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Berkshire Capital Holdings Inc

Q2 2025 Holdings

Filed 2025-08-14 | 102 holdings | $285.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Nvidia Corp.(NVDA)NVDA67066G104$49.5M313,62017.3%
Cloudflare, Inc. Class A(NET)NET18915M107$20.0M102,2307.0%
Taiwan Semiconductor Manufacturing Company Ltd. ADR(TSM)TSM874039100$19.9M88,0507.0%
Palantir Technologies, Inc. Class A(PLTR)PLTR69608A108$17.1M125,4806.0%
Coinbase Global, Inc. Class A(COIN)COIN19260Q107$16.8M47,8305.9%
Robinhood Markets, Inc.(HOOD)HOOD770700102$14.3M152,6405.0%
DoorDash, Inc. Class A(DASH)DASH25809K105$14.2M57,7905.0%
Meta Platforms, Inc. Class A(META)META30303M102$14.2M19,2405.0%
Affirm Holdings, Inc. Class A(AFRM)AFRM00827B106$14.1M203,6004.9%
AppLovin Corporation(APP)APP03831W108$11.5M32,8104.0%
Roku, Inc. Class A(ROKU)ROKU77543R102$11.5M130,3804.0%
Vertiv Holdings Co(VRT)VRT92537N108$11.4M88,8604.0%
Reddit, Inc.(RDDT)RDDT75734B100$11.3M74,9303.9%
Broadcom Ltd.(AVGO)AVGO11135F101$8.7M31,4103.0%
Snowflake, Inc. Class A(SNOW)SNOW833445109$8.6M38,2803.0%
Micro Strategy, Inc. Class A(MSTR)MSTR594972408$8.5M21,1403.0%
Credo Technology Group Holding LTD(CRDO)CRDOG25457105$8.4M90,2402.9%
Advanced Micro Devices, Inc.(AMD)AMD007903107$8.3M58,5002.9%
Core Scientific, Inc.(CORZ)CORZ21874A106$5.8M341,7702.0%
CoreWeave, Inc.CRWV218735108$5.7M35,1802.0%
Circle Internet Group Inc.(CRCL)CRCL172573107$5.7M31,5502.0%
Booking Holdings Inc.(BKNG)BKNG09857L108$57.9K100.0%
MercadoLibre, Inc. (Argentina)(MELI)MELI58733R102$26.1K100.0%
Netflix, Inc.(NFLX)NFLX64110L106$13.4K100.0%
ServiceNow, Inc.(NOW)NOW81762P102$10.3K100.0%
KLA Corporation(KLAC)KLAC482480100$9.0K100.0%
Axon Enterprise, Inc.(AXON)AXON05464C101$8.3K100.0%
Asml Holding N.V. ADRASMLN07059111$8.0K100.0%
Intuit, Inc.(INTU)INTU461202103$7.9K100.0%
Eli Lilly and Company(LLY)LLY532457108$7.8K100.0%
Spotify Technology S.A. (Luxembourg)(SPOT)SPOTL8681T102$7.7K100.0%
Monolithic Power Systems, Inc.(MPWR)MPWR609839105$7.3K100.0%
HubSpot, Inc.(HUBS)HUBS443573100$5.6K100.0%
Invesco QQQ ETF(QQQ)QQQ46090E103$5.5K100.0%
GE Vernova Inc.(GEV)GEV36828A101$5.3K100.0%
Synopsys, Inc.(SNPS)SNPS871607107$5.1K100.0%
CrowdStrike Holdings, Inc. Class A(CRWD)CRWD22788C105$5.1K100.0%
Microsoft Corp.(MSFT)MSFT594918104$5.0K100.0%
Palo Alto Networks, Inc.(PANW)PANW697435105$4.1K200.0%
Cyberark Software LTD (Israel)CYBRM2682V108$4.1K100.0%
Adobe, Inc.(ADBE)ADBE00724F101$3.9K100.0%
Eaton Corporation PLCETN0088KQN82$3.6K100.0%
Carvana Co. Class A(CVNA)CVNA146869102$3.4K100.0%
Constellation Energy Corporation(CEG)CEG21037T109$3.2K100.0%
Tesla, Inc.(TSLA)TSLA88160R101$3.2K100.0%
monday.com Ltd.MNDY001176213$3.1K100.0%
Zscaler, Inc.(ZS)ZS98980G102$3.1K100.0%
Cadence Design Systems, Inc.(CDNS)CDNS127387108$3.1K100.0%
Flutter Entertainment PLCFLUT00BWT6H89$2.9K100.0%
VanEck Semiconductor ETF(SMH)SMH92189F676$2.8K100.0%
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