Berkshire Capital Holdings as of March 31, 2020
Portfolio Holdings for Berkshire Capital Holdings
Berkshire Capital Holdings holds 49 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.3 | $38M | 241k | 157.71 | |
| Amazon (AMZN) | 8.0 | $27M | 14k | 1949.75 | |
| NVIDIA Corporation (NVDA) | 7.3 | $25M | 94k | 263.60 | |
| Advanced Micro Devices (AMD) | 7.0 | $24M | 521k | 45.48 | |
| Lam Research Corporation (LRCX) | 6.9 | $23M | 97k | 240.00 | |
| Tesla Motors (TSLA) | 5.1 | $17M | 33k | 524.01 | |
| Apple (AAPL) | 4.9 | $17M | 65k | 254.29 | |
| Netflix (NFLX) | 4.9 | $17M | 44k | 375.51 | |
| Ringcentral (RNG) | 4.8 | $16M | 76k | 211.91 | |
| MasterCard Incorporated (MA) | 4.8 | $16M | 67k | 241.57 | |
| Skyworks Solutions (SWKS) | 4.7 | $16M | 177k | 89.38 | |
| Shopify Inc cl a (SHOP) | 4.7 | $16M | 38k | 416.93 | |
| Marvell Technology Group | 3.9 | $13M | 580k | 22.63 | |
| Paypal Holdings (PYPL) | 3.8 | $13M | 134k | 95.74 | |
| Okta Inc cl a (OKTA) | 3.7 | $13M | 102k | 122.26 | |
| Paycom Software (PAYC) | 3.7 | $12M | 61k | 202.00 | |
| Intel Corporation (INTC) | 3.0 | $10M | 185k | 54.12 | |
| stock | 2.9 | $9.9M | 79k | 126.23 | |
| Trade Desk (TTD) | 2.1 | $7.0M | 36k | 193.01 | |
| Inphi Corporation | 1.0 | $3.4M | 43k | 79.17 | |
| Applied Materials (AMAT) | 0.9 | $3.1M | 69k | 45.82 | |
| Paylocity Holding Corporation (PCTY) | 0.6 | $2.1M | 24k | 88.34 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $15k | 100.00 | 150.00 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $12k | 10.00 | 1200.00 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $3.0k | 10.00 | 300.00 | |
| Asm Lithography | 0.0 | $3.0k | 10.00 | 300.00 | |
| Servicenow (NOW) | 0.0 | $3.0k | 10.00 | 300.00 | |
| Facebook Inc cl a (META) | 0.0 | $2.0k | 10.00 | 200.00 | |
| Alibaba Group Holding (BABA) | 0.0 | $2.0k | 10.00 | 200.00 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $2.0k | 10.00 | 200.00 | |
| Global Payments (GPN) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Qualcomm (QCOM) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Fiserv (FI) | 0.0 | $1.0k | 10.00 | 100.00 | |
| salesforce (CRM) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Teradyne (TER) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Qorvo (QRVO) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Square Inc cl a (SQ) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Atlassian Corp Plc cl a | 0.0 | $1.0k | 10.00 | 100.00 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Twilio Inc cl a (TWLO) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Coupa Software | 0.0 | $1.0k | 10.00 | 100.00 | |
| Roku (ROKU) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Alteryx, Inc. ayx | 0.0 | $1.0k | 10.00 | 100.00 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $0 | 10.00 | 0.00 | |
| Western Digital (WDC) | 0.0 | $0 | 10.00 | 0.00 | |
| Micron Technology (MU) | 0.0 | $0 | 10.00 | 0.00 | |
| Lattice Semiconductor (LSCC) | 0.0 | $0 | 10.00 | 0.00 | |
| Jd (JD) | 0.0 | $0 | 10.00 | 0.00 |
