HoldingsChannel.com
Berkshire Capital Holdings Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MASTERCARD INC. 159,730 +86,120 $43,378
     MA159,730+86,120$43,378
APPLE INC. 93,450 +93,440 $20,930
     AAPL93,450+93,440$20,930
MICROSOFT CORP. 134,770 +6,120 $18,737
     MSFT134,770+6,120$18,737
ALIBABA GROUP HOLDING LTD. ADR 107,070 +27,930 $17,905
     BABA107,070+27,930$17,905
LAM RESEARCH CORP. 72,880 +72,880 $16,843
     LRCX72,880+72,880$16,843
APPLIED MATERIALS INC. 329,230 +329,230 $16,429
     AMAT329,230+329,230$16,429
SHOPIFY CL A SUB VTG ORD 48,150 +18,000 $15,006
     SHOP48,150+18,000$15,006
NVIDIA CORP. 86,080 +50,280 $14,984
     NVDA86,080+50,280$14,984
MARVELL TECHNOLOGY GROUP LTD. 599,050 +598,950 $14,958
     MRVL599,050+598,950$14,958
LATTICE SEMICONDUCTOR CORP. 785,240 +785,140 $14,358
     LSCC785,240+785,140$14,358
RINGCENTRAL INC CLASS A 113,130 +113,120 $14,216
     RNG113,130+113,120$14,216
TWITTER INC. 328,220 +328,210 $13,523
     TWTR328,220+328,210$13,523
COUPA SOFTWARE INC. ORD 103,660 +44,750 $13,431
     COUP103,660+44,750$13,431
TWILIO INC CL A 113,960 -15,610 $12,531
     TWLO113,960-15,610$12,531
VEEVA SYSTEMS INC CLASS A 79,090 +25,790 $12,076
     VEEV79,090+25,790$12,076
SALESFORCE.COM INC. 70,030 +70,020 $10,395
     CRM70,030+70,020$10,395
INSULET CORP 61,300 +61,300 $10,110
     PODD61,300+61,300$10,110
AMAZON.COM INC. 5,640 -3,500 $9,791
     AMZN5,640-3,500$9,791
TEXAS INSTRUMENTS INC. 70,630 +70,630 $9,128
     TXN70,630+70,630$9,128
ZOOM VIDEO COMMUNICATIONS A 28,410 +28,410 $2,165
     ZM28,410+28,410$2,165
ALPHABET INC. CLASS A 5 UNCH $6
     GOOGL5UNCH$6
ADOBE SYSTEMS INC. 10 -59,420 $3
     ADBE10-59,420$3
NETFLIX INC. 10 -32,150 $3
     NFLX10-32,150$3
SERVICENOW INC. 10 -60,050 $3
     NOW10-60,050$3
ARISTA NETWORKS INC. 10 -44,925 $2
     ANET10-44,925$2
FACEBOOK INC. CLASS A 10 -108,170 $2
     FB10-108,170$2
PAYCOM SOFTWARE INC. 10 -64,270 $2
     PAYC10-64,270$2
INVESCO QQQ 10 UNCH $2
     QQQ10UNCH$2
WORKDAY INC. CLASS A 10 -55,110 $2
     WDAY10-55,110$2
CADENCE DESIGN SYSTEMS INC. 10 -107,000 $1
     CDNS10-107,000$1
CYBERARK SOFTWARE LTD 10 UNCH $1
     CYBR10UNCH$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 -74,820 $1
     PYPL10-74,820$1
QUALCOMM INC. 10 UNCH $1
     QCOM10UNCH$1
ROKU INC. CLASS A 10 -63,960 $1
     ROKU10-63,960$1
VANECK VECTORS SEMICONDUCTOR ETF (SMH) 10 -56,200 $1
     SMH10-56,200$1
SQUARE INC. CLASS A 10 -159,160 $1
     SQ10-159,160$1
ATLASSIAN ORD SHS CLASS A 10 -67,680 $1
     TEAM10-67,680$1
ZENDESK ORD SHS 10 -99,340 $1
     ZEN10-99,340$1
ADVANCED MICRO DEVICES INC. 10 -190,680 <$1
     AMD10-190,680$0
CHEGG ORD 10 -203,190 <$1
     CHGG10-203,190$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 09/30/2019: $300,931
At 06/30/2019: $292,921

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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