Berkshire Capital Holdings as of Dec. 31, 2018
Portfolio Holdings for Berkshire Capital Holdings
Berkshire Capital Holdings holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.1 | $12M | 8.1k | 1501.98 | |
| Twilio Inc cl a (TWLO) | 8.1 | $12M | 135k | 89.30 | |
| Microsoft Corporation (MSFT) | 7.7 | $12M | 113k | 101.57 | |
| Palo Alto Networks (PANW) | 7.5 | $11M | 59k | 188.35 | |
| salesforce (CRM) | 7.3 | $11M | 81k | 136.97 | |
| Cyberark Software (CYBR) | 6.3 | $9.4M | 127k | 74.14 | |
| Ringcentral (RNG) | 5.1 | $7.6M | 92k | 82.44 | |
| Servicenow (NOW) | 4.9 | $7.4M | 42k | 178.05 | |
| Tableau Software Inc Cl A | 4.9 | $7.3M | 61k | 119.99 | |
| Paypal Holdings (PYPL) | 4.9 | $7.3M | 87k | 84.09 | |
| Alphabet Inc Class A cs (GOOGL) | 4.8 | $7.2M | 6.9k | 1044.91 | |
| VMware | 4.3 | $6.4M | 47k | 137.12 | |
| Workday Inc cl a (WDAY) | 4.2 | $6.2M | 39k | 159.67 | |
| Tesla Motors (TSLA) | 4.1 | $6.2M | 19k | 332.80 | |
| Alibaba Group Holding (BABA) | 3.4 | $5.1M | 37k | 137.06 | |
| Netflix (NFLX) | 3.0 | $4.6M | 17k | 267.68 | |
| Intuitive Surgical (ISRG) | 3.0 | $4.5M | 9.4k | 478.92 | |
| Illumina (ILMN) | 3.0 | $4.5M | 15k | 299.93 | |
| Square Inc cl a (SQ) | 2.9 | $4.4M | 78k | 56.09 | |
| Trade Desk (TTD) | 2.5 | $3.8M | 33k | 116.07 | |
| NVIDIA Corporation (NVDA) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.0k | 10.00 | 200.00 | |
| Apple (AAPL) | 0.0 | $2.0k | 10.00 | 200.00 | |
| Advanced Micro Devices (AMD) | 0.0 | $0 | 10.00 | 0.00 | |
| Facebook Inc cl a (META) | 0.0 | $1.0k | 10.00 | 100.00 | |
| 0.0 | $0 | 10.00 | 0.00 | ||
| Invesco Qqq qqq | 0.0 | $2.0k | 10.00 | 200.00 |
