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Malcolm R Fobes III

@Berkshire Capital Holdings Inc

Latest period2024 - Q3ReportedManaged Assets$235.73MTotal holdings90
Assets growth rate-4.68%Assets growth rate (2-Q avg)-2.97%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Berkshire Capital Holdings Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Berkshire Capital Holdings Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 235.73M in assets, with a quarterly growth rate of -4.68% and a 2-quarter average growth rate of -2.97%. The portfolio is managed by Malcolm R Fobes III, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
8720⤦Synopsys, Inc.
Recent Activity
Exited
0%
$5,951
10 shares@ $595.1 avg price