President

0001162044-24-000483.txt : 20240513 0001162044-24-000483.hdr.sgml : 20240513 20240513153837 ACCESSION NUMBER: 0001162044-24-000483 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BERKSHIRE CAPITAL HOLDINGS INC CENTRAL INDEX KEY: 0001133742 ORGANIZATION NAME: IRS NUMBER: 770330031 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06289 FILM NUMBER: 24938695 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 X0202 13F-HR LIVE false false false 0001133742 XXXXXXXX 03-31-2024 03-31-2024 false BERKSHIRE CAPITAL HOLDINGS INC

475 Milan Drive Suite 103 San Jose CA 95134

13F HOLDINGS REPORT 028-06289 000107175 N Malcolm R Fobes III President 408-526-0707 Malcolm R Fobes III San Jose CA 05-03-2024 0 89 250486327 INFORMATION TABLE 2 infotable.xml NVIDIA Corp. NVDA 67066G104 17673634 19560 SH SOLE 19560 0 0 Amazon.com, Inc. AMZN 023135106 17612303 97640 SH SOLE 97640 0 0 Meta Platforms, Inc. Class A META 30303M102 17359485 35750 SH SOLE 35750 0 0 DraftKings, Inc. Class A DKNG 26142R104 16883438 371800 SH SOLE 371800 0 0 DoorDash, Inc. Class A DASH 25809K105 15380570 111680 SH SOLE 111680 0 0 Micron Technology, Inc. MU 595112103 15266755 129500 SH SOLE 129500 0 0 The Trade Desk, Inc. Class A TTD 88339J105 15246922 174410 SH SOLE 174410 0 0 Block, Inc. Class A SQ 852234103 12390124 146490 SH SOLE 146490 0 0 Robinhood Markets, Inc. HOOD 770700102 12343313 613180 SH SOLE 613180 0 0 Dell Technologies, Inc. DELL 24703L202 12220040 107090 SH SOLE 107090 0 0 Carvana Co. Class A CVNA 146869102 12011143 136630 SH SOLE 136630 0 0 monday.com Ltd. MNDY 001176213 12002732 53140 SH SOLE 53140 0 0 AppLovin Corporation APP 03831W108 11561817 167030 SH SOLE 167030 0 0 Coinbase Global, Inc. Class A COIN 19260Q107 11217227 42310 SH SOLE 42310 0 0 ASML Holding N.V. ADR ASML N07059111 10209344 10520 SH SOLE 10520 0 0 Broadcom Ltd. AVGO 11135F101 10046608 7580 SH SOLE 7580 0 0 Super Micro Computer, Inc. SMCI 86800U104 9938695 9840 SH SOLE 9840 0 0 Arm Holdings plc ARM 042068205 7438155 59510 SH SOLE 59510 0 0 CrowdStrike Holdings, Inc. Class A CRWD 22788C105 7283805 22720 SH SOLE 22720 0 0 Spotify Technology S.A. (Luxembourg) SPOT L8681T102 6233318 23620 SH SOLE 23620 0 0 Micro Strategy, Inc. Class A MSTR 594972408 17046 10 SH SOLE 10 0 0 MercadoLibre, Inc. (Argentina) MELI 58733R102 15120 10 SH SOLE 10 0 0 Lam Research Corp. LRCX 512807108 9716 10 SH SOLE 10 0 0 Eli Lilly and Company LLY 532457108 7780 10 SH SOLE 10 0 0 ServiceNow, Inc. NOW 81762P102 7624 10 SH SOLE 10 0 0 KLA Corporation KLAC 482480100 6986 10 SH SOLE 10 0 0 Monolithic Power Systems, Inc. MPWR 609839105 6774 10 SH SOLE 10 0 0 Intuit, Inc. INTU 461202103 6500 10 SH SOLE 10 0 0 HubSpot, Inc. HUBS 443573100 6266 10 SH SOLE 10 0 0 Netflix, Inc. NFLX 64110L106 6073 10 SH SOLE 10 0 0 Synopsys, Inc. SNPS 871607107 5715 10 SH SOLE 10 0 0 Adobe, Inc. ADBE 00724F101 5046 10 SH SOLE 10 0 0 Invesco QQQ ETF QQQ 46090E103 4440 10 SH SOLE 10 0 0 Microsoft Corp. MSFT 594918104 4207 10 SH SOLE 10 0 0 MongoDB, Inc. Class A MDB 60937P106 3586 10 SH SOLE 10 0 0 Cadence Design Systems, Inc. CDNS 127387108 3113 10 SH SOLE 10 0 0 Arista Networks, Inc. ANET 040413106 2900 10 SH SOLE 10 0 0 Palo Alto Networks, Inc. PANW 697435105 2841 10 SH SOLE 10 0 0 Cyberark Software LTD (Israel) CYBR M2682V108 2656 10 SH SOLE 10 0 0 Celsius Holdings, Inc. CELH 15118V207 2488 30 SH SOLE 30 0 0 VanEck Semiconductor ETF SMH 92189F676 2250 10 SH SOLE 10 0 0 Applied Materials, Inc. AMAT 038222105 2062 10 SH SOLE 10 0 0 Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 1951 10 SH SOLE 10 0 0 Zscaler, Inc. ZS 98980G102 1926 10 SH SOLE 10 0 0 Advanced Micro Devices, Inc. AMD 007903107 1805 10 SH SOLE 10 0 0 Tesla, Inc. TSLA 88160R101 1758 10 SH SOLE 10 0 0 Apple, Inc. AAPL 037833100 1715 10 SH SOLE 10 0 0 Qualcomm, Inc. QCOM 747525103 1693 10 SH SOLE 10 0 0 Airbnb, Inc. Class A ABNB 009066101 1650 10 SH SOLE 10 0 0 Snowflake, Inc. Class A SNOW 833445109 1616 10 SH SOLE 10 0 0 Alphabet, Inc. Class A GOOGL 02079K305 1509 10 SH SOLE 10 0 0 Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1361 10 SH SOLE 10 0 0 Novo Nordisk A/S NVO 670100205 1284 10 SH SOLE 10 0 0 Datadog, Inc. Class A DDOG 23804L103 1236 10 SH SOLE 10 0 0 Okta, Inc. Class A OKTA 679295105 1046 10 SH SOLE 10 0 0 Cloudflare, Inc. Class A NET 18915M107 968 10 SH SOLE 10 0 0 Shopify, Inc. Class A (Canada) SHOP 82509L107 772 10 SH SOLE 10 0 0 Uber Technologies, Inc. UBER 90353T100 770 10 SH SOLE 10 0 0 ON Semiconductor Corporation ON 682189105 736 10 SH SOLE 10 0 0 Marvell Technology, Inc. MRVL 573874104 709 10 SH SOLE 10 0 0 BILL Holdings Inc BILL 090043100 687 10 SH SOLE 10 0 0 PayPal Holdings, Inc. PYPL 70450Y103 670 10 SH SOLE 10 0 0 Zoom Video Communications, Inc. Class A ZM 98980L101 654 10 SH SOLE 10 0 0 Roku, Inc. Class A ROKU 77543R102 652 10 SH SOLE 10 0 0 Twilio, Inc. Class A TWLO 90138F102 612 10 SH SOLE 10 0 0 Coherent Corp. COHR 19247G107 606 10 SH SOLE 10 0 0 GitLab, Inc. GTLB 37637K108 583 10 SH SOLE 10 0 0 Pure Storage, Inc. Class A PSTG 74624M102 520 10 SH SOLE 10 0 0 Ambarella, Inc. AMBA G037AX101 508 10 SH SOLE 10 0 0 Ciena Corp. CIEN 171779309 495 10 SH SOLE 10 0 0 Zillow Group, Inc. Class C Z 98954M101 488 10 SH SOLE 10 0 0 Braze, Inc. BRZE 10576N102 443 10 SH SOLE 10 0 0 ishares Bitcoin Trust IBIT 46438F101 405 10 SH SOLE 10 0 0 Roblox Corporation Class A RBLX 771049103 382 10 SH SOLE 10 0 0 Samsara Inc. IOT 79589L106 378 10 SH SOLE 10 0 0 Affirm Holdings, Inc. Class A AFRM 00827B106 373 10 SH SOLE 10 0 0 Global-e Online Ltd GLBE 001174168 364 10 SH SOLE 10 0 0 Pinterest, Inc. Class A PINS 72352L106 347 10 SH SOLE 10 0 0 C3.ai, Inc. AI 12468P104 271 10 SH SOLE 10 0 0 HashiCorp, Inc. HCP 418100103 270 10 SH SOLE 10 0 0 Unity Software, Inc. U 91332U101 267 10 SH SOLE 10 0 0 Palantir Technologies, Inc. Class A PLTR 69608A108 230 10 SH SOLE 10 0 0 UiPath, Inc. PATH 90364P105 227 10 SH SOLE 10 0 0 Marathon Digital Holdings, Inc. MARA 565788106 226 10 SH SOLE 10 0 0 CleanSpark, Inc. CLSK 18452B209 212 10 SH SOLE 10 0 0 Riot Platforms, Inc RIOT 767292105 122 10 SH SOLE 10 0 0 Rivian Automotive, Inc. Class A RIVN 76954A103 110 10 SH SOLE 10 0 0 SoFi Technologies, Inc. SOFI 83406F102 73 10 SH SOLE 10 0 0 Opendoor Technologies, Inc. OPEN 683712103 30 10 SH SOLE 10 0 0