BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
+16.31%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$247M
AUM Growth
-$3.18M
(-1.3%)
Cap. Flow
-$23M
Cap. Flow
% of AUM
-9.3%
Top 10 Holdings %
Top 10 Hldgs %
62.98%
Holding
100
New
11
Increased
14
Reduced
18
Closed
13
Top Buys
| 1 |
Arista Networks
ANET
|
+$15M |
| 2 |
TSMC
TSM
|
+$14.9M |
| 3 |
Eli Lilly
LLY
|
+$14.9M |
| 4 |
Cloudflare
NET
|
+$14.9M |
| 5 |
Apple
AAPL
|
+$12.1M |
Top Sells
| 1 |
Carvana
CVNA
|
+$17.6M |
| 2 |
DraftKings
DKNG
|
+$14.2M |
| 3 |
Robinhood
HOOD
|
+$13.9M |
| 4 |
Applovin
APP
|
+$13.9M |
| 5 |
DoorDash
DASH
|
+$12.1M |
Sector Composition
| 1 | Technology | 73.02% |
| 2 | Consumer Discretionary | 11.05% |
| 3 | Communication Services | 9.88% |
| 4 | Healthcare | 6.04% |
| 5 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
ASML
ASML
$345B
| $10.2K | ﹤0.01% |
10
-10,510
| -100% | -$10.7M |
|
27
KLA
KLAC
$131B
| $8.25K | ﹤0.01% |
10
| – | – |
|
28
Monolithic Power Systems
MPWR
$41B
| $8.22K | ﹤0.01% |
10
| – | – |
|
29
Super Micro Computer
SMCI
$26.7B
| $8.19K | ﹤0.01% |
100
-98,300
| -100% | -$8.05M |
|
30
ServiceNow
NOW
$193B
| $7.87K | ﹤0.01% |
10
| – | – |
|
31
Netflix
NFLX
$510B
| $6.75K | ﹤0.01% |
10
| – | – |
|
32
Intuit
INTU
$182B
| $6.57K | ﹤0.01% |
10
| – | – |
|
33
HubSpot
HUBS
$26.5B
| $5.9K | ﹤0.01% |
10
| – | – |
|
34
Adobe
ADBE
$150B
| $5.56K | ﹤0.01% |
10
| – | – |
|
35
Invesco QQQ Trust
QQQ
$374B
| $4.79K | ﹤0.01% |
10
| – | – |
|
36
Palo Alto Networks
PANW
$135B
| $3.39K | ﹤0.01% |
20
| – | – |
|
37
Spotify
SPOT
$145B
| $3.14K | ﹤0.01% |
10
-23,610
| -100% | -$7.41M |
|
38
Cadence Design Systems
CDNS
$95.1B
| $3.08K | ﹤0.01% |
10
| – | – |
|
39
CyberArk
CYBR
$24B
| $2.73K | ﹤0.01% |
10
| – | – |
|
40
VanEck Semiconductor ETF
SMH
$29.5B
| $2.61K | ﹤0.01% |
10
| – | – |
|
41
MongoDB
MDB
$26.6B
| $2.5K | ﹤0.01% |
10
| – | – |
|
42
Applied Materials
AMAT
$138B
| $2.36K | ﹤0.01% |
10
| – | – |
|
43
Coinbase
COIN
$84.3B
| $2.22K | ﹤0.01% |
10
-42,300
| -100% | -$9.4M |
|
44
Qualcomm
QCOM
$177B
| $1.99K | ﹤0.01% |
10
| – | – |
|
45
Zscaler
ZS
$44.6B
| $1.92K | ﹤0.01% |
10
| – | – |
|
46
Alphabet (Google) Class A
GOOGL
$3.04T
| $1.82K | ﹤0.01% |
10
| – | – |
|
47
Advanced Micro Devices
AMD
$260B
| $1.62K | ﹤0.01% |
10
| – | – |
|
48
Impinj
PI
$5.64B
| $1.57K | ﹤0.01% |
+10
| New | +$1.57K |
|
49
Airbnb
ABNB
$74.5B
| $1.52K | ﹤0.01% |
10
| – | – |
|
50
Novo Nordisk
NVO
$254B
| $1.43K | ﹤0.01% |
10
| – | – |
|