HoldingsChannel.com
Berkshire Capital Holdings Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
MICROSOFT CORP. 228,020 +93,250 $34,116
     MSFT228,020+93,250$34,116
RINGCENTRAL INC CLASS A 144,020 +30,890 $24,691
     RNG144,020+30,890$24,691
APPLIED MATERIALS INC. 400,390 +71,160 $23,883
     AMAT400,390+71,160$23,883
NVIDIA CORP. 103,910 +17,830 $21,944
     NVDA103,910+17,830$21,944
MARVELL TECHNOLOGY GROUP LTD. 727,210 +128,160 $19,191
     MRVL727,210+128,160$19,191
ADVANCED MICRO DEVICES INC. 453,120 +453,110 $18,569
     AMD453,120+453,110$18,569
SERVICENOW INC. 57,280 +57,270 $16,210
     NOW57,280+57,270$16,210
GLOBAL PAYMENTS INC 88,360 +88,360 $15,950
     GPN88,360+88,360$15,950
APPLE INC. 59,260 -34,190 $15,597
     AAPL59,260-34,190$15,597
ADOBE SYSTEMS INC. 50,990 +50,980 $15,302
     ADBE50,990+50,980$15,302
FISERV INC. 123,340 +123,340 $14,227
     FISV123,340+123,340$14,227
LAM RESEARCH CORP. 44,550 -28,330 $12,212
     LRCX44,550-28,330$12,212
ALPHABET INC. CLASS A 9,350 +9,345 $12,172
     GOOGL9,350+9,345$12,172
MASTERCARD INC. 38,600 -121,130 $11,016
     MA38,600-121,130$11,016
ROKU INC. CLASS A 61,500 +61,490 $9,774
     ROKU61,500+61,490$9,774
ALIBABA GROUP HOLDING LTD. ADR 53,490 -53,580 $9,754
     BABA53,490-53,580$9,754
SHOPIFY CL A SUB VTG ORD 29,760 -18,390 $9,435
     SHOP29,760-18,390$9,435
SALESFORCE.COM INC. 57,250 -12,780 $9,400
     CRM57,250-12,780$9,400
TERADYNE INC. 118,440 +118,440 $7,562
     TER118,440+118,440$7,562
FACEBOOK INC. CLASS A 32,640 +32,630 $6,447
     FB32,640+32,630$6,447
ASML HOLDING N.V. 22,575 +22,575 $6,070
     ASML22,575+22,575$6,070
AMAZON.COM INC. 10 -5,630 $17
     AMZN10-5,630$17
SKYWORKS SOLTUIONS INC 100 +100 $10
     SWKS100+100$10
CARVAVA CL A ORD 100 +100 $9
     CVNA100+100$9
NETFLIX INC. 10 UNCH $3
     NFLX10UNCH$3
PAYCOM SOFTWARE INC. 10 UNCH $3
     PAYC10UNCH$3
ARISTA NETWORKS INC. 10 UNCH $2
     ANET10UNCH$2
COUPA SOFTWARE INC. ORD 10 -103,650 $2
     COUP10-103,650$2
EDWARDS LIFESCIENCES ORD 10 +10 $2
     EW10+10$2
INSULET CORP 10 -61,290 $2
     PODD10-61,290$2
INVESCO QQQ 10 UNCH $2
     QQQ10UNCH$2
VEEVA SYSTEMS INC CLASS A 10 -79,080 $2
     VEEV10-79,080$2
WORKDAY INC. CLASS A 10 UNCH $2
     WDAY10UNCH$2
CADENCE DESIGN SYSTEMS INC. 10 UNCH $1
     CDNS10UNCH$1
INTEL CORP. 10 +10 $1
     INTC10+10$1
MONGODB CL A ORD 10 UNCH $1
     MDB10UNCH$1
MATCH GROUP ORD 10 UNCH $1
     MTCH10UNCH$1
OKTA INC. CLASS A ORD 10 UNCH $1
     OKTA10UNCH$1
PAYPAL HOLDINGS INC. 10 UNCH $1
     PYPL10UNCH$1
QUALCOMM INC. 10 UNCH $1
     QCOM10UNCH$1
QORVO ORD 10 +10 $1
     QRVO10+10$1
VANECK VECTORS SEMICONDUCTOR ETF (SMH) 10 UNCH $1
     SMH10UNCH$1
SQUARE INC. CLASS A 10 UNCH $1
     SQ10UNCH$1
ATLASSIAN ORD SHS CLASS A 10 UNCH $1
     TEAM10UNCH$1
TAIWAN SEMICONDUCTOR 10 +10 $1
     TSM10+10$1
TWILIO INC CL A 10 -113,950 $1
     TWLO10-113,950$1
LATTICE SEMICONDUCTOR CORP. 10 -785,230 <$1
     LSCC10-785,230$0

See Full List: All Stocks Held By Berkshire Capital Holdings Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Berkshire Capital Holdings Inc.

Size ($ in 1000's)
At 12/31/2019: $313,591
At 09/30/2019: $300,931

Berkshire Capital Holdings Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Berkshire Capital Holdings Inc. 13F filings. Link to 13F filings: SEC filings

Berkshire Capital Holdings Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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