13F-HR 1 0001.txt BERKSHIRE CAPITAL HOLDINGS, INC. FORM 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2000 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- 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: Chairman Phone: (408) 526-0707 Signature, Place, and Date of Signing: Malcolm R. Fobes III San Jose, California 2/12/2001 [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: 25 Form 13F Information Table Value Total: $ 294,730 (thousands) List of Other Included Managers: NONE
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- -------- -------- -------- -------- -------- -------- NAME OF ISSUER TITLE OF CUSIP FAIR MARKET SHARES OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY CLASS NUMBER VALUE PRINCIPAL PRN CALL DISCRETION MANAGERS SOLE SHAREHOLDER NONE (000'S) AMOUNT ---------------------------- ----- --------- ----------- ------ --- ---- ---------- -------- ---- ----------- ---- APPLIED MICRO CIRCUITS CORP COM 03822W109 23,316 310,684 SH SOLE 310,684 ARIBA INC COM 04033V104 5,957 111,088 SH SOLE 111,088 BEA SYSTEMS INC COM 073325102 19,542 290,320 SH SOLE 290,320 BROADCOM CORP CLA 111320107 7,202 85,737 SH SOLE 85,737 BROCADE COMM SYSTEMS INC COM 111621108 22,588 246,021 SH SOLE 246,021 CIENA CORP COM 171779101 17,206 211,765 SH SOLE 211,765 CISCO SYSTEMS INC COM 17275R102 13,941 364,473 SH SOLE 364,473 CORNING INC COM 219350105 12,627 239,090 SH SOLE 239,090 EMC CORP/MASS COM 268648102 24,350 366,164 SH SOLE 366,164 EXODUS COMMUNICATIONS INC COM 302088109 11,170 558,527 SH SOLE 558,527 EXTREME NETWORKS INC COM 30226D106 5,735 146,582 SH SOLE 146,582 INTEGRATED DEVICE TECH INC COM 458118106 768 23,175 SH SOLE 23,175 I2 TECHNOLOGIES INC COM 465754109 4,361 80,200 SH SOLE 80,200 JDS UNIPHASE CORP COM 46612J101 764 18,325 SH SOLE 18,325 JUNIPER NETWORKS INC COM 48203R104 23,095 183,202 SH SOLE 183,202 NETWORK APPLIANCE INC COM 64120L104 13,831 215,473 SH SOLE 215,473 NEWPORT CORP COM 651824104 6,657 84,692 SH SOLE 84,692 PMC-SIERRA INC COM 69344F106 15,108 192,155 SH SOLE 192,155 POWERWAVE TECHNOLOGIES INC COM 739363109 6,856 117,200 SH SOLE 117,200 SDL INC COM 784076101 11,126 75,078 SH SOLE 75,078 SIEBEL SYSTEMS INC COM 826170102 7,723 114,200 SH SOLE 114,200 SUN MICROSYSTEMS INC COM 866810104 10,019 359,426 SH SOLE 359,426 TRIQUINT SEMICONDUCTOR INC COM 89674K103 13,556 310,300 SH SOLE 310,300 VERITAS SOFTWARE CORP COM 923436109 12,111 138,415 SH SOLE 138,415 VITESSE SEMICONDUCTOR CORP COM 928497106 5,121 92,580 SH SOLE 92,580