0001162044-20-000298.txt : 20200513 0001162044-20-000298.hdr.sgml : 20200513 20200513152543 ACCESSION NUMBER: 0001162044-20-000298 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200513 DATE AS OF CHANGE: 20200513 EFFECTIVENESS DATE: 20200513 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: 20872959 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 03-31-2020 03-31-2020 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 05-11-2020 0 49 336979 INFORMATION TABLE 2 infotable.xml Microsoft Corp. MSFT 594918104 37934 240530 SH SOLE 240530 0 0 Amazon.Com, Inc. AMZN 023135106 27121 13910 SH SOLE 13910 0 0 Nvidia Corp. NVDA 67066G104 24763 93940 SH SOLE 93940 0 0 Advanced Micro Devices Inc. AMD 007903107 23702 521150 SH SOLE 521150 0 0 Lam Research Corp. LRCX 512807108 23249 96870 SH SOLE 96870 0 0 Tesla, Inc. TSLA 88160R101 17046 32530 SH SOLE 32530 0 0 Apple, Inc. AAPL 037833100 16628 65390 SH SOLE 65390 0 0 Netflix, Inc. NFLX 64110L106 16466 43850 SH SOLE 43850 0 0 RingCentral, Inc. RNG 76680R206 16133 76130 SH SOLE 76130 0 0 Mastercard, Inc. MA 57636Q104 16098 66640 SH SOLE 66640 0 0 Skyworks Soltuions Inc SWKS 83088M102 15773 176470 SH SOLE 176470 0 0 Shopify Inc. SHOP 82509L107 15710 37680 SH SOLE 37680 0 0 Marvell Technology Group Ltd. MRVL G5876H105 13129 580160 SH SOLE 580160 0 0 PayPal Holdings, Inc. PYPL 70450Y103 12797 133660 SH SOLE 133660 0 0 Okta, Inc. OKTA 679295105 12496 102210 SH SOLE 102210 0 0 Paycom Software, Inc. PAYC 70432V102 12306 60920 SH SOLE 60920 0 0 Intel Corp. INTC 458140100 10025 185230 SH SOLE 185230 0 0 Splunk, Inc. SPLK 848637104 9908 78490 SH SOLE 78490 0 0 The Trade Desk, Inc. TTD 88339J105 6983 36180 SH SOLE 36180 0 0 Inphi Corporation IPHI 45772F107 3417 43160 SH SOLE 43160 0 0 Applied Materials, Inc. AMAT 038222105 3148 68710 SH SOLE 68710 0 0 Paylocity Holding Corp. PCTY 70438V106 2091 23670 SH SOLE 23670 0 0 Zoom Video Communications, Inc. ZM 98980L101 15 100 SH SOLE 100 0 0 Alphabet, Inc. GOOGL 02079K305 12 10 SH SOLE 10 0 0 Adobe Systems, Inc. ADBE 00724F101 3 10 SH SOLE 10 0 0 Servicenow, Inc. NOW 81762P102 3 10 SH SOLE 10 0 0 ASML Holding N.V. ASML N07059111 3 10 SH SOLE 10 0 0 Alibaba Group Holding Limited BABA 01609W102 2 10 SH SOLE 10 0 0 Invesco QQQ Trust QQQ 46090E103 2 10 SH SOLE 10 0 0 Facebook, Inc. FB 30303M102 2 10 SH SOLE 10 0 0 Global Payments Inc GPN 37940X102 1 10 SH SOLE 10 0 0 Salesforce.Com, Inc. CRM 79466L302 1 10 SH SOLE 10 0 0 Coupa Software Inc. Ord COUP 22266L106 1 10 SH SOLE 10 0 0 Atlassian Corporation Plc TEAM G06242104 1 10 SH SOLE 10 0 0 Mongodb Cl A Ord MDB 60937P106 1 10 SH SOLE 10 0 0 VanEck Vectors Semiconductor ETF SMH 92189F676 1 10 SH SOLE 10 0 0 Alteryx, Inc. AYX 2156B1035 1 10 SH SOLE 10 0 0 Fiserv, Inc. FISV 337738108 1 10 SH SOLE 10 0 0 Twilio Inc. TWLO 90138F102 1 10 SH SOLE 10 0 0 Roku, Inc. ROKU 77543R102 1 10 SH SOLE 10 0 0 Qorvo, Inc. QRVO 74736K101 1 10 SH SOLE 10 0 0 Qualcomm, Inc. QCOM 747525103 1 10 SH SOLE 10 0 0 Teradyne Inc. TER 880770102 1 10 SH SOLE 10 0 0 Square, Inc. SQ 852234103 1 10 SH SOLE 10 0 0 Taiwan Semiconductor TSM 874039100 0 10 SH SOLE 10 0 0 Micron Technology, Inc. MU 595112103 0 10 SH SOLE 10 0 0 Western Digital Corp. WDC 958102105 0 10 SH SOLE 10 0 0 JD.com, Inc. JD 47215P106 0 10 SH SOLE 10 0 0 Lattice Semiconductor Corp. LSCC 518415104 0 10 SH SOLE 10 0 0