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BCH
Berkshire Capital Holdings Portfolio holdings
AUM
$277M
1-Year Est. Return
190.28%
This Fund
S&P 500
This Quarter
Est. Return
+59.33%
1 Year Est. Return
+190.28%
3 Year Est. Return
+1,364.26%
5 Year Est. Return
+2,353.06%
10 Year Est. Return
–
AUM
$286M
AUM Growth
+$76.7M
(+37%)
Cap. Flow
-$24.6M
Cap. Flow
% of AUM
-8.62%
Top 10 Holdings %
Top 10 Hldgs %
67.06%
Holding
102
New
6
Increased
14
Reduced
13
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coinbase
COIN
|
+$11.2M |
| 2 |
Vertiv
VRT
|
+$8.64M |
| 3 |
Reddit
RDDT
|
+$8.49M |
| 4 |
TSMC
TSM
|
+$6.88M |
| 5 |
Broadcom
AVGO
|
+$6.82M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$19.3M |
| 2 |
Carvana
CVNA
|
+$17.3M |
| 3 |
Robinhood
HOOD
|
+$17M |
| 4 |
Mercado Libre
MELI
|
+$11.2M |
| 5 |
AXON
Axon Enterprise
AXON
|
+$10.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 54.22% |
| 2 | Financials | 17.79% |
| 3 | Communication Services | 16.95% |
| 4 | Consumer Discretionary | 5.02% |
| 5 | Industrials | 4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AXON
26
Axon Enterprise
AXON
$50B
| $8.28K | ﹤0.01% |
10
-15,760
| -100% | -$10.7M |
|
27
ASML
ASML
$710B
| $8.01K | ﹤0.01% |
10
| – | – |
|
28
Intuit
INTU
$98B
| $7.88K | ﹤0.01% |
10
| – | – |
|
29
Eli Lilly
LLY
$1.08T
| $7.79K | ﹤0.01% |
10
| – | – |
|
30
Spotify
SPOT
$102B
| $7.67K | ﹤0.01% |
10
| – | – |
|
31
Monolithic Power Systems
MPWR
$67B
| $7.31K | ﹤0.01% |
10
| – | – |
|
32
HubSpot
HUBS
$12B
| $5.57K | ﹤0.01% |
10
| – | – |
|
33
Invesco QQQ Trust
QQQ
$487B
| $5.52K | ﹤0.01% |
10
| – | – |
|
34
GE Vernova
GEV
$279B
| $5.29K | ﹤0.01% |
+10
| New | +$4.16K |
|
35
Synopsys
SNPS
$78.8B
| $5.13K | ﹤0.01% |
10
| – | – |
|
36
CrowdStrike
CRWD
$230B
| $5.09K | ﹤0.01% |
40
| – | – |
|
37
Microsoft
MSFT
$3.69T
| $4.97K | ﹤0.01% |
10
| – | – |
|
38
Palo Alto Networks
PANW
$323B
| $4.09K | ﹤0.01% |
20
| – | – |
|
|
CYBR
39
DELISTED
CyberArk
CYBR
| $4.07K | ﹤0.01% |
10
| – | – |
|
40
Adobe
ADBE
$108B
| $3.87K | ﹤0.01% |
10
| – | – |
|
|
41
Carvana
CVNA
$81B
| $3.37K | ﹤0.01% |
50
-316,100
| -100% | -$17.3M |
|
42
Constellation Energy
CEG
$98.7B
| $3.23K | ﹤0.01% |
10
| – | – |
|
|
43
Tesla
TSLA
$1.34T
| $3.18K | ﹤0.01% |
10
-63,970
| -100% | -$19.3M |
|
44
Zscaler
ZS
$30.4B
| $3.14K | ﹤0.01% |
10
| – | – |
|
45
Cadence Design Systems
CDNS
$89.2B
| $3.08K | ﹤0.01% |
10
| – | – |
|
46
VanEck Semiconductor ETF
SMH
$72.5B
| $2.79K | ﹤0.01% |
10
| – | – |
|
47
Take-Two Interactive
TTWO
$45.2B
| $2.43K | ﹤0.01% |
10
| – | – |
|
48
Argan
AGX
$7.84B
| $2.21K | ﹤0.01% |
+10
| New | +$1.8K |
|
49
Amazon
AMZN
$2.86T
| $2.19K | ﹤0.01% |
10
-5,500
| -100% | -$1.09M |
|
50
Oracle
ORCL
$450B
| $2.19K | ﹤0.01% |
10
| – | – |
|
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Berkshire Capital Holdings's Q2 2025 Portfolio in Review
As of Q2 2025, Berkshire Capital Holdings held 102 positions worth $286M, up 37% from $209M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Berkshire Capital Holdings withdrew a net $24.6M in Q2 2025, reducing 13 holdings. Its largest reduction was Tesla, cutting an estimated $19.3M.
By sector, the portfolio is most concentrated in Technology at 54% of assets, up from 37% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Berkshire Capital Holdings opened a new position in Circle Internet Group worth $5.72M.
- Berkshire Capital Holdings's largest Q2 2025 buy was Circle Internet Group: 31,550 shares worth $5.72M.
- Berkshire Capital Holdings added most to Coinbase in Q2 2025, an estimated $11.2M increase.
- Berkshire Capital Holdings's biggest Q2 2025 reduction was Tesla, cutting an estimated $19.3M.
- Berkshire Capital Holdings's ten largest holdings make up 67% of its $286M portfolio in Q2 2025.
- Berkshire Capital Holdings opened 6 new positions and closed 0 in Q2 2025.
- Berkshire Capital Holdings's portfolio value rose 37% quarter-over-quarter to $286M.
Based on Berkshire Capital Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.