$223 Million is the total value of BERKSHIRE CAPITAL HOLDINGS INC's 94 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ********** | ASML Holding N.V. ADRasml | $6,807 | +24.6% | 10 | 0.0% | 0.00% | 0.0% | |
| AVGO | Broadcom Ltd.avgo | $6,415 | +14.7% | 10 | 0.0% | 0.00% | 0.0% | |
| PANW | Palo Alto Networks, Inc.panw | $5,992 | +43.1% | 30 | 0.0% | 0.00% | +50.0% | |
| LRCX | Lam Research Corp.lrcx | $5,301 | +26.1% | 10 | 0.0% | 0.00% | 0.0% | |
| INTU | Intuit, Inc.intu | $4,458 | +14.5% | 10 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA Corporationklac | $3,992 | +5.9% | 10 | 0.0% | 0.00% | 0.0% | |
| ADBE | Adobe, Inc.adbe | $3,854 | +14.5% | 10 | 0.0% | 0.00% | 0.0% | |
| AMAT | Applied Materials, Inc.amat | $1,228 | +26.1% | 10 | 0.0% | 0.00% | 0.0% | |
| SMH | VanEck Semiconductor ETFsmh | $2,632 | +29.7% | 10 | 0.0% | 0.00% | 0.0% | |
| PCTY | Paylocity Holding Corp.pcty | $1,988 | +2.3% | 10 | 0.0% | 0.00% | 0.0% | |
| PAYC | Paycom Software, Inc.payc | $3,040 | -2.0% | 10 | 0.0% | 0.00% | -50.0% | |
| MSFT | Microsoft Corp.msft | $2,883 | +20.2% | 10 | 0.0% | 0.00% | 0.0% | |
| ENPH | Enphase Energy, Inc.enph | $2,103 | -20.6% | 10 | 0.0% | 0.00% | 0.0% | |
| QQQ | Invesco QQQ ETFqqq | $3,209 | +20.5% | 10 | 0.0% | 0.00% | 0.0% | |
| ZS | Zscaler, Inc.zs | $1,168 | +4.4% | 10 | 0.0% | 0.00% | 0.0% | |
| AAPL | Apple, Inc.aapl | $1,649 | +26.9% | 10 | 0.0% | 0.00% | 0.0% | |
| CDNS | Cadence Design Systems Inc.cdns | $2,101 | +30.8% | 10 | 0.0% | 0.00% | 0.0% | |
| TEAM | Atlassian Corporation PLC Class A (United Kingdom)team | $1,712 | +33.0% | 10 | 0.0% | 0.00% | 0.0% | |
| QCOM | Qualcomm, Inc. | $1,276 | +16.1% | 10 | 0.0% | 0.00% | 0.0% | |
| CYBR | Cyberark Software LTD (Israel)cybr | $1,480 | +14.1% | 10 | 0.0% | 0.00% | 0.0% | |
| ABNB | Airbnb, Inc. Class Aabnb | $1,244 | +45.5% | 10 | 0.0% | 0.00% | – | |
| ANET | Arista Networks, Inc.anet | $1,679 | +38.3% | 10 | 0.0% | 0.00% | 0.0% | |
| XPEV | XPeng, Inc. ADRxpev | $111 | +12.1% | 10 | 0.0% | 0.00% | – | |
| ZI | ZoomInfo Technologies Inc.zi | $247 | -17.9% | 10 | 0.0% | 0.00% | – | |
| ZM | Zoom Video Communications, Inc. Class Azm | $738 | +9.0% | 10 | 0.0% | 0.00% | – | |
| BABA | Alibaba Group Holding Ltd. ADRbaba | $1,022 | +16.0% | 10 | 0.0% | 0.00% | – | |
| AMZN | Amazon.com, Inc.amzn | $1,033 | +23.0% | 10 | 0.0% | 0.00% | – | |
| BYDDY | BYD Company Ltd ADRbyddy | $588 | +19.8% | 10 | 0.0% | 0.00% | – | |
| CHWY | Chewy, Inc. Class Achwy | $374 | +0.8% | 10 | 0.0% | 0.00% | – | |
| COIN | Coinbase Global, Inc. Class Acoin | $676 | +91.0% | 10 | 0.0% | 0.00% | – | |
| APPS | Digital Turbine, Inc.apps | $124 | -18.4% | 10 | 0.0% | 0.00% | – | |
| DOMO | Domo, Inc. Class Bdomo | $142 | 0.0% | 10 | 0.0% | 0.00% | – | |
| DKNG | DraftKings, Inc. Class Adkng | $194 | +70.2% | 10 | 0.0% | 0.00% | – | |
| ETSY | Etsy, Inc.etsy | $1,113 | -7.1% | 10 | 0.0% | 0.00% | -100.0% | |
| LI | Li Auto, Inc. ADRli | $250 | +22.5% | 10 | 0.0% | 0.00% | – | |
| NIO | NIO, Inc. ADRnio | $105 | +7.1% | 10 | 0.0% | 0.00% | – | |
| ON | ON Semiconductor Corporationon | $823 | +31.9% | 10 | 0.0% | 0.00% | – | |
| OPEN | Opendoor Technologies, Inc.open | $18 | +50.0% | 10 | 0.0% | 0.00% | – | |
| PLTR | Palantir Technologies, Inc. Classpltr | $85 | +32.8% | 10 | 0.0% | 0.00% | – | |
| PYPL | PayPal Holdings, Inc.pypl | $759 | +6.6% | 10 | 0.0% | 0.00% | – | |
| PINS | Pinterest, Inc. Class Apins | $273 | +12.3% | 10 | 0.0% | 0.00% | – | |
| Polestar Automotive Holding UK PLC ADS Class Apsny | $38 | -28.3% | 10 | 0.0% | 0.00% | – | ||
| PSTG | Pure Storage, Inc. Class Apstg | $255 | -4.9% | 10 | 0.0% | 0.00% | – | |
| Rivian Automotive, Inc. Class Arivn | $155 | -15.8% | 10 | 0.0% | 0.00% | – | ||
| RBLX | Roblox Corporation Class Arblx | $450 | +57.9% | 10 | 0.0% | 0.00% | – | |
| SNAP | Snap, Inc. Class Asnap | $112 | +24.4% | 10 | 0.0% | 0.00% | – | |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd. ADRtsm | $930 | +24.8% | 10 | 0.0% | 0.00% | – | |
| TER | Teradyne, Inc.ter | $1,075 | +23.0% | 10 | 0.0% | 0.00% | – | |
| TWLO | Twilio, Inc. Class Atwlo | $666 | +35.9% | 10 | 0.0% | 0.00% | – | |
| U | Unity Software, Inc.u | $324 | +13.3% | 10 | 0.0% | 0.00% | – | |
| Wolfspeed, Inc.wolf | $650 | -5.8% | 10 | 0.0% | 0.00% | – | ||
| Kornit Digital Ltd. (Israel)krnt | $194 | -15.7% | 10 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
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 | 2024-02-14 |
| 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.