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13F-HR filed by BERKSHIRE CAPITAL HOLDINGS INC

BERKSHIRE CAPITAL HOLDINGS INC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-09, with 109 holding rows worth $301,703,952.

Accession
0001162044-26-000130
Filed
2026-02-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 109 entries on the cover page, a total value of $301,703,952 stated on the cover page (in dollars after the unit check, H1), rows summing to $301,703,952 with VALUE read as dollars as filed, 13F file number 028-06289. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM391,860$73,081,890dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS102,100$31,027,169dollars as filed
Tesla Motors, Inc88160R101COM40,210$18,083,241dollars as filed
Broadcom Inc.11135F101COM46,210$15,993,281dollars as filed
Oracle Corporation68389X105COM77,100$15,027,561dollars as filed
GE Vernova Inc.36828A101COM22,960$15,005,967dollars as filed
CELESTICA INC COM15101Q207Stock49,790$14,718,422dollars as filed
ASTERA LABS INC COM04626A103COM87,930$14,628,035dollars as filed
ROCKET LAB USA INC773122106COM207,360$14,465,434dollars as filed
Palantir Technologies Inc. Class A69608A108COM74,690$13,276,148dollars as filed
APPLOVIN CORP COM CL A03831W108Stock17,030$11,475,155dollars as filed
MONGODB INC CL A60937P106Stock24,890$10,446,084dollars as filed
Amazon.com, Inc023135106COM40,400$9,325,128dollars as filed
Applied Digital Corporation003819207APLD371,690$9,113,839dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock49,840$8,074,578dollars as filed
REDDIT INC CL A75734B100Stock32,650$7,505,256dollars as filed
ECHOSTAR CORP278768106CL A56,300$6,119,810dollars as filed
NEBIUS GROUP N.V.N97284108SHS CLASS A68,140$5,703,659dollars as filed
CoreWeave, Inc.218735108CRWV77,190$5,527,576dollars as filed
SITIME CORP COM82982T106Stock8,180$2,889,094dollars as filed
MERCADOLIBREINC58733R102STOK10$20,143dollars as filed
KLA CORP482480100COM10$12,151dollars as filed
ASML Holding N.V. ADRN07059111ASML10$10,699dollars as filed
Netflix, Inc64110L106COM100$9,376dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock10$9,064dollars as filed
ServiceNow,Inc.81762P102COM50$7,660dollars as filed
META PLATFORMS INC CL A30303M102COM10$6,601dollars as filed
INVESCO QQQ TR46090E103COM10$6,143dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK10$5,807dollars as filed
AXONENTERPRISEINC05464C101STOK10$5,679dollars as filed
Microsoft Corp594918104COM10$4,836dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM10$4,688dollars as filed
CYBERARK SOFTWARE LTD SHSM2682V108Stock10$4,461dollars as filed
CARVANA CO CL A146869102Stock10$4,220dollars as filed
TALEN ENERGY CORP COM87422Q109Stock10$3,748dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock10$3,686dollars as filed
PALO ALTO NETWORKS INC697435105COM20$3,684dollars as filed
VANECK ETF TRUST92189F676COM10$3,601dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock10$3,533dollars as filed
Eaton Corp. PlcG29183103COM10$3,185dollars as filed
ARGAN INC04010E109COM10$3,133dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM10$3,130dollars as filed
General Electric Company369604301COM10$3,080dollars as filed
Micron Technology,Inc.595112103COM10$2,854dollars as filed
Apple Inc037833100COM10$2,719dollars as filed
Applied Materials,Inc.038222105COM10$2,570dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock10$2,560dollars as filed
SanDisk Corporation80004C200COM10$2,374dollars as filed
CIENA CORP COM NEW171779309Stock10$2,339dollars as filed
DOORDASH INC CL A25809K105Stock10$2,265dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock10$2,261dollars as filed
ZSCALERINC98980G102STOK10$2,249dollars as filed
SNOWFLAKE INC COM SHS833445109Stock10$2,194dollars as filed
Advanced Micro Devices,Inc.007903107COM10$2,142dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock10$1,972dollars as filed
TERADYNE INC COM880770102Stock10$1,936dollars as filed
COHERENT CORP COM19247G107Stock10$1,846dollars as filed
BLOOM ENERGY CORP093712107COM20$1,738dollars as filed
BWX TECHNOLOGIES INC05605H100COM10$1,728dollars as filed
WESTERN DIGITAL CORP958102105COM10$1,723dollars as filed
LAM RESEARCH CORP512807108COM10$1,712dollars as filed
Qualcomm Incorporated747525103COM10$1,711dollars as filed
VISTRA CORP COM92840M102Stock10$1,613dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS10$1,610dollars as filed
STRATEGY INC CL A NEW594972408Stock10$1,520dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS10$1,466dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock10$1,439dollars as filed
DATADOGINCCLASSA23804L103STOK10$1,360dollars as filed
AMPHENOL CORP NEW032095101COM10$1,351dollars as filed
ARISTA NETWORKS INC040413205COM10$1,310dollars as filed
SEA LTD81141R100SPONSORD ADS10$1,276dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock10$1,259dollars as filed
ROBINHOOD MKTS INC770700102COM10$1,131dollars as filed
ARM HOLDINGS PLC042068205SPONSORED ADS10$1,093dollars as filed
ROKU INC COM CL A77543R102Stock10$1,085dollars as filed
NETAPP INC COM64110D104Stock10$1,071dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS10$1,057dollars as filed
CORNING INC219350105COM10$876dollars as filed
OKTAINCCLASSA679295105STOK10$865dollars as filed
MARVELL TECHNOLOGY INC573874104COM10$850dollars as filed
Uber Technologies90353T100COM10$817dollars as filed
ROBLOX CORP CL A771049103Stock10$810dollars as filed
CIRCLE INTERNET GROUP INC172573107COM CL A10$793dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock10$744dollars as filed
OKLO INC COM CL A02156V109Stock10$718dollars as filed
ZILLOW GROUP INC CLASS A98954M101CL A10$682dollars as filed
EVERPURE INC CL A74624M102Stock10$670dollars as filed
TEMPUS AI INC CL A88023B103Stock10$591dollars as filed
IShares Bitcoin Trust Registered46438F101SHS10$497dollars as filed
HUT 8 CORP44812J104COM10$459dollars as filed
IONQ INC COM46222L108Stock10$449dollars as filed
UNITY SOFTWARE INC COM91332U101Stock10$442dollars as filed
IREN Limited000018599IREN10$378dollars as filed
TOASTINCCLASSCLASSA888787108STOK10$355dollars as filed
SUPER MICRO COMPUTER INC86800U104COM10$293dollars as filed
BITMINE IMMERSION TECHS INC09175A206COM NEW10$272dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock10$262dollars as filed
D-WAVE QUANTUM INC26740W109COM10$262dollars as filed
iShares Ethereum Trust46438R105COM10$224dollars as filed
RIGETTI COMPUTING INC COMMON STOCK76655K103Stock10$222dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock10$197dollars as filed
ROCKET COS INC77311W101COM CL A10$194dollars as filed
QXO INC COM NEW82846H405Stock10$193dollars as filed
ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS775781206AMERICAN DEPOSITORY10$157dollars as filed
CORE SCIENTIFIC INC NEW21874A106COM10$146dollars as filed
QUANTUM COMPUTING INC74766W108COM10$103dollars as filed
DYNAMIX CORPG2949D104SHS CL A10$103dollars as filed
CLEANSPARK INC18452B209COM NEW10$101dollars as filed
OPENDOOR TECHNOLOGIES INC683712103COM10$58dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001162044-26-000130this filing2026-02-09acceptance time not in the bulk data set