Berkshire Capital Holdings Inc Portfolio Holdings

Berkshire Capital Holdings Inc

  • $292 Million
  • Q3 2025

Berkshire Capital Holdings Inc has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $292 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $78.7M, Tesla, Inc. with a value of $23.3M, Robinhood Markets, Inc. with a value of $20.9M, App Lovin Corp with a value of $19.9M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $16.4M.

Examining the 13F form we can see an increase of $38.5M in the current position value, from $253M to 292M.

Berkshire Capital Holdings Inc is based out at San Jose, CA

Below you can find more details about Berkshire Capital Holdings Inc portfolio as well as his latest detailed transactions.

Portfolio value $292 Million
Technology: $181 Million
Consumer Cyclical: $49 Million
Communication Services: $31 Million
Industrials: $21.2 Million
ETFs: $10,000
Utilities: $4,000
Financial Services: $0
Real Estate: $0
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$78.7 Million 26.95% of portfolio
421,800
Q3 2025 Added 34.49%
$1.29T
$23.3 Million 7.98% of portfolio
52,400
Q3 2025 Added 523,900.0%
$102B
$20.9 Million 7.14% of portfolio
145,650
Q3 2025 Reduced 4.58%
$163B
$19.9 Million 6.81% of portfolio
27,660
Q3 2025 Reduced 15.7%
$1.46T
$16.4 Million 5.61% of portfolio
58,620
Q3 2025 Reduced 33.42%
$342B
$16.2 Million 5.54% of portfolio
88,690
Q3 2025 Reduced 29.32%
$74.1B
$16.1 Million 5.53% of portfolio
59,320
Q3 2025 Added 2.65%
$418B
$16.1 Million 5.52% of portfolio
90,230
Q3 2025 New
$59.6B
$15.7 Million 5.36% of portfolio
72,990
Q3 2025 Reduced 28.6%
$40.3B
$13.2 Million 4.51% of portfolio
39,030
Q3 2025 Reduced 18.4%
$4.88B
$13.1 Million 4.48% of portfolio
48,470
Q3 2025 Added 484,600.0%
$0
$9.91 Million 3.39% of portfolio
611,490
Q3 2025 New
$55.8B
$9.58 Million 3.28% of portfolio
69,180
Q3 2025 Added 691,700.0%
$26.9B
$9.52 Million 3.26% of portfolio
25,230
Q3 2025 Added 252,200.0%
$16.3B
$8.1 Million 2.77% of portfolio
43,910
Q3 2025 New
$1.37T
$5.25 Million 1.8% of portfolio
7,150
Q3 2025 Reduced 62.84%
$28.4B
$1,000 0.0% of portfolio
10
Q1 2025 Reduced 99.99%
$12B
$1,000 0.0% of portfolio
10
Q3 2025 Reduced 99.99%
$181B
$0 0.0% of portfolio
10
Q4 2024 Reduced 99.99%
$12.7B
$0 0.0% of portfolio
10
Q1 2023 Reduced 99.98%
$20B
$0 0.0% of portfolio
10
Q3 2025 New
$73.7B
$0 0.0% of portfolio
10
Q1 2025 Reduced 99.99%
$25.3B
$0 0.0% of portfolio
10
Q3 2024 Reduced 99.99%
$69.4B
$0 0.0% of portfolio
10
Q3 2025 New
Tempus Ai, Inc.
-
$0 0.0% of portfolio
-
Q3 2025 New
$3.96B
$0 0.0% of portfolio
10
Q4 2024 Reduced 99.99%
Coherent Corp.
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 99.99%
$0
$0 0.0% of portfolio
10
Q2 2025 New
$0
$1,000 0.0% of portfolio
10
Q4 2024 New
$21.2B
$1,000 0.0% of portfolio
10
Q3 2025 Reduced 99.99%
$53.8B
$1,000 0.0% of portfolio
10
Q1 2025 Reduced 99.99%
Arista Networks, Inc.
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 99.99%
$34.7B
$1,000 0.0% of portfolio
10
Q3 2024 Reduced 99.97%
Arm Holdings PLC
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 99.98%
$20.2B
$1,000 0.0% of portfolio
10
Q3 2024 Reduced 99.91%
Circle Internet Group Inc.
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 99.97%
$50.1B
$1,000 0.0% of portfolio
10
Q3 2024 Reduced 99.99%
$23.8B
$1,000 0.0% of portfolio
10
Q2 2024 New
$16.2B
$0 0.0% of portfolio
10
Q3 2025 Reduced 100.0%
$30.3B
$0 0.0% of portfolio
10
Q2 2024 Reduced 99.99%
Ishares Bitcoin Trust
-
$0 0.0% of portfolio
-
Q1 2024 New
$2.6B
$0 0.0% of portfolio
10
Q3 2025 New
$2.27B
$0 0.0% of portfolio
10
Q3 2025 New
Qxo, Inc.
-
$0 0.0% of portfolio
-
Q3 2025 New
$361M
$0 0.0% of portfolio
10
Q3 2025 New
Core Scientific, Inc.
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 100.0%
$13.3B
$0 0.0% of portfolio
10
Q1 2024 Reduced 100.0%
$539M
$0 0.0% of portfolio
10
Q1 2024 New
Dynamix Corporation Class A
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $292 Million
  • Prior Value $253 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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