BERKSHIRE CAPITAL HOLDINGS INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Broadcom Ltd. | 10 | 46,210 | +46,200 | 3,299 | 15,993,281 | +15,989,982 |
| Oracle Corp. | 10 | 77,100 | +77,090 | 2,812 | 15,027,561 | +15,024,749 |
| GE Vernova Inc. | 10 | 22,960 | +22,950 | 6,149 | 15,005,967 | +14,999,818 |
| Celestica Inc. | 10 | 49,790 | +49,780 | 2,464 | 14,718,422 | +14,715,958 |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | 58,620 | 102,100 | +43,480 | 16,371,980 | 31,027,169 | +14,655,189 |
| Astera Labs, Inc. | 10 | 87,930 | +87,920 | 1,958 | 14,628,035 | +14,626,077 |
| Rocket Lab Corporation | 10 | 207,360 | +207,350 | 479 | 14,465,434 | +14,464,955 |
| MongoDB, Inc. Class A | 10 | 24,890 | +24,880 | 3,104 | 10,446,084 | +10,442,980 |
| Amazon.com, Inc. | 10 | 40,400 | +40,390 | 2,196 | 9,325,128 | +9,322,932 |
| Applied Digital Corporation | 0 | 371,690 | +371,690 | 0 | 9,113,839 | +9,113,839 |
| Vertiv Holdings Co | 10 | 49,840 | +49,830 | 1,509 | 8,074,578 | +8,073,069 |
| Reddit, Inc. | 10 | 32,650 | +32,640 | 2,300 | 7,505,256 | +7,502,956 |
| EchoStar Corporation | 0 | 56,300 | +56,300 | 0 | 6,119,810 | +6,119,810 |
| Nebius Group N.V. | 0 | 68,140 | +68,140 | 0 | 5,703,659 | +5,703,659 |
| SiTime Corporation | 0 | 8,180 | +8,180 | 0 | 2,889,094 | +2,889,094 |
| Lumentum Holdings Inc. | 0 | 10 | +10 | 0 | 3,686 | +3,686 |
| Eaton Corporation PLC | 0 | 10 | +10 | 0 | 3,185 | +3,185 |
| Sandisk Corp. | 0 | 10 | +10 | 0 | 2,374 | +2,374 |
| Teradyne, Inc. | 0 | 10 | +10 | 0 | 1,936 | +1,936 |
| KLA Corporation | 10 | 10 | 0 | 10,786 | 12,151 | +1,365 |
| Amphenol Corporation | 0 | 10 | +10 | 0 | 1,351 | +1,351 |
| Micron Technology, Inc. | 10 | 10 | 0 | 1,673 | 2,854 | +1,181 |
| ASML Holding N.V. ADR | 10 | 10 | 0 | 9,681 | 10,699 | +1,018 |
| Bloom Energy Corporation | 10 | 20 | +10 | 846 | 1,738 | +892 |
| Ciena Corp. | 10 | 10 | 0 | 1,457 | 2,339 | +882 |
| Coherent Corp. | 10 | 10 | 0 | 1,077 | 1,846 | +769 |
| Alphabet, Inc. Class A | 10 | 10 | 0 | 2,431 | 3,130 | +699 |
| Advanced Micro Devices, Inc. | 10 | 10 | 0 | 1,618 | 2,142 | +524 |
| Applied Materials, Inc. | 10 | 10 | 0 | 2,047 | 2,570 | +523 |
| Western Digital Corp. | 10 | 10 | 0 | 1,201 | 1,723 | +522 |
| Hut 8 Corp. | 0 | 10 | +10 | 0 | 459 | +459 |
| Unity Software, Inc. | 0 | 10 | +10 | 0 | 442 | +442 |
| IREN Limited | 0 | 10 | +10 | 0 | 378 | +378 |
| Lam Research Corp. | 10 | 10 | 0 | 1,339 | 1,712 | +373 |
| VanEck Semiconductor ETF | 10 | 10 | 0 | 3,264 | 3,601 | +337 |
| Constellation Energy Corporation | 10 | 10 | 0 | 3,291 | 3,533 | +242 |
| Apple, Inc. | 10 | 10 | 0 | 2,546 | 2,719 | +173 |
| Invesco QQQ ETF | 10 | 10 | 0 | 6,004 | 6,143 | +139 |
| Shopify, Inc. Class A (Canada) | 10 | 10 | 0 | 1,486 | 1,610 | +124 |
| Roku, Inc. Class A | 10 | 10 | 0 | 1,001 | 1,085 | +84 |
| GE Aerospace | 10 | 10 | 0 | 3,008 | 3,080 | +72 |
| Corning Inc. Glass Works | 10 | 10 | 0 | 820 | 876 | +56 |
| Rivian Automotive, Inc. Class A | 10 | 10 | 0 | 147 | 197 | +50 |
| Qualcomm, Inc. | 10 | 10 | 0 | 1,664 | 1,711 | +47 |
| D-Wave Quantum Inc. | 10 | 10 | 0 | 247 | 262 | +15 |
| Affirm Holdings, Inc. Class A | 10 | 10 | 0 | 731 | 744 | +13 |
| Marvell Technology, Inc. | 10 | 10 | 0 | 841 | 850 | +9 |
| QXO, Inc. | 10 | 10 | 0 | 191 | 193 | +2 |
| Rocket Companies, Inc. | 10 | 10 | 0 | 194 | 194 | 0 |
| Dynamix Corporation Class A | 10 | 10 | 0 | 104 | 103 | -1 |
| SoFi Technologies, Inc. | 10 | 10 | 0 | 264 | 262 | -2 |
| Toast, Inc. | 10 | 10 | 0 | 365 | 355 | -10 |
| Credo Technology Group Holding LTD | 10 | 10 | 0 | 1,456 | 1,439 | -17 |
| Opendoor Technologies, Inc. | 10 | 10 | 0 | 80 | 58 | -22 |
| Take-Two Interactive Software, Inc. | 10 | 10 | 0 | 2,584 | 2,560 | -24 |
| Core Scientific, Inc. | 10 | 10 | 0 | 179 | 146 | -33 |
| CleanSpark, Inc. | 10 | 10 | 0 | 145 | 101 | -44 |
| Okta, Inc. Class A | 10 | 10 | 0 | 917 | 865 | -52 |
| Snowflake, Inc. Class A | 10 | 10 | 0 | 2,256 | 2,194 | -62 |
| Datadog, Inc. Class A | 10 | 10 | 0 | 1,424 | 1,360 | -64 |
| Rigetti Computing, Inc. | 10 | 10 | 0 | 298 | 222 | -76 |
| Quantum Computing Inc. | 10 | 10 | 0 | 184 | 103 | -81 |
| Zillow Group, Inc. Class C | 10 | 10 | 0 | 771 | 682 | -89 |
| iShares Expanded Tech-Software Sector ETF | 10 | 10 | 0 | 1,150 | 1,057 | -93 |
| Netapp, Inc. | 10 | 10 | 0 | 1,185 | 1,071 | -114 |
| Monolithic Power Systems, Inc. | 10 | 10 | 0 | 9,206 | 9,064 | -142 |
| Arista Networks, Inc. | 10 | 10 | 0 | 1,457 | 1,310 | -147 |
| ishares Bitcoin Trust | 10 | 10 | 0 | 650 | 497 | -153 |
| Dell Technologies, Inc. | 10 | 10 | 0 | 1,418 | 1,259 | -159 |
| Uber Technologies, Inc. | 10 | 10 | 0 | 980 | 817 | -163 |
| IonQ, Inc. | 10 | 10 | 0 | 615 | 449 | -166 |
| Pure Storage, Inc. Class A | 10 | 10 | 0 | 838 | 670 | -168 |
| Super Micro Computer, Inc. | 10 | 10 | 0 | 479 | 293 | -186 |
| CrowdStrike Holdings, Inc. Class A | 10 | 10 | 0 | 4,904 | 4,688 | -216 |
| Tempus AI, Inc. | 10 | 10 | 0 | 807 | 591 | -216 |
| Arm Holdings plc | 10 | 10 | 0 | 1,415 | 1,093 | -322 |
| Microsoft Corp. | 10 | 10 | 0 | 5,180 | 4,836 | -344 |
| Vistra Corp. | 10 | 10 | 0 | 1,959 | 1,613 | -346 |
| Cyberark Software LTD (Israel) | 10 | 10 | 0 | 4,832 | 4,461 | -371 |
| Palo Alto Networks, Inc. | 20 | 20 | 0 | 4,072 | 3,684 | -388 |
| Oklo Inc. | 10 | 10 | 0 | 1,116 | 718 | -398 |
| Talen Energy Corporation | 10 | 10 | 0 | 4,254 | 3,748 | -506 |
| Sea Ltd. (Singapore) | 10 | 10 | 0 | 1,787 | 1,276 | -511 |
| Circle Internet Group Inc. | 10 | 10 | 0 | 1,326 | 793 | -533 |
| Zscaler, Inc. | 10 | 10 | 0 | 2,997 | 2,249 | -748 |
| Spotify Technology S.A. (Luxembourg) | 10 | 10 | 0 | 6,980 | 5,807 | -1,173 |
| Axon Enterprise, Inc. | 10 | 10 | 0 | 7,176 | 5,679 | -1,497 |
| ServiceNow, Inc. | 10 | 50 | +40 | 9,203 | 7,660 | -1,543 |
| Micro Strategy, Inc. Class A | 10 | 10 | 0 | 3,222 | 1,520 | -1,702 |
| Netflix, Inc. | 10 | 100 | +90 | 11,989 | 9,376 | -2,613 |
| MercadoLibre, Inc. (Argentina) | 10 | 10 | 0 | 23,369 | 20,143 | -3,226 |
| Palantir Technologies, Inc. Class A | 88,690 | 74,690 | -14,000 | 16,178,830 | 13,276,148 | -2,902,682 |
| Bitmine Immersion Technologies, Inc. | 61,560 | 10 | -61,550 | 3,196,811 | 272 | -3,196,539 |
| iShares Ethereum Trust | 103,350 | 10 | -103,340 | 3,256,559 | 224 | -3,256,335 |
| Tesla, Inc. | 52,400 | 40,210 | -12,190 | 23,303,328 | 18,083,241 | -5,220,087 |
| Meta Platforms, Inc. Class A | 7,150 | 10 | -7,140 | 5,250,817 | 6,601 | -5,244,216 |
| NVIDIA Corp. | 421,800 | 391,860 | -29,940 | 78,699,444 | 73,081,890 | -5,617,554 |
| BWX Technologies, Inc. | 43,910 | 10 | -43,900 | 8,095,687 | 1,728 | -8,093,959 |
| AppLovin Corporation | 27,660 | 17,030 | -10,630 | 19,874,816 | 11,475,155 | -8,399,661 |
| Carvana Co. Class A | 25,230 | 10 | -25,220 | 9,517,765 | 4,220 | -9,513,545 |