HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP. |
228,020 | +93,250 | $34,116 |
| MSFT | 228,020 | +93,250 | $34,116 |
| RINGCENTRAL INC CLASS A |
144,020 | +30,890 | $24,691 |
| RNG | 144,020 | +30,890 | $24,691 |
| APPLIED MATERIALS INC. |
400,390 | +71,160 | $23,883 |
| AMAT | 400,390 | +71,160 | $23,883 |
| NVIDIA CORP. |
103,910 | +17,830 | $21,944 |
| NVDA | 103,910 | +17,830 | $21,944 |
| MARVELL TECHNOLOGY GROUP LTD. |
727,210 | +128,160 | $19,191 |
| MRVL | 727,210 | +128,160 | $19,191 |
| ADVANCED MICRO DEVICES INC. |
453,120 | +453,110 | $18,569 |
| AMD | 453,120 | +453,110 | $18,569 |
| SERVICENOW INC. |
57,280 | +57,270 | $16,210 |
| NOW | 57,280 | +57,270 | $16,210 |
| GLOBAL PAYMENTS INC |
88,360 | +88,360 | $15,950 |
| GPN | 88,360 | +88,360 | $15,950 |
| APPLE INC. |
59,260 | -34,190 | $15,597 |
| AAPL | 59,260 | -34,190 | $15,597 |
| ADOBE SYSTEMS INC. |
50,990 | +50,980 | $15,302 |
| ADBE | 50,990 | +50,980 | $15,302 |
| FISERV INC. |
123,340 | +123,340 | $14,227 |
| FISV | 123,340 | +123,340 | $14,227 |
| LAM RESEARCH CORP. |
44,550 | -28,330 | $12,212 |
| LRCX | 44,550 | -28,330 | $12,212 |
| ALPHABET INC. CLASS A |
9,350 | +9,345 | $12,172 |
| GOOGL | 9,350 | +9,345 | $12,172 |
| MASTERCARD INC. |
38,600 | -121,130 | $11,016 |
| MA | 38,600 | -121,130 | $11,016 |
| ROKU INC. CLASS A |
61,500 | +61,490 | $9,774 |
| ROKU | 61,500 | +61,490 | $9,774 |
| ALIBABA GROUP HOLDING LTD. ADR |
53,490 | -53,580 | $9,754 |
| BABA | 53,490 | -53,580 | $9,754 |
| SHOPIFY CL A SUB VTG ORD |
29,760 | -18,390 | $9,435 |
| SHOP | 29,760 | -18,390 | $9,435 |
| SALESFORCE.COM INC. |
57,250 | -12,780 | $9,400 |
| CRM | 57,250 | -12,780 | $9,400 |
| TERADYNE INC. |
118,440 | +118,440 | $7,562 |
| TER | 118,440 | +118,440 | $7,562 |
| FACEBOOK INC. CLASS A |
32,640 | +32,630 | $6,447 |
| FB | 32,640 | +32,630 | $6,447 |
| ASML HOLDING N.V. |
22,575 | +22,575 | $6,070 |
| ASML | 22,575 | +22,575 | $6,070 |
| AMAZON.COM INC. |
10 | -5,630 | $17 |
| AMZN | 10 | -5,630 | $17 |
| SKYWORKS SOLTUIONS INC |
100 | +100 | $10 |
| SWKS | 100 | +100 | $10 |
| CARVAVA CL A ORD |
100 | +100 | $9 |
| CVNA | 100 | +100 | $9 |
| NETFLIX INC. |
10 | UNCH | $3 |
| NFLX | 10 | UNCH | $3 |
| PAYCOM SOFTWARE INC. |
10 | UNCH | $3 |
| PAYC | 10 | UNCH | $3 |
| ARISTA NETWORKS INC. |
10 | UNCH | $2 |
| ANET | 10 | UNCH | $2 |
| COUPA SOFTWARE INC. ORD |
10 | -103,650 | $2 |
| COUP | 10 | -103,650 | $2 |
| EDWARDS LIFESCIENCES ORD |
10 | +10 | $2 |
| EW | 10 | +10 | $2 |
| INSULET CORP |
10 | -61,290 | $2 |
| PODD | 10 | -61,290 | $2 |
| INVESCO QQQ |
10 | UNCH | $2 |
| QQQ | 10 | UNCH | $2 |
| VEEVA SYSTEMS INC CLASS A |
10 | -79,080 | $2 |
| VEEV | 10 | -79,080 | $2 |
| WORKDAY INC. CLASS A |
10 | UNCH | $2 |
| WDAY | 10 | UNCH | $2 |
| CADENCE DESIGN SYSTEMS INC. |
10 | UNCH | $1 |
| CDNS | 10 | UNCH | $1 |
| INTEL CORP. |
10 | +10 | $1 |
| INTC | 10 | +10 | $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 | UNCH | $1 |
| PYPL | 10 | UNCH | $1 |
| QUALCOMM INC. |
10 | UNCH | $1 |
| QCOM | 10 | UNCH | $1 |
| QORVO ORD |
10 | +10 | $1 |
| QRVO | 10 | +10 | $1 |
| VANECK VECTORS SEMICONDUCTOR ETF (SMH) |
10 | UNCH | $1 |
| SMH | 10 | UNCH | $1 |
| SQUARE INC. CLASS A |
10 | UNCH | $1 |
| SQ | 10 | UNCH | $1 |
| ATLASSIAN ORD SHS CLASS A |
10 | UNCH | $1 |
| TEAM | 10 | UNCH | $1 |
| TAIWAN SEMICONDUCTOR |
10 | +10 | $1 |
| TSM | 10 | +10 | $1 |
| TWILIO INC CL A |
10 | -113,950 | $1 |
| TWLO | 10 | -113,950 | $1 |
| LATTICE SEMICONDUCTOR CORP. |
10 | -785,230 | <$1 |
| LSCC | 10 | -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 |
