13F-HR 1 berkshire13f.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2001 Check here if Amendment [ ]; Amendment Number:___ This Amendment (Check only one): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Berkshire Capital Holdings, Inc. Address: 475 Milan Drive Suite 103 San Jose, California 95134-2453 Form 13F File Number: 28-6289 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Malcolm R. Fobes III Title: President Phone: (408) 526-0707 Signature, Place, and Date of Signing: /s/ Malcolm R. Fobes III San Jose, California 8/13/01 ------------------------ -------------------- ------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ----------- Form 13F Information Table Entry Total: 29 ----------- Form 13F Information Table Value Total: $ 133,776 ----------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE
Berkshire Capital Holdings, Inc. FORM 13F As of 06/30/01 VOTING AUTHORITY TITLE OF FAIR MARKET SHARES/ SH/ PUT/ INVESTMENT OTHER --------------------- NAME OF ISSUER CLASS CUSIP VALUE (000's) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ----------------------------------------------------------------------------------------------------------------------------------- Amdocs Limited COM G02602103 474 8,800 SH SOLE 8,800 AOL Time Warner, Inc. COM 00184A105 9,715 183,300 SH SOLE 183,300 Applied Materials, Inc. COM 038222105 6,277 127,850 SH SOLE 127,850 BEA Systems, Inc. COM 073325102 7,627 248,370 SH SOLE 248,370 Brocade Comm Systems, Inc. COM 111621108 9,408 213,861 SH SOLE 213,861 Check Point Software Tech COM M22465104 4,956 97,997 SH SOLE 97,997 CIENA Corp. COM 171779101 6,792 178,725 SH SOLE 178,725 Cisco Systems, Inc. COM 17275R102 1,296 71,200 SH SOLE 71,200 Comverse Technology, Inc. COM 205862402 4,003 70,100 SH SOLE 70,100 EMC Corp. COM 268648102 7,505 258,339 SH SOLE 258,339 Emulex Corp. COM 292475209 5,747 142,250 SH SOLE 142,250 Extreme Networks, Inc. COM 30226D106 2,817 95,500 SH SOLE 95,500 Genesis Microchip, Inc. COM 371933102 1,284 35,525 SH SOLE 35,525 Integrated Device Technology COM 458118106 3,516 110,950 SH SOLE 110,950 Juniper Networks, Inc. COM 48203R104 6,599 212,192 SH SOLE 212,192 McDATA Corp. CLA 580031201 2,350 133,916 SH SOLE 133,916 Mercury Interactive Corp. COM 589405109 1,527 25,500 SH SOLE 25,500 Micromuse, Inc. COM 595094103 1,892 67,600 SH SOLE 67,600 Novellus Systems, Inc. COM 670008101 7,689 135,400 SH SOLE 135,400 ONI Systems Corp. COM 68273F103 5,416 194,125 SH SOLE 194,125 Openwave Systems, Inc. COM 683718100 3,915 112,825 SH SOLE 112,825 PMC-Sierra, Inc. COM 69344F106 4,274 137,550 SH SOLE 137,550 PeopleSoft, Inc. COM 712713106 8,855 179,875 SH SOLE 179,875 RF Micro Devices, Inc. COM 749941100 3,142 116,500 SH SOLE 116,500 Riverstone Networks, Inc. COM 769320102 751 37,750 SH SOLE 37,750 Siebel Systems, Inc. COM 826170102 7,579 161,600 SH SOLE 161,600 Sonus Networks, Inc. COM 835916107 1,688 72,250 SH SOLE 72,250 TriQuint Semiconductor, Inc. COM 89674K103 716 31,800 SH SOLE 31,800 VERITAS Software Corp. COM 923436109 5,966 89,675 SH SOLE 89,675 REPORT SUMMARY: 29 133,776