$941 Million is the total value of BERKSHIRE CAPITAL HOLDINGS INC's 75 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 7.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Alphabet, Inc. Class Agoogl | $18,000 | +20.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MELI | MercadoLibre, Inc.meli | $17,000 | +54.5% | 10 | 0.0% | 0.00% | 0.0% | |
| NFLX | Netflix, Inc.nflx | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| LRCX | Lam Research Corp.lrcx | $5,000 | +66.7% | 10 | 0.0% | 0.00% | – | |
| ********** | ASML Holding N.V.asml | $5,000 | +25.0% | 10 | 0.0% | 0.00% | 0.0% | |
| TEAM | Atlassian Corporation Plc.team | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SPOT | Spotify Technology SA (Luxembourg)spot | $3,000 | +50.0% | 10 | 0.0% | 0.00% | – | |
| AMD | Advanced Micro Devices, Inc.amd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| AMAT | Applied Materials, Inc.amat | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CHWY | Chewy, Inc.chwy | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| DDOG | Datadog, Inc.ddog | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FB | Facebook, Inc. Class Afb | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FISV | Fiserv, Inc.fisv | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| GPN | Global Payments, Inc.gpn | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| QQQ | Invesco QQQ Trust ETFqqq | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| JD | JD.com, Inc.jd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| LULU | Lululemon Athletica, Inc.lulu | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| MSFT | Microsoft Corp.msft | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| MU | Micron Technology, Inc.mu | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| MDB | MongoDB, Inc. Class Amdb | $4,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
| RH | RHrh | $4,000 | 0.0% | 10 | 0.0% | 0.00% | -100.0% | |
| SWKS | Skyworks Soltuions, Inc.swks | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
| TSM | Taiwan Semiconductor Manufacturing Co., Ltd. ADRtsm | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| TDOC | Teladoc Health, Inc.tdoc | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| TER | Teradyne, Inc.ter | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SMH | VanEck Vectors Semiconductor ETFsmh | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SPCE | Virgin Galactic Holdings, Inc.spce | $0 | – | 10 | 0.0% | 0.00% | – | |
| W | Wayfair, Inc. Class Aw | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – | |
| ZM | Zoom Video Communications, Inc.zm | $3,000 | -40.0% | 10 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.