Berkshire Capital Holdings Inc Portfolio Holdings by Sector
Berkshire Capital Holdings Inc
- $242 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA TSM AVGO MRVL MPWR QCOM AMD MU 9 stocks |
$80,712
33.36% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
HOOD AFRM NET PLTR CRWD SNPS ADBE MSFT 17 stocks |
$50,969
21.07% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP DDOG SHOP NOW HUBS INTU CDNS MSTR 16 stocks |
$30,381
12.56% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN 2 stocks |
$19,085
7.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI CVNA 3 stocks |
$17,550
7.25% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO CIEN PI 3 stocks |
$13,948
5.77% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META SPOT GOOGL DASH ZG 5 stocks |
$13,277
5.49% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$9,560
3.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$6,339
2.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$50
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX ROKU 2 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
QQQ SMH IGV 3 stocks |
$8
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT LRCX 3 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$2
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL PSTG WDC SMCI 5 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MARA 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|