Berkshire Capital Holdings Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Berkshire Capital Holdings Inc. reported 96 stock positions worth $276.7 million. Its top holding was Nvidia (NVDA) at 14.1% of the portfolio, followed by Tesla (TSLA, 6.9%) and Amazon.com (AMZN, 6.3%). Compared with Q3 2024, it opened 9 new positions, sold out of 3, added to 12 and reduced 19. The biggest buy was Amazon.com (AMZN, shares +799000%) and the biggest sale DoorDash Class A (DASH, shares −100%).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0001133742
Portfolio Value
$276.7M (Q4 2024)
SEC Filing
0001162044-25-000134 ↗ filed Feb 11, 2025

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 Q3 2024 Q4 2024: $276.7M $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 96 stocks · $276.7M
NVDA Nvidia Corp. 14.09% 290,360 $39.0M Reduce -7.2%
TSLA Tesla Inc. 6.90% 47,260 $19.1M Reduce -25.2%
AMZN Amazon.com Inc. 6.33% 79,910 $17.5M Add +799000.0%
TSM Taiwan Semiconductor-SP ADR 6.02% 84,360 $16.7M Add +27.2%
AVGO Broadcom Inc. 6.02% 71,810 $16.6M Add +6.6%
ALAB Astera Labs Inc. 5.81% 121,350 $16.1M New
META Meta Platforms Inc. Class A 4.76% 22,500 $13.2M Reduce -31.4%
HOOD Robinhood Markets Inc. Class A 4.69% 348,310 $13.0M Add +3483000.0%
APP AppLovin Corp. Class A 4.16% 35,590 $11.5M Add +355800.0%
AFRM Affirm Holdings Inc. 3.90% 177,370 $10.8M Add +22.5%
DDOG Datadog Inc. Class A 3.78% 73,200 $10.5M Add +731900.0%
SOFI Sofi Technologies Inc. 3.45% 620,810 $9.6M Add +6208000.0%
NET Cloudflare Inc. Class A 3.45% 88,570 $9.5M Add +885600.0%
PLTR Palantir Technologies Inc. Class A 3.44% 125,780 $9.5M Add +1257700.0%
ANET Arista Networks Inc. 3.07% 76,950 $8.5M Reduce -10.6%
MRVL Marvell Technology Inc. 3.04% 76,100 $8.4M Add +760900.0%
SHOP Shopify Inc. Class A 3.02% 78,680 $8.4M Reduce -46.0%
RDDT Reddit Inc. Class A 3.02% 51,050 $8.3M New
VRT Vertiv Holdings Co. Class A 3.00% 73,150 $8.3M Reduce -44.2%
CRWD CrowdStrike Holdings Inc. Class A 2.93% 23,730 $8.1M Add +237200.0%
CRDO Credo Technology Group Holdi 2.92% 120,410 $8.1M New
CIEN Ciena Corp. 2.11% 68,720 $5.8M New
BKNG Booking Holdings Inc. 0.02% 10 $50K No change
MELI MercadoLibre Inc. 0.01% 10 $17K Reduce -99.7%
NOW ServiceNow Inc. 0.00% 10 $11K Reduce -99.9%
NFLX Netflix Inc. 0.00% 10 $9K No change
LLY Eli Lilly & Co. 0.00% 10 $8K No change
HUBS HubSpot Inc. 0.00% 10 $7K No change
ASML Holding N.V. ADR 0.00% 10 $7K No change
KLAC KLA Corp. 0.00% 10 $6K No change
INTU Intuit Inc. 0.00% 10 $6K No change
AXON Axon Enterprise Inc. 0.00% 10 $6K No change
MPWR Monolithic Power Systems Inc. 0.00% 10 $6K No change
QQQ Invesco QQQ Trust Series 1 0.00% 10 $5K No change
SNPS Synopsys Inc. 0.00% 10 $5K No change
SPOT Spotify Technology SA 0.00% 10 $4K Reduce -99.9%
ADBE Adobe Inc. 0.00% 10 $4K No change
MSFT Microsoft Corp. 0.00% 10 $4K No change
PANW Palo Alto Networks Inc. 0.00% 20 $4K No change
CYBR Cyberark Software Ltd./Israel 0.00% 10 $3K No change
Eaton Corporation PLC 0.00% 10 $3K No change
CDNS Cadence Design SYS Inc. 0.00% 10 $3K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.00% 10 $3K Reduce -100.0%
FLUTTER ENTERTAINMENT PLC 0.00% 10 $3K No change
AAPL Apple Inc. 0.00% 10 $3K No change
COIN Coinbase Global Inc. Class A 0.00% 10 $2K No change
SMH Vaneck Semiconductor ETF 0.00% 10 $2K No change
MNDY monday.com Ltd. 0.00% 10 $2K No change
MDB Mongodb Inc. 0.00% 10 $2K No change
CEG Constellation Energy 0.00% 10 $2K New
CVNA Carvana Co. 0.00% 10 $2K Reduce -100.0%
GOOGL Alphabet Inc. Class A 0.00% 10 $2K No change
ZS Zscaler Inc. 0.00% 10 $2K No change
DASH DoorDash Inc. Class A 0.00% 10 $2K Reduce -100.0%
ORCL Oracle Corp. 0.00% 10 $2K No change
AMAT Applied Materials Inc. 0.00% 10 $2K No change
SNOW Snowflake Inc. 0.00% 10 $2K No change
QCOM Qualcomm Inc. 0.00% 10 $2K No change
PI Impinj Inc. 0.00% 10 $1K Reduce -100.0%
VST Vistra Corp. 0.00% 10 $1K No change
ABNB Airbnb Inc. Class A 0.00% 10 $1K No change
ARM Arm Holdings PLC-ADR 0.00% 10 $1K Reduce -100.0%
AMD Advanced Micro Devices 0.00% 10 $1K Reduce -100.0%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 10 $1K No change
NTAP Netapp Inc. 0.00% 10 $1K No change
DELL Dell Technologies -C 0.00% 10 $1K No change
CAVA Cava Group Inc. 0.00% 10 $1K No change
IGV iShares Expanded Tech-Softwa 0.00% 10 $1K New
Elastic N.V. 0.00% 10 $991 New
COHR Coherent Corp. 0.00% 10 $947 No change
NVO Novo-Nordisk A/S-Spons ADR 0.00% 10 $860 No change
XYZ Block Inc. 0.00% 10 $850 No change
BILL Bill Holdings Inc. 0.00% 10 $847 New
MU Micron Technology Inc. 0.00% 10 $842 No change
OKTA Okta Inc. 0.00% 10 $788 No change
ROKU Roku Inc. 0.00% 10 $743 No change
ZG Zillow Group Inc. Class A 0.00% 10 $741 Reduce -100.0%
LRCX Lam Research Corp. 0.00% 10 $722 Reduce -90.0%
ON On Semiconductor 0.00% 10 $631 No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.00% 10 $614 No change
CMG Chipotle Mexican Grill Inc. 0.00% 10 $603 Reduce -98.0%
UBER Uber Technologies Inc. 0.00% 10 $603 Reduce -100.0%
WDC Western Digital Corp. 0.00% 10 $596 No change
RBLX Roblox Corp. Class A 0.00% 10 $579 No change
GTLB Gitlab Inc. Class A 0.00% 10 $564 No change
GLBE Global-E Online Ltd. 0.00% 10 $545 No change
IBIT iShares Bitcoin Trust ETF 0.00% 10 $531 No change
IOT Samsara Inc. Class A 0.00% 10 $437 No change
DKNG Draftkings Holdings Inc. 0.00% 10 $372 No change
TOST Toast Inc. Class A 0.00% 10 $365 No change
SMCI Super Micro Computer Inc. 0.00% 10 $305 No change
MARA Mara Holdings Inc. 0.00% 10 $168 No change
CORZ Core Scientific Inc. 0.00% 10 $141 New
RIVN Rivian Automotive Inc. Class A 0.00% 10 $133 No change
RIOT Riot Platforms Inc. 0.00% 10 $102 No change
CLSK Cleanspark Inc. 0.00% 10 $92 No change

Portfolio Sells Q3 2024 → Q4 2024
DASH DoorDash Inc. Class A Reduce -100.0% 0.00% −6.04
AMD Advanced Micro Devices Reduce -100.0% 0.00% −5.96
UBER Uber Technologies Inc. Reduce -100.0% 0.00% −4.92
MSTR Strategy Inc. Reduce -100.0% 0.00% −4.73
ZG Zillow Group Inc. Class A Reduce -100.0% 0.00% −3.86
META Meta Platforms Inc. Class A Reduce -31.4% 4.76% −3.20
PI Impinj Inc. Reduce -100.0% 0.00% −3.06
NOW ServiceNow Inc. Reduce -99.9% 0.00% −3.02
MELI MercadoLibre Inc. Reduce -99.7% 0.01% −2.98
ARM Arm Holdings PLC-ADR Reduce -100.0% 0.00% −2.97
VRT Vertiv Holdings Co. Class A Reduce -44.2% 3.00% −2.53
CVNA Carvana Co. Reduce -100.0% 0.00% −2.50
SPOT Spotify Technology SA Reduce -99.9% 0.00% −2.44
NVDA Nvidia Corp. Reduce -7.2% 14.09% −2.02
SHOP Shopify Inc. Class A Reduce -46.0% 3.02% −1.93
ANET Arista Networks Inc. Reduce -10.6% 3.07% −0.43
TSLA Tesla Inc. Reduce -25.2% 6.90% −0.12
CMG Chipotle Mexican Grill Inc. Reduce -98.0% 0.00% −0.01
LRCX Lam Research Corp. Reduce -90.0% 0.00% −0.00
CELH Celsius Holdings Inc. Sold out 0.00% −0.00
PINS Pinterest Inc. Class A Sold out 0.00% −0.00
OPEN Opendoor Technologies Inc. Sold out 0.00% 0.00

Portfolio Buys Q3 2024 → Q4 2024
AMZN Amazon.com Inc. Add +799000.0% 6.33% +6.33
ALAB Astera Labs Inc. New 5.81% +5.81
HOOD Robinhood Markets Inc. Class A Add +3483000.0% 4.69% +4.69
APP AppLovin Corp. Class A Add +355800.0% 4.16% +4.16
DDOG Datadog Inc. Class A Add +731900.0% 3.78% +3.78
SOFI Sofi Technologies Inc. Add +6208000.0% 3.45% +3.45
NET Cloudflare Inc. Class A Add +885600.0% 3.45% +3.45
PLTR Palantir Technologies Inc. Class A Add +1257700.0% 3.44% +3.44
MRVL Marvell Technology Inc. Add +760900.0% 3.04% +3.04
RDDT Reddit Inc. Class A New 3.02% +3.02
CRWD CrowdStrike Holdings Inc. Class A Add +237200.0% 2.93% +2.93
CRDO Credo Technology Group Holdi New 2.92% +2.92
CIEN Ciena Corp. New 2.11% +2.11
AFRM Affirm Holdings Inc. Add +22.5% 3.90% +1.40
TSM Taiwan Semiconductor-SP ADR Add +27.2% 6.02% +1.13
AVGO Broadcom Inc. Add +6.6% 6.02% +1.09
CEG Constellation Energy New 0.00% +0.00
Elastic N.V. New 0.00% +0.00
IGV iShares Expanded Tech-Softwa New 0.00% +0.00
BILL Bill Holdings Inc. New 0.00% +0.00
CORZ Core Scientific 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