0001162044-21-001395.txt : 20211112 0001162044-21-001395.hdr.sgml : 20211112 20211112104854 ACCESSION NUMBER: 0001162044-21-001395 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211401316 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 09-30-2021 09-30-2021 false BERKSHIRE CAPITAL HOLDINGS INC

475 Milan Drive Suite 103 San Jose CA 95134

13F HOLDINGS REPORT 028-06289 N Malcolm R Fobes III 408-526-0707 Malcolm R Fobes III San Jose CA 11-10-2021 0 90 744604 INFORMATION TABLE 2 infotable.xml Tesla, Inc. TSLA 88160R101 69390 89480 SH SOLE 89480 0 0 Sea Limited (Singapore) SE 81141R100 61158 191880 SH SOLE 191880 0 0 MongoDB, Inc. Class A MDB 60937P106 42195 89490 SH SOLE 89490 0 0 HubSpot, Inc. HUBS 443573100 39788 58850 SH SOLE 58850 0 0 Datadog, Inc. Class A DDOG 23804L103 37902 268140 SH SOLE 268140 0 0 Snowflake, Inc. Class A SNOW 833445109 37737 124780 SH SOLE 124780 0 0 MercadoLibre, Inc. (Argentina) MELI 58733R102 36023 21450 SH SOLE 21450 0 0 Digital Turbine, Inc. APPS 25400W102 36011 523800 SH SOLE 523800 0 0 Snap, Inc. Class A SNAP 83304A106 35677 482970 SH SOLE 482970 0 0 Unity Software Inc. U 91332U101 35008 277290 SH SOLE 277290 0 0 OptimizeRx Corporation OPRX 68401U204 32396 378680 SH SOLE 378680 0 0 Square, Inc. Class A SQ 852234103 29918 124740 SH SOLE 124740 0 0 Atlassian Corporation Plc. Class A TEAM G06242104 29803 76140 SH SOLE 76140 0 0 Kornit Digital Ltd. KRNT 001121672 28850 199320 SH SOLE 199320 0 0 Airbnb, Inc. Class A ABNB 009066101 26714 159250 SH SOLE 159250 0 0 Palo Alto Networks, Inc. PANW 697435105 22896 47800 SH SOLE 47800 0 0 Bill.com Holdings, Inc. BILL 090043100 22848 85590 SH SOLE 85590 0 0 The Trade Desk, Inc. Class A TTD 88339J105 22203 315830 SH SOLE 315830 0 0 Zscaler, Inc. ZS 98980G102 22076 84190 SH SOLE 84190 0 0 ServiceNow, Inc. NOW 81762P102 18923 30410 SH SOLE 30410 0 0 Roku, Inc. Class A ROKU 77543R102 14969 47770 SH SOLE 47770 0 0 Repligen Corporation RGEN 759916109 14889 51520 SH SOLE 51520 0 0 Paylocity Holding Corp. PCTY 70438V106 10908 38900 SH SOLE 38900 0 0 Paycom Software, Inc. PAYC 70432V102 8656 17460 SH SOLE 17460 0 0 Affirm Holdings, Inc. AFRM 008278106 7466 62670 SH SOLE 62670 0 0 Amazon.com, Inc. AMZN 023135106 33 10 SH SOLE 10 0 0 Alphabet, Inc. Class A GOOGL 02079K305 27 10 SH SOLE 10 0 0 Shopify, Inc. Class A (Canada) SHOP 82509L107 14 10 SH SOLE 10 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 Netflix, Inc. NFLX 64110L106 6 10 SH SOLE 10 0 0 Adobe, Inc. ADBE 00724F101 6 10 SH SOLE 10 0 0 Lam Research Corp. LRCX 512807108 6 10 SH SOLE 10 0 0 Intuit, Inc INTU 461202103 5 10 SH SOLE 10 0 0 Invesco QQQ ETF QQQ 46090E103 4 10 SH SOLE 10 0 0 MasterCard, Inc. Class A MA 57636Q104 3 10 SH SOLE 10 0 0 Facebook, Inc. Class A FB 30303M102 3 10 SH SOLE 10 0 0 Twilio, Inc. Class A TWLO 90138F102 3 10 SH SOLE 10 0 0 Carvana Co. Class A CVNA 146869102 3 10 SH SOLE 10 0 0 Veeva Systems, Inc. Class A VEEV 922475108 3 10 SH SOLE 10 0 0 Microsoft Corp. MSFT 594918104 3 10 SH SOLE 10 0 0 Signature Bank SBNY 82669G104 3 10 SH SOLE 10 0 0 Zoom Video Communications, Inc. ZM 98980L101 3 10 SH SOLE 10 0 0 PayPal Holdings, Inc. PYPL 70450Y103 3 10 SH SOLE 10 0 0 DocuSign, Inc. DOCU 256163106 3 10 SH SOLE 10 0 0 VanEck Semiconductor ETF SMH 92189F676 3 10 SH SOLE 10 0 0 Wayfair, Inc. Class A W 94419L101 3 10 SH SOLE 10 0 0 Workday, Inc. Class A WDAY 98138H101 3 10 SH SOLE 10 0 0 CrowdStrike Holdings, Inc. Class A CRWD 22788C105 2 10 SH SOLE 10 0 0 Okta, Inc. Class A OKTA 679295105 2 10 SH SOLE 10 0 0 Coinbase Global, Inc. COIN 19260Q107 2 10 SH SOLE 10 0 0 Spotify Technology SA (Luxembourg) SPOT L8681T102 2 10 SH SOLE 10 0 0 RingCentral, Inc. Class A RNG 76680R206 2 10 SH SOLE 10 0 0 Etsy, Inc. ETSY 29786A106 2 10 SH SOLE 10 0 0 Nvidia Corp. NVDA 67066G104 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 Match Group, Inc. MTCH 57665R106 2 10 SH SOLE 10 0 0 Ambarella, Inc. AMBA G037AX101 2 10 SH SOLE 10 0 0 10x Genomics, Inc. TXG 88025U109 1 10 SH SOLE 10 0 0 Apple, Inc. AAPL 037833100 1 10 SH SOLE 10 0 0 Intellia Therapeutics, Inc. NTLA 45826J105 1 10 SH SOLE 10 0 0 Applied Materials, Inc. AMAT 038222105 1 10 SH SOLE 10 0 0 Teladoc Health, Inc. TDOC 87918A105 1 10 SH SOLE 10 0 0 Silvergate Capital Corp. - Class A SI 82837P408 1 10 SH SOLE 10 0 0 Cloudflare, Inc. NET 18915M107 1 10 SH SOLE 10 0 0 CRISPR Therapeutics AG CRSP H17182108 1 10 SH SOLE 10 0 0 Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH SOLE 10 0 0 Teradyne, Inc. TER 880770102 1 10 SH SOLE 10 0 0 Advanced Micro Devices, Inc. AMD 007903107 1 10 SH SOLE 10 0 0 Zillow, Inc Z 98954M101 1 10 SH SOLE 10 0 0 Peloton Interactive, Inc. Class A PTON 70614W100 1 10 SH SOLE 10 0 0 Domo, Inc. DOMO 257554105 1 10 SH SOLE 10 0 0 Doximity, Inc. DOCS 26622P107 1 10 SH SOLE 10 0 0 Roblox Corporation RBLX 771049103 1 10 SH SOLE 10 0 0 Penn National Gaming, Inc. PENN 707569109 1 10 SH SOLE 10 0 0 Micron Technology, Inc. MU 595112103 1 10 SH SOLE 10 0 0 Chewy, Inc. Class A CHWY 16679L109 1 10 SH SOLE 10 0 0 Chegg, Inc. CHGG 163092109 1 10 SH SOLE 10 0 0 Twitter, Inc. TWTR 90184L102 1 10 SH SOLE 10 0 0 Marvell Technology Group Ltd. (Bermuda) MRVL G5876H105 1 10 SH SOLE 10 0 0 SentinelOne, Inc. S 852061100 1 10 SH SOLE 10 0 0 Pinterest, Inc. Class A PINS 72352L106 1 10 SH SOLE 10 0 0 DraftKings, Inc. Class A DKNG 26142R104 0 10 SH SOLE 10 0 0 NIO, Inc. ADR NIO 62914V106 0 10 SH SOLE 10 0 0 XPeng, Inc. ADR XPEV 98422D105 0 10 SH SOLE 10 0 0 Sonos, Inc. SONO 83570H108 0 10 SH SOLE 10 0 0 Volkswagen AG VWAGY 928662600 0 10 SH SOLE 10 0 0 Li Auto, Inc. ADR LI 50202M102 0 10 SH SOLE 10 0 0 Palantir Technologies, Inc. PLTR 69608A108 0 10 SH SOLE 10 0 0