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
$188M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.37M
2
+$7.46M
3
+$5.61M
4
DASH icon
DoorDash
DASH
+$4.72M
5
AMBA icon
Ambarella
AMBA
+$4.71M

Top Sells

1
+$8.83M
2
+$7.78M
3
+$7.75M
4
GTM
ZoomInfo Technologies
GTM
+$7.19M
5
RBLX icon
Roblox
RBLX
+$6.95M

Sector Composition

1 Technology 71.86%
2 Consumer Discretionary 15.33%
3 Communication Services 7.15%
4 Consumer Staples 3.81%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19K ﹤0.01%
60
27
$3.89K ﹤0.01%
10
28
$3.77K ﹤0.01%
10
29
$3.37K ﹤0.01%
10
30
$3.1K ﹤0.01%
10
31
$2.66K ﹤0.01%
+10
32
$2.65K ﹤0.01%
10
33
$2.44K ﹤0.01%
50
34
$2.4K ﹤0.01%
10
35
$2.03K ﹤0.01%
20
36
$1.94K ﹤0.01%
10
37
$1.61K ﹤0.01%
10
38
$1.3K ﹤0.01%
10
39
$1.3K ﹤0.01%
10
40
$1.29K ﹤0.01%
10
-35,720
41
$1.21K ﹤0.01%
40
42
$1.2K ﹤0.01%
10
43
$1.2K ﹤0.01%
10
44
$1.16K ﹤0.01%
10
45
$1.12K ﹤0.01%
10
-69,560
46
$1.1K ﹤0.01%
10
47
$1.05K ﹤0.01%
10
-73,590
48
$974 ﹤0.01%
10
49
$881 ﹤0.01%
10
50
$874 ﹤0.01%
10
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2
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