# EDGAR Filing Document

**Accession Number:** 0001133742
**File Stem:** 0001162044-23-000183
**Filing Date:** 2023-2
**Character Count:** 11783
**Document Hash:** 4117b1be90fbd69ae8bbb4bdd164e64f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-23-000183.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001162044-23-000183

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BERKSHIRE CAPITAL HOLDINGS INC
- **CENTRAL INDEX KEY:** 0001133742
- **IRS NUMBER:** 770330031

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-06289
- **FILM NUMBER:** 23617828

**BUSINESS ADDRESS:**
- **STREET 1:** 475 MILAN DRIVE
- **STREET 2:** SUITE 103
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95134
- **BUSINESS PHONE:** 408-526-0707

**MAIL ADDRESS:**
- **STREET 1:** 475 MILAN DRIVE
- **STREET 2:** SUITE 103
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95134

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BERKSHIRE CAPITAL HOLDINGS INC<br>**Address:** 475 Milan Drive<br>Suite 103<br>San Jose, CA 95134

**Form 13F File Number:** 028-06289

**CRD Number (if applicable):** 000107175

**SEC File Number (if applicable):** 801-53149

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Malcolm R Fobes III<br>**Title:** President<br>**Phone:** 408-526-0701

**Signature, Place, and Date of Signing:**

Malcolm R Fobes III  San Jose, CA  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $188470980

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| MongoDB Inc. Class A | MDB | 60937P106 |  | 14770874 | 75040 | SH |  | SOLE |  | 75040 | 0 | 0 |
| The Trade Desk Inc. Class A | TTD | 88339J105 |  | 13449897 | 300020 | SH |  | SOLE |  | 300020 | 0 | 0 |
| Snowflake Inc. Class A | SNOW | 833445109 |  | 13410942 | 93430 | SH |  | SOLE |  | 93430 | 0 | 0 |
| Tesla Inc. | TSLA | 88160R101 |  | 13201201 | 107170 | SH |  | SOLE |  | 107170 | 0 | 0 |
| Datadog Inc. Class A | DDOG | 23804L103 |  | 13121955 | 178530 | SH |  | SOLE |  | 178530 | 0 | 0 |
| Cloudflare Inc. Class A | NET | 18915M107 |  | 12966228 | 286800 | SH |  | SOLE |  | 286800 | 0 | 0 |
| HubSpot Inc. | HUBS | 443573100 |  | 11252940 | 38920 | SH |  | SOLE |  | 38920 | 0 | 0 |
| NVIDIA Corp. | NVDA | 67066G104 |  | 9374881 | 64150 | SH |  | SOLE |  | 64150 | 0 | 0 |
| Block Inc. Class A | SQ | 852234103 |  | 9225540 | 146810 | SH |  | SOLE |  | 146810 | 0 | 0 |
| Bill.com Holdings Inc. | BILL | 090043100 |  | 9218016 | 84600 | SH |  | SOLE |  | 84600 | 0 | 0 |
| MercadoLibre Inc. (Argentina) | MELI | 58733R102 |  | 9105542 | 10760 | SH |  | SOLE |  | 10760 | 0 | 0 |
| GitLab Inc. | GTLB | 37637K108 |  | 8241907 | 181380 | SH |  | SOLE |  | 181380 | 0 | 0 |
| Shopify Inc. Class A (Canada) | SHOP | 82509L107 |  | 7492501 | 215860 | SH |  | SOLE |  | 215860 | 0 | 0 |
| ServiceNow Inc. | NOW | 81762P102 |  | 7466432 | 19230 | SH |  | SOLE |  | 19230 | 0 | 0 |
| Celsius Holdings Inc. | CELH | 15118V207 |  | 7173558 | 68950 | SH |  | SOLE |  | 68950 | 0 | 0 |
| Ciena Corp | CIEN | 171779309 |  | 5605251 | 109950 | SH |  | SOLE |  | 109950 | 0 | 0 |
| DoorDash Inc. Class A | DASH | 25809K105 |  | 4721870 | 96720 | SH |  | SOLE |  | 96720 | 0 | 0 |
| Ambarella Inc. | AMBA | G037AX101 |  | 4709312 | 57270 | SH |  | SOLE |  | 57270 | 0 | 0 |
| Uber Technologies Inc. | UBER | 90353T100 |  | 4547847 | 183900 | SH |  | SOLE |  | 183900 | 0 | 0 |
| Okta Inc. Class A | OKTA | 679295105 |  | 3967923 | 58070 | SH |  | SOLE |  | 58070 | 0 | 0 |
| monday.com Ltd. | MNDY | 001176213 |  | 3485540 | 28570 | SH |  | SOLE |  | 28570 | 0 | 0 |
| Sea Ltd. (Singapore) | SE | 81141R100 |  | 1866316 | 35870 | SH |  | SOLE |  | 35870 | 0 | 0 |
| Alphabet Inc. Class A | GOOGL | 02079K305 |  | 17646 | 200 | SH |  | SOLE |  | 200 | 0 | 0 |
| Broadcom Ltd. | AVGO | 11135F101 |  | 5591 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ASML Holding N.V. ADR | ASML | N07059111 |  | 5464 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Lam Research Corp. | LRCX | 512807108 |  | 4203 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Palo Alto Networks Inc. | PANW | 697435105 |  | 4186 | 30 | SH |  | SOLE |  | 30 | 0 | 0 |
| Intuit Inc. | INTU | 461202103 |  | 3892 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| KLA Corporation | KLAC | 482480100 |  | 3770 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Adobe Inc. | ADBE | 00724F101 |  | 3365 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Paycom Software Inc. | PAYC | 70432V102 |  | 3103 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Invesco QQQ ETF | QQQ | 46090E103 |  | 2663 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Enphase Energy Inc. | ENPH | 29355A107 |  | 2650 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| FortinetInc. | FTNT | 34959E109 |  | 2445 | 50 | SH |  | SOLE |  | 50 | 0 | 0 |
| Microsoft Corp. | MSFT | 594918104 |  | 2398 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| VanEck Semiconductor ETF | SMH | 92189F676 |  | 2029 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Paylocity Holding Corp. | PCTY | 70438V106 |  | 1943 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Cadence Design Systems Inc. | CDNS | 127387108 |  | 1606 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Apple Inc. | AAPL | 037833100 |  | 1299 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Cyberark Software LTD (Israel) | CYBR | M2682V108 |  | 1297 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Atlassian Corporation PLC Class A (United Kingdom) | TEAM | G06242104 |  | 1287 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Arista Networks Inc. | ANET | 040413106 |  | 1214 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Meta Platforms Inc. Class A | META | 30303M102 |  | 1203 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Etsy Inc. | ETSY | 29786A106 |  | 1198 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Paychex Inc. | PAYX | 704326107 |  | 1156 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Zscaler Inc. | ZS | 98980G102 |  | 1119 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Qualcomm Inc. | QCOM | 747525103 |  | 1099 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| CrowdStrike Holdings Inc. Class A | CRWD | 22788C105 |  | 1053 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Applied Materials Inc. | AMAT | 038222105 |  | 974 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Alibaba Group Holding Ltd. ADR | BABA | 01609W102 |  | 881 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Teradyne Inc. | TER | 880770102 |  | 874 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Airbnb Inc. Class A | ABNB | 009066101 |  | 855 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Amazon.com Inc. | AMZN | 023135106 |  | 840 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Spotify Technology S.A. (Luxembourg) | SPOT | L8681T102 |  | 790 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Taiwan Semiconductor Manufacturing Company Ltd. ADR | TSM | 874039100 |  | 745 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| PayPal Holdings Inc. | PYPL | 70450Y103 |  | 712 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Wolfspeed Inc. | WOLF | 977852102 |  | 690 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Zoom Video Communications Inc. Class A | ZM | 98980L101 |  | 677 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Advanced Micro Devices Inc. | AMD | 007903107 |  | 648 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ON Semiconductor Corporation | ON | 682189105 |  | 624 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| BYD Company Ltd ADR | BYDDY | 05606L100 |  | 491 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Twilio Inc. Class A | TWLO | 90138F102 |  | 490 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Roku Inc. Class A | ROKU | 77543R102 |  | 407 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Chewy Inc. Class A | CHWY | 16679L109 |  | 371 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Marvell Technology Inc. | MRVL | 573874104 |  | 370 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Coinbase Global Inc. Class A | COIN | 19260Q107 |  | 354 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Doximity Inc. Class A | DOCS | 26622P107 |  | 336 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Zillow Group Inc. Class C | Z | 98954M101 |  | 322 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| ZoomInfo Technologies Inc. | ZI | 98980F104 |  | 301 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Unity Software Inc. | U | 91332U101 |  | 286 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Roblox Corporation Class A | RBLX | 771049103 |  | 285 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Pure Storage Inc. Class A | PSTG | 74624M102 |  | 268 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| DigitalOcean Holdings Inc. | DOCN | 25402D102 |  | 255 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Pinterest Inc. Class A | PINS | 72352L106 |  | 243 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Kornit Digital Ltd. (Israel) | KRNT | 001121672 |  | 230 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Li Auto Inc. ADR | LI | 50202M102 |  | 204 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Rivian Automotive Inc. Class A | RIVN | 76954A103 |  | 184 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Digital Turbine Inc. | APPS | 25400W102 |  | 152 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Domo Inc. Class B | DOMO | 257554105 |  | 142 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| DraftKings Inc. Class A | DKNG | 26142R104 |  | 114 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| XPeng Inc. ADR | XPEV | 98422D105 |  | 99 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| NIO Inc. ADR | NIO | 62914V106 |  | 98 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Affirm Holdings Inc. Class A | AFRM | 00827B106 |  | 97 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Snap Inc. Class A | SNAP | 83304A106 |  | 90 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Palantir Technologies Inc. Class | PLTR | 69608A108 |  | 64 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Polestar Automotive Holding UK PLC ADS Class A | PSNY | 731105201 |  | 53 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| Opendoor Technologies Inc. | OPEN | 683712103 |  | 12 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |

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