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Portfolio (Quarterly) Guide ↗

BERKSHIRE CAPITAL HOLDINGS INC

· CIK 0001133742
13F Portfolio $302M AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 109 New
Page 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RIVN Rivian Automotive, Inc. Class A Consumer Cyclical 10.0 $197.0 NEW $19.70 -20.7%
102 RKT Rocket Companies, Inc. Financial Services 10.0 $194.0 NEW $19.40 -22.7%
103 QXO QXO, Inc. Industrials 10.0 $193.0 NEW $19.30 -7.9%
104 Rolls-Royce Holdings plc 10.0 $157.0 NEW $15.70
105 CORZ Core Scientific, Inc. Technology 10.0 $146.0 NEW $14.60 +86.3%
106 QUBT Quantum Computing Inc. Technology 10.0 $103.0 NEW $10.30 -10.9%
107 ETHM Dynamix Corporation Class A Financial Services 10.0 $103.0 NEW $10.30 +4.6%
108 CLSK CleanSpark, Inc. Technology 10.0 $101.0 NEW $10.10 +61.7%
109 OPEN Opendoor Technologies, Inc. Real Estate 10.0 $58.0 NEW $5.80 -24.7%
Page 6 of 6  ·  109 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 78.2%
Consumer Cyclical 10.3%
Utilities 5.6%
Industrials 3.0%
Communication Services 2.8%
Financial Services 0.0%
Real Estate 0.0%
Healthcare 0.0%