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  Name: BERKSHIRE CAPITAL HOLDINGS INC
  City: San Jose
  State: CA
  Zip: 95134
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $250,487,000
  Total Value Change : $29,170,000
  Securities Held Change : 8
   
All Securities Held : 89
  New Positions : 11
  Closed Positions : 3
  Increased Positions : 14
  Unchanged Positions : 46
  Decreased Positions : 18

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Holdings Found : 90     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 1 - $947.80 $17,674,000 19,560 7.06% -4,457,000 -25,130 0.001    Semiconductor - Speci...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 2 - $183.54 $17,612,000 97,640 7.03% 6,485,000 24,410 0.001    Internet Software & S...
   (FB)1 Year Chart         FB Meta Platforms Inc 3 - $468.84 $17,359,000 35,750 6.93% 17,355,000 35,740 0.001    Internet Service Prov...
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 4 - $0.00 $16,883,000 371,800 6.74% 16,883,000 371,790 0.085    N/A
   (DASH)1 Year Chart         DASH Doordash Inc 5 - $113.96 $15,381,000 111,680 6.14% 8,739,000 44,510 0.031    N/A
   (MU)1 Year Chart         MU Micron Technology Inc 6 New $129.00 $15,267,000 129,500 6.09% 15,267,000 129,500 0.012    Semiconductor - Memor...
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 7 - $97.50 $15,247,000 174,410 6.09% 6,475,000 52,510 0.04    N/A
   (SQ)1 Year Chart         SQ Square Inc 8 - $73.54 $12,390,000 146,490 4.95% -712,000 -22,890 0.027    N/A
   (HOOD)1 Year Chart         HOOD Robinhood Markets, Inc. 9 - $20.84 $12,343,000 613,180 4.93% 11,225,000 525,400 0.073    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 10 New $145.45 $12,220,000 107,090 4.88% 12,220,000 107,090 0.041    N/A
   (CVNA)1 Year Chart         CVNA Carvana Co. 11 - $117.50 $12,011,000 136,630 4.8% 12,010,000 136,620 0.111    N/A
   (APP)1 Year Chart         APP Applovin Corp 12 - $84.57 $11,562,000 167,030 4.62% 11,562,000 167,020 0.077    N/A
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 13 - $225.19 $11,217,000 42,310 4.48% 4,883,000 5,890 0.03    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 14 - $0.00 $10,209,000 10,520 4.08% 10,201,000 10,510 0.002    Semiconductor Equipme...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 15 - $1,414.03 $10,047,000 7,580 4.01% 10,036,000 7,570 0.002    Semiconductor- Broad...
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 16 New $903.94 $9,939,000 9,840 3.97% 9,939,000 9,840 0.019    Networking & Communic...
   (ARM)1 Year Chart         ARM Arm Holdings American Depos... 17 New $110.46 $7,438,000 59,510 2.97% 7,438,000 59,510 0.006    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 18 - $348.75 $7,284,000 22,720 2.91% 7,281,000 22,710 0.012    N/A
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 19 - $308.21 $6,233,000 23,620 2.49% 6,231,000 23,610 0.013    N/A
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 20 - $1,727.24 $17,000 10 0.01% -9,754,000 -15,460 0    Business Software & S...
   (MELI)1 Year Chart         MELI Mercadolibre Inc 21 - $1,787.73 $15,000 10 0.01% -8,943,000 -5,690 0    Business Services
   (LRCX)1 Year Chart         LRCX Lam Research Corp 22 - $942.04 $10,000 10 0% 2,000 0 0    Semiconductor Equipme...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 24 - $774.18 $8,000 10 0% 1,000 0 0    Information Technolog...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 23 New $783.18 $8,000 10 0% 8,000 10 0    Drug Manufacturers - ...
   (MPWR)1 Year Chart         MPWR Monolithic Power Systems Inc 27 New $755.88 $7,000 10 0% 7,000 10 0    Semiconductor - Speci...
   (INTU)1 Year Chart         INTU Intuit Inc 25 - $670.15 $7,000 10 0% 1,000 0 0    Application Software
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 26 - $772.80 $7,000 10 0% 1,000 0 0    Semiconductor Equipme...
   (SNPS)1 Year Chart         SNPS Synopsys Inc 30 - $574.38 $6,000 10 0% 1,000 0 0    Technical & System So...
   (HUBS)1 Year Chart         HUBS Hubspot Inc 28 - $0.00 $6,000 10 0% -10,844,000 -18,680 0    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc 29 - $640.82 $6,000 10 0% 1,000 0 0    Music & Video Stores
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 31 - $484.69 $5,000 10 0% -1,000 0 0    Application Software
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 32 - $454.91 $4,000 10 0% 0 0 0    Closed - End Fund - Debt
   (MSFT)1 Year Chart         MSFT Microsoft Corp 34 - $425.34 $4,000 10 0% 0 0 0    Application Software
   (MDB)1 Year Chart         MDB Mongodb Inc 33 - $368.01 $4,000 10 0% 0 0 0    N/A
   (CYBR)1 Year Chart         CYBR Cyber-Ark Software Ltd 38 - $249.70 $3,000 10 0% 1,000 0 0    N/A
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 36 - $292.47 $3,000 10 0% 0 0 0    Technical & System So...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 35 - $319.39 $3,000 10 0% 1,000 0 0    Diversified Computer ...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 37 - $323.77 $3,000 10 0% 0 0 0    Networking & Communic...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 43 - $197.76 $2,000 10 0% 1,000 0 0    Communication Equipment
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 50 - $176.92 $2,000 10 0% 1,000 0 0    Search Engines & Info...
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 42 - $164.78 $2,000 10 0% -11,015,000 -55,350 0    N/A
   (ZS)1 Year Chart         ZS Zscaler Inc 48 - $180.60 $2,000 10 0% -8,863,000 -40,000 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 47 - $166.33 $2,000 10 0% 1,000 0 0    Semiconductor- Broad...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 39 - $219.95 $2,000 10 0% 0 0 0    Semiconductor Equipme...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... 41 - $208.63 $2,000 10 0% 0 0 0    N/A
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 46 - $179.84 $2,000 10 0% 0 0 0    N/A
   (CELH)1 Year Chart         CELH Celsius Holdings Inc 49 - $96.09 $2,000 30 0% 0 0 0    Beverage Soft Drinks...
   (AAPL)1 Year Chart         AAPL Apple Inc 45 - $191.04 $2,000 10 0% 0 0 0    Personal Computers
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 40 - $146.37 $2,000 10 0% 1,000 0 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 44 - $177.81 $2,000 10 0% -17,623,000 -70,920 0    Auto Manufacturers
   (OKTA)1 Year Chart         OKTA Okta, Inc. 56 - $102.63 $1,000 10 0% 0 0 0    N/A
   (ROKU)1 Year Chart         ROKU Roku, Inc 62 - $59.27 $1,000 10 0% -7,980,000 -87,060 0    N/A
   (NET)1 Year Chart         NET Cloudflare, Inc. 51 - $0.00 $1,000 10 0% -13,300,000 -159,740 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 66 New $132.91 $1,000 10 0% 1,000 10 0    Drug Manufacturers - ...
   (COHR)1 Year Chart         COHR Coherent Corp 61 New $58.89 $1,000 10 0% 1,000 10 0    Scientific & Technica...
   (DDOG)1 Year Chart         DDOG Datadog, Inc. 65 - $0.00 $1,000 10 0% -6,637,000 -54,680 0    N/A
   (GTLB)1 Year Chart         GTLB Gitlab Inc. 60 - $58.52 $1,000 10 0% 0 0 0    N/A
   (ZM)1 Year Chart         ZM Zoom Video Communications, ... 64 - $64.09 $1,000 10 0% 0 0 0    N/A
   (AMBA)1 Year Chart         AMBA Ambarella Inc 59 - $49.77 $1,000 10 0% 0 0 0    Semiconductor Equipme...
   (BILL)1 Year Chart         BILL Bill.com Holdings, Inc. 54 - $59.79 $1,000 10 0% -8,848,000 -108,450 0    N/A
   (PSTG)1 Year Chart         PSTG Pure Storage, Inc. 68 - $60.12 $1,000 10 0% 1,000 0 0    N/A
   (ON)1 Year Chart         ON On Semiconductor Corp 58 - $74.28 $1,000 10 0% 0 0 0    Semiconductor- Broad...
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 53 - $74.47 $1,000 10 0% 0 0 0    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 55 - $64.77 $1,000 10 0% 0 0 0    N/A
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 67 - $153.55 $1,000 10 0% 0 0 0    Semiconductor - Integ...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 57 - $64.65 $1,000 10 0% -4,530,000 -73,580 0    N/A
   (TWLO)1 Year Chart         TWLO Twilio Inc 63 - $60.91 $1,000 10 0% 0 0 0    N/A
   (SHOP)1 Year Chart         SHOP Shopify Inc 52 - $58.91 $1,000 10 0% -11,009,000 -141,330 0    N/A
   (BRZE)1 Year Chart         BRZE Braze, Inc. 76 - $0.00 $0 10 0% -1,000 0 0    N/A
   (CLSK)1 Year Chart         CLSK Cleanspark Ord Shs 81 New $18.31 $0 10 0% 0 10 0    N/A
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 73 New $7.19 $0 10 0% 0 10 0    N/A
   (MARA)1 Year Chart         MARA Marathon Patent Group Inc 84 - $22.32 $0 10 0% 0 0 0    N/A
   (PATH)1 Year Chart         PATH Uipath, Inc. 78 - $20.31 $0 10 0% 0 0 0    N/A
   (ETSY)1 Year Chart         ETSY Etsy Inc 87 Closed $64.13 $0 0 0% -1,000 -10 0    N/A
   (PINS)1 Year Chart         PINS Pinterest, Inc. 69 - $42.64 $0 10 0% 0 0 0    N/A
   (AI)1 Year Chart         AI C3.ai, Inc. 72 - $26.51 $0 10 0% 0 0 0    N/A
   (IOT)1 Year Chart         IOT Samsara Inc. 86 - $41.14 $0 10 0% 0 0 0    N/A
   (CHWY)1 Year Chart         CHWY Chewy, Inc. 70 Closed $16.28 $0 0 0% 0 -10 0    N/A
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc 90 - $21.62 $0 10 0% 0 0 0    N/A
   (CIEN)1 Year Chart         CIEN Ciena Corp 71 - $48.87 $0 10 0% 0 0 0    Systems, Products & D...
   (AFRM)1 Year Chart         AFRM Affirm Holdings, Inc. 85 - $0.00 $0 10 0% -11,030,000 -224,460 0    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 80 New $39.97 $0 10 0% 0 10 0    N/A
   (FSLY)1 Year Chart         FSLY Fastly, Inc. 77 Closed $8.76 $0 0 0% 0 -10 0    N/A
   (OPEN)1 Year Chart         OPEN Opendoor Technologies Inc 89 - $0.00 $0 10 0% 0 0 0    N/A
   (U)1 Year Chart         U Unity Software Inc. 83 - $21.27 $0 10 0% 0 0 0    N/A
   (RIOT)1 Year Chart         RIOT Riot Blockchain Inc 75 - $10.96 $0 10 0% 0 0 0    Diagnostic Substances
   (RBLX)1 Year Chart         RBLX Roblox Corp 79 - $0.00 $0 10 0% 0 0 0    N/A
   (HCP)1 Year Chart         HCP Hashicorp, Inc. 82 - $0.00 $0 10 0% 0 0 0    N/A
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 74 - $0.00 $0 10 0% -8,238,000 -351,150 0    N/A
   (ZG)1 Year Chart         ZG Zillow Group Inc 88 - $42.58 $0 10 0% -6,630,000 -114,580 0    N/A

      90 Records Found
  1    
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