Berbice Capital Management LLC Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$116.0B
Holdings
168
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (168 positions)
| Stock | Value |
|---|---|
CEGCONSTELLATION ENERGY CORP | $30.2M |
FNFABRINET | $29.6M |
MRKMERCK & CO INC | $28.9M |
FXIISHARES CHINA LARGE CAP | $28.7M |
IBITISHARES BITCOIN | $28.1M |
BXBLACKSTONE INC | $28.0M |
TERTERADYNE INC | $24.8M |
ARGTGLOBAL X MSCI ARGENTINA | $24.2M |
SMTCSEMTECH CORP | $24.1M |
SESEA LIMITED | $23.5M |
BATHE BOEING COMPANY | $22.2M |
RLRALPH LAUREN CORP | $22.1M |
WFCWELLS FARGO & CO | $21.5M |
JDJD COM INC | $20.6M |
MLB1MERCADOLIBRE INC | $19.5M |
BHPBHP GROUP LTD | $19.4M |
EWGISHARES MSCI GERMANY | $18.5M |
BIDUNBAIDU INC | $18.4M |
DALDELTA AIR LINES INC | $17.4M |
MKSIMKS INSTRUMENTS INC | $16.0M |
RBRKRUBRIK INC | $15.2M |
BMABANCO MACRO SA | $15.1M |
TWLOTWILIO INC | $14.7M |
MPCMARATHON PETROLEUM CORP | $14.6M |
CFLTCONFLUENT INC | $14.1M |
NVONOVO NORDISK | $13.9M |
RDDTREDDIT INC | $13.6M |
FLEXFLEX LTD | $13.5M |
TOSTTOAST INC | $13.3M |
IONQIONQ INC | $13.2M |
VLOVALERO ENERGY CORPORATION | $13.2M |
SNOWSNOWFLAKE INC | $13.2M |
MIGAMICROSTRATEGY INC | $13.0M |
WDAYWORKDAY INC | $12.8M |
NKENIKE INC | $12.7M |
REGNREGENERON PHARMACEUTICALS INC | $12.7M |
NETCLOUDFLARE INC | $11.8M |
MPWRMONOLITHIC POWER SYSTEMS INC | $11.6M |
TECK/BTECK RESOURCES LIMITED | $10.9M |
NBISNEBIUS GROUP NV | $10.6M |
CVNACARVANA CO | $10.5M |
FUTUFUTU HOLDINGS LTD | $10.2M |
BSXBOSTON SCIENTIFIC CORP | $10.1M |
DKNGDRAFTKINGS INC NEW | $10.0M |
PSNLTEMPUS AI INC | $9.6M |
GTLBGITLAB INC | $9.4M |
BKNGBOOKING HOLDINGS INC | $9.2M |
KVYOKLAVIYO INC | $9.1M |
WMTWALMART INC | $8.8M |
CGCARLYLE GROUP INC | $8.7M |
LULULULULEMON ATHLETICA INC | $8.5M |
XLREREAL ESTATE SELECT SCTR | $8.4M |
CRDOCREDO TECHNOLOGY GROUP HOLDING LTD | $8.0M |
CARTMAPLEBEAR INC | $8.0M |
CSGPCOSTAR GROUP INC | $7.9M |
OKLOOKLO INC | $7.6M |
NEENEXTERA ENERGY INC | $7.1M |
GRABGRAB HOLDINGS LTD | $6.8M |
NIONIO INC | $6.5M |
IBMIBM CORP | $6.2M |
TEVATEVA PHARMACEUTICAL INDUSTRIED LIMITED | $6.1M |
DAKTDAKTRONICS INC | $6.1M |
RIORIO TINTO GROUP | $6.0M |
BEBLOOM ENERGY CORP | $5.9M |
HUBSHUBSPOT INC | $5.7M |
EVEREVERQUOTE INC | $5.2M |
EWZISHARES MSCI BRAZIL | $5.2M |
EWWISHARES MSCI MEXICO | $5.1M |
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