BCH

Berkshire Capital Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 190.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+190.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$17.5M
3
+$12M
4
AMAT icon
Applied Materials
AMAT
+$10.9M
5
GLW icon
Corning
GLW
+$10.3M

Top Sells

1
+$42.8M
2
+$16.6M
3
+$15.6M
4
AVGO icon
Broadcom
AVGO
+$15.2M
5
CLS icon
Celestica
CLS
+$14.4M

Sector Composition

1 Technology 75.16%
2 Industrials 14.89%
3 Communication Services 6.91%
4 Consumer Discretionary 0.01%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CEG icon
51
Constellation Energy
CEG
$99.4B
$2.79K ﹤0.01%
10
WDC icon
52
Western Digital
WDC
$169B
$2.71K ﹤0.01%
10
JBL icon
53
Jabil
JBL
$37.4B
$2.66K ﹤0.01%
+10
AAPL icon
54
Apple
AAPL
$4.38T
$2.54K ﹤0.01%
10
MDB icon
55
MongoDB
MDB
$24.4B
$2.45K ﹤0.01%
10
-24,880
LRCX icon
56
Lam Research
LRCX
$374B
$2.14K ﹤0.01%
10
AMZN icon
57
Amazon
AMZN
$2.87T
$2.08K ﹤0.01%
10
-40,390
BWXT icon
58
BWX Technologies
BWXT
$19.3B
$2.04K ﹤0.01%
10
AMD icon
59
Advanced Micro Devices
AMD
$733B
$2.03K ﹤0.01%
10
COIN icon
60
Coinbase
COIN
$55.9B
$1.75K ﹤0.01%
10
DELL icon
61
Dell
DELL
$161B
$1.64K ﹤0.01%
10
SNOW icon
62
Snowflake
SNOW
$52.1B
$1.51K ﹤0.01%
10
VST icon
63
Vistra
VST
$47.8B
$1.5K ﹤0.01%
10
DASH icon
64
DoorDash
DASH
$67B
$1.5K ﹤0.01%
10
ORCL icon
65
Oracle
ORCL
$563B
$1.47K ﹤0.01%
10
-77,090
ZS icon
66
Zscaler
ZS
$24.7B
$1.4K ﹤0.01%
10
RDDT icon
67
Reddit
RDDT
$30.1B
$1.35K ﹤0.01%
10
-32,640
APH icon
68
Amphenol
APH
$159B
$1.26K ﹤0.01%
10
MSTR icon
69
Strategy Inc
MSTR
$65.6B
$1.25K ﹤0.01%
10
ANET icon
70
Arista Networks
ANET
$186B
$1.23K ﹤0.01%
10
SHOP icon
71
Shopify
SHOP
$126B
$1.19K ﹤0.01%
10
DDOG icon
72
Datadog
DDOG
$72.2B
$1.18K ﹤0.01%
10
ALAB icon
73
Astera Labs
ALAB
$39.2B
$1.1K ﹤0.01%
10
-87,920
NTAP icon
74
NetApp
NTAP
$23.7B
$1.02K ﹤0.01%
10
CRCL
75
Circle Internet Group
CRCL
$30.8B
$954 ﹤0.01%
10
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3
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