BCH

Berkshire Capital Holdings Portfolio holdings

AUM $286M
1-Year Est. Return 162.47%
This Quarter Est. Return
1 Year Est. Return
+162.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.4M
3
+$11.3M
4
AVGO icon
Broadcom
AVGO
+$8.66M
5
TSM icon
TSMC
TSM
+$8.41M

Top Sells

1
+$26.9M
2
+$21.3M
3
+$20.3M
4
AXON icon
Axon Enterprise
AXON
+$13M
5
MELI icon
Mercado Libre
MELI
+$12.6M

Sector Composition

1 Technology 59.15%
2 Communication Services 16.95%
3 Financials 12.87%
4 Consumer Discretionary 5.02%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXON icon
26
Axon Enterprise
AXON
$57.5B
$8.28K ﹤0.01%
10
-15,760
ASML icon
27
ASML
ASML
$411B
$8.01K ﹤0.01%
10
INTU icon
28
Intuit
INTU
$186B
$7.88K ﹤0.01%
10
LLY icon
29
Eli Lilly
LLY
$772B
$7.79K ﹤0.01%
10
SPOT icon
30
Spotify
SPOT
$135B
$7.67K ﹤0.01%
10
MPWR icon
31
Monolithic Power Systems
MPWR
$48.1B
$7.31K ﹤0.01%
10
HUBS icon
32
HubSpot
HUBS
$25.9B
$5.57K ﹤0.01%
10
QQQ icon
33
Invesco QQQ Trust
QQQ
$400B
$5.52K ﹤0.01%
10
GEV icon
34
GE Vernova
GEV
$159B
$5.29K ﹤0.01%
+10
SNPS icon
35
Synopsys
SNPS
$84.3B
$5.13K ﹤0.01%
10
CRWD icon
36
CrowdStrike
CRWD
$136B
$5.09K ﹤0.01%
10
MSFT icon
37
Microsoft
MSFT
$3.85T
$4.97K ﹤0.01%
10
PANW icon
38
Palo Alto Networks
PANW
$149B
$4.09K ﹤0.01%
20
CYBR icon
39
CyberArk
CYBR
$26.3B
$4.07K ﹤0.01%
10
ADBE icon
40
Adobe
ADBE
$142B
$3.87K ﹤0.01%
10
CVNA icon
41
Carvana
CVNA
$43.4B
$3.37K ﹤0.01%
10
-63,220
CEG icon
42
Constellation Energy
CEG
$118B
$3.23K ﹤0.01%
10
TSLA icon
43
Tesla
TSLA
$1.52T
$3.18K ﹤0.01%
10
-63,970
ZS icon
44
Zscaler
ZS
$52.4B
$3.14K ﹤0.01%
10
CDNS icon
45
Cadence Design Systems
CDNS
$92.2B
$3.08K ﹤0.01%
10
SMH icon
46
VanEck Semiconductor ETF
SMH
$36.9B
$2.79K ﹤0.01%
10
TTWO icon
47
Take-Two Interactive
TTWO
$47.3B
$2.43K ﹤0.01%
10
AGX icon
48
Argan
AGX
$4.23B
$2.21K ﹤0.01%
+10
AMZN icon
49
Amazon
AMZN
$2.61T
$2.19K ﹤0.01%
10
-5,500
ORCL icon
50
Oracle
ORCL
$749B
$2.19K ﹤0.01%
10
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