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
$286M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$11.4M
3 +$11.3M
4
AVGO icon
Broadcom
AVGO
+$8.66M
5
TSM icon
TSMC
TSM
+$8.41M

Top Sells

1 +$26.9M
2 +$21.3M
3 +$20.3M
4
AXON icon
Axon Enterprise
AXON
+$13M
5
MELI icon
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 Change
in Stake
Capital Flow
MDB icon
51
MongoDB
MDB
$29.3B
$2.1K ﹤0.01%
10
AAPL icon
52
Apple
AAPL
$4T
$2.05K ﹤0.01%
10
TEAM icon
53
Atlassian
TEAM
$44.6B
$2.03K ﹤0.01%
+10
VST icon
54
Vistra
VST
$63.8B
$1.94K ﹤0.01%
10
AMAT icon
55
Applied Materials
AMAT
$186B
$1.83K ﹤0.01%
10
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$3.39T
$1.76K ﹤0.01%
10
ARM icon
57
Arm
ARM
$180B
$1.62K ﹤0.01%
10
QCOM icon
58
Qualcomm
QCOM
$195B
$1.59K ﹤0.01%
10
DDOG icon
59
Datadog
DDOG
$56.8B
$1.34K ﹤0.01%
10
ABNB icon
60
Airbnb
ABNB
$77.5B
$1.32K ﹤0.01%
10
MU icon
61
Micron Technology
MU
$251B
$1.23K ﹤0.01%
10
DELL icon
62
Dell
DELL
$109B
$1.23K ﹤0.01%
10
SHOP icon
63
Shopify
SHOP
$226B
$1.15K ﹤0.01%
10
-88,490
IGV icon
64
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
$1.09K ﹤0.01%
10
NTAP icon
65
NetApp
NTAP
$23.5B
$1.07K ﹤0.01%
10
RBLX icon
66
Roblox
RBLX
$79.8B
$1.05K ﹤0.01%
10
ANET icon
67
Arista Networks
ANET
$198B
$1.02K ﹤0.01%
10
OKTA icon
68
Okta
OKTA
$16.1B
$1K ﹤0.01%
10
LRCX icon
69
Lam Research
LRCX
$198B
$973 ﹤0.01%
10
UBER icon
70
Uber
UBER
$201B
$933 ﹤0.01%
10
ALAB icon
71
Astera Labs
ALAB
$31B
$904 ﹤0.01%
10
COHR icon
72
Coherent
COHR
$20.7B
$892 ﹤0.01%
10
ESTC icon
73
Elastic
ESTC
$9.48B
$843 ﹤0.01%
10
CAVA icon
74
CAVA Group
CAVA
$6.23B
$842 ﹤0.01%
10
CIEN icon
75
Ciena
CIEN
$26.8B
$813 ﹤0.01%
10