BCH

Berkshire Capital Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 190.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+190.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$17.5M
3
+$12M
4
AMAT icon
Applied Materials
AMAT
+$10.9M
5
GLW icon
Corning
GLW
+$10.3M

Top Sells

1
+$42.8M
2
+$16.6M
3
+$15.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CLS icon
Celestica
CLS
+$14.4M

Sector Composition

1 Technology 75.16%
2 Industrials 14.89%
3 Communication Services 6.91%
4 Consumer Discretionary 0.01%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
26
Palo Alto Networks
PANW
$193B
$6.73K ﹤0.01%
42
+22
SNDK
27
Sandisk
SNDK
$205B
$6.35K ﹤0.01%
10
QQQ icon
28
Invesco QQQ Trust
QQQ
$472B
$5.77K ﹤0.01%
10
META icon
29
Meta Platforms (Facebook)
META
$1.57T
$5.72K ﹤0.01%
10
AGX icon
30
Argan
AGX
$10.3B
$5.45K ﹤0.01%
10
NOW icon
31
ServiceNow
NOW
$93.3B
$5.23K ﹤0.01%
50
SPOT icon
32
Spotify
SPOT
$88.9B
$4.85K ﹤0.01%
10
TPL icon
33
Texas Pacific Land
TPL
$26.8B
$4.75K ﹤0.01%
+10
AXON icon
34
Axon Enterprise
AXON
$31.3B
$4.25K ﹤0.01%
10
APP icon
35
Applovin
APP
$163B
$3.98K ﹤0.01%
10
-17,020
STX icon
36
Seagate
STX
$180B
$3.92K ﹤0.01%
+10
CRWD icon
37
CrowdStrike
CRWD
$148B
$3.9K ﹤0.01%
10
CIEN icon
38
Ciena
CIEN
$83.6B
$3.88K ﹤0.01%
10
SMH icon
39
VanEck Semiconductor ETF
SMH
$65.3B
$3.83K ﹤0.01%
10
TSLA icon
40
Tesla
TSLA
$1.66T
$3.72K ﹤0.01%
10
-40,200
MSFT icon
41
Microsoft
MSFT
$3.04T
$3.7K ﹤0.01%
10
ETN icon
42
Eaton
ETN
$158B
$3.58K ﹤0.01%
10
SITM icon
43
SiTime
SITM
$21.7B
$3.45K ﹤0.01%
10
-8,170
MU icon
44
Micron Technology
MU
$875B
$3.38K ﹤0.01%
10
TLN
45
Talen Energy Corp
TLN
$16B
$3.19K ﹤0.01%
10
CVNA icon
46
Carvana
CVNA
$49.8B
$3.14K ﹤0.01%
50
AVGO icon
47
Broadcom
AVGO
$2.08T
$3.1K ﹤0.01%
10
-46,200
GOOGL icon
48
Alphabet (Google) Class A
GOOGL
$4.86T
$2.88K ﹤0.01%
10
GE icon
49
GE Aerospace
GE
$304B
$2.84K ﹤0.01%
10
CLS icon
50
Celestica
CLS
$43.9B
$2.82K ﹤0.01%
10
-49,780
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