BCH

Berkshire Capital Holdings Portfolio holdings

AUM $286M
1-Year Return 162.47%
This Quarter Return
+28.51%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$203M
AUM Growth
+$48.3M
Cap. Flow
+$35M
Cap. Flow %
17.24%
Top 10 Hldgs %
66.24%
Holding
35
New
5
Increased
12
Reduced
11
Closed
2

Top Buys

1
AAPL icon
Apple
AAPL
+$12.2M
2
ISRG icon
Intuitive Surgical
ISRG
+$10.1M
3
PYPL icon
PayPal
PYPL
+$9.37M
4
AMD icon
Advanced Micro Devices
AMD
+$8.13M
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$7.71M

Top Sells

1
META icon
Meta Platforms (Facebook)
META
+$12.9M
2
PANW icon
Palo Alto Networks
PANW
+$6.2M
3
ANET icon
Arista Networks
ANET
+$5.18M
4
BABA icon
Alibaba
BABA
+$5.18M
5
TSLA icon
Tesla
TSLA
+$4.42M

Sector Composition

1 Technology 57.87%
2 Consumer Discretionary 14.61%
3 Communication Services 14.14%
4 Healthcare 4.96%
5 Financials 4.61%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SPOT icon
26
Spotify
SPOT
$146B
$2K ﹤0.01%
10
-17,870
-100% -$3.57M
QLD icon
27
ProShares Ultra QQQ
QLD
$9.43B
$1K ﹤0.01%
40
– –
TSLA icon
28
Tesla
TSLA
$1.38T
$1K ﹤0.01%
75
-331,725
-100% -$4.42M
WDAY icon
29
Workday
WDAY
$62.6B
$1K ﹤0.01%
10
– –
NEWR
30
DELISTED
New Relic, Inc.
NEWR
$1K ﹤0.01%
10
-31,010
-100% -$3.1M
IQ icon
31
iQIYI
IQ
$2.56B
– –
-44,790
Closed -$1.45M
MU icon
32
Micron Technology
MU
$179B
$0 ﹤0.01%
10
– –
NTNX icon
33
Nutanix
NTNX
$21B
– –
-74,430
Closed -$3.84M
TWTR
34
DELISTED
Twitter, Inc.
TWTR
$0 ﹤0.01%
10
-176,140
-100% –
1
2