Berkshire Capital Holdings Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Berkshire Capital Holdings Inc. reported 111 stock positions worth $329.3 million. Its top holding was Nvidia (NVDA) at 23.9% of the portfolio, followed by Tesla (TSLA, 7.1%) and CoreWeave (CRWV, 6.4%). Compared with Q2 2025, it opened 22 new positions, sold out of 13, added to 7 and reduced 18. The biggest buy was Tesla (TSLA, shares +523900%) and the biggest sale Affirm (AFRM, shares −100%).

Most Recent 13F
Q2 2026
Location
San Jose, CA
CIK
0001133742
Portfolio Value
$329.3M (Q3 2025)
SEC Filing
0001162044-25-001158 ↗ filed Nov 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 Q2 2025 Q3 2025: $329.3M $329.3M Q3 2025 Q4 2025: $301.7M Q4 2025 Q1 2026: $277.2M Q1 2026 Q2 2026: $462.3M Q2 2026

Holdings 111 stocks · $329.3M
NVDA Nvidia Corp. 23.90% 421,800 $78.7M Add +34.5%
TSLA Tesla Inc. 7.08% 52,400 $23.3M Add +523900.0%
CRWV CoreWeave, Inc. 6.38% 153,440 $21.0M Add +336.2%
HOOD Robinhood Markets Inc. Class A 6.33% 145,650 $20.9M Reduce -4.6%
APP AppLovin Corp. Class A 6.04% 27,660 $19.9M Reduce -15.7%
TSM Taiwan Semiconductor-SP ADR 4.97% 58,620 $16.4M Reduce -33.4%
PLTR Palantir Technologies Inc. Class A 4.91% 88,690 $16.2M Reduce -29.3%
DASH DoorDash Inc. Class A 4.90% 59,320 $16.1M Add +2.6%
BABA Alibaba Group Holding-SP ADR 4.90% 90,230 $16.1M New
NET Cloudflare Inc. Class A 4.76% 72,990 $15.7M Reduce -28.6%
COIN Coinbase Global Inc. Class A 4.00% 39,030 $13.2M Reduce -18.4%
AGX Argan Inc. 3.98% 48,470 $13.1M Add +484600.0%
RYCEY Rolls-Royce Holdings-SP ADR 3.01% 611,490 $9.9M New
NEBIUS GROUP NV 2.96% 86,780 $9.7M New
RBLX Roblox Corp. Class A 2.91% 69,180 $9.6M Add +691700.0%
CVNA Carvana Co. 2.89% 25,230 $9.5M Add +252200.0%
BWXT BWX Technologies Inc. 2.46% 43,910 $8.1M New
META Meta Platforms Inc. Class A 1.59% 7,150 $5.3M Reduce -62.8%
ETHA iShares Ethereum Trust ETF 0.99% 103,350 $3.3M New
BMNR Bitmine Immersion Technologi 0.97% 61,560 $3.2M New
MELI MercadoLibre Inc. 0.01% 10 $23K No change
NFLX Netflix Inc. 0.00% 10 $12K No change
KLAC KLA Corp. 0.00% 10 $11K No change
ASML Holding N.V. ADR 0.00% 10 $10K No change
MPWR Monolithic Power Systems Inc. 0.00% 10 $9K No change
NOW ServiceNow Inc. 0.00% 10 $9K No change
AXON Axon Enterprise Inc. 0.00% 10 $7K No change
SPOT Spotify Technology SA 0.00% 10 $7K No change
INTU Intuit Inc. 0.00% 10 $7K No change
GEV GE Vernova Inc. 0.00% 10 $6K No change
QQQ Invesco QQQ Trust Series 1 0.00% 10 $6K No change
MSFT Microsoft Corp. 0.00% 10 $5K No change
CRWD CrowdStrike Holdings Inc. Class A 0.00% 10 $5K No change
CYBR Cyberark Software Ltd./Israel 0.00% 10 $5K No change
HUBS HubSpot Inc. 0.00% 10 $5K No change
TLN Talen Energy Corp. 0.00% 10 $4K New
PANW Palo Alto Networks Inc. 0.00% 20 $4K No change
Eaton Corporation PLC 0.00% 10 $4K No change
AVGO Broadcom Inc. 0.00% 10 $3K Reduce -100.0%
CEG Constellation Energy 0.00% 10 $3K No change
SMH Vaneck Semiconductor ETF 0.00% 10 $3K No change
MSTR Strategy Inc. 0.00% 10 $3K Reduce -100.0%
MDB Mongodb Inc. 0.00% 10 $3K No change
GE General Electric filed as GE AEROSPACE 0.00% 10 $3K New
ZS Zscaler Inc. 0.00% 10 $3K No change
ORCL Oracle Corp. 0.00% 10 $3K No change
TTWO Take-Two Interactive Softwre 0.00% 10 $3K No change
AAPL Apple Inc. 0.00% 10 $3K No change
FLUTTER ENTERTAINMENT PLC 0.00% 10 $3K No change
CLS Celestica Inc. 0.00% 10 $2K New
GOOGL Alphabet Inc. Class A 0.00% 10 $2K No change
RDDT Reddit Inc. Class A 0.00% 10 $2K Reduce -100.0%
SNOW Snowflake Inc. 0.00% 10 $2K Reduce -100.0%
AMZN Amazon.com Inc. 0.00% 10 $2K No change
AMAT Applied Materials Inc. 0.00% 10 $2K No change
VST Vistra Corp. 0.00% 10 $2K No change
ALAB Astera Labs Inc. 0.00% 10 $2K No change
MNDY monday.com Ltd. 0.00% 10 $2K No change
SE Sea Ltd.-ADR 0.00% 10 $2K New
MU Micron Technology Inc. 0.00% 10 $2K No change
QCOM Qualcomm Inc. 0.00% 10 $2K No change
AMD Advanced Micro Devices 0.00% 10 $2K Reduce -100.0%
VRT Vertiv Holdings Co. Class A 0.00% 10 $2K Reduce -100.0%
SHOP Shopify Inc. Class A 0.00% 10 $1K No change
ANET Arista Networks Inc. 0.00% 10 $1K No change
CIEN Ciena Corp. 0.00% 10 $1K No change
CRDO Credo Technology Group Holdi 0.00% 10 $1K Reduce -100.0%
DDOG Datadog Inc. Class A 0.00% 10 $1K No change
DELL Dell Technologies -C 0.00% 10 $1K No change
ARM Arm Holdings PLC-ADR 0.00% 10 $1K No change
LRCX Lam Research Corp. 0.00% 10 $1K No change
CRCL Circle Internet Group Inc. 0.00% 10 $1K Reduce -100.0%
WDC Western Digital Corp. 0.00% 10 $1K No change
NTAP Netapp Inc. 0.00% 10 $1K No change
IGV iShares Expanded Tech-Softwa 0.00% 10 $1K No change
OKLO Oklo Inc. 0.00% 10 $1K No change
COHR Coherent Corp. 0.00% 10 $1K No change
ROKU Roku Inc. 0.00% 10 $1K Reduce -100.0%
UBER Uber Technologies Inc. 0.00% 10 $980 No change
OKTA Okta Inc. 0.00% 10 $917 No change
BE Bloom Energy Corp. Class A 0.00% 10 $846 New
MRVL Marvell Technology Inc. 0.00% 10 $841 No change
P Everpure Inc. Class A filed as PURE STORAGE INC 0.00% 10 $838 No change
GLW Corning Inc. 0.00% 10 $820 New
TEM Tempus AI Inc. Class A 0.00% 10 $807 New
ZG Zillow Group Inc. Class A 0.00% 10 $771 No change
AFRM Affirm Holdings Inc. 0.00% 10 $731 Reduce -100.0%
XYZ Block Inc. 0.00% 10 $723 No change
IBIT iShares Bitcoin Trust ETF 0.00% 10 $650 No change
IONQ Ionq Inc. 0.00% 10 $615 New
CAVA Cava Group Inc. 0.00% 10 $604 No change
BROS Dutch Bros Inc. Class A 0.00% 10 $523 No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.00% 10 $490 No change
RKLB Rocket Lab USA Inc. 0.00% 10 $479 New
SMCI Super Micro Computer Inc. 0.00% 10 $479 No change
GTLB Gitlab Inc. Class A 0.00% 10 $451 No change
DKNG Draftkings Holdings Inc. 0.00% 10 $374 No change
TOST Toast Inc. Class A 0.00% 10 $365 No change
SNDK Sandisk LLC 0.00% 3 $337 No change
RGTI Rigetti Computing Inc. 0.00% 10 $298 New

Show all 111 holdings

Portfolio Sells Q2 2025 → Q3 2025
AFRM Affirm Holdings Inc. Reduce -100.0% 0.00% −4.92
ROKU Roku Inc. Reduce -100.0% 0.00% −4.01
VRT Vertiv Holdings Co. Class A Reduce -100.0% 0.00% −3.99
RDDT Reddit Inc. Class A Reduce -100.0% 0.00% −3.95
META Meta Platforms Inc. Class A Reduce -62.8% 1.59% −3.37
AVGO Broadcom Inc. Reduce -100.0% 0.00% −3.03
SNOW Snowflake Inc. Reduce -100.0% 0.00% −3.00
MSTR Strategy Inc. Reduce -100.0% 0.00% −2.99
CRDO Credo Technology Group Holdi Reduce -100.0% 0.00% −2.92
AMD Advanced Micro Devices Reduce -100.0% 0.00% −2.90
NET Cloudflare Inc. Class A Reduce -28.6% 4.76% −2.25
CORZ Core Scientific Inc. Reduce -100.0% 0.00% −2.04
TSM Taiwan Semiconductor-SP ADR Reduce -33.4% 4.97% −2.00
CRCL Circle Internet Group Inc. Reduce -100.0% 0.00% −2.00
COIN Coinbase Global Inc. Class A Reduce -18.4% 4.00% −1.86
PLTR Palantir Technologies Inc. Class A Reduce -29.3% 4.91% −1.07
BKNG Booking Holdings Inc. Sold out 0.00% −0.02
LLY Eli Lilly & Co. Sold out 0.00% −0.00
SNPS Synopsys Inc. Sold out 0.00% −0.00
ADBE Adobe Inc. Sold out 0.00% −0.00
CDNS Cadence Design SYS Inc. Sold out 0.00% −0.00
TEAM Atlassian Corp. Ltd. Class A Sold out 0.00% −0.00
ABNB Airbnb Inc. Class A Sold out 0.00% −0.00
ESTC Elastic NV Sold out 0.00% −0.00
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.00
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.00
GLBE Global-E Online Ltd. Sold out 0.00% −0.00
IOT Samsara Inc. Class A Sold out 0.00% −0.00
HIMX Himax Technologies Inc.-ADR Sold out 0.00% 0.00
HOOD Robinhood Markets Inc. Class A Reduce -4.6% 6.33% +1.33
APP AppLovin Corp. Class A Reduce -15.7% 6.04% +2.02

Portfolio Buys Q2 2025 → Q3 2025
TSLA Tesla Inc. Add +523900.0% 7.08% +7.08
NVDA Nvidia Corp. Add +34.5% 23.90% +6.57
BABA Alibaba Group Holding-SP ADR New 4.90% +4.90
CRWV CoreWeave, Inc. Add +336.2% 6.38% +4.37
AGX Argan Inc. Add +484600.0% 3.98% +3.97
RYCEY Rolls-Royce Holdings-SP ADR New 3.01% +3.01
NEBIUS GROUP NV New 2.96% +2.96
RBLX Roblox Corp. Class A Add +691700.0% 2.91% +2.91
CVNA Carvana Co. Add +252200.0% 2.89% +2.89
BWXT BWX Technologies Inc. New 2.46% +2.46
ETHA iShares Ethereum Trust ETF New 0.99% +0.99
BMNR Bitmine Immersion Technologi New 0.97% +0.97
TLN Talen Energy Corp. New 0.00% +0.00
GE General Electric New 0.00% +0.00
CLS Celestica Inc. New 0.00% +0.00
SE Sea Ltd.-ADR New 0.00% +0.00
BE Bloom Energy Corp. Class A New 0.00% +0.00
GLW Corning Inc. New 0.00% +0.00
IONQ Ionq Inc. New 0.00% +0.00
TEM Tempus AI Inc. Class A New 0.00% +0.00
QBTS D-Wave Quantum Inc. New 0.00% +0.00
QUBT Quantum Computing Inc. New 0.00% +0.00
RGTI Rigetti Computing Inc. New 0.00% +0.00
RKT Rocket Cos Inc. Class A New 0.00% +0.00
RKLB Rocket Lab USA Inc. New 0.00% +0.00
QXO Qxo Inc. New 0.00% +0.00
OPEN Opendoor Technologies Inc. New 0.00% 0.00
DYNC Dynamix Corp. New 0.00% 0.00
DASH DoorDash Inc. Class A Add +2.6% 4.90% −0.08

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