Berkshire Capital Holdings Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Berkshire Capital Holdings Inc. reported 96 stock positions worth $209.1 million. Its top holding was Nvidia (NVDA) at 13.9% of the portfolio, followed by Robinhood Markets Class A (HOOD, 8.8%) and Tesla (TSLA, 7.9%). Compared with Q4 2024, it opened 6 new positions, sold out of 6, added to 12 and reduced 17. The biggest buy was Carvana (CVNA, shares +632200%) and the biggest sale Broadcom (AVGO, shares −100%).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0001133742
Portfolio Value
$209.1M (Q1 2025)
SEC Filing
0001162044-25-000509 ↗ filed May 13, 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 Q4 2024 Q1 2025: $209.1M $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 · $209.1M
NVDA Nvidia Corp. 13.94% 269,020 $29.2M Reduce -7.3%
HOOD Robinhood Markets Inc. Class A 8.76% 440,080 $18.3M Add +26.4%
TSLA Tesla Inc. 7.93% 63,980 $16.6M Add +35.4%
CVNA Carvana Co. 6.32% 63,230 $13.2M Add +632200.0%
NET Cloudflare Inc. Class A 6.01% 111,620 $12.6M Add +26.0%
DASH DoorDash Inc. Class A 4.98% 57,010 $10.4M Add +570000.0%
PLTR Palantir Technologies Inc. Class A 4.97% 123,230 $10.4M Reduce -2.0%
META Meta Platforms Inc. Class A 4.96% 18,010 $10.4M Reduce -20.0%
AUR Aurora Innovation Inc. 4.91% 1,527,520 $10.3M New
APP AppLovin Corp. Class A 4.90% 38,650 $10.2M Add +8.6%
ROKU Roku Inc. 4.76% 141,350 $10.0M Add +1413400.0%
MELI MercadoLibre Inc. 4.50% 4,820 $9.4M Add +48100.0%
TSM Taiwan Semiconductor-SP ADR 4.04% 50,920 $8.5M Reduce -39.6%
SHOP Shopify Inc. Class A 4.04% 88,500 $8.4M Add +12.5%
AXON Axon Enterprise Inc. 3.97% 15,770 $8.3M Add +157600.0%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 3.82% 27,720 $8.0M Add +277100.0%
BROS Dutch Bros Inc. Class A 3.08% 104,280 $6.4M New
AFRM Affirm Holdings Inc. 3.01% 139,520 $6.3M Reduce -21.3%
AMZN Amazon.com Inc. 0.50% 5,510 $1.0M Reduce -93.1%
SNOW Snowflake Inc. 0.50% 7,160 $1.0M Add +71500.0%
BKNG Booking Holdings Inc. 0.02% 10 $46K No change
NFLX Netflix Inc. 0.00% 10 $9K No change
LLY Eli Lilly & Co. 0.00% 10 $8K No change
NOW ServiceNow Inc. 0.00% 10 $8K No change
KLAC KLA Corp. 0.00% 10 $7K No change
ASML Holding N.V. ADR 0.00% 10 $7K No change
INTU Intuit Inc. 0.00% 10 $6K No change
MPWR Monolithic Power Systems Inc. 0.00% 10 $6K No change
HUBS HubSpot Inc. 0.00% 10 $6K No change
SPOT Spotify Technology SA 0.00% 10 $6K No change
QQQ Invesco QQQ Trust Series 1 0.00% 10 $5K No change
SNPS Synopsys Inc. 0.00% 10 $4K No change
ADBE Adobe Inc. 0.00% 10 $4K No change
MSFT Microsoft Corp. 0.00% 10 $4K No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 10 $4K Reduce -100.0%
PANW Palo Alto Networks Inc. 0.00% 20 $3K 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
MNDY monday.com Ltd. 0.00% 10 $2K No change
AAPL Apple Inc. 0.00% 10 $2K No change
FLUTTER ENTERTAINMENT PLC 0.00% 10 $2K No change
SMH Vaneck Semiconductor ETF 0.00% 10 $2K No change
TTWO Take-Two Interactive Softwre 0.00% 10 $2K New
CEG Constellation Energy 0.00% 10 $2K No change
ZS Zscaler Inc. 0.00% 10 $2K No change
MDB Mongodb Inc. 0.00% 10 $2K No change
COIN Coinbase Global Inc. Class A 0.00% 10 $2K No change
AVGO Broadcom Inc. 0.00% 10 $2K Reduce -100.0%
GOOGL Alphabet Inc. Class A 0.00% 10 $2K No change
QCOM Qualcomm Inc. 0.00% 10 $2K No change
AMAT Applied Materials Inc. 0.00% 10 $1K No change
ORCL Oracle Corp. 0.00% 10 $1K No change
ABNB Airbnb Inc. Class A 0.00% 10 $1K No change
VST Vistra Corp. 0.00% 10 $1K No change
ARM Arm Holdings PLC-ADR 0.00% 10 $1K No change
OKTA Okta Inc. 0.00% 10 $1K No change
RDDT Reddit Inc. Class A 0.00% 10 $1K Reduce -100.0%
AMD Advanced Micro Devices 0.00% 10 $1K No change
DDOG Datadog Inc. Class A 0.00% 10 $992 Reduce -100.0%
DELL Dell Technologies -C 0.00% 10 $912 No change
ESTC Elastic NV 0.00% 10 $891 New
IGV iShares Expanded Tech-Softwa 0.00% 10 $890 No change
NTAP Netapp Inc. 0.00% 10 $878 No change
MU Micron Technology Inc. 0.00% 10 $869 No change
CAVA Cava Group Inc. 0.00% 10 $864 No change
ANET Arista Networks Inc. 0.00% 10 $775 Reduce -100.0%
UBER Uber Technologies Inc. 0.00% 10 $729 No change
LRCX Lam Research Corp. 0.00% 10 $727 No change
VRT Vertiv Holdings Co. Class A 0.00% 10 $722 Reduce -100.0%
NVO Novo-Nordisk A/S-Spons ADR 0.00% 10 $694 No change
ZG Zillow Group Inc. Class A 0.00% 10 $686 No change
COHR Coherent Corp. 0.00% 10 $649 No change
MRVL Marvell Technology Inc. 0.00% 10 $616 Reduce -100.0%
CIEN Ciena Corp. 0.00% 10 $604 Reduce -100.0%
ALAB Astera Labs Inc. 0.00% 10 $597 Reduce -100.0%
RBLX Roblox Corp. Class A 0.00% 10 $583 No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 10 $547 No change
XYZ Block Inc. 0.00% 10 $543 No change
CMG Chipotle Mexican Grill Inc. 0.00% 10 $502 No change
GTLB Gitlab Inc. Class A 0.00% 10 $470 No change
IBIT iShares Bitcoin Trust ETF 0.00% 10 $468 No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.00% 10 $443 No change
WDC Western Digital Corp. 0.00% 10 $404 No change
CRDO Credo Technology Group Holdi 0.00% 10 $402 Reduce -100.0%
IOT Samsara Inc. Class A 0.00% 10 $383 No change
GLBE Global-E Online Ltd. 0.00% 10 $357 No change
SMCI Super Micro Computer Inc. 0.00% 10 $342 No change
DKNG Draftkings Holdings Inc. 0.00% 10 $332 No change
TOST Toast Inc. Class A 0.00% 10 $332 No change
SNDK Sandisk LLC 0.00% 3 $143 New
RIVN Rivian Automotive Inc. Class A 0.00% 10 $125 No change
SOFI Sofi Technologies Inc. 0.00% 10 $116 Reduce -100.0%
HIMX Himax Technologies Inc.-ADR 0.00% 10 $74 New
CORZ Core Scientific Inc. 0.00% 10 $72 No change
CLSK Cleanspark Inc. 0.00% 10 $67 No change

Portfolio Sells Q4 2024 → Q1 2025
AVGO Broadcom Inc. Reduce -100.0% 0.00% −6.02
AMZN Amazon.com Inc. Reduce -93.1% 0.50% −5.83
ALAB Astera Labs Inc. Reduce -100.0% 0.00% −5.81
DDOG Datadog Inc. Class A Reduce -100.0% 0.00% −3.78
SOFI Sofi Technologies Inc. Reduce -100.0% 0.00% −3.45
ANET Arista Networks Inc. Reduce -100.0% 0.00% −3.07
MRVL Marvell Technology Inc. Reduce -100.0% 0.00% −3.04
RDDT Reddit Inc. Class A Reduce -100.0% 0.00% −3.01
VRT Vertiv Holdings Co. Class A Reduce -100.0% 0.00% −3.00
CRWD CrowdStrike Holdings Inc. Class A Reduce -100.0% 0.00% −2.93
CRDO Credo Technology Group Holdi Reduce -100.0% 0.00% −2.92
CIEN Ciena Corp. Reduce -100.0% 0.00% −2.11
TSM Taiwan Semiconductor-SP ADR Reduce -39.6% 4.04% −1.98
AFRM Affirm Holdings Inc. Reduce -21.3% 3.01% −0.89
NVDA Nvidia Corp. Reduce -7.3% 13.94% −0.15
PI Impinj Inc. Sold out 0.00% −0.00
Elastic N.V. Sold out 0.00% −0.00
BILL Bill Holdings Inc. Sold out 0.00% −0.00
ON On Semiconductor Sold out 0.00% −0.00
MARA Mara Holdings Inc. Sold out 0.00% −0.00
RIOT Riot Platforms Inc. Sold out 0.00% 0.00
META Meta Platforms Inc. Class A Reduce -20.0% 4.96% +0.20
PLTR Palantir Technologies Inc. Class A Reduce -2.0% 4.97% +1.54

Portfolio Buys Q4 2024 → Q1 2025
CVNA Carvana Co. Add +632200.0% 6.32% +6.32
DASH DoorDash Inc. Class A Add +570000.0% 4.98% +4.98
AUR Aurora Innovation Inc. New 4.91% +4.91
ROKU Roku Inc. Add +1413400.0% 4.76% +4.76
MELI MercadoLibre Inc. Add +48100.0% 4.50% +4.49
HOOD Robinhood Markets Inc. Class A Add +26.4% 8.76% +4.07
AXON Axon Enterprise Inc. Add +157600.0% 3.97% +3.96
MSTR Strategy Inc. Add +277100.0% 3.82% +3.82
BROS Dutch Bros Inc. Class A New 3.08% +3.08
NET Cloudflare Inc. Class A Add +26.0% 6.01% +2.57
TSLA Tesla Inc. Add +35.4% 7.93% +1.03
SHOP Shopify Inc. Class A Add +12.5% 4.04% +1.02
APP AppLovin Corp. Class A Add +8.6% 4.90% +0.73
SNOW Snowflake Inc. Add +71500.0% 0.50% +0.50
TTWO Take-Two Interactive Softwre New 0.00% +0.00
ESTC Elastic NV New 0.00% +0.00
SNDK Sandisk LLC New 0.00% +0.00
HIMX Himax Technologies Inc.-ADR 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