President

0001162044-21-000970.txt : 20210813 0001162044-21-000970.hdr.sgml : 20210813 20210813130720 ACCESSION NUMBER: 0001162044-21-000970 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210813 DATE AS OF CHANGE: 20210813 EFFECTIVENESS DATE: 20210813 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: 211171105 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 06-30-2021 06-30-2021 false BERKSHIRE CAPITAL HOLDINGS INC

475 Milan Drive Suite 103 San Jose CA 95134

13F HOLDINGS REPORT 028-06289 N Malcolm R Fobes III President 408-526-0707 Malcolm R Fobes III San Jose CA 08-11-2021 0 96 854303 INFORMATION TABLE 2 infotable.xml Roku, Inc. Class A ROKU 77543R102 67152 146220 SH SOLE 146220 0 0 Shopify, Inc. Class A (Canada) SHOP 82509L107 51982 35580 SH SOLE 35580 0 0 PayPal Holdings, Inc. PYPL 70450Y103 48878 167690 SH SOLE 167690 0 0 Square, Inc. Class A SQ 852234103 42511 174370 SH SOLE 174370 0 0 Tesla, Inc. TSLA 88160R101 42182 62060 SH SOLE 62060 0 0 CrowdStrike Holdings, Inc. Class A CRWD 22788C105 41735 166070 SH SOLE 166070 0 0 Twilio, Inc. Class A TWLO 90138F102 35557 90210 SH SOLE 90210 0 0 Snap, Inc. Class A SNAP 83304A106 34384 504610 SH SOLE 504610 0 0 Sea Limited (Singapore) SE 81141R100 32996 120160 SH SOLE 120160 0 0 Nvidia Corp. NVDA 67066G104 32268 40330 SH SOLE 40330 0 0 Spotify Technology SA (Luxembourg) SPOT L8681T102 31249 113390 SH SOLE 113390 0 0 Amazon.com, Inc. AMZN 023135106 29585 8600 SH SOLE 8600 0 0 Microsoft Corp. MSFT 594918104 25898 95600 SH SOLE 95600 0 0 Facebook, Inc. Class A FB 30303M102 25327 72840 SH SOLE 72840 0 0 DocuSign, Inc. DOCU 256163106 23308 83370 SH SOLE 83370 0 0 Zoom Video Communications, Inc. ZM 98980L101 23288 60170 SH SOLE 60170 0 0 MongoDB, Inc. Class A MDB 60937P106 23141 64010 SH SOLE 64010 0 0 HubSpot, Inc. HUBS 443573100 22831 39180 SH SOLE 39180 0 0 Digital Turbine, Inc. APPS 25400W102 22681 298320 SH SOLE 298320 0 0 Pinterest, Inc. Class A PINS 72352L106 22503 285030 SH SOLE 285030 0 0 Zscaler, Inc. ZS 98980G102 22332 103360 SH SOLE 103360 0 0 Peloton Interactive, Inc. Class A PTON 70614W100 21128 170360 SH SOLE 170360 0 0 Unity Software Inc. U 91332U101 19259 175350 SH SOLE 175350 0 0 RingCentral, Inc. Class A RNG 76680R206 17275 59450 SH SOLE 59450 0 0 MercadoLibre, Inc. (Argentina) MELI 58733R102 17198 11040 SH SOLE 11040 0 0 Coinbase Global, Inc. COIN 19260Q107 17047 67300 SH SOLE 67300 0 0 Chewy, Inc. Class A CHWY 16679L109 16692 209410 SH SOLE 209410 0 0 CRISPR Therapeutics AG CRSP H17182108 9215 56920 SH SOLE 56920 0 0 Li Auto, Inc. ADR LI 50202M102 8624 246820 SH SOLE 246820 0 0 10x Genomics, Inc. TXG 88025U109 8432 43060 SH SOLE 43060 0 0 NIO, Inc. ADR NIO 62914V106 6834 128460 SH SOLE 128460 0 0 XPeng, Inc. ADR XPEV 98422D105 6440 144980 SH SOLE 144980 0 0 Fisker Inc. FSR 33813J106 4212 218470 SH SOLE 218470 0 0 Alphabet, Inc. Class A GOOGL 02079K305 24 10 SH SOLE 10 0 0 The Trade Desk, Inc. Class A TTD 88339J105 8 100 SH SOLE 100 0 0 ASML Holding N.V. ADR ASML N07059111 7 10 SH SOLE 10 0 0 RH RH 761283100 7 10 SH SOLE 10 0 0 Micro Strategy, Inc. MSTR 594972408 7 10 SH SOLE 10 0 0 Lam Research Corp. LRCX 512807108 7 10 SH SOLE 10 0 0 Adobe, Inc. ADBE 00724F101 6 10 SH SOLE 10 0 0 ServiceNow, Inc. NOW 81762P102 6 10 SH SOLE 10 0 0 Netflix, Inc. NFLX 64110L106 5 10 SH SOLE 10 0 0 Palo Alto Networks, Inc. PANW 697435105 4 10 SH SOLE 10 0 0 MasterCard, Inc. Class A MA 57636Q104 4 10 SH SOLE 10 0 0 Paycom Software, Inc. PAYC 70432V102 4 10 SH SOLE 10 0 0 Invesco QQQ ETF QQQ 46090E103 4 10 SH SOLE 10 0 0 Wayfair, Inc. Class A W 94419L101 3 10 SH SOLE 10 0 0 Veeva Systems, Inc. Class A VEEV 922475108 3 10 SH SOLE 10 0 0 Carvana Co. Class A CVNA 146869102 3 10 SH SOLE 10 0 0 VanEck Vectors Semiconductor ETF SMH 92189F676 3 10 SH SOLE 10 0 0 Coupa Software, Inc. COUP 22266L106 3 10 SH SOLE 10 0 0 Atlassian Corporation Plc. Class A TEAM G06242104 3 10 SH SOLE 10 0 0 Signature Bank SBNY 82669G104 2 10 SH SOLE 10 0 0 Okta, Inc. Class A OKTA 679295105 2 10 SH SOLE 10 0 0 Snowflake, Inc. Class A SNOW 833445109 2 10 SH SOLE 10 0 0 Workday, Inc. Class A WDAY 98138H101 2 10 SH SOLE 10 0 0 Alibaba Group Holding Ltd. ADR BABA 01609W102 2 10 SH SOLE 10 0 0 Etsy, Inc. ETSY 29786A106 2 10 SH SOLE 10 0 0 Baidu, Inc. ADR BIDU 056752108 2 10 SH SOLE 10 0 0 Qorvo, Inc. QRVO 74736K101 2 10 SH SOLE 10 0 0 Skyworks Solutions, Inc. SWKS 83088M102 2 10 SH SOLE 10 0 0 Paylocity Holding Corp. PCTY 70438V106 2 10 SH SOLE 10 0 0 Bill.com Holdings, Inc. BILL 090043100 2 10 SH SOLE 10 0 0 Teladoc Health, Inc. TDOC 87918A105 2 10 SH SOLE 10 0 0 Intellia Therapeutics, Inc. NTLA 45826J105 2 10 SH SOLE 10 0 0 Match Group, Inc. MTCH 57665R106 2 10 SH SOLE 10 0 0 Airbnb, Inc. Class A ABNB 009066101 2 10 SH SOLE 10 0 0 Applied Materials, Inc. AMAT 038222105 1 10 SH SOLE 10 0 0 Apple, Inc. AAPL 037833100 1 10 SH SOLE 10 0 0 Teradyne, Inc. TER 880770102 1 10 SH SOLE 10 0 0 Zillow, Inc Z 98954M101 1 10 SH SOLE 10 0 0 Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH SOLE 10 0 0 Silvergate Capital Corp. - Class A SI 82837P408 1 10 SH SOLE 10 0 0 Ambarella, Inc. AMBA G037AX101 1 10 SH SOLE 10 0 0 Advanced Micro Devices, Inc. AMD 007903107 1 10 SH SOLE 10 0 0 Roblox Corporation RBLX 771049103 1 10 SH SOLE 10 0 0 Micron Technology, Inc. MU 595112103 1 10 SH SOLE 10 0 0 Chegg, Inc. CHGG 163092109 1 10 SH SOLE 10 0 0 JD.com, Inc. ADR JD 47215P106 1 10 SH SOLE 10 0 0 The Lovesac Company LOVE 54738L109 1 10 SH SOLE 10 0 0 Penn National Gaming, Inc. PENN 707569109 1 10 SH SOLE 10 0 0 Twitter, Inc. TWTR 90184L102 1 10 SH SOLE 10 0 0 OptimizeRx Corporation OPRX 68401U204 1 10 SH SOLE 10 0 0 Marvell Technology Group Ltd. (Bermuda) MRVL G5876H105 1 10 SH SOLE 10 0 0 DraftKings, Inc. Class A DKNG 26142R104 1 10 SH SOLE 10 0 0 Virgin Galactic Holdings, Inc. Class A SPCE 92766K106 0 10 SH SOLE 10 0 0 Sonos, Inc. SONO 83570H108 0 10 SH SOLE 10 0 0 Pacific Biosciences of California, Inc. PACB 69404D108 0 10 SH SOLE 10 0 0 Plug Power Inc. PLUG 72919P202 0 10 SH SOLE 10 0 0 Magnite, Inc. MGNI 55955D100 0 10 SH SOLE 10 0 0 Invitae Corp. NVTA 46185L103 0 10 SH SOLE 10 0 0 Volkswagen AG VWAGY 928662600 0 10 SH SOLE 10 0 0 fuboTV, Inc. FUBO 35953D104 0 10 SH SOLE 10 0 0 QuantumScape Corporation QS 74767V109 0 10 SH SOLE 10 0 0 Palantir Technologies, Inc. PLTR 69608A108 0 10 SH SOLE 10 0 0 Skillz, Inc. SKLZ 83067L109 0 10 SH SOLE 10 0 0