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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QXO QXO, Inc. Industrials 10.0 $194.0 $19.40 -8.4%
102 SOFI SoFi Technologies, Inc. Financial Services 10.0 $159.0 $15.90 +12.5%
103 ETHA iShares Ethereum Trust Financial Services 10.0 $158.0 $15.80 -24.7%
104 Rolls-Royce Holdings plc 10.0 $154.0 $15.40
105 RIVN Rivian Automotive, Inc. Class A Consumer Cyclical 10.0 $151.0 $15.10 +3.5%
106 CORZ Core Scientific, Inc. Technology 10.0 $150.0 $15.00 +81.3%
107 QBTS D-Wave Quantum Inc. Technology 10.0 $144.0 $14.40 +58.1%
108 RKT Rocket Companies, Inc. Financial Services 10.0 $143.0 $14.30 +4.9%
109 RGTI Rigetti Computing, Inc. Technology 10.0 $140.0 $14.00 +31.1%
110 RIOT Riot Platforms, Inc Financial Services 10.0 $124.0 NEW $12.40 +130.4%
111 ETHM Dynamix Corporation Class A Financial Services 10.0 $105.0 $10.50 +2.6%
112 CLSK CleanSpark, Inc. Technology 10.0 $85.0 $8.50 +92.1%
113 QUBT Quantum Computing Inc. Technology 10.0 $69.0 $6.90 +33.0%
114 OPEN Opendoor Technologies, Inc. Real Estate 10.0 $47.0 $4.70 -7.0%
Page 6 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%