$551 Million is the total value of BERKSHIRE CAPITAL HOLDINGS INC's 61 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRWD | New | Crowdstrike Holdings Cl A Ordcrwd | $17,243,000 | – | 171,930 | +100.0% | 3.13% | – |
| PTON | New | Peloton Interactive, Inc.pton | $16,376,000 | – | 283,470 | +100.0% | 2.97% | – |
| DDOG | New | Datadog, Inc.ddog | $16,123,000 | – | 185,430 | +100.0% | 2.93% | – |
| MELI | New | Mercadolibre, Incmeli | $15,900,000 | – | 16,130 | +100.0% | 2.89% | – |
| RH | New | RHrh | $15,740,000 | – | 63,240 | +100.0% | 2.86% | – |
| LULU | New | Lululemon Athletica Inc.lulu | $11,791,000 | – | 37,790 | +100.0% | 2.14% | – |
| W | New | Wayfair Inc.w | $20,000 | – | 100 | +100.0% | 0.00% | – |
| DXCM | New | DexCom, Inc.dxcm | $4,000 | – | 10 | +100.0% | 0.00% | – |
| SPOT | New | Spotify Technology S.A. (Luxembourg)spot | $3,000 | – | 10 | +100.0% | 0.00% | – |
| CHWY | New | Chewy, Inc.chwy | $0 | – | 10 | +100.0% | 0.00% | – |
| DOCU | New | DocuSign, Inc.docu | $2,000 | – | 10 | +100.0% | 0.00% | – |
| VEEV | New | Veeva Systems Inc- Class Aveev | $2,000 | – | 10 | +100.0% | 0.00% | – |
| SPCE | New | Virgin Galactic Holdings, Inc.spce | $0 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
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.