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Berkshire Capital Holdings Inc

Q1 2025 Holdings

Filed 2025-05-13 | 96 holdings | $209.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Nvidia Corp.(NVDA)NVDA67066G104$29.2M269,02013.9%
Robinhood Markets, Inc.(HOOD)HOOD770700102$18.3M440,0808.8%
Tesla, Inc.(TSLA)TSLA88160R101$16.6M63,9807.9%
Carvana Co. Class A(CVNA)CVNA146869102$13.2M63,2306.3%
Cloudflare, Inc. Class A(NET)NET18915M107$12.6M111,6206.0%
DoorDash, Inc. Class A(DASH)DASH25809K105$10.4M57,0105.0%
Palantir Technologies, Inc. Class A(PLTR)PLTR69608A108$10.4M123,2305.0%
Meta Platforms, Inc. Class A(META)META30303M102$10.4M18,0105.0%
Aurora Innovation, Inc.(AUR)AUR051774107$10.3M1,527,5204.9%
AppLovin Corporation(APP)APP03831W108$10.2M38,6504.9%
Roku, Inc. Class A(ROKU)ROKU77543R102$10.0M141,3504.8%
MercadoLibre, Inc. (Argentina)(MELI)MELI58733R102$9.4M4,8204.5%
Taiwan Semiconductor Manufacturing Company Ltd. ADR(TSM)TSM874039100$8.5M50,9204.0%
Shopify, Inc. Class A (Canada)(SHOP)SHOP82509L107$8.4M88,5004.0%
Axon Enterprise, Inc.(AXON)AXON05464C101$8.3M15,7704.0%
Micro Strategy, Inc. Class A(MSTR)MSTR594972408$8.0M27,7203.8%
Dutch Bros Inc.(BROS)BROS26701L100$6.4M104,2803.1%
Affirm Holdings, Inc. Class A(AFRM)AFRM00827B106$6.3M139,5203.0%
Amazon.com, Inc.(AMZN)AMZN023135106$1.0M5,5100.5%
Snowflake, Inc. Class A(SNOW)SNOW833445109$1.0M7,1600.5%
Booking Holdings Inc.(BKNG)BKNG09857L108$46.1K100.0%
Netflix, Inc.(NFLX)NFLX64110L106$9.3K100.0%
Eli Lilly and Company(LLY)LLY532457108$8.3K100.0%
ServiceNow, Inc.(NOW)NOW81762P102$8.0K100.0%
KLA Corporation(KLAC)KLAC482480100$6.8K100.0%
Asml Holding N.V. ADRASMLN07059111$6.6K100.0%
Intuit, Inc.(INTU)INTU461202103$6.1K100.0%
Monolithic Power Systems, Inc.(MPWR)MPWR609839105$5.8K100.0%
HubSpot, Inc.(HUBS)HUBS443573100$5.7K100.0%
Spotify Technology S.A. (Luxembourg)(SPOT)SPOTL8681T102$5.5K100.0%
Invesco QQQ ETF(QQQ)QQQ46090E103$4.7K100.0%
Synopsys, Inc.(SNPS)SNPS871607107$4.3K100.0%
Adobe, Inc.(ADBE)ADBE00724F101$3.8K100.0%
Microsoft Corp.(MSFT)MSFT594918104$3.8K100.0%
CrowdStrike Holdings, Inc. Class A(CRWD)CRWD22788C105$3.5K100.0%
Palo Alto Networks, Inc.(PANW)PANW697435105$3.4K200.0%
Cyberark Software LTD (Israel)CYBRM2682V108$3.4K100.0%
Eaton Corporation PLCETN0088KQN82$2.7K100.0%
Cadence Design Systems, Inc.(CDNS)CDNS127387108$2.5K100.0%
monday.com Ltd.MNDY001176213$2.4K100.0%
Apple, Inc.(AAPL)AAPL037833100$2.2K100.0%
Flutter Entertainment PLCFLUT00BWT6H89$2.2K100.0%
VanEck Semiconductor ETF(SMH)SMH92189F676$2.1K100.0%
Take-Two Interactive Software, Inc.(TTWO)TTWO874054109$2.1K100.0%
Constellation Energy Corporation(CEG)CEG21037T109$2.0K100.0%
Zscaler, Inc.(ZS)ZS98980G102$2.0K100.0%
MongoDB, Inc. Class A(MDB)MDB60937P106$1.8K100.0%
Coinbase Global, Inc. Class A(COIN)COIN19260Q107$1.7K100.0%
Broadcom Ltd.(AVGO)AVGO11135F101$1.7K100.0%
Alphabet, Inc. Class A(GOOGL)GOOGL02079K305$1.5K100.0%
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