# EDGAR Filing Document

**Accession Number:** 0001133742
**File Stem:** 0001162044-25-000812
**Filing Date:** 2025-8
**Character Count:** 13043
**Document Hash:** e4223bd845c353c88ce53ef2322b1135
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-25-000812.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001162044-25-000812

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**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:** 251215053

**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:** 06-30-2025

**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  08-13-2025<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:** 102

**Form 13F Information Table Value Total:** $285837349

      (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 |  | 49548824 | 313620 | SH |  | SOLE |  | 313620 | 0 | 0 |
| Cloudflare Inc. Class A | NET | 18915M107 |  | 20019701 | 102230 | SH |  | SOLE |  | 102230 | 0 | 0 |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | TSM | 874039100 |  | 19942445 | 88050 | SH |  | SOLE |  | 88050 | 0 | 0 |
| Palantir Technologies Inc. Class A | PLTR | 69608A108 |  | 17105434 | 125480 | SH |  | SOLE |  | 125480 | 0 | 0 |
| Coinbase Global Inc. Class A | COIN | 19260Q107 |  | 16763937 | 47830 | SH |  | SOLE |  | 47830 | 0 | 0 |
| Robinhood Markets Inc. | HOOD | 770700102 |  | 14291683 | 152640 | SH |  | SOLE |  | 152640 | 0 | 0 |
| DoorDash Inc. Class A | DASH | 25809K105 |  | 14245813 | 57790 | SH |  | SOLE |  | 57790 | 0 | 0 |
| Meta Platforms Inc. Class A | META | 30303M102 |  | 14200852 | 19240 | SH |  | SOLE |  | 19240 | 0 | 0 |
| Affirm Holdings Inc. Class A | AFRM | 00827B106 |  | 14076904 | 203600 | SH |  | SOLE |  | 203600 | 0 | 0 |
| AppLovin Corporation | APP | 03831W108 |  | 11486125 | 32810 | SH |  | SOLE |  | 32810 | 0 | 0 |
| Roku Inc. Class A | ROKU | 77543R102 |  | 11459098 | 130380 | SH |  | SOLE |  | 130380 | 0 | 0 |
| Vertiv Holdings Co | VRT | 92537N108 |  | 11410513 | 88860 | SH |  | SOLE |  | 88860 | 0 | 0 |
| Reddit Inc. | RDDT | 75734B100 |  | 11282210 | 74930 | SH |  | SOLE |  | 74930 | 0 | 0 |
| Broadcom Ltd. | AVGO | 11135F101 |  | 8658167 | 31410 | SH |  | SOLE |  | 31410 | 0 | 0 |
| Snowflake Inc. Class A | SNOW | 833445109 |  | 8565916 | 38280 | SH |  | SOLE |  | 38280 | 0 | 0 |
| Micro Strategy Inc. Class A | MSTR | 594972408 |  | 8545422 | 21140 | SH |  | SOLE |  | 21140 | 0 | 0 |
| Credo Technology Group Holding LTD | CRDO | G25457105 |  | 8355322 | 90240 | SH |  | SOLE |  | 90240 | 0 | 0 |
| Advanced Micro Devices Inc. | AMD | 007903107 |  | 8301150 | 58500 | SH |  | SOLE |  | 58500 | 0 | 0 |
| Core Scientific Inc. | CORZ | 21874A106 |  | 5834014 | 341770 | SH |  | SOLE |  | 341770 | 0 | 0 |
| CoreWeave Inc. | CRWV | 218735108 |  | 5736451 | 35180 | SH |  | SOLE |  | 35180 | 0 | 0 |
| Circle Internet Group Inc. | CRCL | 172573107 |  | 5719700 | 31550 | SH |  | SOLE |  | 31550 | 0 | 0 |
| Booking Holdings Inc. | BKNG | 09857L108 |  | 57892 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| MercadoLibre Inc. (Argentina) | MELI | 58733R102 |  | 26136 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Netflix Inc. | NFLX | 64110L106 |  | 13391 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ServiceNow Inc. | NOW | 81762P102 |  | 10281 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| KLA Corporation | KLAC | 482480100 |  | 8957 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Axon Enterprise Inc. | AXON | 05464C101 |  | 8279 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ASML Holding N.V. ADR | ASML | N07059111 |  | 8014 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Intuit Inc. | INTU | 461202103 |  | 7876 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Eli Lilly and Company | LLY | 532457108 |  | 7795 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Spotify Technology S.A. (Luxembourg) | SPOT | L8681T102 |  | 7673 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Monolithic Power Systems Inc. | MPWR | 609839105 |  | 7314 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| HubSpot Inc. | HUBS | 443573100 |  | 5566 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Invesco QQQ ETF | QQQ | 46090E103 |  | 5516 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| GE Vernova Inc. | GEV | 36828A101 |  | 5292 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Synopsys Inc. | SNPS | 871607107 |  | 5127 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| CrowdStrike Holdings Inc. Class A | CRWD | 22788C105 |  | 5093 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Microsoft Corp. | MSFT | 594918104 |  | 4974 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Palo Alto Networks Inc. | PANW | 697435105 |  | 4093 | 20 | SH |  | SOLE |  | 20 | 0 | 0 |
| Cyberark Software LTD (Israel) | CYBR | M2682V108 |  | 4069 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Adobe Inc. | ADBE | 00724F101 |  | 3869 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Eaton Corporation PLC | ETN | 0088KQN82 |  | 3570 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Carvana Co. Class A | CVNA | 146869102 |  | 3370 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Constellation Energy Corporation | CEG | 21037T109 |  | 3228 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Tesla Inc. | TSLA | 88160R101 |  | 3177 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| monday.com Ltd. | MNDY | 001176213 |  | 3145 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Zscaler Inc. | ZS | 98980G102 |  | 3139 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Cadence Design Systems Inc. | CDNS | 127387108 |  | 3082 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Flutter Entertainment PLC | FLUT | 00BWT6H89 |  | 2858 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| VanEck Semiconductor ETF | SMH | 92189F676 |  | 2789 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Take-Two Interactive Software Inc. | TTWO | 874054109 |  | 2429 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Argan Inc. | AGX | 04010E109 |  | 2205 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Amazon.com Inc. | AMZN | 023135106 |  | 2194 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Oracle Corp. | ORCL | 68389X105 |  | 2186 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| MongoDB Inc. Class A | MDB | 60937P106 |  | 2100 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Apple Inc. | AAPL | 037833100 |  | 2052 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Atlassian Corporation PLC Class A (United Kingdom) | TEAM | G06242104 |  | 2031 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Vistra Corp. | VST | 92840M102 |  | 1938 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Applied Materials Inc. | AMAT | 038222105 |  | 1831 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Alphabet Inc. Class A | GOOGL | 02079K305 |  | 1762 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Arm Holdings plc | ARM | 042068205 |  | 1617 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Qualcomm Inc. | QCOM | 747525103 |  | 1593 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Datadog Inc. Class A | DDOG | 23804L103 |  | 1343 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Airbnb Inc. Class A | ABNB | 009066101 |  | 1323 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Micron Technology Inc. | MU | 595112103 |  | 1233 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Dell Technologies Inc. | DELL | 24703L202 |  | 1226 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Shopify Inc. Class A (Canada) | SHOP | 82509L107 |  | 1154 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| iShares Expanded Tech-Software Sector ETF | IGV | 464287515 |  | 1095 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Netapp Inc. | NTAP | 64110D104 |  | 1066 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Roblox Corporation Class A | RBLX | 771049103 |  | 1052 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Arista Networks Inc. | ANET | 040413205 |  | 1023 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Okta Inc. Class A | OKTA | 679295105 |  | 1000 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Lam Research Corp. | LRCX | 512807108 |  | 973 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Uber Technologies Inc. | UBER | 90353T100 |  | 933 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Astera Labs Inc. | ALAB | 04626A103 |  | 904 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Coherent Corp. | COHR | 19247G107 |  | 892 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Elastic N.V. | ESTC | N14506104 |  | 843 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| CAVA Group Inc. | CAVA | 148929102 |  | 842 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Ciena Corp. | CIEN | 171779309 |  | 813 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Marvell Technology Inc. | MRVL | 573874104 |  | 774 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| The Trade Desk Inc. Class A | TTD | 88339J105 |  | 720 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Zillow Group Inc. Class C | Z | 98954M101 |  | 701 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Novo Nordisk A/S | NVO | 670100205 |  | 690 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Dutch Bros Inc. | BROS | 26701L100 |  | 684 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Block Inc. | XYZ | 852234103 |  | 679 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Western Digital Corp. | WDC | 958102105 |  | 640 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ishares Bitcoin Trust | IBIT | 46438F101 |  | 612 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Pure Storage Inc. Class A | PSTG | 74624M102 |  | 576 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Chipotle Mexican Grill | CMG | 169656105 |  | 562 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Oklo Inc. | OKLO | 02156V109 |  | 560 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Super Micro Computer Inc. | SMCI | 86800U104 |  | 490 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| GitLab Inc. | GTLB | 37637K108 |  | 451 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Toast Inc. | TOST | 888787108 |  | 443 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| DraftKings Inc. Class A | DKNG | 26142R104 |  | 429 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Samsara Inc. | IOT | 79589L106 |  | 398 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Global-e Online Ltd | GLBE | 001174168 |  | 335 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| SoFi Technologies Inc. | SOFI | 83406F102 |  | 182 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rivian Automotive Inc. Class A | RIVN | 76954A103 |  | 137 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Sandisk Corp. | SNDK | 80004C101 |  | 136 | 3 | SH |  | SOLE |  | 3 | 0 | 0 |
| CleanSpark Inc. | CLSK | 18452B209 |  | 110 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Himax Technologies Inc. | HIMX | 43289P106 |  | 89 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Aurora Innovation Inc. | AUR | 051774107 |  | 52 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |

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