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Portfolio (Quarterly) Guide ↗

BERKSHIRE CAPITAL HOLDINGS INC

· CIK 0001133742
13F Portfolio $277M AUM 114 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 15 Added 16 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 Cyberark Software LTD (Israel) 10 $4K 0.00% SOLD
2 TTWO Take-Two Interactive Software, Inc. Communication Services 10 $3K 0.00% SOLD
3 QCOM Qualcomm, Inc. Technology 10 $2K 0.00% SOLD
4 BABA Alibaba Group Holding Ltd. ADR Consumer Cyclical 10 $1K SOLD
5 TOST Toast, Inc. Technology 10 $355.0 SOLD
Sector Allocation
Technology 83.6%
Industrials 9.8%
Utilities 6.6%
Communication Services 0.0%
Consumer Cyclical 0.0%
Financial Services 0.0%
Real Estate 0.0%
Healthcare 0.0%
Energy 0.0%