0001162044-22-000606.txt : 20220513 0001162044-22-000606.hdr.sgml : 20220513 20220513154417 ACCESSION NUMBER: 0001162044-22-000606 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220513 DATE AS OF CHANGE: 20220513 EFFECTIVENESS DATE: 20220513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BERKSHIRE CAPITAL HOLDINGS INC CENTRAL INDEX KEY: 0001133742 IRS NUMBER: 770330031 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06289 FILM NUMBER: 22922305 BUSINESS ADDRESS: STREET 1: 475 MILAN DRIVE STREET 2: SUITE 103 CITY: SAN JOSE STATE: CA ZIP: 95134 BUSINESS PHONE: 408-526-0707 MAIL ADDRESS: STREET 1: 475 MILAN DRIVE STREET 2: SUITE 103 CITY: SAN JOSE STATE: CA ZIP: 95134 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001133742 XXXXXXXX 03-31-2022 03-31-2022 false BERKSHIRE CAPITAL HOLDINGS INC

475 Milan Drive Suite 103 San Jose CA 95134

13F HOLDINGS REPORT 028-06289 N Malcolm R Fobes III 408-526-0707 Malcolm R Fobes III San Jose CA 05-12-2022 0 92 489688 INFORMATION TABLE 2 infotable.xml Tesla, Inc. TSLA 88160R101 83546 77530 SH SOLE 77530 0 0 MongoDB, Inc. Class A MDB 60937P106 32231 72660 SH SOLE 72660 0 0 Block, Inc. SQ 852234103 30038 221520 SH SOLE 221520 0 0 Cloudflare, Inc. Class A NET 18915M107 28832 240870 SH SOLE 240870 0 0 Palo Alto Networks, Inc. PANW 697435105 22591 36290 SH SOLE 36290 0 0 Datadog, Inc. Class A DDOG 23804L103 22415 147980 SH SOLE 147980 0 0 NVIDIA Corp. NVDA 67066G104 19477 71380 SH SOLE 71380 0 0 MercadoLibre, Inc. (Argentina) MELI 58733R102 19377 16290 SH SOLE 16290 0 0 Snap, Inc. Class A SNAP 83304A106 19238 534540 SH SOLE 534540 0 0 Silvergate Capital Corp. - Class A SI 82837P408 18775 124690 SH SOLE 124690 0 0 Bill.com Holdings, Inc. BILL 090043100 18640 82190 SH SOLE 82190 0 0 Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 18253 62120 SH SOLE 62120 0 0 Enphase Energy, Inc. ENPH 29355A107 17738 87910 SH SOLE 87910 0 0 Pure Storage, Inc. PSTG 7462AM102 17124 484970 SH SOLE 484970 0 0 Zscaler, Inc. ZS 98980G102 14991 62130 SH SOLE 62130 0 0 Snowflake, Inc. Class A SNOW 833445109 14552 63510 SH SOLE 63510 0 0 CrowdStrike Holdings, Inc. Class A CRWD 22788C105 14270 62840 SH SOLE 62840 0 0 Twilio, Inc. Class A TWLO 90138F102 14254 86490 SH SOLE 86490 0 0 DoorDash, Inc. DASH 25809K105 13779 117580 SH SOLE 117580 0 0 Hubspot, Inc. HUBS 443573100 9912 20870 SH SOLE 20870 0 0 Sea Ltd. (Singapore) SE 81141R100 9550 79720 SH SOLE 79720 0 0 DigitalOcean Holdings, Inc. DOCN 25402D102 9517 164510 SH SOLE 164510 0 0 Coinbase Global, Inc. COIN 19260Q107 7630 40190 SH SOLE 40190 0 0 Wolfspeed, Inc. WOLF 977852102 7269 63840 SH SOLE 63840 0 0 Domo, Inc. Class B DOMO 257554105 5517 109100 SH SOLE 109100 0 0 Amazon.com, Inc. AMZN 023135106 33 10 SH SOLE 10 0 0 Alphabet, Inc. Class A GOOGL 02079K305 28 10 SH SOLE 10 0 0 Shopify, Inc. Class A (Canada) SHOP 82509L107 7 10 SH SOLE 10 0 0 ASML Holding N.V. ADR ASML N07059111 7 10 SH SOLE 10 0 0 Broadcom Ltd. AVGO 11135F101 6 10 SH SOLE 10 0 0 ServiceNow, Inc. NOW 81762P102 6 10 SH SOLE 10 0 0 Lam Research Corp. LRCX 512807108 5 10 SH SOLE 10 0 0 Intuit, Inc. INTU 461202103 5 10 SH SOLE 10 0 0 Adobe, Inc. ADBE 00724F101 5 10 SH SOLE 10 0 0 Netflix, Inc. NFLX 64110L106 4 10 SH SOLE 10 0 0 Kla-Tencor Corp. KLAC 482480100 4 10 SH SOLE 10 0 0 Invesco QQQ ETF QQQ 46090E103 4 10 SH SOLE 10 0 0 Paycom Software, Inc. PAYC 70432V102 3 10 SH SOLE 10 0 0 Fortinet,Inc. FTNT 34959E109 3 10 SH SOLE 10 0 0 Microsoft Corp. MSFT 594918104 3 10 SH SOLE 10 0 0 Signature Bank SBNY 82669G104 3 10 SH SOLE 10 0 0 VanEck Vectors Semiconductor ETF SMH 92189F676 3 10 SH SOLE 10 0 0 Workday, Inc. Class A WDAY 98138H101 2 10 SH SOLE 10 0 0 Meta Platforms, Inc. FB 30303M102 2 10 SH SOLE 10 0 0 Paylocity Holding Corp. PCTY 70438V106 2 10 SH SOLE 10 0 0 Apple, Inc. AAPL 037833100 2 10 SH SOLE 10 0 0 Airbnb, Inc. Class A ABNB 009066101 2 10 SH SOLE 10 0 0 Cadence Design Systems Inc. CDNS 127387108 2 10 SH SOLE 10 0 0 Qualcomm, Inc. QCOM 747525103 2 10 SH SOLE 10 0 0 Spotify Technology S.A. (Luxembourg) SPOT L8681T102 2 10 SH SOLE 10 0 0 Okta, Inc. Class A OKTA 679295105 2 10 SH SOLE 10 0 0 Arista Networks, Inc. ANET 040413106 1 10 SH SOLE 10 0 0 Paychex, Inc. PAYX 704326107 1 10 SH SOLE 10 0 0 Applied Materials, Inc. AMAT 038222105 1 10 SH SOLE 10 0 0 Roku, Inc. Class A ROKU 77543R102 1 10 SH SOLE 10 0 0 Etsy, Inc. ETSY 29786A106 1 10 SH SOLE 10 0 0 Carvana Co. CVNA 146869102 1 10 SH SOLE 10 0 0 Teradyne, Inc. TER 880770102 1 10 SH SOLE 10 0 0 Zoom Video Communications, Inc. ZM 98980L101 1 10 SH SOLE 10 0 0 RingCentral, Inc. Class A RNG 76680R206 1 10 SH SOLE 10 0 0 PayPal Holdings, Inc. PYPL 70450Y103 1 10 SH SOLE 10 0 0 Advanced Micro Devices, Inc. AMD 007903107 1 10 SH SOLE 10 0 0 Upstart Holdings, Inc. UPST 91680M107 1 10 SH SOLE 10 0 0 Alibaba Group Holding Ltd. ADR BABA 01609W102 1 10 SH SOLE 10 0 0 DocuSign, Inc. DOCU 256163106 1 10 SH SOLE 10 0 0 Ambarella, Inc. AMBA G037AX101 1 10 SH SOLE 10 0 0 Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH SOLE 10 0 0 Unity Software, Inc. U 91332U101 1 10 SH SOLE 10 0 0 Kornit Digital Ltd. (Israel) KRNT 001121672 1 10 SH SOLE 10 0 0 Teladoc Health, Inc. TDOC 87918A105 1 10 SH SOLE 10 0 0 Marvell Technology, Inc. MRVL G5876H105 1 10 SH SOLE 10 0 0 The Trade Desk, Inc. Class A TTD 88339J105 1 10 SH SOLE 10 0 0 ON Semiconductor Corporation ON 682189105 1 10 SH SOLE 10 0 0 ZoomInfo Technologies Inc. ZI 98980F104 1 10 SH SOLE 10 0 0 Doximity, Inc. Class A DOCS 26622P107 1 10 SH SOLE 10 0 0 Rivian Automotive, Inc. RIVN 76954A103 1 10 SH SOLE 10 0 0 Zillow Group, Inc. Z 98954M101 0 10 SH SOLE 10 0 0 Affirm Holdings, Inc. Class A AFRM 00827B106 0 10 SH SOLE 10 0 0 Roblox Corp. RBLX 771049103 0 10 SH SOLE 10 0 0 Digital Turbine, Inc. APPS 25400W102 0 10 SH SOLE 10 0 0 Chewy, Inc. Class A CHWY 16679L109 0 10 SH SOLE 10 0 0 SentinelOne, Inc. Class A S 852061100 0 10 SH SOLE 10 0 0 Twitter, Inc. TWTR 90184L102 0 10 SH SOLE 10 0 0 OptimizeRx Corp. OPRX 68401U204 0 10 SH SOLE 10 0 0 XPeng, Inc. ADR XPEV 98422D105 0 10 SH SOLE 10 0 0 Li Auto, Inc. ADR LI 50202M102 0 10 SH SOLE 10 0 0 Pinterest, Inc. Class A PINS 72352L106 0 10 SH SOLE 10 0 0 NIO, Inc. ADR NIO 62914V106 0 10 SH SOLE 10 0 0 DraftKings, Inc. Class A DKNG 26142R104 0 10 SH SOLE 10 0 0 Ford Motor Company F 345370860 0 10 SH SOLE 10 0 0 Palantir Technologies, Inc. PLTR 69608A108 0 10 SH SOLE 10 0 0 Opendoor Technologies, Inc. OPEN 68372A104 0 10 SH SOLE 10 0 0