00% 10 $1K No change
ABNB Airbnb Inc. Class A 0.00% 10 $1K No change
CAVA Cava Group Inc. 0.00% 10 $1K No change
NTAP Netapp Inc. 0.00% 10 $1K No change
NVO Novo-Nordisk A/S-Spons ADR 0.00% 10 $1K No change
DELL Dell Technologies -C 0.00% 10 $1K Reduce -100.0%
VST Vistra Corp. 0.00% 10 $1K No change
DDOG Datadog Inc. Class A 0.00% 10 $1K No change
SNOW Snowflake Inc. 0.00% 10 $1K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 10 $1K Reduce -100.0%
MU Micron Technology Inc. 0.00% 10 $1K Reduce -100.0%
COHR Coherent Corp. 0.00% 10 $889 Reduce -100.0%
NET Cloudflare Inc. Class A 0.00% 10 $809 Reduce -100.0%
ROKU Roku Inc. 0.00% 10 $747 No change
OKTA Okta Inc. 0.00% 10 $743 No change
ON On Semiconductor 0.00% 10 $726 No change
MRVL Marvell Technology Inc. 0.00% 10 $721 No change
WDC Western Digital Corp. 0.00% 10 $683 Reduce -100.0%
XYZ Block Inc. 0.00% 10 $671 No change
GTLB Gitlab Inc. Class A 0.00% 10 $515 No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.00% 10 $502 Reduce -100.0%
IOT Samsara Inc. Class A 0.00% 10 $481 No change
RBLX Roblox Corp. Class A 0.00% 10 $443 No change
DKNG Draftkings Holdings Inc. 0.00% 10 $392 No change
GLBE Global-E Online Ltd. 0.00% 10 $384 No change
PLTR Palantir Technologies Inc. Class A 0.00% 10 $372 Reduce -100.0%
IBIT iShares Bitcoin Trust ETF 0.00% 10 $361 No change
PINS Pinterest Inc. Class A 0.00% 10 $324 No change
CELH Celsius Holdings Inc. 0.00% 10 $314 No change
TOST Toast Inc. Class A 0.00% 10 $283 No change
HOOD Robinhood Markets Inc. Class A 0.00% 10 $234 No change
MARA Mara Holdings Inc. 0.00% 10 $162 No change
RIVN Rivian Automotive Inc. Class A 0.00% 10 $112 No change
CLSK Cleanspark Inc. 0.00% 10 $93 No change
SOFI Sofi Technologies Inc. 0.00% 10 $79 No change
RIOT Riot Platforms Inc. 0.00% 10 $74 No change
OPEN Opendoor Technologies Inc. 0.00% 10 $20 No change

Portfolio Sells Q2 2024 → Q3 2024
AMZN Amazon.com Inc. Reduce -100.0% 0.00% −7.00
LLY Eli Lilly & Co. Reduce -99.9% 0.00% −6.03
NET Cloudflare Inc. Class A Reduce -100.0% 0.00% −6.01
TTD Trade Desk Inc./the Class A Reduce -100.0% 0.00% −4.97
AAPL Apple Inc. Reduce -100.0% 0.00% −4.91
MSFT Microsoft Corp. Reduce -100.0% 0.00% −4.90
LRCX Lam Research Corp. Reduce -99.9% 0.00% −4.90
CRWD CrowdStrike Holdings Inc. Class A Reduce -100.0% 0.00% −4.03
WDC Western Digital Corp. Reduce -100.0% 0.00% −3.03
P Everpure Inc. Class A Reduce -100.0% 0.00% −3.01
MU Micron Technology Inc. Reduce -100.0% 0.00% −2.99
ANET Arista Networks Inc. Reduce -49.8% 3.50% −2.57
PLTR Palantir Technologies Inc. Class A Reduce -100.0% 0.00% −2.53
COHR Coherent Corp. Reduce -100.0% 0.00% −2.51
DELL Dell Technologies -C Reduce -100.0% 0.00% −1.94
AVGO Broadcom Inc. Reduce -28.7% 4.93% −1.21
TSM Taiwan Semiconductor-SP ADR Reduce -22.8% 4.89% −1.15
Synopsys, Inc. Sold out 0.00% −0.00

Portfolio Buys Q2 2024 → Q3 2024
DASH DoorDash Inc. Class A Add +997400.0% 6.04% +6.04
AMD Advanced Micro Devices Add +855800.0% 5.96% +5.96
VRT Vertiv Holdings Co. Class A Add +1310000.0% 5.53% +5.53
NVDA Nvidia Corp. Add +43.4% 16.11% +5.22
SHOP Shopify Inc. Class A Add +1457600.0% 4.96% +4.96
UBER Uber Technologies Inc. Add +1544000.0% 4.92% +4.92
MSTR Strategy Inc. Add +66040.0% 4.73% +4.72
ZG Zillow Group Inc. Class A Add +1426200.0% 3.86% +3.86
PI Impinj Inc. Add +333400.0% 3.06% +3.06
META Meta Platforms Inc. Class A Add +36.3% 7.96% +3.06
NOW ServiceNow Inc. Add +79600.0% 3.02% +3.02
TSLA Tesla Inc. Add +26.1% 7.01% +3.00
MELI MercadoLibre Inc. Add +34200.0% 2.99% +2.98
AFRM Affirm Holdings Inc. Add +1448200.0% 2.51% +2.51
CVNA Carvana Co. Add +339100.0% 2.51% +2.50
SPOT Spotify Technology SA Add +155800.0% 2.44% +2.44
SNPS Synopsys Inc. New 0.00% +0.00
AXON Axon Enterprise Inc. New 0.00% +0.00
FLUTTER ENTERTAINMENT PLC New 0.00% +0.00
ORCL Oracle Corp. New 0.00% +0.00
ARM Arm Holdings PLC-ADR Add +5.8% 2.97% −0.09

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