BERKSHIRE CAPITAL HOLDINGS INC
CIK: 0001133742SEC EDGAR →
Portfolio Value
$301.7M
Holdings
109
As of
Q4 2025
New Positions
9
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp. | 391,860 | $73.1M | 24.22% |
| 2 | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 102,100 | $31.0M | 10.28% |
| 3 | Tesla, Inc. | 40,210 | $18.1M | 5.99% |
| 4 | Broadcom Ltd. | 46,210 | $16.0M | 5.30% |
| 5 | Oracle Corp. | 77,100 | $15.0M | 4.98% |
| 6 | GE Vernova Inc. | 22,960 | $15.0M | 4.97% |
| 7 | Celestica Inc. | 49,790 | $14.7M | 4.88% |
| 8 | Astera Labs, Inc. | 87,930 | $14.6M | 4.85% |
| 9 | Rocket Lab Corporation | 207,360 | $14.5M | 4.79% |
| 10 | Palantir Technologies, Inc. Class A | 74,690 | $13.3M | 4.40% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 58 | $223.4M | 74.1% |
| Consumer Cyclical | 6 | $27.4M | 9.1% |
| Industrials | 9 | $22.6M | 7.5% |
| Utilities | 5 | $15.0M | 5.0% |
| Communication Services | 10 | $13.2M | 4.4% |
| Unknown | 6 | $28K | 0.0% |
| Financial Services | 13 | $7K | 0.0% |
| Healthcare | 1 | $0 | 0.0% |
| Real Estate | 1 | $0 | 0.0% |