$204 Million is the total value of BERKSHIRE CAPITAL HOLDINGS INC's 84 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | Buy | NVIDIA Corp.nvda | $30,514,549 | +39.1% | 70,150 | +35.3% | 14.95% | +65.4% |
| MDB | Buy | MongoDB, Inc. Class Amdb | $14,052,292 | -15.7% | 40,630 | +0.2% | 6.88% | +0.3% |
| UBER | Buy | Uber Technologies, Inc.uber | $9,891,529 | +35.8% | 215,080 | +27.4% | 4.85% | +61.4% |
| ZS | Buy | Zscaler, Inc.zs | $9,165,807 | +23.9% | 58,910 | +16.5% | 4.49% | +47.3% |
| TEAM | Buy | Atlassian Corporation PLC Class A (United Kingdom)team | $8,904,727 | +530575.0% | 44,190 | +441800.0% | 4.36% | +436200.0% |
| AMZN | Buy | Amazon.com, Inc.amzn | $7,276,349 | +557902.2% | 57,240 | +572300.0% | 3.56% | +356400.0% |
| DASH | Buy | DoorDash, Inc. Class Adash | $6,143,031 | +803961.6% | 77,300 | +772900.0% | 3.01% | – |
| APP | Buy | AppLovin Corporationapp | $6,090,703 | +2369823.3% | 152,420 | +1524100.0% | 2.98% | – |
| MELI | Buy | MercadoLibre, Inc. (Argentina)meli | $5,946,357 | +50097.2% | 4,690 | +46800.0% | 2.91% | +58180.0% |
| COIN | Buy | Coinbase Global, Inc. Class Acoin | $5,116,702 | +714523.2% | 68,150 | +681400.0% | 2.51% | – |
| PANW | Buy | Palo Alto Networks, Inc.panw | $2,065,416 | +26846.1% | 8,810 | +29266.7% | 1.01% | +33633.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.