0001162044-22-000922.txt : 20220811 0001162044-22-000922.hdr.sgml : 20220811 20220811115444 ACCESSION NUMBER: 0001162044-22-000922 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220811 DATE AS OF CHANGE: 20220811 EFFECTIVENESS DATE: 20220811 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: 221154509 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 06-30-2022 06-30-2022 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 08-10-2022 0 87 260048 INFORMATION TABLE 2 infotable.xml Tesla, Inc. TSLA 88160R101 36439 54110 SH SOLE 54110 0 0 Snowflake, Inc. Class A SNOW 833445109 20716 148970 SH SOLE 148970 0 0 MongoDB, Inc. Class A MDB 60937P106 20604 79400 SH SOLE 79400 0 0 Datadog, Inc. Class A DDOG 23804L103 15559 163370 SH SOLE 163370 0 0 Cloudflare, Inc. Class A NET 18915M107 14182 324150 SH SOLE 324150 0 0 CrowdStrike Holdings, Inc. Class A CRWD 22788C105 12881 76420 SH SOLE 76420 0 0 Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 12813 68370 SH SOLE 68370 0 0 Hubspot, Inc. HUBS 443573100 12808 42600 SH SOLE 42600 0 0 Block, Inc. SQ 852234103 11894 193520 SH SOLE 193520 0 0 BYD Co. Ltd. Unsponsored ADR BYDDY 05606L100 11381 141410 SH SOLE 141410 0 0 Zoom Video Communications, Inc. ZM 98980L101 10388 96210 SH SOLE 96210 0 0 Bill.com Holdings, Inc. BILL 090043100 10309 93770 SH SOLE 93770 0 0 MercadoLibre, Inc. (Argentina) MELI 58733R102 9687 15210 SH SOLE 15210 0 0 DigitalOcean Holdings, Inc. DOCN 25402D102 9014 217940 SH SOLE 217940 0 0 ServiceNow, Inc. NOW 81762P102 7913 16640 SH SOLE 16640 0 0 Zscaler, Inc. ZS 98980G102 7896 52810 SH SOLE 52810 0 0 Wolfspeed, Inc. WOLF 977852102 7684 121110 SH SOLE 121110 0 0 Pure Storage, Inc. PSTG 7462AM102 7386 287290 SH SOLE 287290 0 0 NIO, Inc. ADR NIO 62914V106 7372 339420 SH SOLE 339420 0 0 Okta, Inc. Class A OKTA 679295105 6546 72410 SH SOLE 72410 0 0 Roku, Inc. Class A ROKU 77543R102 6456 78600 SH SOLE 78600 0 0 Alphabet, Inc. Class A GOOGL 02079K305 22 10 SH SOLE 10 0 0 Amazon.com, Inc. AMZN 023135106 21 200 SH SOLE 200 0 0 Palo Alto Networks, Inc. PANW 697435105 5 10 SH SOLE 10 0 0 Broadcom Ltd. AVGO 11135F101 5 10 SH SOLE 10 0 0 ASML Holding N.V. ADR ASML N07059111 5 10 SH SOLE 10 0 0 Lam Research Corp. LRCX 512807108 4 10 SH SOLE 10 0 0 Intuit, Inc. INTU 461202103 4 10 SH SOLE 10 0 0 Adobe, Inc. ADBE 00724F101 4 10 SH SOLE 10 0 0 Kla-Tencor Corp. KLAC 482480100 3 10 SH SOLE 10 0 0 Fortinet,Inc. FTNT 34959E109 3 50 SH SOLE 50 0 0 Invesco QQQ ETF QQQ 46090E103 3 10 SH SOLE 10 0 0 Paycom Software, Inc. PAYC 70432V102 3 10 SH SOLE 10 0 0 Microsoft Corp. MSFT 594918104 3 10 SH SOLE 10 0 0 VanEck Vectors Semiconductor ETF SMH 92189F676 2 10 SH SOLE 10 0 0 Enphase Energy, Inc. ENPH 29355A107 2 10 SH SOLE 10 0 0 Signature Bank SBNY 82669G104 2 10 SH SOLE 10 0 0 Paylocity Holding Corp. PCTY 70438V106 2 10 SH SOLE 10 0 0 Meta Platforms, Inc. META 30303M102 2 10 SH SOLE 10 0 0 NVIDIA Corp. NVDA 67066G104 2 10 SH SOLE 10 0 0 Cadence Design Systems Inc. CDNS 127387108 2 10 SH SOLE 10 0 0 Apple, Inc. AAPL 037833100 1 10 SH SOLE 10 0 0 Cyberark Software Ltd CYBR M2682V108 1 10 SH SOLE 10 0 0 Qualcomm, Inc. QCOM 747525103 1 10 SH SOLE 10 0 0 Paychex, Inc. PAYX 704326107 1 10 SH SOLE 10 0 0 Alibaba Group Holding Ltd. ADR BABA 01609W102 1 10 SH SOLE 10 0 0 Spotify Technology S.A. (Luxembourg) SPOT L8681T102 1 10 SH SOLE 10 0 0 Arista Networks, Inc. ANET 040413106 1 10 SH SOLE 10 0 0 Applied Materials, Inc. AMAT 038222105 1 10 SH SOLE 10 0 0 Teradyne, Inc. TER 880770102 1 10 SH SOLE 10 0 0 Airbnb, Inc. Class A ABNB 009066101 1 10 SH SOLE 10 0 0 Twilio, Inc. Class A TWLO 90138F102 1 10 SH SOLE 10 0 0 Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH SOLE 10 0 0 Advanced Micro Devices, Inc. AMD 007903107 1 10 SH SOLE 10 0 0 Etsy, Inc. ETSY 29786A106 1 10 SH SOLE 10 0 0 PayPal Holdings, Inc. PYPL 70450Y103 1 10 SH SOLE 10 0 0 Sea Ltd. (Singapore) SE 81141R100 1 10 SH SOLE 10 0 0 Ambarella, Inc. AMBA G037AX101 1 10 SH SOLE 10 0 0 Celsius Holdings, Inc. CELH 15118V207 1 10 SH SOLE 10 0 0 DoorDash, Inc. DASH 25809K105 1 10 SH SOLE 10 0 0 Silvergate Capital Corp. - Class A SI 82837P408 1 10 SH SOLE 10 0 0 ON Semiconductor Corporation ON 682189105 1 10 SH SOLE 10 0 0 Coinbase Global, Inc. COIN 19260Q107 1 10 SH SOLE 10 0 0 Marvell Technology, Inc. MRVL G5876H105 1 10 SH SOLE 10 0 0 The Trade Desk, Inc. Class A TTD 88339J105 1 10 SH SOLE 10 0 0 Li Auto, Inc. ADR LI 50202M102 1 10 SH SOLE 10 0 0 Unity Software, Inc. U 91332U101 1 10 SH SOLE 10 0 0 Doximity, Inc. Class A DOCS 26622P107 1 10 SH SOLE 10 0 0 Chewy, Inc. Class A CHWY 16679L109 1 10 SH SOLE 10 0 0 ZoomInfo Technologies Inc. ZI 98980F104 1 10 SH SOLE 10 0 0 Teladoc Health, Inc. TDOC 87918A105 1 10 SH SOLE 10 0 0 Roblox Corp. RBLX 771049103 1 10 SH SOLE 10 0 0 Zillow Group, Inc. Z 98954M101 1 10 SH SOLE 10 0 0 XPeng, Inc. ADR XPEV 98422D105 1 10 SH SOLE 10 0 0 Kornit Digital Ltd. (Israel) KRNT 001121672 1 10 SH SOLE 10 0 0 Shopify, Inc. Class A (Canada) SHOP 82509L107 1 10 SH SOLE 10 0 0 Domo, Inc. Class B DOMO 257554105 1 10 SH SOLE 10 0 0 Rivian Automotive, Inc. RIVN 76954A103 1 10 SH SOLE 10 0 0 Carvana Co. CVNA 146869102 1 10 SH SOLE 10 0 0 Pinterest, Inc. Class A PINS 72352L106 1 10 SH SOLE 10 0 0 Affirm Holdings, Inc. Class A AFRM 00827B106 1 10 SH SOLE 10 0 0 Digital Turbine, Inc. APPS 25400W102 1 10 SH SOLE 10 0 0 Snap, Inc. Class A SNAP 83304A106 1 10 SH SOLE 10 0 0 DraftKings, Inc. Class A DKNG 26142R104 1 10 SH SOLE 10 0 0 Palantir Technologies, Inc. PLTR 69608A108 1 10 SH SOLE 10 0 0 Polestar Automotive Cl A ADS PSNY 731105201 1 10 SH SOLE 10 0 0 Opendoor Technologies, Inc. OPEN 68372A104 1 10 SH SOLE 10 0 0