President

0001162044-23-000537.txt : 20230512 0001162044-23-000537.hdr.sgml : 20230512 20230512094015 ACCESSION NUMBER: 0001162044-23-000537 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23913587 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 03-31-2023 03-31-2023 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 President 408-526-0707 Malcolm R Fobes III San Jose CA 05-11-2023 0 94 223481353 INFORMATION TABLE 2 infotable.xml Tesla, Inc. TSLA 88160R101 22660856 109230 SH SOLE 109230 0 0 Cloudflare, Inc. Class A NET 18915M107 15521672 251730 SH SOLE 251730 0 0 NVIDIA Corp. NVDA 67066G104 14621813 52640 SH SOLE 52640 0 0 Meta Platforms, Inc. Class A META 30303M102 14469144 68270 SH SOLE 68270 0 0 Roku, Inc. Class A ROKU 77543R102 13686611 207940 SH SOLE 207940 0 0 HubSpot, Inc. HUBS 443573100 12673850 29560 SH SOLE 29560 0 0 Sea Ltd. (Singapore) SE 81141R100 12649283 146150 SH SOLE 146150 0 0 MercadoLibre, Inc. (Argentina) MELI 58733R102 10860814 8240 SH SOLE 8240 0 0 Snowflake, Inc. Class A SNOW 833445109 10403775 67430 SH SOLE 67430 0 0 The Trade Desk, Inc. Class A TTD 88339J105 10042841 164880 SH SOLE 164880 0 0 MongoDB, Inc. Class A MDB 60937P106 9508965 40790 SH SOLE 40790 0 0 DigitalOcean Holdings, Inc. DOCN 25402D102 9055712 231190 SH SOLE 231190 0 0 DoorDash, Inc. Class A DASH 25809K105 8895222 139950 SH SOLE 139950 0 0 Zillow Group, Inc. Class C Z 98954M101 8006379 180040 SH SOLE 180040 0 0 Advanced Micro Devices, Inc. AMD 007903107 7839820 79990 SH SOLE 79990 0 0 CrowdStrike Holdings, Inc. Class A CRWD 22788C105 7796368 56800 SH SOLE 56800 0 0 Shopify, Inc. Class A (Canada) SHOP 82509L107 7765801 161990 SH SOLE 161990 0 0 Micro Strategy, Inc. MSTR 594972408 7690939 26310 SH SOLE 26310 0 0 Marvell Technology, Inc. MRVL 573874104 6469020 149400 SH SOLE 149400 0 0 Spotify Technology S.A. (Luxembourg) SPOT L8681T102 6371002 47680 SH SOLE 47680 0 0 Datadog, Inc. Class A DDOG 23804L103 3349626 46100 SH SOLE 46100 0 0 monday.com Ltd. MNDY 001176213 3047713 21350 SH SOLE 21350 0 0 ASML Holding N.V. ADR ASML N07059111 6807 10 SH SOLE 10 0 0 Broadcom Ltd. AVGO 11135F101 6415 10 SH SOLE 10 0 0 Palo Alto Networks, Inc. PANW 697435105 5992 30 SH SOLE 30 0 0 Lam Research Corp. LRCX 512807108 5301 10 SH SOLE 10 0 0 ServiceNow, Inc. NOW 81762P102 4647 10 SH SOLE 10 0 0 Intuit, Inc. INTU 461202103 4458 10 SH SOLE 10 0 0 KLA Corporation KLAC 482480100 3992 10 SH SOLE 10 0 0 Adobe, Inc. ADBE 00724F101 3854 10 SH SOLE 10 0 0 Invesco QQQ ETF QQQ 46090E103 3209 10 SH SOLE 10 0 0 Paycom Software, Inc. PAYC 70432V102 3040 10 SH SOLE 10 0 0 Microsoft Corp. MSFT 594918104 2883 10 SH SOLE 10 0 0 VanEck Semiconductor ETF SMH 92189F676 2632 10 SH SOLE 10 0 0 Enphase Energy, Inc. ENPH 29355A107 2103 10 SH SOLE 10 0 0 Cadence Design Systems Inc. CDNS 127387108 2101 10 SH SOLE 10 0 0 Paylocity Holding Corp. PCTY 70438V106 1988 10 SH SOLE 10 0 0 Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 1712 10 SH SOLE 10 0 0 Arista Networks, Inc. ANET 040413106 1679 10 SH SOLE 10 0 0 Apple, Inc. AAPL 037833100 1649 10 SH SOLE 10 0 0 Cyberark Software LTD (Israel) CYBR M2682V108 1480 10 SH SOLE 10 0 0 Qualcomm, Inc. QCOM 747525103 1276 10 SH SOLE 10 0 0 Airbnb, Inc. Class A ABNB 009066101 1244 10 SH SOLE 10 0 0 Applied Materials, Inc. AMAT 038222105 1228 10 SH SOLE 10 0 0 Zscaler, Inc. ZS 98980G102 1168 10 SH SOLE 10 0 0 Etsy, Inc. ETSY 29786A106 1113 10 SH SOLE 10 0 0 Teradyne, Inc. TER 880770102 1075 10 SH SOLE 10 0 0 Alphabet, Inc. Class A GOOGL 02079K305 1037 10 SH SOLE 10 0 0 Amazon.com, Inc. AMZN 023135106 1033 10 SH SOLE 10 0 0 Alibaba Group Holding Ltd. ADR BABA 01609W102 1022 10 SH SOLE 10 0 0 Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 930 10 SH SOLE 10 0 0 Celsius Holdings, Inc. CELH 15118V207 929 10 SH SOLE 10 0 0 Okta, Inc. Class A OKTA 679295105 862 10 SH SOLE 10 0 0 ON Semiconductor Corporation ON 682189105 823 10 SH SOLE 10 0 0 BILL Holdings Inc BILL 090043100 811 10 SH SOLE 10 0 0 Ambarella, Inc. AMBA G037AX101 774 10 SH SOLE 10 0 0 PayPal Holdings, Inc. PYPL 70450Y103 759 10 SH SOLE 10 0 0 Pinduoduo, Inc. ADR PDD 722304102 759 10 SH SOLE 10 0 0 Zoom Video Communications, Inc. Class A ZM 98980L101 738 10 SH SOLE 10 0 0 Block, Inc. Class A SQ 852234103 687 10 SH SOLE 10 0 0 Coinbase Global, Inc. Class A COIN 19260Q107 676 10 SH SOLE 10 0 0 Twilio, Inc. Class A TWLO 90138F102 666 10 SH SOLE 10 0 0 Fortinet,Inc. FTNT 34959E109 665 10 SH SOLE 10 0 0 Wolfspeed, Inc. WOLF 977852102 650 10 SH SOLE 10 0 0 BYD Company Ltd ADR BYDDY 05606L100 588 10 SH SOLE 10 0 0 Ciena Corp CIEN 171779309 525 10 SH SOLE 10 0 0 Roblox Corporation Class A RBLX 771049103 450 10 SH SOLE 10 0 0 JD.com, Inc. ADR JD 47215P106 439 10 SH SOLE 10 0 0 Chewy, Inc. Class A CHWY 16679L109 374 10 SH SOLE 10 0 0 Wayfair, Inc. Class A W 94419L101 343 10 SH SOLE 10 0 0 GitLab Inc. GTLB 37637K108 343 10 SH SOLE 10 0 0 C3.ai, Inc. AI 12468P104 336 10 SH SOLE 10 0 0 Unity Software, Inc. U 91332U101 324 10 SH SOLE 10 0 0 Uber Technologies, Inc. UBER 90353T100 317 10 SH SOLE 10 0 0 HashiCorp, Inc. HCP 418100103 293 10 SH SOLE 10 0 0 Pinterest, Inc. Class A PINS 72352L106 273 10 SH SOLE 10 0 0 Pure Storage, Inc. Class A PSTG 74624M102 255 10 SH SOLE 10 0 0 Li Auto, Inc. ADR LI 50202M102 250 10 SH SOLE 10 0 0 ZoomInfo Technologies Inc. ZI 98980F104 247 10 SH SOLE 10 0 0 Kornit Digital Ltd. (Israel) KRNT 001121672 194 10 SH SOLE 10 0 0 DraftKings, Inc. Class A DKNG 26142R104 194 10 SH SOLE 10 0 0 Fastly, Inc. FSLY 31188V100 178 10 SH SOLE 10 0 0 UiPath Inc. PATH 90364P105 176 10 SH SOLE 10 0 0 AppLovin Corporation APP 03831W108 158 10 SH SOLE 10 0 0 Rivian Automotive, Inc. Class A RIVN 76954A103 155 10 SH SOLE 10 0 0 Domo, Inc. Class B DOMO 257554105 142 10 SH SOLE 10 0 0 Digital Turbine, Inc. APPS 25400W102 124 10 SH SOLE 10 0 0 Peloton Interactive, Inc. Class A PTON 70614W100 113 10 SH SOLE 10 0 0 Snap, Inc. Class A SNAP 83304A106 112 10 SH SOLE 10 0 0 XPeng, Inc. ADR XPEV 98422D105 111 10 SH SOLE 10 0 0 NIO, Inc. ADR NIO 62914V106 105 10 SH SOLE 10 0 0 Palantir Technologies, Inc. Class PLTR 69608A108 85 10 SH SOLE 10 0 0 Polestar Automotive Holding UK PLC ADS Class A PSNY 731105201 38 10 SH SOLE 10 0 0 Opendoor Technologies, Inc. OPEN 683712103 18 10 SH SOLE 10 0 0