BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
+60.23%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$286M
AUM Growth
+$76.7M
(+37%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-6.24%
Top 10 Holdings %
Top 10 Hldgs %
67.06%
Holding
102
New
6
Increased
14
Reduced
13
Closed
–
Top Buys
| 1 |
Coinbase
COIN
|
+$16.8M |
| 2 |
Vertiv
VRT
|
+$11.4M |
| 3 |
Reddit
RDDT
|
+$11.3M |
| 4 |
Broadcom
AVGO
|
+$8.66M |
| 5 |
TSMC
TSM
|
+$8.41M |
Top Sells
| 1 |
Robinhood
HOOD
|
+$26.9M |
| 2 |
Carvana
CVNA
|
+$21.3M |
| 3 |
Tesla
TSLA
|
+$20.3M |
| 4 |
Axon Enterprise
AXON
|
+$13M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Axon Enterprise
AXON
$59B
| $8.28K | ﹤0.01% |
10
-15,760
| -100% | -$13M |
|
27
ASML
ASML
$343B
| $8.01K | ﹤0.01% |
10
| – | – |
|
28
Intuit
INTU
$185B
| $7.88K | ﹤0.01% |
10
| – | – |
|
29
Eli Lilly
LLY
$681B
| $7.8K | ﹤0.01% |
10
| – | – |
|
30
Spotify
SPOT
$146B
| $7.67K | ﹤0.01% |
10
| – | – |
|
31
Monolithic Power Systems
MPWR
$42B
| $7.31K | ﹤0.01% |
10
| – | – |
|
32
HubSpot
HUBS
$26.7B
| $5.57K | ﹤0.01% |
10
| – | – |
|
33
Invesco QQQ Trust
QQQ
$373B
| $5.52K | ﹤0.01% |
10
| – | – |
|
34
GE Vernova
GEV
$167B
| $5.29K | ﹤0.01% |
+10
| New | +$5.29K |
|
35
Synopsys
SNPS
$79B
| $5.13K | ﹤0.01% |
10
| – | – |
|
36
CrowdStrike
CRWD
$112B
| $5.09K | ﹤0.01% |
10
| – | – |
|
37
Microsoft
MSFT
$3.79T
| $4.97K | ﹤0.01% |
10
| – | – |
|
38
Palo Alto Networks
PANW
$136B
| $4.09K | ﹤0.01% |
20
| – | – |
|
39
CyberArk
CYBR
$24.2B
| $4.07K | ﹤0.01% |
10
| – | – |
|
40
Adobe
ADBE
$154B
| $3.87K | ﹤0.01% |
10
| – | – |
|
|
41
Carvana
CVNA
$52.2B
| $3.37K | ﹤0.01% |
10
-63,220
| -100% | -$21.3M |
|
42
Constellation Energy
CEG
$100B
| $3.23K | ﹤0.01% |
10
| – | – |
|
|
43
Tesla
TSLA
$1.37T
| $3.18K | ﹤0.01% |
10
-63,970
| -100% | -$20.3M |
|
44
Zscaler
ZS
$44.2B
| $3.14K | ﹤0.01% |
10
| – | – |
|
45
Cadence Design Systems
CDNS
$94.6B
| $3.08K | ﹤0.01% |
10
| – | – |
|
46
VanEck Semiconductor ETF
SMH
$29.3B
| $2.79K | ﹤0.01% |
10
| – | – |
|
47
Take-Two Interactive
TTWO
$46.2B
| $2.43K | ﹤0.01% |
10
| – | – |
|
48
Argan
AGX
$3.31B
| $2.21K | ﹤0.01% |
+10
| New | +$2.21K |
|
49
Amazon
AMZN
$2.47T
| $2.19K | ﹤0.01% |
10
-5,500
| -100% | -$1.21M |
|
50
Oracle
ORCL
$857B
| $2.19K | ﹤0.01% |
10
| – | – |
|