BERKSHIRE CAPITAL HOLDINGS INC - Q2 2020 holdings

$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 33.3% .

 Value Shares↓ Weighting
GOOGL  Alphabet, Inc.googl$14,000
+16.7%
100.0%0.00%
-25.0%
NOW  Servicenow, Inc.now$4,000
+33.3%
100.0%0.00%0.0%
**********  ASML Holding N.V.asml$4,000
+33.3%
100.0%0.00%0.0%
BABA  Alibaba Group Holding Limitedbaba$2,0000.0%100.0%0.00%
-100.0%
 Alteryx, Inc.ayx$2,000
+100.0%
100.0%0.00%
FB  Facebook, Inc.fb$2,0000.0%100.0%0.00%
-100.0%
GPN  Global Payments Incgpn$2,000
+100.0%
100.0%0.00%
QQQ  Invesco QQQ Trustqqq$2,0000.0%100.0%0.00%
-100.0%
JD  JD.com, Inc.jd$1,000100.0%0.00%
LSCC  Lattice Semiconductor Corp.lscc$0100.0%0.00%
MU  Micron Technology, Inc.mu$1,000100.0%0.00%
MDB  Mongodb Cl A Ordmdb$2,000
+100.0%
100.0%0.00%
QRVO  Qorvo, Inc.qrvo$1,0000.0%100.0%0.00%
QCOM  Qualcomm, Inc.$1,0000.0%100.0%0.00%
ROKU  Roku, Inc.roku$1,0000.0%100.0%0.00%
CRM  Salesforce.Com, Inc.crm$2,000
+100.0%
100.0%0.00%
TSM  Taiwan Semiconductortsm$1,000100.0%0.00%
TER  Teradyne Inc.ter$1,0000.0%100.0%0.00%
WDC  Western Digital Corp.wdc$0100.0%0.00%
TEAM  Atlassian Corporation Plcteam$2,000
+100.0%
100.0%0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-08-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON.COM, INC.23Q3 202315.8%
NVIDIA CORP.23Q3 202315.0%
MICROSOFT CORP.23Q3 202311.3%
SQUARE, INC. (CLASS A)23Q3 20237.2%
SERVICENOW, INC.23Q3 20237.5%
APPLE, INC.23Q3 20238.9%
PAYPAL HOLDINGS, INC.23Q3 20235.7%
Meta Platforms, Inc. Class A23Q3 20238.1%
ADOBE SYSTEMS, INC.23Q3 20236.0%
ALPHABET, INC. CLASS A23Q3 20234.8%

View BERKSHIRE CAPITAL HOLDINGS INC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-13
13F-HR2023-08-14
13F-HR2023-05-12
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-11
13F-HR2022-05-13
13F-HR2022-02-14
13F-HR2021-11-12

View BERKSHIRE CAPITAL HOLDINGS INC's complete filings history.

Compare quarters

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