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
$209M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$10.3M
4
ROKU icon
Roku
ROKU
+$9.96M
5
MELI icon
Mercado Libre
MELI
+$9.38M

Top Sells

1
+$14.2M
2
+$12M
3
+$8.36M
4
DDOG icon
Datadog
DDOG
+$7.26M
5
ALAB icon
Astera Labs
ALAB
+$7.24M

Sector Composition

1 Technology 45.3%
2 Consumer Discretionary 27.33%
3 Communication Services 14.63%
4 Financials 8.76%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASML icon
26
ASML
ASML
$411B
$6.63K ﹤0.01%
10
INTU icon
27
Intuit
INTU
$186B
$6.14K ﹤0.01%
10
MPWR icon
28
Monolithic Power Systems
MPWR
$48.1B
$5.8K ﹤0.01%
10
HUBS icon
29
HubSpot
HUBS
$25.9B
$5.71K ﹤0.01%
10
SPOT icon
30
Spotify
SPOT
$135B
$5.5K ﹤0.01%
10
QQQ icon
31
Invesco QQQ Trust
QQQ
$400B
$4.69K ﹤0.01%
10
SNPS icon
32
Synopsys
SNPS
$84.3B
$4.29K ﹤0.01%
10
ADBE icon
33
Adobe
ADBE
$142B
$3.83K ﹤0.01%
10
MSFT icon
34
Microsoft
MSFT
$3.85T
$3.75K ﹤0.01%
10
CRWD icon
35
CrowdStrike
CRWD
$136B
$3.53K ﹤0.01%
10
-23,720
PANW icon
36
Palo Alto Networks
PANW
$149B
$3.41K ﹤0.01%
20
CYBR icon
37
CyberArk
CYBR
$26.3B
$3.38K ﹤0.01%
10
CDNS icon
38
Cadence Design Systems
CDNS
$92.2B
$2.54K ﹤0.01%
10
AAPL icon
39
Apple
AAPL
$4T
$2.22K ﹤0.01%
10
SMH icon
40
VanEck Semiconductor ETF
SMH
$36.9B
$2.12K ﹤0.01%
10
TTWO icon
41
Take-Two Interactive
TTWO
$47.3B
$2.07K ﹤0.01%
+10
CEG icon
42
Constellation Energy
CEG
$118B
$2.02K ﹤0.01%
10
ZS icon
43
Zscaler
ZS
$52.4B
$1.98K ﹤0.01%
10
MDB icon
44
MongoDB
MDB
$29.3B
$1.75K ﹤0.01%
10
COIN icon
45
Coinbase
COIN
$92.7B
$1.72K ﹤0.01%
10
AVGO icon
46
Broadcom
AVGO
$1.75T
$1.67K ﹤0.01%
10
-71,800
GOOGL icon
47
Alphabet (Google) Class A
GOOGL
$3.39T
$1.55K ﹤0.01%
10
QCOM icon
48
Qualcomm
QCOM
$195B
$1.54K ﹤0.01%
10
AMAT icon
49
Applied Materials
AMAT
$186B
$1.45K ﹤0.01%
10
ORCL icon
50
Oracle
ORCL
$749B
$1.4K ﹤0.01%
10
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