Latest BERKSHIRE CAPITAL HOLDINGS INC Stock Portfolio
$250Million
Equity Portfolio Value
Last Reported on: 13 May, 2024
About BERKSHIRE CAPITAL HOLDINGS INC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BERKSHIRE CAPITAL HOLDINGS INC reported an equity portfolio of $250.5 Millions as of 31 Mar, 2024.
The top stock holdings of BERKSHIRE CAPITAL HOLDINGS INC are NVDA, AMZN, META. The fund has invested 7.1% of it's portfolio in NVIDIA CORP. and 7% of portfolio in AMAZON.COM, INC.
The fund managers got completely rid off ETSY, INC. (ETSY), CHEWY, INC. CLASS A (CHWY) and FASTLY, INC. (FSLY) stocks. They significantly reduced their stock positions in AFFIRM HOLDINGS, INC. CLASS A (AFRM), RIVIAN AUTOMOTIVE, INC. CLASS A (RIVN) and TESLA, INC. (TSLA). BERKSHIRE CAPITAL HOLDINGS INC opened new stock positions in MICRON TECHNOLOGY, INC. (MU), DELL TECHNOLOGIES, INC. (DELL) and SUPER MICRO COMPUTER, INC. (SMCI). The fund showed a lot of confidence in some stocks as they added substantially to DRAFTKINGS, INC. CLASS A (DKNG), APPLOVIN CORPORATION (APP) and CARVANA CO. CLASS A (CVNA).
The top stock holdings of BERKSHIRE CAPITAL HOLDINGS INC are NVDA, AMZN, META. The fund has invested 7.1% of it's portfolio in NVIDIA CORP. and 7% of portfolio in AMAZON.COM, INC.
The fund managers got completely rid off ETSY, INC. (ETSY), CHEWY, INC. CLASS A (CHWY) and FASTLY, INC. (FSLY) stocks. They significantly reduced their stock positions in AFFIRM HOLDINGS, INC. CLASS A (AFRM), RIVIAN AUTOMOTIVE, INC. CLASS A (RIVN) and TESLA, INC. (TSLA). BERKSHIRE CAPITAL HOLDINGS INC opened new stock positions in MICRON TECHNOLOGY, INC. (MU), DELL TECHNOLOGIES, INC. (DELL) and SUPER MICRO COMPUTER, INC. (SMCI). The fund showed a lot of confidence in some stocks as they added substantially to DRAFTKINGS, INC. CLASS A (DKNG), APPLOVIN CORPORATION (APP) and CARVANA CO. CLASS A (CVNA).
New Buys
| Ticker | $ Bought |
|---|---|
| MICRON TECHNOLOGY, INC. | 15,266,800 |
| DELL TECHNOLOGIES, INC. | 12,220,000 |
| SUPER MICRO COMPUTER, INC. | 9,938,700 |
| ARM HOLDINGS PLC | 7,438,160 |
| ELI LILLY AND COMPANY | 7,780 |
| MONOLITHIC POWER SYSTEMS, INC. | 6,774 |
| NOVO NORDISK A/S | 1,284 |
| COHERENT CORP. | 606 |
New stocks bought by BERKSHIRE CAPITAL HOLDINGS INC
Additions
| Ticker | % Inc. |
|---|---|
| DRAFTKINGS, INC. CLASS A | 3,717,900 |
| APPLOVIN CORPORATION | 1,670,200 |
| CARVANA CO. CLASS A | 1,366,200 |
| MONDAY.COM LTD. | 531,300 |
| META PLATFORMS, INC. CLASS A | 357,400 |
| SPOTIFY TECHNOLOGY S.A. (LUXEMBOURG) | 236,100 |
| CROWDSTRIKE HOLDINGS, INC. CLASS A | 227,100 |
| ASML HOLDING N.V. ADR | 105,100 |
Additions to existing portfolio by BERKSHIRE CAPITAL HOLDINGS INC
Reductions
| Ticker | % Reduced |
|---|---|
| AFFIRM HOLDINGS, INC. CLASS A | -100 |
| RIVIAN AUTOMOTIVE, INC. CLASS A | -100 |
| BILL HOLDINGS INC | -99.99 |
| CLOUDFLARE, INC. CLASS A | -99.99 |
| ROKU, INC. CLASS A | -99.99 |
| SHOPIFY, INC. CLASS A (CANADA) | -99.99 |
| TESLA, INC. | -99.99 |
| UBER TECHNOLOGIES, INC. | -99.99 |
BERKSHIRE CAPITAL HOLDINGS INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| CHEWY, INC. CLASS A | -236 |
| ETSY, INC. | -811 |
| FASTLY, INC. | -178 |
BERKSHIRE CAPITAL HOLDINGS INC got rid off the above stocks
Current Stock Holdings of BERKSHIRE CAPITAL HOLDINGS INC
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE, INC. | 0.00 | 10.00 | 1,715 | UNCHANGED | 0.00 | |
| ABNB | AIRBNB, INC. CLASS A | 0.00 | 10.00 | 1,650 | UNCHANGED | 0.00 | |
| ADBE | ADOBE, INC. | 0.00 | 10.00 | 5,046 | UNCHANGED | 0.00 | |
| AFK | VANECK SEMICONDUCTOR ETF | 0.00 | 10.00 | 2,250 | UNCHANGED | 0.00 | |
| AFRM | AFFIRM HOLDINGS, INC. CLASS A | 0.00 | 10.00 | 373 | REDUCED | -100 | |
| AI | C3.AI, INC. | 0.00 | 10.00 | 271 | UNCHANGED | 0.00 | |
| AMAT | APPLIED MATERIALS, INC. | 0.00 | 10.00 | 2,062 | UNCHANGED | 0.00 | |
| AMBA | AMBARELLA, INC. | 0.00 | 10.00 | 508 | UNCHANGED | 0.00 | |
| AMD | ADVANCED MICRO DEVICES, INC. | 0.00 | 10.00 | 1,805 | UNCHANGED | 0.00 | |
| AMZN | AMAZON.COM, INC. | 7.03 | 97,640 | 17,612,300 | ADDED | 33.33 | |
| ANET | ARISTA NETWORKS, INC. | 0.00 | 10.00 | 2,900 | UNCHANGED | 0.00 | |
| APP | APPLOVIN CORPORATION | 4.62 | 167,030 | 11,561,800 | ADDED | 1,670,200 | |
| ASML | ASML HOLDING N.V. ADR | 4.08 | 10,520 | 10,209,300 | ADDED | 105,100 | |
| AVGO | BROADCOM LTD. | 4.01 | 7,580 | 10,046,600 | ADDED | 75,700 | |
| BILL | BILL HOLDINGS INC | 0.00 | 10.00 | 687 | REDUCED | -99.99 | |
| BRZE | BRAZE, INC. | 0.00 | 10.00 | 443 | UNCHANGED | 0.00 | |
| CDNS | CADENCE DESIGN SYSTEMS, INC. | 0.00 | 10.00 | 3,113 | UNCHANGED | 0.00 | |
| CELH | CELSIUS HOLDINGS, INC. | 0.00 | 30.00 | 2,488 | UNCHANGED | 0.00 | |
| CHWY | CHEWY, INC. CLASS A | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CIEN | CIENA CORP. | 0.00 | 10.00 | 495 | UNCHANGED | 0.00 | |
| CLSK | CLEANSPARK, INC. | 0.00 | 10.00 | 212 | NEW | ||
| COHR | COHERENT CORP. | 0.00 | 10.00 | 606 | NEW | ||
| COIN | COINBASE GLOBAL, INC. CLASS A | 4.48 | 42,310 | 11,217,200 | ADDED | 16.17 | |
| CRWD | CROWDSTRIKE HOLDINGS, INC. CLASS A | 2.91 | 22,720 | 7,283,800 | ADDED | 227,100 | |
| CVNA | CARVANA CO. CLASS A | 4.80 | 136,630 | 12,011,100 | ADDED | 1,366,200 | |
| CYBR | CYBERARK SOFTWARE LTD (ISRAEL) | 0.00 | 10.00 | 2,656 | UNCHANGED | 0.00 | |
| DASH | DOORDASH, INC. CLASS A | 6.14 | 111,680 | 15,380,600 | ADDED | 66.26 | |
| DDOG | DATADOG, INC. CLASS A | 0.00 | 10.00 | 1,236 | REDUCED | -99.98 | |
| DELL | DELL TECHNOLOGIES, INC. | 4.88 | 107,090 | 12,220,000 | NEW | ||
| DKNG | DRAFTKINGS, INC. CLASS A | 6.74 | 371,800 | 16,883,400 | ADDED | 3,717,900 | |
| ETSY | ETSY, INC. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FSLY | FASTLY, INC. | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET, INC. CLASS A | 0.00 | 10.00 | 1,509 | UNCHANGED | 0.00 | |
| GTLB | GITLAB, INC. | 0.00 | 10.00 | 583 | UNCHANGED | 0.00 | |
| HCP | HASHICORP, INC. | 0.00 | 10.00 | 270 | UNCHANGED | 0.00 | |
| HOOD | ROBINHOOD MARKETS, INC. | 4.93 | 613,180 | 12,343,300 | ADDED | 598 | |
| HUBS | HUBSPOT, INC. | 0.00 | 10.00 | 6,266 | REDUCED | -99.95 | |
| INTU | INTUIT, INC. | 0.00 | 10.00 | 6,500 | UNCHANGED | 0.00 | |
| IOT | SAMSARA INC. | 0.00 | 10.00 | 378 | UNCHANGED | 0.00 | |
| KLAC | KLA CORPORATION | 0.00 | 10.00 | 6,986 | UNCHANGED | 0.00 | |
| LLY | ELI LILLY AND COMPANY | 0.00 | 10.00 | 7,780 | NEW | ||
| LRCX | LAM RESEARCH CORP. | 0.00 | 10.00 | 9,716 | UNCHANGED | 0.00 | |
| MARA | MARATHON DIGITAL HOLDINGS, INC. | 0.00 | 10.00 | 226 | UNCHANGED | 0.00 | |
| MDB | MONGODB, INC. CLASS A | 0.00 | 10.00 | 3,586 | UNCHANGED | 0.00 | |
| MELI | MERCADOLIBRE, INC. (ARGENTINA) | 0.01 | 10.00 | 15,120 | REDUCED | -99.82 | |
| META | META PLATFORMS, INC. CLASS A | 6.93 | 35,750 | 17,359,500 | ADDED | 357,400 | |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | 0.00 | 10.00 | 6,774 | NEW | ||
| MRVL | MARVELL TECHNOLOGY, INC. | 0.00 | 10.00 | 709 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP. | 0.00 | 10.00 | 4,207 | UNCHANGED | 0.00 | |
| MSTR | MICRO STRATEGY, INC. CLASS A | 0.01 | 10.00 | 17,046 | REDUCED | -99.94 | |
| MU | MICRON TECHNOLOGY, INC. | 6.10 | 129,500 | 15,266,800 | NEW | ||
| NET | CLOUDFLARE, INC. CLASS A | 0.00 | 10.00 | 968 | REDUCED | -99.99 | |
| NFLX | NETFLIX, INC. | 0.00 | 10.00 | 6,073 | UNCHANGED | 0.00 | |
| NOW | SERVICENOW, INC. | 0.00 | 10.00 | 7,624 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORP. | 7.06 | 19,560 | 17,673,600 | REDUCED | -56.23 | |
| NVO | NOVO NORDISK A/S | 0.00 | 10.00 | 1,284 | NEW | ||
| OKTA | OKTA, INC. CLASS A | 0.00 | 10.00 | 1,046 | UNCHANGED | 0.00 | |
| ON | ON SEMICONDUCTOR CORPORATION | 0.00 | 10.00 | 736 | UNCHANGED | 0.00 | |
| OPEN | OPENDOOR TECHNOLOGIES, INC. | 0.00 | 10.00 | 30.00 | UNCHANGED | 0.00 | |
| PANW | PALO ALTO NETWORKS, INC. | 0.00 | 10.00 | 2,841 | UNCHANGED | 0.00 | |
| PATH | UIPATH, INC. | 0.00 | 10.00 | 227 | UNCHANGED | 0.00 | |
| PINS | PINTEREST, INC. CLASS A | 0.00 | 10.00 | 347 | UNCHANGED | 0.00 | |
| PLTR | PALANTIR TECHNOLOGIES, INC. CLASS A | 0.00 | 10.00 | 230 | UNCHANGED | 0.00 | |
| PSTG | PURE STORAGE, INC. CLASS A | 0.00 | 10.00 | 520 | UNCHANGED | 0.00 | |
| PYPL | PAYPAL HOLDINGS, INC. | 0.00 | 10.00 | 670 | UNCHANGED | 0.00 | |
| QCOM | QUALCOMM, INC. | 0.00 | 10.00 | 1,693 | UNCHANGED | 0.00 | |
| QQQ | INVESCO QQQ ETF | 0.00 | 10.00 | 4,440 | UNCHANGED | 0.00 | |
| RBLX | ROBLOX CORPORATION CLASS A | 0.00 | 10.00 | 382 | UNCHANGED | 0.00 | |
| RIOT | RIOT PLATFORMS, INC | 0.00 | 10.00 | 122 | UNCHANGED | 0.00 | |
| RIVN | RIVIAN AUTOMOTIVE, INC. CLASS A | 0.00 | 10.00 | 110 | REDUCED | -100 | |
| ROKU | ROKU, INC. CLASS A | 0.00 | 10.00 | 652 | REDUCED | -99.99 | |
| SHOP | SHOPIFY, INC. CLASS A (CANADA) | 0.00 | 10.00 | 772 | REDUCED | -99.99 | |
| SMCI | SUPER MICRO COMPUTER, INC. | 3.97 | 9,840 | 9,938,700 | NEW | ||
| SNOW | SNOWFLAKE, INC. CLASS A | 0.00 | 10.00 | 1,616 | REDUCED | -99.98 | |
| SNPS | SYNOPSYS, INC. | 0.00 | 10.00 | 5,715 | UNCHANGED | 0.00 | |
| SOFI | SOFI TECHNOLOGIES, INC. | 0.00 | 10.00 | 73.00 | NEW | ||
| SPOT | SPOTIFY TECHNOLOGY S.A. (LUXEMBOURG) | 2.49 | 23,620 | 6,233,320 | ADDED | 236,100 | |
| SQ | BLOCK, INC. CLASS A | 4.95 | 146,490 | 12,390,100 | REDUCED | -13.51 | |
| TEAM | ATLASSIAN CORPORATION PLC CLASS A (UNITED KINGDOM) | 0.00 | 10.00 | 1,951 | UNCHANGED | 0.00 | |
| TSLA | TESLA, INC. | 0.00 | 10.00 | 1,758 | REDUCED | -99.99 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD. ADR | 0.00 | 10.00 | 1,361 | UNCHANGED | 0.00 | |
| TTD | THE TRADE DESK, INC. CLASS A | 6.09 | 174,410 | 15,246,900 | ADDED | 43.08 | |
| TWLO | TWILIO, INC. CLASS A | 0.00 | 10.00 | 612 | UNCHANGED | 0.00 | |
| U | UNITY SOFTWARE, INC. | 0.00 | 10.00 | 267 | UNCHANGED | 0.00 | |
| UBER | UBER TECHNOLOGIES, INC. | 0.00 | 10.00 | 770 | REDUCED | -99.99 | |
| Z | ZILLOW GROUP, INC. CLASS C | 0.00 | 10.00 | 488 | REDUCED | -99.99 | |
| ZM | ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 0.00 | 10.00 | 654 | UNCHANGED | 0.00 | |
| ZS | ZSCALER, INC. | 0.00 | 10.00 | 1,926 | REDUCED | -99.98 | |
| MONDAY.COM LTD. | 4.79 | 53,140 | 12,002,700 | ADDED | 531,300 | ||
| ARM HOLDINGS PLC | 2.97 | 59,510 | 7,438,160 | NEW | |||
| ISHARES BITCOIN TRUST | 0.00 | 10.00 | 405 | NEW | |||
| GLOBAL-E ONLINE LTD | 0.00 | 10.00 | 364 | REDUCED | -99.99 |