Berkshire Capital Holdings Inc Portfolio Holdings

Berkshire Capital Holdings Inc

  • $253 Million
  • Q2 2025

Berkshire Capital Holdings Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $253 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $49.5M, Cloudflare, Inc. with a value of $20M, Taiwan Semiconductor Manufacturing CO LTD with a value of $19.9M, Palantir Technologies Inc. with a value of $17.1M, and Coinbase Global, Inc. with a value of $16.8M.

Examining the 13F form we can see an increase of $44.4M in the current position value, from $209M to 253M.

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 $253 Million
Technology: $206 Million
Communication Services: $39.9 Million
Industrials: $7.71 Million
Consumer Cyclical: $92,000
ETFs: $8,000
Healthcare: $7,000
Utilities: $4,000
Financial Services: $0
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$49.5 Million 19.55% of portfolio
313,620
Q2 2025 Added 16.58%
$57.3B
$20 Million 7.9% of portfolio
102,230
Q2 2025 Reduced 8.41%
$1.27T
$19.9 Million 7.87% of portfolio
88,050
Q2 2025 Added 72.92%
$367B
$17.1 Million 6.75% of portfolio
125,480
Q2 2025 Added 1.83%
$45.7B
$16.8 Million 6.61% of portfolio
47,830
Q2 2025 Added 478,200.0%
$95.5B
$14.3 Million 5.64% of portfolio
152,640
Q2 2025 Reduced 65.32%
$94.6B
$14.2 Million 5.62% of portfolio
57,790
Q2 2025 Added 1.37%
$1.78T
$14.2 Million 5.6% of portfolio
19,240
Q2 2025 Added 6.83%
$17.6B
$14.1 Million 5.55% of portfolio
203,600
Q2 2025 Added 45.93%
$136B
$11.5 Million 4.53% of portfolio
32,810
Q2 2025 Reduced 15.11%
$10.2B
$11.5 Million 4.52% of portfolio
130,380
Q2 2025 Reduced 7.76%
$127B
$8.66 Million 3.42% of portfolio
31,410
Q2 2025 Added 314,000.0%
$61.8B
$8.57 Million 3.38% of portfolio
38,280
Q2 2025 Added 434.64%
$3.68B
$8.55 Million 3.37% of portfolio
21,140
Q2 2025 Reduced 23.74%
$18.6B
$8.36 Million 3.3% of portfolio
90,240
Q2 2025 Added 902,300.0%
$282B
$8.3 Million 3.27% of portfolio
58,500
Q2 2025 Added 584,900.0%
$217B
$57,000 0.02% of portfolio
10
Q2 2024 New
$118B
$26,000 0.01% of portfolio
10
Q2 2025 Reduced 99.79%
$545B
$13,000 0.01% of portfolio
10
Q3 2023 Reduced 99.96%
$182B
$0 0.0% of portfolio
10
Q4 2024 Reduced 99.99%
$14.4B
$0 0.0% of portfolio
10
Q3 2024 Reduced 99.91%
$66.3B
$0 0.0% of portfolio
10
Q1 2025 Reduced 99.99%
$6.95B
$0 0.0% of portfolio
10
Q1 2025 New
$14.2B
$0 0.0% of portfolio
10
Q1 2025 Reduced 99.99%
$13.6B
$0 0.0% of portfolio
10
Q1 2023 Reduced 99.98%
$70.6B
$1,000 0.0% of portfolio
10
Q4 2022 Reduced 100.0%
$173B
$1,000 0.0% of portfolio
10
Q4 2021 New
$37.5B
$1,000 0.0% of portfolio
10
Q1 2025 Reduced 99.99%
$48.5B
$1,000 0.0% of portfolio
10
Q4 2021 Reduced 99.99%
$139B
$1,000 0.0% of portfolio
10
Q3 2024 Reduced 99.98%
$36.7B
$1,000 0.0% of portfolio
10
Q3 2024 Reduced 99.97%
$178B
$1,000 0.0% of portfolio
10
Q2 2025 Reduced 99.99%
$23.4B
$1,000 0.0% of portfolio
10
Q2 2024 New
$23.7B
$0 0.0% of portfolio
10
Q3 2024 Reduced 99.99%
$4.54B
$0 0.0% of portfolio
10
Q4 2024 Reduced 99.99%
$112B
$0 0.0% of portfolio
10
Q1 2024 New
$3.62B
$0 0.0% of portfolio
10
Q4 2023 New
$18.9B
$0 0.0% of portfolio
10
Q1 2025 Reduced 100.0%
$10.6B
$0 0.0% of portfolio
10
Q1 2024 Reduced 100.0%
$467M
$0 0.0% of portfolio
10
Q1 2024 New
$1.29B
$0 0.0% of portfolio
10
Q1 2025 New
$14.2B
$0 0.0% of portfolio
10
Q2 2024 New
$3.41B
$0 0.0% of portfolio
10
Q1 2023 Reduced 99.99%
$2.72B
$0 0.0% of portfolio
10
Q2 2025 Reduced 99.99%
$30.3B
$0 0.0% of portfolio
10
Q2 2024 Reduced 99.99%
$24.1B
$0 0.0% of portfolio
10
Q3 2024 Reduced 99.99%
$17.8B
$0 0.0% of portfolio
10
Q3 2024 Reduced 99.99%
$1.19B
$0 0.0% of portfolio
10
Q4 2024 Reduced 98.0%
$0
$0 0.0% of portfolio
10
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $253 Million
  • Prior Value $209 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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