BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
+60.23%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$286M
AUM Growth
+$76.7M
(+37%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-6.24%
Top 10 Holdings %
Top 10 Hldgs %
67.06%
Holding
102
New
6
Increased
14
Reduced
13
Closed
–
Top Buys
| 1 |
Coinbase
COIN
|
+$16.8M |
| 2 |
Vertiv
VRT
|
+$11.4M |
| 3 |
Reddit
RDDT
|
+$11.3M |
| 4 |
Broadcom
AVGO
|
+$8.66M |
| 5 |
TSMC
TSM
|
+$8.41M |
Top Sells
| 1 |
Robinhood
HOOD
|
+$26.9M |
| 2 |
Carvana
CVNA
|
+$21.3M |
| 3 |
Tesla
TSLA
|
+$20.3M |
| 4 |
Axon Enterprise
AXON
|
+$13M |
| 5 |
Mercado Libre
MELI
|
+$12.6M |
Sector Composition
| 1 | Technology | 59.15% |
| 2 | Communication Services | 16.95% |
| 3 | Financials | 12.87% |
| 4 | Consumer Discretionary | 5.02% |
| 5 | Industrials | 4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
MongoDB
MDB
$26.4B
| $2.1K | ﹤0.01% |
10
| – | – |
|
52
Apple
AAPL
$3.55T
| $2.05K | ﹤0.01% |
10
| – | – |
|
53
Atlassian
TEAM
$45.5B
| $2.03K | ﹤0.01% |
+10
| New | +$2.03K |
|
54
Vistra
VST
$70.1B
| $1.94K | ﹤0.01% |
10
| – | – |
|
55
Applied Materials
AMAT
$142B
| $1.83K | ﹤0.01% |
10
| – | – |
|
56
Alphabet (Google) Class A
GOOGL
$3T
| $1.76K | ﹤0.01% |
10
| – | – |
|
57
Arm
ARM
$161B
| $1.62K | ﹤0.01% |
10
| – | – |
|
58
Qualcomm
QCOM
$178B
| $1.59K | ﹤0.01% |
10
| – | – |
|
59
Datadog
DDOG
$46.7B
| $1.34K | ﹤0.01% |
10
| – | – |
|
60
Airbnb
ABNB
$75.5B
| $1.32K | ﹤0.01% |
10
| – | – |
|
61
Micron Technology
MU
$177B
| $1.23K | ﹤0.01% |
10
| – | – |
|
62
Dell
DELL
$87.3B
| $1.23K | ﹤0.01% |
10
| – | – |
|
63
Shopify
SHOP
$190B
| $1.15K | ﹤0.01% |
10
-88,490
| -100% | -$10.2M |
|
64
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
| $1.1K | ﹤0.01% |
10
| – | – |
|
65
NetApp
NTAP
$24.7B
| $1.07K | ﹤0.01% |
10
| – | – |
|
66
Roblox
RBLX
$91.1B
| $1.05K | ﹤0.01% |
10
| – | – |
|
67
Arista Networks
ANET
$177B
| $1.02K | ﹤0.01% |
10
| – | – |
|
68
Okta
OKTA
$15.9B
| $1K | ﹤0.01% |
10
| – | – |
|
69
Lam Research
LRCX
$153B
| $973 | ﹤0.01% |
10
| – | – |
|
70
Uber
UBER
$193B
| $933 | ﹤0.01% |
10
| – | – |
|
71
Astera Labs
ALAB
$40.7B
| $904 | ﹤0.01% |
10
| – | – |
|
72
Coherent
COHR
$15.7B
| $892 | ﹤0.01% |
10
| – | – |
|
73
Elastic
ESTC
$9.26B
| $843 | ﹤0.01% |
10
| – | – |
|
74
CAVA Group
CAVA
$7.33B
| $842 | ﹤0.01% |
10
| – | – |
|
75
Ciena
CIEN
$19B
| $813 | ﹤0.01% |
10
| – | – |
|