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BKH Berkshire Capital

Berkshire Capital is an investment advisor in San Jose with $341.04M assets under management.

Company profile

Ticker
BKH
Exchange
Employees
Location
SEC CIK
IRS number
770330031
SEC advisor number
801-53149
FINRA CRD number
107175
AUM ?
$341.04M (as of 28 Mar 20)
Accounts
1 (as of 28 Mar 20)
Employees
2 (1 investment advisory or research)
Address
Berkshire Capital
475 MILAN DRIVE
SUITE 103
SAN JOSE
CA 95134
Office hours
Monday - Friday, 7:00 A.M. TO 4:00 P.M.
Phone
408-526-0707
Owner Title From %Ownership
Fobes, Malcolm, Randall Chairman/ceo/chief Compliance Officer 02/1993 > 75%
Fobes, Lavon, Hopper Corporate Secretary 10/2007 > 75%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 90 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$69.39M 89.48K 62.06K +44.2
$61.16M 191.88K 120.16K +59.7
$42.2M 89.49K 64.01K +39.8
$39.79M 58.85K 39.18K +50.2
$37.9M 268.14K NEW
$37.74M 124.78K 10 +1247700.0
$36.02M 21.45K 11.04K +94.3
$36.01M 523.8K 298.32K +75.6
$35.68M 482.97K 504.61K -4.3
$35.01M 277.29K 175.35K +58.1
$32.4M 378.68K 10 +3786700.0
$29.92M 124.74K 174.37K -28.5
$29.8M 76.14K 10 +761300.0
Kornit Digital Ltd.
$28.85M 199.32K NEW
$26.71M 159.25K 10 +1592400.0
$22.9M 47.8K 10 +477900.0
$22.85M 85.59K 10 +855800.0
$22.2M 315.83K 100 +315730.0
$22.08M 84.19K 103.36K -18.5
$18.92M 30.41K 10 +304000.0
$14.97M 47.77K 146.22K -67.3
$14.89M 51.52K NEW
$10.91M 38.9K 10 +388900.0
$8.66M 17.46K 10 +174500.0
Affirm Holdings, Inc.
$7.47M 62.67K NEW
$33K 10 8.6K -99.9
$27K 10 10 0
$14K 10 35.58K -100.0
$7K 10 10 0
$7K 10 10 0
$6K 10 10 0
$6K 10 10 0
$6K 10 10 0
$5K 10 NEW
$4K 10 10 0
$3K 10 10 0
$3K 10 72.84K -100.0
$3K 10 90.21K -100.0
$3K 10 10 0
$3K 10 10 0
$3K 10 95.6K -100.0
$3K 10 10 0
$3K 10 60.17K -100.0
$3K 10 167.69K -100.0
$3K 10 83.37K -100.0
$3K 10 10 0
$3K 10 10 0
$3K 10 10 0
$2K 10 166.07K -100.0
$2K 10 10 0
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings