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Berkshire Capital Holdings Inc

Q4 2024 Holdings

Filed 2025-02-11 | 96 holdings | $276.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Nvidia Corp.(NVDA)NVDA67066G104$39.0M290,36014.1%
Tesla, Inc.(TSLA)TSLA88160R101$19.1M47,2606.9%
Amazon.com, Inc.(AMZN)AMZN023135106$17.5M79,9106.3%
Taiwan Semiconductor Manufacturing Company Ltd. ADR(TSM)TSM874039100$16.7M84,3606.0%
Broadcom Ltd.(AVGO)AVGO11135F101$16.6M71,8106.0%
Astera Labs, Inc.(ALAB)ALAB04626A103$16.1M121,3505.8%
Meta Platforms, Inc. Class A(META)META30303M102$13.2M22,5004.8%
Robinhood Markets, Inc.(HOOD)HOOD770700102$13.0M348,3104.7%
AppLovin Corporation(APP)APP03831W108$11.5M35,5904.2%
Affirm Holdings, Inc. Class A(AFRM)AFRM00827B106$10.8M177,3703.9%
Datadog, Inc. Class A(DDOG)DDOG23804L103$10.5M73,2003.8%
SoFi Technologies, Inc.(SOFI)SOFI83406F102$9.6M620,8103.5%
Cloudflare, Inc. Class A(NET)NET18915M107$9.5M88,5703.4%
Palantir Technologies, Inc. Class A(PLTR)PLTR69608A108$9.5M125,7803.4%
Arista Networks, Inc.(ANET)ANET040413205$8.5M76,9503.1%
Marvell Technology, Inc.(MRVL)MRVL573874104$8.4M76,1003.0%
Shopify, Inc. Class A (Canada)(SHOP)SHOP82509L107$8.4M78,6803.0%
Reddit, Inc.(RDDT)RDDT75734B100$8.3M51,0503.0%
Vertiv Holdings Co(VRT)VRT92537N108$8.3M73,1503.0%
CrowdStrike Holdings, Inc. Class A(CRWD)CRWD22788C105$8.1M23,7302.9%
Credo Technology Group Holding LTD(CRDO)CRDOG25457105$8.1M120,4102.9%
Ciena Corp.(CIEN)CIEN171779309$5.8M68,7202.1%
Booking Holdings Inc.(BKNG)BKNG09857L108$49.7K100.0%
MercadoLibre, Inc. (Argentina)(MELI)MELI58733R102$17.0K100.0%
ServiceNow, Inc.(NOW)NOW81762P102$10.6K100.0%
Netflix, Inc.(NFLX)NFLX64110L106$8.9K100.0%
Eli Lilly and Company(LLY)LLY532457108$7.7K100.0%
HubSpot, Inc.(HUBS)HUBS443573100$7.0K100.0%
Asml Holding N.V. ADRASMLN07059111$6.9K100.0%
KLA Corporation(KLAC)KLAC482480100$6.3K100.0%
Intuit, Inc.(INTU)INTU461202103$6.3K100.0%
Axon Enterprise, Inc.(AXON)AXON05464C101$5.9K100.0%
Monolithic Power Systems, Inc.(MPWR)MPWR609839105$5.9K100.0%
Invesco QQQ ETF(QQQ)QQQ46090E103$5.1K100.0%
Synopsys, Inc.(SNPS)SNPS871607107$4.9K100.0%
Spotify Technology S.A. (Luxembourg)(SPOT)SPOTL8681T102$4.5K100.0%
Adobe, Inc.(ADBE)ADBE00724F101$4.4K100.0%
Microsoft Corp.(MSFT)MSFT594918104$4.2K100.0%
Palo Alto Networks, Inc.(PANW)PANW697435105$3.6K200.0%
Cyberark Software LTD (Israel)CYBRM2682V108$3.3K100.0%
Eaton Corporation PLCETN0088KQN82$3.3K100.0%
Cadence Design Systems, Inc.(CDNS)CDNS127387108$3.0K100.0%
Micro Strategy, Inc. Class A(MSTR)MSTR594972408$2.9K100.0%
Flutter Entertainment PLCFLUT00BWT6H89$2.6K100.0%
Apple, Inc.(AAPL)AAPL037833100$2.5K100.0%
Coinbase Global, Inc. Class A(COIN)COIN19260Q107$2.5K100.0%
VanEck Semiconductor ETF(SMH)SMH92189F676$2.4K100.0%
monday.com Ltd.MNDY001176213$2.4K100.0%
MongoDB, Inc. Class A(MDB)MDB60937P106$2.3K100.0%
Constellation Energy Corporation(CEG)CEG21037T109$2.2K100.0%
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