BERKSHIRE CAPITAL HOLDINGS INC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$247M
Signature - Title
Malcolm R Fobes III - President
Location
475 Milan Drive, Suite 103, San Jose, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 87 $247M +$162M -$164M -$1.26M NVDA, AMZN, AVGO, ANET, LLY 13F-HR 8/13/2024, 12:31 PM
Q1 2024 89 $250M +$176M -$176M -$608K NVDA, AMZN, META, DKNG, DASH 13F-HR 5/13/2024, 03:38 PM
Q4 2023 81 $221M +$79M -$103M -$23.6M NVDA, TSLA, NET, SQ, AMZN 13F-HR 2/14/2024, 09:28 AM
Q3 2023 84 $204M +$52.9M -$83.1M -$30.2M NVDA, TSLA, TTD, MDB, DKNG 13F-HR 11/13/2023, 03:34 PM
Q2 2023 88 $243M +$86M -$114M -$27.9M TSLA, NVDA, TTD, MDB, SHOP 13F-HR 8/14/2023, 02:41 PM
Q1 2023 94 $223M +$94.1M -$106M -$11.6M TSLA, NET, NVDA, META, ROKU 13F-HR 5/12/2023, 09:40 AM
Q4 2022 87 $188M +$53M -$74.8M -$21.8M MDB, TTD, SNOW, TSLA, DDOG 13F-HR 2/13/2023, 03:37 PM
Q3 2022 68 $249M +$39.4M -$74.4M -$35M TSLA, SNOW, NET, TTD, DDOG 13F-HR 11/14/2022, 10:16 AM
Q2 2022 87 $260M $0 $0 TSLA, SNOW, MDB, DDOG, NET 13F-HR 8/11/2022, 11:54 AM
Q1 2022 76 $490M +$162M -$211M -$48.1M TSLA, MDB, SQ, NET, PANW 13F-HR 5/13/2022, 03:44 PM
Q4 2021 77 $748M +$282M -$304M -$22.3M TSLA, MRVL, ZS, ANET, FTNT 13F-HR 2/14/2022, 12:14 PM
Q3 2021 83 $745M +$378M -$437M -$58.3M TSLA, SE, MDB, HUBS, DDOG 13F-HR 11/12/2021, 10:48 AM
Q2 2021 85 $854M +$423M -$397M +$25.6M ROKU, SHOP, PYPL, SQ, TSLA 13F-HR 8/13/2021, 01:07 PM
Q1 2021 78 $876M +$461M -$434M +$27.2M TSLA, AMAT, NVDA, DKNG, PYPL 13F-HR 5/14/2021, 01:13 PM
Q4 2020 71 $941M +$401M -$352M +$49.3M AAPL, TSLA, SQ, CRWD, ROKU 13F-HR 2/12/2021, 03:13 PM
Q3 2020 66 $707M +$403M -$294M +$109M MA, AMZN, SQ, NVDA, TSLA 13F-HR 11/13/2020, 12:49 PM
Q2 2020 56 $551M +$221M -$133M +$88.5M AMZN, AAPL, MSFT, TSLA, SHOP 13F-HR 8/13/2020, 03:48 PM
Q1 2020 44 $337M +$162M -$121M +$41.3M MSFT, AMZN, NVDA, AMD, LRCX 13F-HR 5/13/2020, 03:25 PM
Q4 2019 46 $304M +$153M -$136M +$17.3M MSFT, RNG, AMAT, NVDA, MRVL 13F-HR 2/12/2020, 03:48 PM
Q3 2019 44 $301M +$171M -$168M +$3.66M MA, AAPL, MSFT, BABA, LRCX 13F-HR 11/13/2019, 12:16 PM
Q2 2019 42 $293M +$135M -$67.9M +$66.9M META, MA, TWLO, ADBE, AMZN 13F-HR 8/13/2019, 12:05 PM
Q1 2019 34 $232M +$112M -$63.4M +$48.6M AMZN, MSFT, TWLO, ANET, NOW 13F-HR 5/13/2019, 03:34 PM
Q4 2018 25 $150M +$53.2M -$75.3M -$22.1M AMZN, TWLO, MSFT, PANW, CRM 13F-HR 2/8/2019, 04:17 PM
Q3 2018 30 $203M +$86.1M -$36.3M +$49.8M AMZN, CRM, SQ, MSFT, NFLX 13F-HR 11/14/2018, 09:42 AM
Q2 2018 29 $155M +$73.4M -$38.6M +$34.7M AMZN, META, CRM, MSFT, NFLX 13F-HR 8/10/2018, 03:39 PM
Q1 2018 25 $112M $0 $0 AMZN, MSFT, BABA, NOW, NFLX 13F-HR 5/10/2018, 01:56 PM