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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
Page 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGV iShares Expanded Tech-Software Sector ETF 10.0 $801.0 $80.10 +10.1%
82 OKTA Okta, Inc. Class A Technology 10.0 $787.0 $78.70 +57.9%
83 CoreWeave, Inc. 10.0 $775.0 -77K -100.0% $77.50
84 UBER Uber Technologies, Inc. Technology 10.0 $719.0 $71.90 +6.0%
85 HOOD Robinhood Markets, Inc. Financial Services 10.0 $693.0 $69.30 +42.4%
86 Rocket Lab Corporation 10.0 $642.0 -207K -100.0% $64.20
87 PSTG Pure Storage, Inc. Class A Technology 10.0 $590.0 $59.00 +26.5%
88 RBLX Roblox Corporation Class A Technology 10.0 $566.0 $56.60 -16.0%
89 OKLO Oklo Inc. Utilities 10.0 $496.0 $49.60 +0.8%
90 Hut 8 Corp. 10.0 $469.0 $46.90
91 AFRM Affirm Holdings, Inc. Class A Technology 10.0 $458.0 $45.80 +73.6%
92 TEM Tempus AI, Inc. Healthcare 10.0 $452.0 $45.20 +24.2%
93 ZG Zillow Group, Inc. Class C Communication Services 10.0 $414.0 $41.40 -24.7%
94 IBIT ishares Bitcoin Trust Financial Services 10.0 $384.0 $38.40 -11.8%
95 IREN Limited 10.0 $343.0 $34.30
96 IONQ IonQ, Inc. Technology 10.0 $288.0 $28.80 +71.2%
97 Applied Digital Corporation 10.0 $237.0 -372K -100.0% $23.70
98 Super Micro Computer, Inc. 10.0 $228.0 $22.80
99 U Unity Software, Inc. Technology 10.0 $219.0 $21.90 +28.9%
100 BMNR Bitmine Immersion Technologies, Inc. Financial Services 10.0 $198.0 $19.80 -31.5%
Page 5 of 6  ·  114 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%