0001162044-19-000680.txt : 20191113 0001162044-19-000680.hdr.sgml : 20191113 20191113121607 ACCESSION NUMBER: 0001162044-19-000680 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191113 DATE AS OF CHANGE: 20191113 EFFECTIVENESS DATE: 20191113 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: 191212717 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 09-30-2019 09-30-2019 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 11-13-2019 0 44 300931190 INFORMATION TABLE 2 infotable.xml ADOBE SYSTEMS, INC. ADBE 00724F101 2763 10 SH SOLE 10 0 0 ADVANCED MICRO DEVICES INC. AMD 007903107 290 10 SH SOLE 10 0 0 ALIBABA GROUP HOLDING LTD. -ADR BABA 01609W102 17905316 107070 SH SOLE 107070 0 0 ALPHABET, INC. (CLASS A) GOOGL 02079K305 6106 5 SH SOLE 5 0 0 AMAZON.COM, INC. AMZN 023135106 9790532 5640 SH SOLE 5640 0 0 APPLE, INC. AAPL 037833100 20929997 93450 SH SOLE 93450 0 0 APPLIED MATERIALS, INC. AMAT 038222105 16428577 329230 SH SOLE 329230 0 0 ARISTA NETWORKS, INC. ANET 040413106 2389 10 SH SOLE 10 0 0 ATLASSIAN ORD SHS CLASS A TEAM G06242104 1254 10 SH SOLE 10 0 0 CADENCE DESIGN SYSTEMS INC. CDNS 127387108 661 10 SH SOLE 10 0 0 CHEGG ORD CHGG 163092109 300 10 SH SOLE 10 0 0 COUPA SOFTWARE INC. ORD COUP 22266L106 13431226 103660 SH SOLE 103660 0 0 CYBERARK SOFTWARE LTD CYBR M2682V108 998 10 SH SOLE 10 0 0 FACEBOOK, INC. (CLASS A) FB 30303M102 1781 10 SH SOLE 10 0 0 INSULET CORP PODD 45784P101 10110209 61300 SH SOLE 61300 0 0 INVESCO QQQ QQQ 46090E103 1888 10 SH SOLE 10 0 0 LAM RESEARCH CORP. LRCX 512807108 16843297 72880 SH SOLE 72880 0 0 LATTICE SEMICONDUCTOR CORP. LSCC 518415104 14358113 785240 SH SOLE 785240 0 0 MARVELL TECHNOLOGY GROUP LTD. MRVL G5876H105 14958279 599050 SH SOLE 599050 0 0 MASTERCARD, INC. MA 57636Q104 43377876 159730 SH SOLE 159730 0 0 MATCH GROUP ORD MTCH 57665R106 714 10 SH SOLE 10 0 0 MICRON TECHNOLOGY, INC. MU 595112103 429 10 SH SOLE 10 0 0 MICROSOFT CORP. MSFT 594918104 18737073 134770 SH SOLE 134770 0 0 MONGODB CL A ORD MDB 60937P106 1205 10 SH SOLE 10 0 0 NETFLIX, INC. NFLX 64110L106 2676 10 SH SOLE 10 0 0 NVIDIA CORP. NVDA 67066G104 14983946 86080 SH SOLE 86080 0 0 OKTA,INC. CLASS A ORD OKTA 679295105 985 10 SH SOLE 10 0 0 PAYCOM SOFTWARE, INC. PAYC 70432V102 2095 10 SH SOLE 10 0 0 PAYPAL HOLDINGS, INC. PYPL 70450Y103 1036 10 SH SOLE 10 0 0 QUALCOMM, INC. QCOM 747525103 763 10 SH SOLE 10 0 0 RINGCENTRAL INC-CLASS A RNG 76680R206 14215916 113130 SH SOLE 113130 0 0 ROKU, INC. (CLASS A) ROKU 77543R102 1018 10 SH SOLE 10 0 0 SALESFORCE.COM, INC. CRM 79466L302 10395253 70030 SH SOLE 70030 0 0 SERVICENOW, INC. NOW 81762P102 2539 10 SH SOLE 10 0 0 SHOPIFY CL A SUB VTG ORD SHOP 82509L107 15006429 48150 SH SOLE 48150 0 0 SQUARE, INC. (CLASS A) SQ 852234103 620 10 SH SOLE 10 0 0 TEXAS INSTRUMENTS, INC. TXN 882508104 9128221 70630 SH SOLE 70630 0 0 TWILIO INC CL A TWLO 90138F102 12531042 113960 SH SOLE 113960 0 0 TWITTER, INC. TWTR 90184L102 13522664 328220 SH SOLE 328220 0 0 VANECK VECTORS SEMICONDUCTOR ETF SMH 92189F676 1191 10 SH SOLE 10 0 0 VEEVA SYSTEMS INC- CLASS A VEEV 922475108 12076252 79090 SH SOLE 79090 0 0 WORKDAY, INC. (CLASS A) WDAY 98138H101 1700 10 SH SOLE 10 0 0 ZENDESK ORD SHS ZEN 98936J101 729 10 SH SOLE 10 0 0 ZOOM VIDEO COMMUNICATIONS-A ZM 98980L101 2164842 28410 SH SOLE 28410 0 0