President

0001162044-22-001271.txt : 20221114 0001162044-22-001271.hdr.sgml : 20221114 20221114101650 ACCESSION NUMBER: 0001162044-22-001271 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221381681 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 09-30-2022 09-30-2022 false BERKSHIRE CAPITAL HOLDINGS INC

475 Milan Drive Suite 103 San Jose CA 95134

13F HOLDINGS REPORT 028-06289 N Malcolm R. Fobes III President 408-526-0707 Malcolm R. Fobes III San Jose CA 11-09-2022 0 90 248852 INFORMATION TABLE 2 infotable.xml Tesla, Inc. TSLA 88160R101 19822 74730 SH SOLE 74730 0 0 Snowflake, Inc. Class A SNOW 833445109 18126 106650 SH SOLE 106650 0 0 Cloudflare, Inc. Class A NET 18915M107 17281 312430 SH SOLE 312430 0 0 The Trade Desk, Inc. Class A TTD 88339J105 16793 281060 SH SOLE 281060 0 0 Datadog, Inc. Class A DDOG 23804L103 16542 186330 SH SOLE 186330 0 0 Bill.com Holdings, Inc. BILL 090043100 13393 101180 SH SOLE 101180 0 0 MercadoLibre, Inc. (Argentina) MELI 58733R102 12152 14680 SH SOLE 14680 0 0 CrowdStrike Holdings, Inc. Class A CRWD 22788C105 12130 73600 SH SOLE 73600 0 0 MongoDB, Inc. Class A MDB 60937P106 12076 60820 SH SOLE 60820 0 0 Amazon.com, Inc. AMZN 023135106 11875 105090 SH SOLE 105090 0 0 Zscaler, Inc. ZS 98980G102 11435 69570 SH SOLE 69570 0 0 ZoomInfo Technologies Inc. ZI 98980F104 9958 239030 SH SOLE 239030 0 0 Roblox Corporation Class A RBLX 771049103 8736 243760 SH SOLE 243760 0 0 DraftKings, Inc. Class A DKNG 26142R104 8724 576240 SH SOLE 576240 0 0 DigitalOcean Holdings, Inc. DOCN 25402D102 7611 210410 SH SOLE 210410 0 0 Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 7524 35730 SH SOLE 35730 0 0 HubSpot, Inc. HUBS 443573100 7363 27260 SH SOLE 27260 0 0 Rivian Automotive, Inc. Class A RIVN 76954A103 6231 189330 SH SOLE 189330 0 0 Kornit Digital Ltd. (Israel) KRNT 001121672 5723 215060 SH SOLE 215060 0 0 monday.com Ltd. MNDY 001176213 5617 49560 SH SOLE 49560 0 0 Celsius Holdings, Inc. CELH 15118V207 4996 55090 SH SOLE 55090 0 0 GitLab Inc. GTLB 37637K108 4936 96360 SH SOLE 96360 0 0 Block, Inc. Class A SQ 852234103 4890 88930 SH SOLE 88930 0 0 Shopify, Inc. Class A (Canada) SHOP 82509L107 4820 178900 SH SOLE 178900 0 0 Alphabet, Inc. Class A GOOGL 02079K305 19 200 SH SOLE 200 0 0 Palo Alto Networks, Inc. PANW 697435105 5 30 SH SOLE 30 0 0 Broadcom Ltd. AVGO 11135F101 4 10 SH SOLE 10 0 0 ASML Holding N.V. ADR ASML N07059111 4 10 SH SOLE 10 0 0 Intuit, Inc. INTU 461202103 4 10 SH SOLE 10 0 0 ServiceNow, Inc. NOW 81762P102 4 10 SH SOLE 10 0 0 Lam Research Corp. LRCX 512807108 4 10 SH SOLE 10 0 0 Paycom Software, Inc. PAYC 70432V102 3 10 SH SOLE 10 0 0 KLA Corporation KLAC 482480100 3 10 SH SOLE 10 0 0 Enphase Energy, Inc. ENPH 29355A107 3 10 SH SOLE 10 0 0 Adobe, Inc. ADBE 00724F101 3 10 SH SOLE 10 0 0 Invesco QQQ ETF QQQ 46080E103 3 10 SH SOLE 10 0 0 Fortinet,Inc. FTNT 34959E109 2 50 SH SOLE 50 0 0 Paylocity Holding Corp. PCTY 70438V106 2 10 SH SOLE 10 0 0 Microsoft Corp. MSFT 594918104 2 10 SH SOLE 10 0 0 VanEck Semiconductor ETF SMH 92189F676 2 10 SH SOLE 10 0 0 Cadence Design Systems Inc. CDNS 127387108 2 10 SH SOLE 10 0 0 Signature Bank SBNY 82669G104 2 10 SH SOLE 10 0 0 Cyberark Software LTD (Israel) CYBR M2682V108 2 10 SH SOLE 10 0 0 Apple, Inc. AAPL 037833100 1 10 SH SOLE 10 0 0 Meta Platforms, Inc. Class A META 30303M102 1 10 SH SOLE 10 0 0 NVIDIA Corp. NVDA 67066G104 1 10 SH SOLE 10 0 0 Qualcomm, Inc. QCOM 747525103 1 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 Airbnb, Inc. Class A ABNB 009066101 1 10 SH SOLE 10 0 0 Wolfspeed, Inc. WOLF 977852102 1 10 SH SOLE 10 0 0 Etsy, Inc. ETSY 29786A106 1 10 SH SOLE 10 0 0 Spotify Technology S.A. (Luxembourg) SPOT L8681T102 1 10 SH SOLE 10 0 0 PayPal Holdings, Inc. PYPL 70450Y103 1 10 SH SOLE 10 0 0 Applied Materials, Inc. AMAT 038222105 1 10 SH SOLE 10 0 0 Alibaba Group Holding Ltd. ADR BABA 01609W102 1 10 SH SOLE 10 0 0 Silvergate Capital Corp. - Class A SI 82837P408 1 10 SH SOLE 10 0 0 Teradyne, Inc. TER 880770102 1 10 SH SOLE 10 0 0 Zoom Video Communications, Inc. Class A ZM 98980L101 1 10 SH SOLE 10 0 0 Twilio, Inc. Class A TWLO 90138F102 1 10 SH SOLE 10 0 0 Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH SOLE 10 0 0 Coinbase Global, Inc. Class A COIN 19260Q107 1 10 SH SOLE 10 0 0 Advanced Micro Devices, Inc. AMD 007903107 1 10 SH SOLE 10 0 0 ON Semiconductor Corporation ON 682189105 1 10 SH SOLE 10 0 0 Okta, Inc. Class A OKTA 679295105 1 10 SH SOLE 10 0 0 Roku, Inc. Class A ROKU 77543R102 1 10 SH SOLE 10 0 0 Ambarella, Inc. AMBA G037AX101 1 10 SH SOLE 10 0 0 Sea Ltd. (Singapore) SE 81141R100 1 10 SH SOLE 10 0 0 DoorDash, Inc. Class A DASH 25809K105 0 10 SH SOLE 10 0 0 BYD Company Ltd ADR BYDDY 05606L100 0 10 SH SOLE 10 0 0 Marvell Technology, Inc. MRVL G5876H105 0 10 SH SOLE 10 0 0 Unity Software, Inc. U 91332U101 0 10 SH SOLE 10 0 0 Chewy, Inc. Class A CHWY 16679L109 0 10 SH SOLE 10 0 0 Doximity, Inc. Class A DOCS 26622P107 0 10 SH SOLE 10 0 0 Zillow Group, Inc. Class C Z 98954M101 0 10 SH SOLE 10 0 0 Pure Storage, Inc. PSTG 7462AM102 0 10 SH SOLE 10 0 0 Uber Technologies, Inc. UBER 90353T100 0 10 SH SOLE 10 0 0 Teladoc Health, Inc. TDOC 87918A105 0 10 SH SOLE 10 0 0 Pinterest, Inc. Class A PINS 72352L106 0 10 SH SOLE 10 0 0 Li Auto, Inc. ADR LI 50202M102 0 10 SH SOLE 10 0 0 Carvana Co. Class A CVNA 146869102 0 10 SH SOLE 10 0 0 Affirm Holdings, Inc. Class A AFRM 00827B106 0 10 SH SOLE 10 0 0 Domo, Inc. Class B DOMO 257554105 0 10 SH SOLE 10 0 0 NIO, Inc. ADR NIO 62914V106 0 10 SH SOLE 10 0 0 Digital Turbine, Inc. APPS 25400W102 0 10 SH SOLE 10 0 0 XPeng, Inc. ADR XPEV 98422D105 0 10 SH SOLE 10 0 0 Snap, Inc. Class A SNAP 83304A106 0 10 SH SOLE 10 0 0 Palantir Technologies, Inc. Class PLTR 69608A108 0 10 SH SOLE 10 0 0 Polestar Automotive Cl A ADS PSNY 731105201 0 10 SH SOLE 10 0 0 Opendoor Technologies, Inc. OPEN 68372A104 0 10 SH SOLE 10 0 0