BCH

Berkshire Capital Holdings Portfolio holdings

AUM $329M
1-Year Est. Return 192.11%
This Quarter Est. Return
1 Year Est. Return
+192.11%
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
26
$6.63K ﹤0.01%
10
27
$6.14K ﹤0.01%
10
28
$5.8K ﹤0.01%
10
29
$5.71K ﹤0.01%
10
30
$5.5K ﹤0.01%
10
31
$4.69K ﹤0.01%
10
32
$4.29K ﹤0.01%
10
33
$3.83K ﹤0.01%
10
34
$3.75K ﹤0.01%
10
35
$3.53K ﹤0.01%
10
-23,720
36
$3.41K ﹤0.01%
20
37
$3.38K ﹤0.01%
10
38
$2.54K ﹤0.01%
10
39
$2.22K ﹤0.01%
10
40
$2.12K ﹤0.01%
10
41
$2.07K ﹤0.01%
+10
42
$2.02K ﹤0.01%
10
43
$1.98K ﹤0.01%
10
44
$1.75K ﹤0.01%
10
45
$1.72K ﹤0.01%
10
46
$1.67K ﹤0.01%
10
-71,800
47
$1.55K ﹤0.01%
10
48
$1.54K ﹤0.01%
10
49
$1.45K ﹤0.01%
10
50
$1.4K ﹤0.01%
10
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