IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Berkshire Capital Holdings Inc

Q4 2023 Holdings

Filed 2024-02-14 | 81 holdings | $221.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Nvidia Corp.(NVDA)NVDA67066G104$22.1M44,69010.0%
Tesla, Inc.(TSLA)TSLA88160R101$17.6M70,9308.0%
Cloudflare, Inc. Class A(NET)NET18915M107$13.3M159,7506.0%
Block, Inc. Class A(XYZ)SQ852234103$13.1M169,3805.9%
Amazon.com, Inc.(AMZN)AMZN023135106$11.1M73,2305.0%
Affirm Holdings, Inc. Class A(AFRM)AFRM00827B106$11.0M224,4705.0%
Snowflake, Inc. Class A(SNOW)SNOW833445109$11.0M55,3605.0%
Shopify, Inc. Class A (Canada)(SHOP)SHOP82509L107$11.0M141,3405.0%
HubSpot, Inc.(HUBS)HUBS443573100$10.9M18,6904.9%
Micro Strategy, Inc.(MSTR)MSTR594972408$9.8M15,4704.4%
MercadoLibre, Inc. (Argentina)(MELI)MELI58733R102$9.0M5,7004.0%
Zscaler, Inc.(ZS)ZS98980G102$8.9M40,0104.0%
Bill Holdings Inc(BILL)BILL090043100$8.8M108,4604.0%
The Trade Desk, Inc. Class A(TTD)TTD88339J105$8.8M121,9004.0%
Rivian Automotive, Inc. Class A(RIVN)RIVN76954A103$8.2M351,1603.7%
Roku, Inc. Class A(ROKU)ROKU77543R102$8.0M87,0703.6%
Global-e Online LtdGLBE001174168$6.7M168,4603.0%
DoorDash, Inc. Class A(DASH)DASH25809K105$6.6M67,1703.0%
Datadog, Inc. Class A(DDOG)DDOG23804L103$6.6M54,6903.0%
Zillow Group, Inc. Class C(ZG)Z98954M101$6.6M114,5903.0%
Coinbase Global, Inc. Class A(COIN)COIN19260Q107$6.3M36,4202.9%
Uber Technologies, Inc.(UBER)UBER90353T100$4.5M73,5902.0%
Robinhood Markets, Inc.(HOOD)HOOD770700102$1.1M87,7800.5%
Broadcom Ltd.(AVGO)AVGO11135F101$11.2K100.0%
Lam Research Corp.(LRCXEUR)LRCX512807108$7.8K100.0%
Asml Holding N.V. ADRASMLN07059111$7.6K100.0%
ServiceNow, Inc.(NOW)NOW81762P102$7.1K100.0%
Intuit, Inc.(INTU)INTU461202103$6.3K100.0%
Adobe, Inc.(ADBE)ADBE00724F101$6.0K100.0%
KLA Corporation(KLAC)KLAC482480100$5.8K100.0%
Synopsys, Inc.(SNPS)SNPS871607107$5.1K100.0%
Netflix, Inc.(NFLX)NFLX64110L106$4.9K100.0%
Invesco QQQ ETF(QQQ)QQQ46090E103$4.1K100.0%
MongoDB, Inc. Class A(MDB)MDB60937P106$4.1K100.0%
Microsoft Corp.(MSFT)MSFT594918104$3.8K100.0%
Meta Platforms, Inc. Class A(META)META30303M102$3.5K100.0%
Palo Alto Networks, Inc.(PANW)PANW697435105$2.9K100.0%
Cadence Design Systems, Inc.(CDNS)CDNS127387108$2.7K100.0%
CrowdStrike Holdings, Inc. Class A(CRWD)CRWD22788C105$2.6K100.0%
Atlassian Corporation PLC Class A (United Kingdom)(TEAM)TEAMG06242104$2.4K100.0%
Arista Networks, Inc.(ANETEUR)ANET040413106$2.4K100.0%
Cyberark Software LTD (Israel)CYBRM2682V108$2.2K100.0%
Apple, Inc.(AAPL)AAPL037833100$1.9K100.0%
Spotify Technology S.A. (Luxembourg)(SPOT)SPOTL8681T102$1.9K100.0%
monday.com Ltd.MNDY001176213$1.9K100.0%
VanEck Semiconductor ETF(SMH)SMH92189F676$1.7K100.0%
Celsius Holdings, Inc.(CELH)CELH15118V207$1.6K300.0%
Applied Materials, Inc.(AMAT)AMAT038222105$1.6K100.0%
Advanced Micro Devices, Inc.(AMD)AMD007903107$1.5K100.0%
Qualcomm, Inc.(QCOM)QCOM747525103$1.4K100.0%
Page 1 of 2Next