$748 Million is the total value of BERKSHIRE CAPITAL HOLDINGS INC's 86 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 10.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon.com, Inc.amzn | $33,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| GOOGL | Alphabet, Inc. Class Agoogl | $29,000 | +7.4% | 10 | 0.0% | 0.00% | 0.0% | |
| INTU | Intuit, Inc.intu | $6,000 | +20.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MA | Mastercard, Inc. Class Ama | $4,000 | +33.3% | 10 | 0.0% | 0.00% | – | |
| NFLX | Netflix, Inc.nflx | $6,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| ADBE | Adobe, Inc.adbe | $6,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| ********** | ASML Holding N.V. ADRasml | $8,000 | +14.3% | 10 | 0.0% | 0.00% | 0.0% | |
| QQQ | Invesco QQQ ETFqqq | $4,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| TWLO | Twilio, Inc. Class Atwlo | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| TWTR | Twitter, Inc.twtr | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| SMH | VanEck Vectors Semiconductor ETFsmh | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| WDAY | Workday, Inc. Class Awday | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ZG | Zillow Group, Inc.z | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ZM | Zoom Video Communications, Inc.zm | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – | |
| AMBA | Ambarella, Inc.amba | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SPOT | Spotify Technology S.A. (Luxembourg)spot | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| AMD | Advanced Micro Devices, Inc.amd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| AAPL | Apple, Inc.aapl | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
| CVNA | Carvana Co.cvna | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – | |
| CHWY | Chewy, Inc. Class Achwy | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| NET | Cloudflare, Inc. Class Anet | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| CRWD | CrowdStrike Holdings, Inc. Class Acrwd | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| DOCU | DocuSign, Inc.docu | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – | |
| DOMO | Domo, Inc. Class Bdomo | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| DKNG | DraftKings, Inc. Class Adkng | $0 | – | 10 | 0.0% | 0.00% | – | |
| DOCS | Doximity, Inc. Class Adocs | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ETSY | Etsy, Inc.etsy | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| FB | Meta Platforms, Inc.fb | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| LI | Li Auto, Inc. ADRli | $0 | – | 10 | 0.0% | 0.00% | – | |
| MSFT | Microsoft Corp.msft | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| NIO | NIO, Inc. ADRnio | $0 | – | 10 | 0.0% | 0.00% | – | |
| OKTA | Okta, Inc. Class Aokta | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| PLTR | Palantir Technologies, Inc.pltr | $0 | – | 10 | 0.0% | 0.00% | – | |
| PYPL | PayPal Holdings, Inc.pypl | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – | |
| PINS | Pinterest, Inc. Class Apins | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| RNG | RingCentral, Inc. Class Arng | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SBNY | Signature Banksbny | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| S | SentinelOne, Inc. Class As | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADRtsm | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| TDOC | Teladoc Health, Inc.tdoc | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| TER | Teradyne, Inc.ter | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.