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Berkshire Capital Holdings Inc

Q1 2024 Holdings

Filed 2024-05-13 | 89 holdings | $250.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Nvidia Corp.(NVDA)NVDA67066G104$17.7M19,5607.1%
Amazon.com, Inc.(AMZN)AMZN023135106$17.6M97,6407.0%
Meta Platforms, Inc. Class A(META)META30303M102$17.4M35,7506.9%
DraftKings, Inc. Class A(DKNG1USD)DKNG26142R104$16.9M371,8006.7%
DoorDash, Inc. Class A(DASH)DASH25809K105$15.4M111,6806.1%
Micron Technology, Inc.(MU)MU595112103$15.3M129,5006.1%
The Trade Desk, Inc. Class A(TTD)TTD88339J105$15.2M174,4106.1%
Block, Inc. Class A(XYZ)SQ852234103$12.4M146,4904.9%
Robinhood Markets, Inc.(HOOD)HOOD770700102$12.3M613,1804.9%
Dell Technologies, Inc.(DELL)DELL24703L202$12.2M107,0904.9%
Carvana Co. Class A(CVNA)CVNA146869102$12.0M136,6304.8%
monday.com Ltd.MNDY001176213$12.0M53,1404.8%
AppLovin Corporation(APP)APP03831W108$11.6M167,0304.6%
Coinbase Global, Inc. Class A(COIN)COIN19260Q107$11.2M42,3104.5%
Asml Holding N.V. ADRASMLN07059111$10.2M10,5204.1%
Broadcom Ltd.(AVGO)AVGO11135F101$10.0M7,5804.0%
Super Micro Computer, Inc.(SMCIUSD)SMCI86800U104$9.9M9,8404.0%
Arm Holdings plc(ARM)ARM042068205$7.4M59,5103.0%
CrowdStrike Holdings, Inc. Class A(CRWD)CRWD22788C105$7.3M22,7202.9%
Spotify Technology S.A. (Luxembourg)(SPOT)SPOTL8681T102$6.2M23,6202.5%
Micro Strategy, Inc. Class A(MSTR)MSTR594972408$17.0K100.0%
MercadoLibre, Inc. (Argentina)(MELI)MELI58733R102$15.1K100.0%
Lam Research Corp.(LRCXEUR)LRCX512807108$9.7K100.0%
Eli Lilly and Company(LLY)LLY532457108$7.8K100.0%
ServiceNow, Inc.(NOW)NOW81762P102$7.6K100.0%
KLA Corporation(KLAC)KLAC482480100$7.0K100.0%
Monolithic Power Systems, Inc.(MPWR)MPWR609839105$6.8K100.0%
Intuit, Inc.(INTU)INTU461202103$6.5K100.0%
HubSpot, Inc.(HUBS)HUBS443573100$6.3K100.0%
Netflix, Inc.(NFLX)NFLX64110L106$6.1K100.0%
Synopsys, Inc.(SNPS)SNPS871607107$5.7K100.0%
Adobe, Inc.(ADBE)ADBE00724F101$5.0K100.0%
Invesco QQQ ETF(QQQ)QQQ46090E103$4.4K100.0%
Microsoft Corp.(MSFT)MSFT594918104$4.2K100.0%
MongoDB, Inc. Class A(MDB)MDB60937P106$3.6K100.0%
Cadence Design Systems, Inc.(CDNS)CDNS127387108$3.1K100.0%
Arista Networks, Inc.(ANETEUR)ANET040413106$2.9K100.0%
Palo Alto Networks, Inc.(PANW)PANW697435105$2.8K100.0%
Cyberark Software LTD (Israel)CYBRM2682V108$2.7K100.0%
Celsius Holdings, Inc.(CELH)CELH15118V207$2.5K300.0%
VanEck Semiconductor ETF(SMH)SMH92189F676$2.3K100.0%
Applied Materials, Inc.(AMAT)AMAT038222105$2.1K100.0%
Atlassian Corporation PLC Class A (United Kingdom)(TEAM)TEAMG06242104$2.0K100.0%
Zscaler, Inc.(ZS)ZS98980G102$1.9K100.0%
Advanced Micro Devices, Inc.(AMD)AMD007903107$1.8K100.0%
Tesla, Inc.(TSLA)TSLA88160R101$1.8K100.0%
Apple, Inc.(AAPL)AAPL037833100$1.7K100.0%
Qualcomm, Inc.(QCOM)QCOM747525103$1.7K100.0%
Airbnb, Inc. Class A(ABNB)ABNB009066101$1.7K100.0%
Snowflake, Inc. Class A(SNOW)SNOW833445109$1.6K100.0%
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