$314 Million is the total value of BERKSHIRE CAPITAL HOLDINGS INC's 48 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GPN | New | GLOBAL PAYMENTS INCgpn | $15,950,000 | – | 88,360 | +100.0% | 5.09% | – |
| FISV | New | FISERV, INC.fisv | $14,227,000 | – | 123,340 | +100.0% | 4.54% | – |
| TER | New | TERADYNE INC.ter | $7,562,000 | – | 118,440 | +100.0% | 2.41% | – |
| ASML | New | ASML HOLDING N.V.asml | $6,070,000 | – | 22,575 | +100.0% | 1.94% | – |
| SWKS | New | SKYWORKS SOLTUIONS INCswks | $10,000 | – | 100 | +100.0% | 0.00% | – |
| CVNA | New | CARVAVA CL A ORDcvna | $9,000 | – | 100 | +100.0% | 0.00% | – |
| EW | New | EDWARDS LIFESCIENCES ORDew | $2,000 | – | 10 | +100.0% | 0.00% | – |
| INTC | New | INTEL CORP.intc | $1,000 | – | 10 | +100.0% | 0.00% | – |
| QRVO | New | QORVO ORDqrvo | $1,000 | – | 10 | +100.0% | 0.00% | – |
| TSM | New | TAIWAN SEMICONDUCTORtsm | $1,000 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-12
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 | 2024-05-13 |
| 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 |
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.