0001162044-23-000183.txt : 20230213 0001162044-23-000183.hdr.sgml : 20230213 20230213153729 ACCESSION NUMBER: 0001162044-23-000183 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23617828 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 X0202 13F-HR LIVE false false false 0001133742 XXXXXXXX 12-31-2022 12-31-2022 false BERKSHIRE CAPITAL HOLDINGS INC

475 Milan Drive Suite 103 San Jose CA 95134

13F HOLDINGS REPORT 028-06289 000107175 801-53149 N Malcolm R Fobes III 408-526-0701 Malcolm R Fobes III San Jose CA 02-13-2023 0 87 188470980 INFORMATION TABLE 2 infotable.xml MongoDB, Inc. Class A MDB 60937P106 14770874 75040 SH SOLE 75040 0 0 The Trade Desk, Inc. Class A TTD 88339J105 13449897 300020 SH SOLE 300020 0 0 Snowflake, Inc. Class A SNOW 833445109 13410942 93430 SH SOLE 93430 0 0 Tesla, Inc. TSLA 88160R101 13201201 107170 SH SOLE 107170 0 0 Datadog, Inc. Class A DDOG 23804L103 13121955 178530 SH SOLE 178530 0 0 Cloudflare, Inc. Class A NET 18915M107 12966228 286800 SH SOLE 286800 0 0 HubSpot, Inc. HUBS 443573100 11252940 38920 SH SOLE 38920 0 0 NVIDIA Corp. NVDA 67066G104 9374881 64150 SH SOLE 64150 0 0 Block, Inc. Class A SQ 852234103 9225540 146810 SH SOLE 146810 0 0 Bill.com Holdings, Inc. BILL 090043100 9218016 84600 SH SOLE 84600 0 0 MercadoLibre, Inc. (Argentina) MELI 58733R102 9105542 10760 SH SOLE 10760 0 0 GitLab Inc. GTLB 37637K108 8241907 181380 SH SOLE 181380 0 0 Shopify, Inc. Class A (Canada) SHOP 82509L107 7492501 215860 SH SOLE 215860 0 0 ServiceNow, Inc. NOW 81762P102 7466432 19230 SH SOLE 19230 0 0 Celsius Holdings, Inc. CELH 15118V207 7173558 68950 SH SOLE 68950 0 0 Ciena Corp CIEN 171779309 5605251 109950 SH SOLE 109950 0 0 DoorDash, Inc. Class A DASH 25809K105 4721870 96720 SH SOLE 96720 0 0 Ambarella, Inc. AMBA G037AX101 4709312 57270 SH SOLE 57270 0 0 Uber Technologies, Inc. UBER 90353T100 4547847 183900 SH SOLE 183900 0 0 Okta, Inc. Class A OKTA 679295105 3967923 58070 SH SOLE 58070 0 0 monday.com Ltd. MNDY 001176213 3485540 28570 SH SOLE 28570 0 0 Sea Ltd. (Singapore) SE 81141R100 1866316 35870 SH SOLE 35870 0 0 Alphabet, Inc. Class A GOOGL 02079K305 17646 200 SH SOLE 200 0 0 Broadcom Ltd. AVGO 11135F101 5591 10 SH SOLE 10 0 0 ASML Holding N.V. ADR ASML N07059111 5464 10 SH SOLE 10 0 0 Lam Research Corp. LRCX 512807108 4203 10 SH SOLE 10 0 0 Palo Alto Networks, Inc. PANW 697435105 4186 30 SH SOLE 30 0 0 Intuit, Inc. INTU 461202103 3892 10 SH SOLE 10 0 0 KLA Corporation KLAC 482480100 3770 10 SH SOLE 10 0 0 Adobe, Inc. ADBE 00724F101 3365 10 SH SOLE 10 0 0 Paycom Software, Inc. PAYC 70432V102 3103 10 SH SOLE 10 0 0 Invesco QQQ ETF QQQ 46090E103 2663 10 SH SOLE 10 0 0 Enphase Energy, Inc. ENPH 29355A107 2650 10 SH SOLE 10 0 0 Fortinet,Inc. FTNT 34959E109 2445 50 SH SOLE 50 0 0 Microsoft Corp. MSFT 594918104 2398 10 SH SOLE 10 0 0 VanEck Semiconductor ETF SMH 92189F676 2029 10 SH SOLE 10 0 0 Paylocity Holding Corp. PCTY 70438V106 1943 10 SH SOLE 10 0 0 Cadence Design Systems Inc. CDNS 127387108 1606 10 SH SOLE 10 0 0 Apple, Inc. AAPL 037833100 1299 10 SH SOLE 10 0 0 Cyberark Software LTD (Israel) CYBR M2682V108 1297 10 SH SOLE 10 0 0 Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 1287 10 SH SOLE 10 0 0 Arista Networks, Inc. ANET 040413106 1214 10 SH SOLE 10 0 0 Meta Platforms, Inc. Class A META 30303M102 1203 10 SH SOLE 10 0 0 Etsy, Inc. ETSY 29786A106 1198 10 SH SOLE 10 0 0 Paychex, Inc. PAYX 704326107 1156 10 SH SOLE 10 0 0 Zscaler, Inc. ZS 98980G102 1119 10 SH SOLE 10 0 0 Qualcomm, Inc. QCOM 747525103 1099 10 SH SOLE 10 0 0 CrowdStrike Holdings, Inc. Class A CRWD 22788C105 1053 10 SH SOLE 10 0 0 Applied Materials, Inc. AMAT 038222105 974 10 SH SOLE 10 0 0 Alibaba Group Holding Ltd. ADR BABA 01609W102 881 10 SH SOLE 10 0 0 Teradyne, Inc. TER 880770102 874 10 SH SOLE 10 0 0 Airbnb, Inc. Class A ABNB 009066101 855 10 SH SOLE 10 0 0 Amazon.com, Inc. AMZN 023135106 840 10 SH SOLE 10 0 0 Spotify Technology S.A. (Luxembourg) SPOT L8681T102 790 10 SH SOLE 10 0 0 Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 745 10 SH SOLE 10 0 0 PayPal Holdings, Inc. PYPL 70450Y103 712 10 SH SOLE 10 0 0 Wolfspeed, Inc. WOLF 977852102 690 10 SH SOLE 10 0 0 Zoom Video Communications, Inc. Class A ZM 98980L101 677 10 SH SOLE 10 0 0 Advanced Micro Devices, Inc. AMD 007903107 648 10 SH SOLE 10 0 0 ON Semiconductor Corporation ON 682189105 624 10 SH SOLE 10 0 0 BYD Company Ltd ADR BYDDY 05606L100 491 10 SH SOLE 10 0 0 Twilio, Inc. Class A TWLO 90138F102 490 10 SH SOLE 10 0 0 Roku, Inc. Class A ROKU 77543R102 407 10 SH SOLE 10 0 0 Chewy, Inc. Class A CHWY 16679L109 371 10 SH SOLE 10 0 0 Marvell Technology, Inc. MRVL 573874104 370 10 SH SOLE 10 0 0 Coinbase Global, Inc. Class A COIN 19260Q107 354 10 SH SOLE 10 0 0 Doximity, Inc. Class A DOCS 26622P107 336 10 SH SOLE 10 0 0 Zillow Group, Inc. Class C Z 98954M101 322 10 SH SOLE 10 0 0 ZoomInfo Technologies Inc. ZI 98980F104 301 10 SH SOLE 10 0 0 Unity Software, Inc. U 91332U101 286 10 SH SOLE 10 0 0 Roblox Corporation Class A RBLX 771049103 285 10 SH SOLE 10 0 0 Pure Storage, Inc. Class A PSTG 74624M102 268 10 SH SOLE 10 0 0 DigitalOcean Holdings, Inc. DOCN 25402D102 255 10 SH SOLE 10 0 0 Pinterest, Inc. Class A PINS 72352L106 243 10 SH SOLE 10 0 0 Kornit Digital Ltd. (Israel) KRNT 001121672 230 10 SH SOLE 10 0 0 Li Auto, Inc. ADR LI 50202M102 204 10 SH SOLE 10 0 0 Rivian Automotive, Inc. Class A RIVN 76954A103 184 10 SH SOLE 10 0 0 Digital Turbine, Inc. APPS 25400W102 152 10 SH SOLE 10 0 0 Domo, Inc. Class B DOMO 257554105 142 10 SH SOLE 10 0 0 DraftKings, Inc. Class A DKNG 26142R104 114 10 SH SOLE 10 0 0 XPeng, Inc. ADR XPEV 98422D105 99 10 SH SOLE 10 0 0 NIO, Inc. ADR NIO 62914V106 98 10 SH SOLE 10 0 0 Affirm Holdings, Inc. Class A AFRM 00827B106 97 10 SH SOLE 10 0 0 Snap, Inc. Class A SNAP 83304A106 90 10 SH SOLE 10 0 0 Palantir Technologies, Inc. Class PLTR 69608A108 64 10 SH SOLE 10 0 0 Polestar Automotive Holding UK PLC ADS Class A PSNY 731105201 53 10 SH SOLE 10 0 0 Opendoor Technologies, Inc. OPEN 683712103 12 10 SH SOLE 10 0 0