Berkshire Capital Holdings Inc Portfolio Holdings

Berkshire Capital Holdings Inc

  • $233 Million
  • Q2 2024

Berkshire Capital Holdings Inc has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $233 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.9M, Amazon Com Inc with a value of $17.3M, Broadcom Inc. with a value of $15.2M, Arista Networks, Inc. with a value of $15M, and Eli Lilly & CO with a value of $14.9M.

Examining the 13F form we can see an increase of $29.5M in the current position value, from $204M to 233M.

Berkshire Capital Holdings Inc is based out at San Jose, CA

Below you can find more details about Berkshire Capital Holdings Inc portfolio as well as his latest detailed transactions.

Portfolio value $233 Million
Technology: $179 Million
Consumer Cyclical: $27.3 Million
Healthcare: $14.9 Million
Communication Services: $12.1 Million
ETFs: $6,000
Industrials: $0
Utilities: $0
Consumer Defensive: $0
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4,000 0.0% of portfolio
10
Q4 2022 New
$0
$2,000 0.0% of portfolio
10
Q4 2023 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $233 Million
  • Prior Value $204 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 11 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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