BERKSHIRE CAPITAL HOLDINGS INC FSLY — Fastly, Inc.

Ownership history in BERKSHIRE CAPITAL HOLDINGS INC  ·  6 quarters on record

AI Ownership Summary

BERKSHIRE CAPITAL HOLDINGS INC reported Fastly, Inc. (FSLY) in 6 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 4.23% in 2026 Q1. The latest visible filing shows FSLY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FSLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BERKSHIRE CAPITAL HOLDINGS INC's position in Fastly, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FSLY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BERKSHIRE CAPITAL HOLDINGS INC held FSLY — position size vs. price
% of Fund (quarterly)    FSLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10 -403,820 -100.0% 0.00% $184 2026-08-14 $29.93
2026 Q1 ADDED — — — 403,830 +403,820 +4038200.0% 4.23% $11.7M 2026-05-12 $19.03
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BERKSHIRE CAPITAL HOLDINGS INC and FSLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BERKSHIRE CAPITAL HOLDINGS INC reported owning FSLY?

BERKSHIRE CAPITAL HOLDINGS INC reported FSLY across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported FSLY position in BERKSHIRE CAPITAL HOLDINGS INC's portfolio?

The largest reported portfolio weight for FSLY was 4.23% in 2026 Q1.

What is the latest reported FSLY position on this page?

The most recent filing on this page is 2026 Q2, when BERKSHIRE CAPITAL HOLDINGS INC reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $184.

What does the chart on this FSLY ownership page compare?

The chart compares BERKSHIRE CAPITAL HOLDINGS INC's quarterly FSLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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