BCH

Berkshire Capital Holdings Portfolio holdings

AUM $302M
1-Year Est. Return 100.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+100.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.2M
3
+$11.8M
4
AGX icon
Argan
AGX
+$11.1M
5
CVNA icon
Carvana
CVNA
+$9.02M

Top Sells

1
+$15.5M
2
+$15.3M
3
+$12M
4
VRT icon
Vertiv
VRT
+$11.9M
5
CRDO icon
Credo Technology Group
CRDO
+$11M

Sector Composition

1 Technology 38.58%
2 Consumer Discretionary 19.78%
3 Financials 11.31%
4 Communication Services 10.55%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
26
Intuit
INTU
$118B
$6.83K ﹤0.01%
10
GEV icon
27
GE Vernova
GEV
$241B
$6.15K ﹤0.01%
10
QQQ icon
28
Invesco QQQ Trust
QQQ
$378B
$6K ﹤0.01%
10
MSFT icon
29
Microsoft
MSFT
$2.76T
$5.18K ﹤0.01%
10
CRWD icon
30
CrowdStrike
CRWD
$101B
$4.9K ﹤0.01%
10
CYBR
31
DELISTED
CyberArk
CYBR
$4.83K ﹤0.01%
10
HUBS icon
32
HubSpot
HUBS
$12.9B
$4.68K ﹤0.01%
10
TLN
33
Talen Energy Corp
TLN
$14.8B
$4.25K ﹤0.01%
+10
PANW icon
34
Palo Alto Networks
PANW
$132B
$4.07K ﹤0.01%
20
AVGO icon
35
Broadcom
AVGO
$1.48T
$3.3K ﹤0.01%
10
-31,400
CEG icon
36
Constellation Energy
CEG
$98.9B
$3.29K ﹤0.01%
10
SMH icon
37
VanEck Semiconductor ETF
SMH
$43.4B
$3.26K ﹤0.01%
10
MSTR icon
38
Strategy Inc
MSTR
$41.9B
$3.22K ﹤0.01%
10
-21,130
MDB icon
39
MongoDB
MDB
$20.2B
$3.1K ﹤0.01%
10
GE icon
40
GE Aerospace
GE
$297B
$3.01K ﹤0.01%
+10
ZS icon
41
Zscaler
ZS
$22.2B
$3K ﹤0.01%
10
ORCL icon
42
Oracle
ORCL
$419B
$2.81K ﹤0.01%
10
TTWO icon
43
Take-Two Interactive
TTWO
$37.2B
$2.58K ﹤0.01%
10
AAPL icon
44
Apple
AAPL
$3.74T
$2.55K ﹤0.01%
10
CLS icon
45
Celestica
CLS
$33.6B
$2.46K ﹤0.01%
+10
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$3.58T
$2.43K ﹤0.01%
10
RDDT icon
47
Reddit
RDDT
$26.1B
$2.3K ﹤0.01%
10
-74,920
SNOW icon
48
Snowflake
SNOW
$52.4B
$2.26K ﹤0.01%
10
-38,270
AMZN icon
49
Amazon
AMZN
$2.25T
$2.2K ﹤0.01%
10
AMAT icon
50
Applied Materials
AMAT
$276B
$2.05K ﹤0.01%
10
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