Berkshire Capital Holdings Inc Portfolio Holdings by Sector
Berkshire Capital Holdings Inc
- $292 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA TSM MPWR AVGO MU QCOM AMD MRVL 8 stocks |
$95,085
33.71% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
HOOD PLTR NET MSFT CRWD CYBR PANW MDB 14 stocks |
$52,718
18.69% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP COIN NOW INTU HUBS MSTR SNOW SHOP 13 stocks |
$33,072
11.73% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
BABA CVNA MELI AMZN SE 5 stocks |
$25,669
9.1% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN 2 stocks |
$23,303
8.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH META SPOT GOOGL ZG 5 stocks |
$21,392
7.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
AGX 1 stocks |
$13,089
4.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX TTWO 2 stocks |
$9,584
3.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BWXT AXON RKLB 3 stocks |
$8,102
2.87% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT LRCX 3 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX ROKU 2 stocks |
$12
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
QQQ SMH IGV 3 stocks |
$10
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL WDC NTAP PSTG IONQ SMCI RGTI QBTS 9 stocks |
$3
0.0% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CIEN CRDO 2 stocks |
$2
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
SOFI 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
RKT 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT BE 2 stocks |
$0
0.0% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
AUR 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
BROS 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|