# EDGAR Filing Document

**Accession Number:** 0001133742
**File Stem:** 0001162044-26-000130
**Filing Date:** 2026-2
**Character Count:** 13674
**Document Hash:** 14f023a85efc047b2d2eaa6a0470516d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-26-000130.hdr.sgml**: 20260209

**ACCESSION NUMBER**: 0001162044-26-000130

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260209

**DATE AS OF CHANGE**: 20260206

**EFFECTIVENESS DATE**: 20260209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BERKSHIRE CAPITAL HOLDINGS INC
- **CENTRAL INDEX KEY:** 0001133742

**ORGANIZATION NAME:**
- **EIN:** 770330031

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-06289
- **FILM NUMBER:** 26608999

**BUSINESS ADDRESS:**
- **STREET 1:** 475 MILAN DRIVE
- **STREET 2:** SUITE 103
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95134
- **BUSINESS PHONE:** 408-526-0707

**MAIL ADDRESS:**
- **STREET 1:** 475 MILAN DRIVE
- **STREET 2:** SUITE 103
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95134

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BERKSHIRE CAPITAL HOLDINGS INC<br>**Address:** 475 Milan Drive<br>Suite 103<br>San Jose, CA 95134

**Form 13F File Number:** 028-06289

**CRD Number (if applicable):** 000107175

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Malcolm R Fobes III<br>**Title:** President<br>**Phone:** 408-526-0707

**Signature, Place, and Date of Signing:**

Malcolm R Fobes III  San Jose, CA  01-30-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 109

**Form 13F Information Table Value Total:** $301703952

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| NVIDIA Corp. | NVDA | 67066G104 |  | 73081890 | 391860 | SH |  | SOLE |  | 391860 | 0 | 0 |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | TSM | 874039100 |  | 31027169 | 102100 | SH |  | SOLE |  | 102100 | 0 | 0 |
| Tesla Inc. | TSLA | 88160R101 |  | 18083241 | 40210 | SH |  | SOLE |  | 40210 | 0 | 0 |
| Broadcom Ltd. | AVGO | 11135F101 |  | 15993281 | 46210 | SH |  | SOLE |  | 46210 | 0 | 0 |
| Oracle Corp. | ORCL | 68389X105 |  | 15027561 | 77100 | SH |  | SOLE |  | 77100 | 0 | 0 |
| GE Vernova Inc. | GEV | 36828A101 |  | 15005967 | 22960 | SH |  | SOLE |  | 22960 | 0 | 0 |
| Celestica Inc. | CLS | 15101Q207 |  | 14718422 | 49790 | SH |  | SOLE |  | 49790 | 0 | 0 |
| Astera Labs Inc. | ALAB | 04626A103 |  | 14628035 | 87930 | SH |  | SOLE |  | 87930 | 0 | 0 |
| Rocket Lab Corporation | RKLB | 773122106 |  | 14465434 | 207360 | SH |  | SOLE |  | 207360 | 0 | 0 |
| Palantir Technologies Inc. Class A | PLTR | 69608A108 |  | 13276148 | 74690 | SH |  | SOLE |  | 74690 | 0 | 0 |
| AppLovin Corporation | APP | 03831W108 |  | 11475155 | 17030 | SH |  | SOLE |  | 17030 | 0 | 0 |
| MongoDB Inc. Class A | MDB | 60937P106 |  | 10446084 | 24890 | SH |  | SOLE |  | 24890 | 0 | 0 |
| Amazon.com Inc. | AMZN | 023135106 |  | 9325128 | 40400 | SH |  | SOLE |  | 40400 | 0 | 0 |
| Applied Digital Corporation | APLD | 003819207 |  | 9113839 | 371690 | SH |  | SOLE |  | 371690 | 0 | 0 |
| Vertiv Holdings Co | VRT | 92537N108 |  | 8074578 | 49840 | SH |  | SOLE |  | 49840 | 0 | 0 |
| Reddit Inc. | RDDT | 75734B100 |  | 7505256 | 32650 | SH |  | SOLE |  | 32650 | 0 | 0 |
| EchoStar Corporation | SATS | 278768106 |  | 6119810 | 56300 | SH |  | SOLE |  | 56300 | 0 | 0 |
| Nebius Group N.V. | NBIS | N97284108 |  | 5703659 | 68140 | SH |  | SOLE |  | 68140 | 0 | 0 |
| CoreWeave Inc. | CRWV | 218735108 |  | 5527576 | 77190 | SH |  | SOLE |  | 77190 | 0 | 0 |
| SiTime Corporation | SITM | 82982T106 |  | 2889094 | 8180 | SH |  | SOLE |  | 8180 | 0 | 0 |
| MercadoLibre Inc. (Argentina) | MELI | 58733R102 |  | 20143 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| KLA Corporation | KLAC | 482480100 |  | 12151 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ASML Holding N.V. ADR | ASML | N07059111 |  | 10699 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Netflix Inc. | NFLX | 64110L106 |  | 9376 | 100 | SH |  | SOLE |  | 100 | 0 | 0 |
| Monolithic Power Systems Inc. | MPWR | 609839105 |  | 9064 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ServiceNow Inc. | NOW | 81762P102 |  | 7660 | 50 | SH |  | SOLE |  | 50 | 0 | 0 |
| Meta Platforms Inc. Class A | META | 30303M102 |  | 6601 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Invesco QQQ ETF | QQQ | 46090E103 |  | 6143 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Spotify Technology S.A. (Luxembourg) | SPOT | L8681T102 |  | 5807 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Axon Enterprise Inc. | AXON | 05464C101 |  | 5679 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Microsoft Corp. | MSFT | 594918104 |  | 4836 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| CrowdStrike Holdings Inc. Class A | CRWD | 22788C105 |  | 4688 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Cyberark Software LTD (Israel) | CYBR | M2682V108 |  | 4461 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Carvana Co. Class A | CVNA | 146869102 |  | 4220 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Talen Energy Corporation | TLN | 87422Q109 |  | 3748 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Lumentum Holdings Inc. | LITE | 55024U109 |  | 3686 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Palo Alto Networks Inc. | PANW | 697435105 |  | 3684 | 20 | SH |  | SOLE |  | 20 | 0 | 0 |
| VanEck Semiconductor ETF | SMH | 92189F676 |  | 3601 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Constellation Energy Corporation | CEG | 21037T109 |  | 3533 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Eaton Corporation PLC | ETN | G29183103 |  | 3185 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Argan Inc. | AGX | 04010E109 |  | 3133 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Alphabet Inc. Class A | GOOGL | 02079K305 |  | 3130 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| GE Aerospace | GE | 369604301 |  | 3080 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Micron Technology Inc. | MU | 595112103 |  | 2854 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Apple Inc. | AAPL | 037833100 |  | 2719 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Applied Materials Inc. | AMAT | 038222105 |  | 2570 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Take-Two Interactive Software Inc. | TTWO | 874054109 |  | 2560 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Sandisk Corp. | SNDK | 80004C200 |  | 2374 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Ciena Corp. | CIEN | 171779309 |  | 2339 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| DoorDash Inc. Class A | DASH | 25809K105 |  | 2265 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Coinbase Global Inc. Class A | COIN | 19260Q107 |  | 2261 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Zscaler Inc. | ZS | 98980G102 |  | 2249 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Snowflake Inc. Class A | SNOW | 833445109 |  | 2194 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Advanced Micro Devices Inc. | AMD | 007903107 |  | 2142 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Cloudflare Inc. Class A | NET | 18915M107 |  | 1972 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Teradyne Inc. | TER | 880770102 |  | 1936 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Coherent Corp. | COHR | 19247G107 |  | 1846 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Bloom Energy Corporation | BE | 093712107 |  | 1738 | 20 | SH |  | SOLE |  | 20 | 0 | 0 |
| BWX Technologies Inc. | BWXT | 05605H100 |  | 1728 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Western Digital Corp. | WDC | 958102105 |  | 1723 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Lam Research Corp. | LRCX | 512807108 |  | 1712 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Qualcomm Inc. | QCOM | 747525103 |  | 1711 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Vistra Corp. | VST | 92840M102 |  | 1613 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Shopify Inc. Class A (Canada) | SHOP | 82509L107 |  | 1610 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Micro Strategy Inc. Class A | MSTR | 594972408 |  | 1520 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Alibaba Group Holding Ltd. ADR | BABA | 01609W102 |  | 1466 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Credo Technology Group Holding LTD | CRDO | G25457105 |  | 1439 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Datadog Inc. Class A | DDOG | 23804L103 |  | 1360 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Amphenol Corporation | APH | 032095101 |  | 1351 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Arista Networks Inc. | ANET | 040413205 |  | 1310 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Sea Ltd. (Singapore) | SE | 81141R100 |  | 1276 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Dell Technologies Inc. | DELL | 24703L202 |  | 1259 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Robinhood Markets Inc. | HOOD | 770700102 |  | 1131 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Arm Holdings plc | ARM | 042068205 |  | 1093 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Roku Inc. Class A | ROKU | 77543R102 |  | 1085 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Netapp Inc. | NTAP | 64110D104 |  | 1071 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| iShares Expanded Tech-Software Sector ETF | IGV | 464287515 |  | 1057 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Corning Inc. Glass Works | GLW | 219350105 |  | 876 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Okta Inc. Class A | OKTA | 679295105 |  | 865 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Marvell Technology Inc. | MRVL | 573874104 |  | 850 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Uber Technologies Inc. | UBER | 90353T100 |  | 817 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Roblox Corporation Class A | RBLX | 771049103 |  | 810 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Circle Internet Group Inc. | CRCL | 172573107 |  | 793 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Affirm Holdings Inc. Class A | AFRM | 00827B106 |  | 744 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Oklo Inc. | OKLO | 02156V109 |  | 718 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Zillow Group Inc. Class C | Z | 98954M101 |  | 682 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Pure Storage Inc. Class A | PSTG | 74624M102 |  | 670 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Tempus AI Inc. | TEM | 88023B103 |  | 591 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ishares Bitcoin Trust | IBIT | 46438F101 |  | 497 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Hut 8 Corp. | HUT | 44812J104 |  | 459 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| IonQ Inc. | IONQ | 46222L108 |  | 449 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Unity Software Inc. | U | 91332U101 |  | 442 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| IREN Limited | IREN | 000018599 |  | 378 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Toast Inc. | TOST | 888787108 |  | 355 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Super Micro Computer Inc. | SMCI | 86800U104 |  | 293 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Bitmine Immersion Technologies Inc. | BMNR | 09175A206 |  | 272 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| SoFi Technologies Inc. | SOFI | 83406F102 |  | 262 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| D-Wave Quantum Inc. | QBTS | 26740W109 |  | 262 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| iShares Ethereum Trust | ETHA | 46438R105 |  | 224 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rigetti Computing Inc. | RGTI | 76655K103 |  | 222 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rivian Automotive Inc. Class A | RIVN | 76954A103 |  | 197 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rocket Companies Inc. | RKT | 77311W101 |  | 194 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| QXO Inc. | QXO | 82846H405 |  | 193 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rolls-Royce Holdings plc | RYCEY | 775781206 |  | 157 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Core Scientific Inc. | CORZ | 21874A106 |  | 146 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Dynamix Corporation Class A | ETHM | G2949D104 |  | 103 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Quantum Computing Inc. | QUBT | 74766W108 |  | 103 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| CleanSpark Inc. | CLSK | 18452B209 |  | 101 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Opendoor Technologies Inc. | OPEN | 683712103 |  | 58 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |

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