• 13F History

BERKSHIRE CAPITAL HOLDINGS INC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$277M
Signature - Title
Malcolm R Fobes III - President
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by BERKSHIRE CAPITAL HOLDINGS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BERKSHIRE CAPITAL HOLDINGS INC reported 96 stock holdings with total value $277M as of Q4 2024. Top holdings included NVDA, TSLA, AMZN, TSM, and AVGO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 96 $277M +$151M -$143M +$8.45M NVDA, TSLA, AMZN, TSM, AVGO 13F-HR 2/11/2025, 10:26 AM
Q3 2024 90 $236M +$154M -$152M +$1.83M NVDA, META, TSLA, DASH, AMD 13F-HR 11/12/2024, 12:43 PM
Q2 2024 87 $247M +$162M -$164M -$1.26M NVDA, AMZN, AVGO, ANET, LLY 13F-HR 8/13/2024, 12:31 PM
Q1 2024 89 $250M +$176M -$176M -$608K NVDA, AMZN, META, DKNGXXXX, DASH 13F-HR 5/13/2024, 03:38 PM
Q4 2023 81 $221M +$79M -$103M -$23.6M NVDA, TSLA, NET, SQ, AMZN 13F-HR 2/14/2024, 09:28 AM
Q3 2023 88 $204M +$52.9M -$83.1M -$30.2M NVDA, TSLA, TTD, MDB, DKNGXXXX 13F-HR 11/13/2023, 03:34 PM
Q2 2023 95 $231M +$74.3M -$114M -$39.6M TSLA, NVDA, TTD, MDB, SHOP 13F-HR 8/14/2023, 03:41 PM
Q1 2023 93 $223M +$94.1M -$106M -$11.6M TSLA, NET, NVDA, META, ROKU 13F-HR 5/12/2023, 09:40 AM
Q4 2022 85 $188M +$63.5M -$63.6M -$110K MDB, TTD, SNOW, TSLA, DDOG 13F-HR 2/13/2023, 02:37 PM
Q3 2022 49 $249M TSLA, SNOW, NET, TTD, DDOG 13F-HR 11/14/2022, 09:16 AM
Q2 2022 48 $260M TSLA, SNOW, MDB, DDOG, NET 13F-HR 8/11/2022, 11:54 AM
Q1 2022 61 $490M +$221M -$154M +$67.1M TSLA, MDB, SQ, NET, PANW 13F-HR 5/13/2022, 03:44 PM
Q4 2021 66 $748M +$384M -$254M +$130M TSLA, MRVLXXXX, ZS, ANET, FTNT 13F-HR 2/14/2022, 11:14 AM
Q3 2021 75 $745M +$378M -$437M -$58.3M TSLA, SE, MDB, HUBS, DDOG 13F-HR 11/12/2021, 10:48 AM
Q2 2021 79 $854M +$423M -$444M -$21.2M ROKU, SHOP, PYPL, SQ, TSLA 13F-HR 8/13/2021, 01:07 PM
Q1 2021 76 $876M +$442M -$434M +$8.92M TSLA, AMAT, NVDA, DKNGXXXX, PYPL 13F-HR 5/14/2021, 01:13 PM
Q4 2020 65 $941M +$469M -$331M +$139M AAPL, TSLA, SQ, CRWD, ROKU 13F-HR 2/12/2021, 02:13 PM
Q3 2020 53 $707M +$403M -$269M +$134M MA, AMZN, SQ, NVDA, TSLA 13F-HR 11/13/2020, 11:49 AM
Q2 2020 48 $551M +$265M -$120M +$146M AMZN, AAPL, MSFT, TSLA, SHOP 13F-HR 8/13/2020, 03:48 PM
Q1 2020 35 $337M +$176M -$115M +$60.7M MSFT, AMZN, NVDA, AMD, LRCX 13F-HR 5/13/2020, 03:25 PM
Q4 2019 35 $304M +$153M -$96.4M +$56.5M MSFT, RNG, AMAT, NVDA, MRVLXXXX 13F-HR 2/12/2020, 02:48 PM
Q3 2019 44 $301M +$196M -$166M +$29.9M MA, AAPL, MSFT, BABA, LRCX 13F-HR 11/13/2019, 11:16 AM
Q2 2019 34 $293M +$152M -$60.3M +$91.8M META, MA, TWLO, ADBE, AMZN 13F-HR 8/13/2019, 12:05 PM
Q1 2019 29 $232M +$132M -$54.3M +$77.9M AMZN, MSFT, TWLO, ANET, NOW 13F-HR 5/13/2019, 03:34 PM
Q4 2018 22 $150M +$70.8M -$32.1M +$38.7M AMZN, TWLO, MSFT, PANW, CRM 13F-HR 2/8/2019, 03:17 PM
Q3 2018 26 $203M +$86.1M -$23.3M +$62.8M AMZN, CRM, SQ, MSFT, NFLX 13F-HR 11/14/2018, 08:42 AM
Q2 2018 27 $155M +$73.4M -$22.1M +$51.3M AMZN, META, CRM, MSFT, NFLX 13F-HR 8/10/2018, 03:39 PM
Q1 2018 25 $112M AMZN, MSFT, BABA, NOW, NFLX 13F-HR 5/10/2018, 01:56 PM