Berkshire Capital Holdings Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Berkshire Capital Holdings Inc. reported 102 stock positions worth $285.8 million. Its top holding was Nvidia (NVDA) at 17.3% of the portfolio, followed by Cloudflare Class A (NET, 7.0%) and Taiwan Semiconductor-SP ADR (TSM, 7.0%). Compared with Q1 2025, it opened 6 new positions, added to 14 and reduced 13. The biggest buy was Coinbase Global Class A (COIN, shares +478200%) and the biggest sale Tesla (TSLA, shares −100%).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0001133742
Portfolio Value
$285.8M (Q2 2025)
SEC Filing
0001162044-25-000812 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $285.8M $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 102 stocks · $285.8M
NVDA Nvidia Corp. 17.33% 313,620 $49.5M Add +16.6%
NET Cloudflare Inc. Class A 7.00% 102,230 $20.0M Reduce -8.4%
TSM Taiwan Semiconductor-SP ADR 6.98% 88,050 $19.9M Add +72.9%
PLTR Palantir Technologies Inc. Class A 5.98% 125,480 $17.1M Add +1.8%
COIN Coinbase Global Inc. Class A 5.86% 47,830 $16.8M Add +478200.0%
HOOD Robinhood Markets Inc. Class A 5.00% 152,640 $14.3M Reduce -65.3%
DASH DoorDash Inc. Class A 4.98% 57,790 $14.2M Add +1.4%
META Meta Platforms Inc. Class A 4.97% 19,240 $14.2M Add +6.8%
AFRM Affirm Holdings Inc. 4.92% 203,600 $14.1M Add +45.9%
APP AppLovin Corp. Class A 4.02% 32,810 $11.5M Reduce -15.1%
ROKU Roku Inc. 4.01% 130,380 $11.5M Reduce -7.8%
VRT Vertiv Holdings Co. Class A 3.99% 88,860 $11.4M Add +888500.0%
RDDT Reddit Inc. Class A 3.95% 74,930 $11.3M Add +749200.0%
AVGO Broadcom Inc. 3.03% 31,410 $8.7M Add +314000.0%
SNOW Snowflake Inc. 3.00% 38,280 $8.6M Add +434.6%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 2.99% 21,140 $8.5M Reduce -23.7%
CRDO Credo Technology Group Holdi 2.92% 90,240 $8.4M Add +902300.0%
AMD Advanced Micro Devices 2.90% 58,500 $8.3M Add +584900.0%
CORZ Core Scientific Inc. 2.04% 341,770 $5.8M Add +3417600.0%
CRWV CoreWeave, Inc. 2.01% 35,180 $5.7M New
CRCL Circle Internet Group Inc. 2.00% 31,550 $5.7M New
BKNG Booking Holdings Inc. 0.02% 10 $58K No change
MELI MercadoLibre Inc. 0.01% 10 $26K Reduce -99.8%
NFLX Netflix Inc. 0.00% 10 $13K No change
NOW ServiceNow Inc. 0.00% 10 $10K No change
KLAC KLA Corp. 0.00% 10 $9K No change
AXON Axon Enterprise Inc. 0.00% 10 $8K Reduce -99.9%
ASML Holding N.V. ADR 0.00% 10 $8K No change
INTU Intuit Inc. 0.00% 10 $8K No change
LLY Eli Lilly & Co. 0.00% 10 $8K No change
SPOT Spotify Technology SA 0.00% 10 $8K No change
MPWR Monolithic Power Systems Inc. 0.00% 10 $7K No change
HUBS HubSpot Inc. 0.00% 10 $6K No change
QQQ Invesco QQQ Trust Series 1 0.00% 10 $6K No change
GEV GE Vernova Inc. 0.00% 10 $5K New
SNPS Synopsys Inc. 0.00% 10 $5K No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 10 $5K No change
MSFT Microsoft Corp. 0.00% 10 $5K No change
PANW Palo Alto Networks Inc. 0.00% 20 $4K No change
CYBR Cyberark Software Ltd./Israel 0.00% 10 $4K No change
ADBE Adobe Inc. 0.00% 10 $4K No change
Eaton Corporation PLC 0.00% 10 $4K No change
CVNA Carvana Co. 0.00% 10 $3K Reduce -100.0%
CEG Constellation Energy 0.00% 10 $3K No change
TSLA Tesla Inc. 0.00% 10 $3K Reduce -100.0%
MNDY monday.com Ltd. 0.00% 10 $3K No change
ZS Zscaler Inc. 0.00% 10 $3K No change
CDNS Cadence Design SYS Inc. 0.00% 10 $3K No change
FLUTTER ENTERTAINMENT PLC 0.00% 10 $3K No change
SMH Vaneck Semiconductor ETF 0.00% 10 $3K No change
TTWO Take-Two Interactive Softwre 0.00% 10 $2K No change
AGX Argan Inc. 0.00% 10 $2K New
AMZN Amazon.com Inc. 0.00% 10 $2K Reduce -99.8%
ORCL Oracle Corp. 0.00% 10 $2K No change
MDB Mongodb Inc. 0.00% 10 $2K No change
AAPL Apple Inc. 0.00% 10 $2K No change
TEAM Atlassian Corp. Ltd. Class A 0.00% 10 $2K New
VST Vistra Corp. 0.00% 10 $2K No change
AMAT Applied Materials Inc. 0.00% 10 $2K No change
GOOGL Alphabet Inc. Class A 0.00% 10 $2K No change
ARM Arm Holdings PLC-ADR 0.00% 10 $2K No change
QCOM Qualcomm Inc. 0.00% 10 $2K No change
DDOG Datadog Inc. Class A 0.00% 10 $1K No change
ABNB Airbnb Inc. Class A 0.00% 10 $1K No change
MU Micron Technology Inc. 0.00% 10 $1K No change
DELL Dell Technologies -C 0.00% 10 $1K No change
SHOP Shopify Inc. Class A 0.00% 10 $1K Reduce -100.0%
IGV iShares Expanded Tech-Softwa 0.00% 10 $1K No change
NTAP Netapp Inc. 0.00% 10 $1K No change
RBLX Roblox Corp. Class A 0.00% 10 $1K No change
ANET Arista Networks Inc. 0.00% 10 $1K No change
OKTA Okta Inc. 0.00% 10 $1K No change
LRCX Lam Research Corp. 0.00% 10 $973 No change
UBER Uber Technologies Inc. 0.00% 10 $933 No change
ALAB Astera Labs Inc. 0.00% 10 $904 No change
COHR Coherent Corp. 0.00% 10 $892 No change
ESTC Elastic NV 0.00% 10 $843 No change
CAVA Cava Group Inc. 0.00% 10 $842 No change
CIEN Ciena Corp. 0.00% 10 $813 No change
MRVL Marvell Technology Inc. 0.00% 10 $774 No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 10 $720 No change
ZG Zillow Group Inc. Class A 0.00% 10 $701 No change
NVO Novo-Nordisk A/S-Spons ADR 0.00% 10 $690 No change
BROS Dutch Bros Inc. Class A 0.00% 10 $684 Reduce -100.0%
XYZ Block Inc. 0.00% 10 $679 No change
WDC Western Digital Corp. 0.00% 10 $640 No change
IBIT iShares Bitcoin Trust ETF 0.00% 10 $612 No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.00% 10 $576 No change
CMG Chipotle Mexican Grill Inc. 0.00% 10 $562 No change
OKLO Oklo Inc. 0.00% 10 $560 New
SMCI Super Micro Computer Inc. 0.00% 10 $490 No change
GTLB Gitlab Inc. Class A 0.00% 10 $451 No change
TOST Toast Inc. Class A 0.00% 10 $443 No change
DKNG Draftkings Holdings Inc. 0.00% 10 $429 No change
IOT Samsara Inc. Class A 0.00% 10 $398 No change
GLBE Global-E Online Ltd. 0.00% 10 $335 No change
SOFI Sofi Technologies Inc. 0.00% 10 $182 No change
RIVN Rivian Automotive Inc. Class A 0.00% 10 $137 No change
SNDK Sandisk LLC 0.00% 3 $136 No change
CLSK Cleanspark Inc. 0.00% 10 $110 No change
HIMX Himax Technologies Inc.-ADR 0.00% 10 $89 No change
AUR Aurora Innovation Inc. 0.00% 10 $52 Reduce -100.0%

Portfolio Sells Q1 2025 → Q2 2025
TSLA Tesla Inc. Reduce -100.0% 0.00% −7.93
CVNA Carvana Co. Reduce -100.0% 0.00% −6.32
AUR Aurora Innovation Inc. Reduce -100.0% 0.00% −4.91
MELI MercadoLibre Inc. Reduce -99.8% 0.01% −4.49
SHOP Shopify Inc. Class A Reduce -100.0% 0.00% −4.04
AXON Axon Enterprise Inc. Reduce -99.9% 0.00% −3.96
HOOD Robinhood Markets Inc. Class A Reduce -65.3% 5.00% −3.76
BROS Dutch Bros Inc. Class A Reduce -100.0% 0.00% −3.08
APP AppLovin Corp. Class A Reduce -15.1% 4.02% −0.88
MSTR Strategy Inc. Reduce -23.7% 2.99% −0.83
ROKU Roku Inc. Reduce -7.8% 4.01% −0.75
AMZN Amazon.com Inc. Reduce -99.8% 0.00% −0.50
NET Cloudflare Inc. Class A Reduce -8.4% 7.00% +0.99

Portfolio Buys Q1 2025 → Q2 2025
COIN Coinbase Global Inc. Class A Add +478200.0% 5.86% +5.86
VRT Vertiv Holdings Co. Class A Add +888500.0% 3.99% +3.99
RDDT Reddit Inc. Class A Add +749200.0% 3.95% +3.95
NVDA Nvidia Corp. Add +16.6% 17.33% +3.39
AVGO Broadcom Inc. Add +314000.0% 3.03% +3.03
TSM Taiwan Semiconductor-SP ADR Add +72.9% 6.98% +2.94
CRDO Credo Technology Group Holdi Add +902300.0% 2.92% +2.92
AMD Advanced Micro Devices Add +584900.0% 2.90% +2.90
SNOW Snowflake Inc. Add +434.6% 3.00% +2.50
CORZ Core Scientific Inc. Add +3417600.0% 2.04% +2.04
CRWV CoreWeave, Inc. New 2.01% +2.01
CRCL Circle Internet Group Inc. New 2.00% +2.00
AFRM Affirm Holdings Inc. Add +45.9% 4.92% +1.91
PLTR Palantir Technologies Inc. Class A Add +1.8% 5.98% +1.01
META Meta Platforms Inc. Class A Add +6.8% 4.97% +0.01
GEV GE Vernova Inc. New 0.00% +0.00
DASH DoorDash Inc. Class A Add +1.4% 4.98% +0.00
AGX Argan Inc. New 0.00% +0.00
TEAM Atlassian Corp. Ltd. Class A New 0.00% +0.00
OKLO Oklo 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