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Berkshire Capital Holdings Inc

Q2 2019 Holdings

Filed 2019-08-13 | 43 holdings | $52.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Adobe Systems, Inc.(ADBE)ADBE00724F101$17.5M59,43033.4%
Alibaba Group Holding Ltd.(BABA)BABA01609W102$13.4M79,14025.6%
Chegg ORD(CHGG)CHGG163092109$7.8M203,20015.0%
Cadence Design Systems Inc.(CDNS)CDNS127387108$7.6M107,01014.5%
Advanced Micro Devices Inc.(AMD)AMD007903107$5.8M190,69011.1%
Facebook, Inc. (Class A)(META)FB30303M102$20.9K108,1800.0%
Mastercard, Inc.(MA)MA57636Q104$19.5K73,6100.0%
Twilio Inc CL A(TWLO)TWLO90138F102$17.7K129,5700.0%
Amazon.com, Inc.(AMZN)AMZN023135106$17.3K9,1400.0%
Microsoft Corp.(MSFT)MSFT594918104$17.2K128,6500.0%
Servicenow, Inc.(NOW)NOW81762P102$16.5K60,0600.0%
Paycom Software, Inc.(PAYC)PAYC70432V102$14.6K64,2800.0%
Netflix, Inc.(NFLX)NFLX64110L106$11.8K32,1600.0%
Arista Networks, Inc.(ANETEUR)ANET040413106$11.7K44,9350.0%
Square, Inc. (Class A)(XYZ)SQ852234103$11.5K159,1700.0%
Workday, Inc. (Class A)(WDAY)WDAY98138H101$11.3K55,1200.0%
Shopify CL A SUB VTG ORD(SHOP)SHOP82509L107$9.1K30,1500.0%
Atlassian ORD SHS Class A(TEAM)TEAMG06242104$8.9K67,6900.0%
Zendesk ORD SHSZEN98936J101$8.8K99,3500.0%
Veeva Systems Inc(VEEV)VEEV922475108$8.6K53,3000.0%
Paypal Holdings, Inc.(PYPL)PYPL70450Y103$8.6K74,8300.0%
Coupa Software Inc. ORD(COUPEUR)COUP22266L106$7.5K58,9100.0%
Vaneck Vectors Semiconductor ETF(SMH)SMH92189F676$6.2K56,2100.0%
Nvidia Corp.(NVDA)NVDA67066G104$5.9K35,8000.0%
Roku, Inc. (Class A)(ROKU)ROKU77543R102$5.8K63,9700.0%
Slack Technologies CL A ORD(WORK)WORK83088V102$1.5K40,0000.0%
Alphabet, Inc. (Class A)(GOOGL)GOOGL02079K305$550.0%
Broadcom Ltd.(AVGO)AVGO11135F101$3100.0%
Invesco QQQ(QQQ)QQQ46090E103$2100.0%
Mongodb CL A ORD(MDB)MDB60937P106$2100.0%
Palo Alto Networks, Inc.(PANW)PANW697435105$2100.0%
Salesforce.com, Inc.(CRM)CRM79466L302$2100.0%
Apple, Inc.(AAPL)AAPL037833100$2100.0%
Marvell Technology Group Ltd.(MRVL)MRVLG5876H105$21000.0%
Zscaler ORD(ZS)ZS98980G102$1100.0%
Cyberark Software LTDCYBRM2682V108$1100.0%
Cisco Systems, Inc.(CSCO)CSCO17275R102$1100.0%
Qualcomm, Inc.(QCOM)QCOM747525103$1100.0%
Okta,inc. Class A ORD(OKTA)OKTA679295105$1100.0%
Ringcentral Inc(RNG)RNG76680R206$1100.0%
Lattice Semiconductor Corp.(LSCC)LSCC518415104$11000.0%
Match Group ORD(MTCHEUR)MTCH57665R106$1100.0%
Twitter, Inc.(TWTRUSD)TWTR90184L102$0100.0%