Berkshire Capital Holdings Inc.
Berkshire Capital Holdings Inc is a registered SEC investment adviser based in San Jose, California. Founded in 1996, the firm is very small, employing 2 people, with 50% listed as investors. Berkshire Capital Holdings Inc manages approximately $221 million in assets (as of March 2025), serving primarily investment companies through discretionary accounts. Its public filings suggest that the firm specializes in actively managing portfolios of US equities for institutional clients.
Investment Strategy
Berkshire Capital Holdings Inc employs an active investment strategy focusing on US equities, particularly growth and technology-oriented companies. Their top holdings, such as NVIDIA, Cloudflare, and Taiwan Semiconductor, as well as frequent portfolio updates, suggest a disciplined approach to growth and innovation sectors. The firm primarily manages assets for investment companies with full discretion, seeking to adjust portfolio risk and exposure in response to market conditions while prioritizing capital appreciation through concentrated, high-conviction stock positions.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp. | 17.33% | $49.5M | 313,620 | $73.55 | $157.99 | +$20.4M |
N NET | Cloudflare, Inc. Class A | 7.00% | $20.0M | 102,230 | $108.71 | $195.83 | +$7.4M |
T TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADR | 6.98% | $19.9M | 88,050 | $198.27 | $226.49 | +$11.5M |
P PLTR | Palantir Technologies, Inc. Class A | 5.98% | $17.1M | 125,480 | $76.71 | $136.32 | +$6.7M |
C COIN | Coinbase Global, Inc. Class A | 5.86% | $16.8M | 47,830 | $350.44 | $350.49 | +$16.8M |