13F Filings History of BERKSHIRE CAPITAL HOLDINGS INC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$301,703,952
Signature - Title
Malcolm R Fobes III - President
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by BERKSHIRE CAPITAL HOLDINGS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BERKSHIRE CAPITAL HOLDINGS INC reported 109 stock holdings with total value $301,703,952 as of Q4 2025. Top holdings included NVDA, TSM, TSLA, AVGO, and ORCL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 109 $301,703,952 +$162,230,843 -$159,605,744 +$2,625,099 NVDA, TSM, TSLA, AVGO, ORCL 13F-HR 06 Feb 2026, 17:45
Q3 2025 111 $329,250,686 +$142,606,349 -$155,112,327 -$12,505,978 NVDA, TSLA, CoreWeave, Inc., HOOD, APP 13F-HR 14 Nov 2025, 14:58
Q2 2025 102 $285,837,349 +$110,316,975 -$128,161,399 -$17,844,424 NVDA, NET, TSM, PLTR, COIN 13F-HR 14 Aug 2025, 09:50
Q1 2025 96 $209,144,897 +$89,510,127 -$98,900,608 -$9,390,481 NVDA, HOOD, TSLA, CVNA, NET 13F-HR 13 May 2025, 16:22
Q4 2024 96 $276,741,085 +$151,036,972 -$142,583,652 +$8,453,320 NVDA, TSLA, AMZN, TSM, AVGO 13F-HR 11 Feb 2025, 10:26
Q3 2024 90 $235,730,263 +$154,063,283 -$152,229,950 +$1,833,333 NVDA, META, TSLA, DASH, AMD 13F-HR 12 Nov 2024, 12:43
Q2 2024 87 $247,305,936 +$162,304,685 -$163,565,358 -$1,260,673 NVDA, AMZN, AVGO, ANET, LLY 13F-HR 13 Aug 2024, 12:31
Q1 2024 89 $250,486,327 +$175,695,801 -$176,303,839 -$608,038 NVDA, AMZN, META, DKNG, DASH 13F-HR 13 May 2024, 15:38
Q4 2023 81 $221,319,084 +$78,975,701 -$102,535,857 -$23,560,156 NVDA, TSLA, NET, SQ, AMZN 13F-HR 14 Feb 2024, 09:28
Q3 2023 84 $204,089,478 +$52,932,394 -$83,090,239 -$30,157,845 NVDA, TSLA, TTD, MDB, DKNG 13F-HR 13 Nov 2023, 15:34
Q2 2023 88 $242,664,478 +$85,967,755 -$113,854,176 -$27,886,421 TSLA, NVDA, TTD, MDB, SHOP 13F-HR 14 Aug 2023, 14:41
Q1 2023 94 $223,481,353 +$94,099,855 -$105,721,256 -$11,621,401 TSLA, NET, NVDA, META, ROKU 13F-HR 12 May 2023, 09:40
Q4 2022 87 $188,470,980 +$52,958,919 -$74,779,141 -$21,820,222 MDB, TTD, SNOW, TSLA, DDOG 13F-HR 13 Feb 2023, 15:37
Q3 2022 68 $248,830,000 +$39,395,914 -$74,378,637 -$34,982,723 TSLA, SNOW, NET, TTD, DDOG 13F-HR 14 Nov 2022, 10:16
Q2 2022 87 $260,031,000 $0 $0 $0 TSLA, SNOW, MDB, DDOG, NET 13F-HR 11 Aug 2022, 11:54
Q1 2022 76 $489,669,000 +$162,469,184 -$210,600,695 -$48,131,511 TSLA, MDB, SQ, NET, PANW 13F-HR 13 May 2022, 15:44
Q4 2021 77 $748,148,000 +$282,041,426 -$304,322,641 -$22,281,215 TSLA, MRVL, ZS, ANET, FTNT 13F-HR 14 Feb 2022, 12:14
Q3 2021 83 $744,581,000 +$378,343,399 -$436,617,503 -$58,274,104 TSLA, SE, MDB, HUBS, DDOG 13F-HR 12 Nov 2021, 10:48
Q2 2021 85 $854,284,000 +$422,973,055 -$397,367,676 +$25,605,379 ROKU, SHOP, PYPL, SQ, TSLA 13F-HR 13 Aug 2021, 13:07
Q1 2021 78 $875,691,000 +$460,752,671 -$433,539,878 +$27,212,793 TSLA, AMAT, NVDA, DKNG, PYPL 13F-HR 14 May 2021, 13:13
Q4 2020 71 $941,487,000 +$400,882,944 -$351,573,222 +$49,309,722 AAPL, TSLA, SQ, CRWD, ROKU 13F-HR 12 Feb 2021, 15:13
Q3 2020 66 $707,133,000 +$402,751,503 -$293,986,854 +$108,764,649 MA, AMZN, SQ, NVDA, TSLA 13F-HR 13 Nov 2020, 12:49
Q2 2020 56 $550,747,000 +$221,308,002 -$132,803,553 +$88,504,449 AMZN, AAPL, MSFT, TSLA, SHOP 13F-HR 13 Aug 2020, 15:48
Q1 2020 44 $336,970,000 +$162,342,811 -$121,010,869 +$41,331,942 MSFT, AMZN, NVDA, AMD, LRCX 13F-HR 13 May 2020, 15:25
Q4 2019 46 $304,143,000 +$152,928,599 -$135,602,669 +$17,325,930 MSFT, RNG, AMAT, NVDA, MRVL 13F-HR 12 Feb 2020, 15:48
Q3 2019 44 $300,931,190 +$171,303,896 -$167,646,764 +$3,657,132 MA, AAPL, MSFT, BABA, LRCX 13F-HR 13 Nov 2019, 12:16
Q2 2019 42 $292,911,000 +$134,771,753 -$67,867,235 +$66,904,518 META, MA, TWLO, ADBE, AMZN 13F-HR 13 Aug 2019, 12:05
Q1 2019 34 $232,338,000 +$112,003,764 -$63,365,183 +$48,638,581 AMZN, MSFT, TWLO, ANET, NOW 13F-HR 13 May 2019, 15:34
Q4 2018 25 $149,956,000 +$53,221,731 -$75,343,288 -$22,121,557 AMZN, TWLO, MSFT, PANW, CRM 13F-HR 08 Feb 2019, 16:17
Q3 2018 30 $202,982,000 +$86,075,128 -$36,252,046 +$49,823,082 AMZN, CRM, SQ, MSFT, NFLX 13F-HR 14 Nov 2018, 09:42
Q2 2018 29 $154,716,000 +$73,361,281 -$38,645,475 +$34,715,806 AMZN, META, CRM, MSFT, NFLX 13F-HR 10 Aug 2018, 15:39
Q1 2018 25 $111,832,211 $0 $0 $0 AMZN, MSFT, BABA, NOW, NFLX 13F-HR 10 May 2018, 13:56