$112 Billion is the total value of BERKSHIRE CAPITAL HOLDINGS INC's 25 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | AMAZON.COM, INC. | $17,715,442,000 | – | 12,240 | +100.0% | 15.84% | – |
| MSFT | New | MICROSOFT CORP. | $10,130,970,000 | – | 111,000 | +100.0% | 9.06% | – |
| BABA | New | ALIBABA GROUP HOLDING LIMITED | $9,824,896,000 | – | 53,530 | +100.0% | 8.78% | – |
| NOW | New | SERVICENOW, INC. | $8,378,388,000 | – | 50,640 | +100.0% | 7.49% | – |
| NFLX | New | NETFLIX, INC. | $7,679,100,000 | – | 26,000 | +100.0% | 6.87% | – |
| NTNX | New | NUTANIX INC - A | $5,577,423,000 | – | 113,570 | +100.0% | 4.99% | – |
| CRM | New | SALESFORCE.COM, INC. | $5,573,096,000 | – | 47,920 | +100.0% | 4.98% | – |
| AMAT | New | APPLIED MATERIALS, INC. | $5,544,873,000 | – | 99,710 | +100.0% | 4.96% | – |
| NVDA | New | NVIDIA CORP. | $5,530,369,000 | – | 23,880 | +100.0% | 4.94% | – |
| LRCX | New | LAM RESEARCH CORP. | $5,525,952,000 | – | 27,200 | +100.0% | 4.94% | – |
| ADBE | New | ADOBE SYSTEMS INC | $5,475,467,000 | – | 25,340 | +100.0% | 4.90% | – |
| RHT | New | RED HAT, INC. | $5,475,056,000 | – | 36,620 | +100.0% | 4.90% | – |
| SQ | New | SQUARE INC. - A | $5,298,840,000 | – | 107,700 | +100.0% | 4.74% | – |
| WDAY | New | WORKDAY, INC. | $4,659,853,000 | – | 36,660 | +100.0% | 4.17% | – |
| MU | New | MICRON TECHNOLOGY INC. | $4,442,849,000 | – | 85,210 | +100.0% | 3.97% | – |
| TWTR | New | TWITTER, INC. | $3,370,962,000 | – | 116,200 | +100.0% | 3.01% | – |
| GOOGL | New | ALPHABET, INC. CLASS A | $725,998,000 | – | 700 | +100.0% | 0.65% | – |
| ANET | New | ARISTA NETWORKS INC | $336,996,000 | – | 1,320 | +100.0% | 0.30% | – |
| FB | New | FACEBOOK, INC. | $281,230,000 | – | 1,760 | +100.0% | 0.25% | – |
| AAPL | New | APPLE COMPUTER, INC. | $278,515,000 | – | 1,660 | +100.0% | 0.25% | – |
| TSLA | New | TESLA, INC. | $2,661,000 | – | 10 | +100.0% | 0.00% | – |
| QLD | New | ULTRA QQQ PROSHARES | $762,000 | – | 10 | +100.0% | 0.00% | – |
| QQQ | New | POWERSHARES QQQ | $1,601,000 | – | 10 | +100.0% | 0.00% | – |
| TCEHY | New | TENCENT HOLDINGS LIMITED - ADR | $533,000 | – | 10 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HOLDINGS, INC | $379,000 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON.COM, INC. | 23 | Q3 2023 | 15.8% |
| NVIDIA CORP. | 23 | Q3 2023 | 15.0% |
| MICROSOFT CORP. | 23 | Q3 2023 | 11.3% |
| SQUARE, INC. (CLASS A) | 23 | Q3 2023 | 7.2% |
| SERVICENOW, INC. | 23 | Q3 2023 | 7.5% |
| APPLE, INC. | 23 | Q3 2023 | 8.9% |
| PAYPAL HOLDINGS, INC. | 23 | Q3 2023 | 5.7% |
| Meta Platforms, Inc. Class A | 23 | Q3 2023 | 8.1% |
| ADOBE SYSTEMS, INC. | 23 | Q3 2023 | 6.0% |
| ALPHABET, INC. CLASS A | 23 | Q3 2023 | 4.8% |
View BERKSHIRE CAPITAL HOLDINGS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View BERKSHIRE CAPITAL HOLDINGS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.