HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MASTERCARD INC. |
159,730 | +86,120 | $43,378 |
| MA | 159,730 | +86,120 | $43,378 |
| APPLE INC. |
93,450 | +93,440 | $20,930 |
| AAPL | 93,450 | +93,440 | $20,930 |
| MICROSOFT CORP. |
134,770 | +6,120 | $18,737 |
| MSFT | 134,770 | +6,120 | $18,737 |
| ALIBABA GROUP HOLDING LTD. ADR |
107,070 | +27,930 | $17,905 |
| BABA | 107,070 | +27,930 | $17,905 |
| LAM RESEARCH CORP. |
72,880 | +72,880 | $16,843 |
| LRCX | 72,880 | +72,880 | $16,843 |
| APPLIED MATERIALS INC. |
329,230 | +329,230 | $16,429 |
| AMAT | 329,230 | +329,230 | $16,429 |
| SHOPIFY CL A SUB VTG ORD |
48,150 | +18,000 | $15,006 |
| SHOP | 48,150 | +18,000 | $15,006 |
| NVIDIA CORP. |
86,080 | +50,280 | $14,984 |
| NVDA | 86,080 | +50,280 | $14,984 |
| MARVELL TECHNOLOGY GROUP LTD. |
599,050 | +598,950 | $14,958 |
| MRVL | 599,050 | +598,950 | $14,958 |
| LATTICE SEMICONDUCTOR CORP. |
785,240 | +785,140 | $14,358 |
| LSCC | 785,240 | +785,140 | $14,358 |
| RINGCENTRAL INC CLASS A |
113,130 | +113,120 | $14,216 |
| RNG | 113,130 | +113,120 | $14,216 |
| TWITTER INC. |
328,220 | +328,210 | $13,523 |
| TWTR | 328,220 | +328,210 | $13,523 |
| COUPA SOFTWARE INC. ORD |
103,660 | +44,750 | $13,431 |
| COUP | 103,660 | +44,750 | $13,431 |
| TWILIO INC CL A |
113,960 | -15,610 | $12,531 |
| TWLO | 113,960 | -15,610 | $12,531 |
| VEEVA SYSTEMS INC CLASS A |
79,090 | +25,790 | $12,076 |
| VEEV | 79,090 | +25,790 | $12,076 |
| SALESFORCE.COM INC. |
70,030 | +70,020 | $10,395 |
| CRM | 70,030 | +70,020 | $10,395 |
| INSULET CORP |
61,300 | +61,300 | $10,110 |
| PODD | 61,300 | +61,300 | $10,110 |
| AMAZON.COM INC. |
5,640 | -3,500 | $9,791 |
| AMZN | 5,640 | -3,500 | $9,791 |
| TEXAS INSTRUMENTS INC. |
70,630 | +70,630 | $9,128 |
| TXN | 70,630 | +70,630 | $9,128 |
| ZOOM VIDEO COMMUNICATIONS A |
28,410 | +28,410 | $2,165 |
| ZM | 28,410 | +28,410 | $2,165 |
| ALPHABET INC. CLASS A |
5 | UNCH | $6 |
| GOOGL | 5 | UNCH | $6 |
| ADOBE SYSTEMS INC. |
10 | -59,420 | $3 |
| ADBE | 10 | -59,420 | $3 |
| NETFLIX INC. |
10 | -32,150 | $3 |
| NFLX | 10 | -32,150 | $3 |
| SERVICENOW INC. |
10 | -60,050 | $3 |
| NOW | 10 | -60,050 | $3 |
| ARISTA NETWORKS INC. |
10 | -44,925 | $2 |
| ANET | 10 | -44,925 | $2 |
| FACEBOOK INC. CLASS A |
10 | -108,170 | $2 |
| FB | 10 | -108,170 | $2 |
| PAYCOM SOFTWARE INC. |
10 | -64,270 | $2 |
| PAYC | 10 | -64,270 | $2 |
| INVESCO QQQ |
10 | UNCH | $2 |
| QQQ | 10 | UNCH | $2 |
| WORKDAY INC. CLASS A |
10 | -55,110 | $2 |
| WDAY | 10 | -55,110 | $2 |
| CADENCE DESIGN SYSTEMS INC. |
10 | -107,000 | $1 |
| CDNS | 10 | -107,000 | $1 |
| CYBERARK SOFTWARE LTD |
10 | UNCH | $1 |
| CYBR | 10 | UNCH | $1 |
| MONGODB CL A ORD |
10 | UNCH | $1 |
| MDB | 10 | UNCH | $1 |
| MATCH GROUP ORD |
10 | UNCH | $1 |
| MTCH | 10 | UNCH | $1 |
| OKTA INC. CLASS A ORD |
10 | UNCH | $1 |
| OKTA | 10 | UNCH | $1 |
| PAYPAL HOLDINGS INC. |
10 | -74,820 | $1 |
| PYPL | 10 | -74,820 | $1 |
| QUALCOMM INC. |
10 | UNCH | $1 |
| QCOM | 10 | UNCH | $1 |
| ROKU INC. CLASS A |
10 | -63,960 | $1 |
| ROKU | 10 | -63,960 | $1 |
| VANECK VECTORS SEMICONDUCTOR ETF (SMH) |
10 | -56,200 | $1 |
| SMH | 10 | -56,200 | $1 |
| SQUARE INC. CLASS A |
10 | -159,160 | $1 |
| SQ | 10 | -159,160 | $1 |
| ATLASSIAN ORD SHS CLASS A |
10 | -67,680 | $1 |
| TEAM | 10 | -67,680 | $1 |
| ZENDESK ORD SHS |
10 | -99,340 | $1 |
| ZEN | 10 | -99,340 | $1 |
| ADVANCED MICRO DEVICES INC. |
10 | -190,680 | <$1 |
| AMD | 10 | -190,680 | $0 |
| CHEGG ORD |
10 | -203,190 | <$1 |
| CHGG | 10 | -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 |
