BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
+74.04%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$551M
AUM Growth
+$214M
(+63%)
Cap. Flow
+$48.1M
Cap. Flow
% of AUM
8.73%
Top 10 Holdings %
Top 10 Hldgs %
59.96%
Holding
62
New
13
Increased
11
Reduced
17
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
+$25.3M |
| 2 |
XYZ
Block, Inc.
XYZ
|
+$24.7M |
| 3 |
VanEck Semiconductor ETF
SMH
|
+$22.1M |
| 4 |
Twilio
TWLO
|
+$20.6M |
| 5 |
COUP
Coupa Software Incorporated
COUP
|
+$19.2M |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$52.1M |
| 2 |
Lam Research
LRCX
|
+$29.1M |
| 3 |
Okta
OKTA
|
+$20.4M |
| 4 |
Mastercard
MA
|
+$20M |
| 5 |
Intel
INTC
|
+$18.5M |
Sector Composition
| 1 | Technology | 60.11% |
| 2 | Consumer Discretionary | 26.55% |
| 3 | Communication Services | 6.29% |
| 4 | Financials | 3.04% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Roku
ROKU
$14.5B
| $1K | ﹤0.01% |
10
| – | – |
|
52
Skyworks Solutions
SWKS
$11.1B
| $1K | ﹤0.01% |
10
-176,460
| -100% | -$17.6M |
|
53
Teradyne
TER
$18.2B
| $1K | ﹤0.01% |
10
| – | – |
|
54
TSMC
TSM
$1.36T
| $1K | ﹤0.01% |
10
| – | – |
|
|
IPHI
55
DELISTED
INPHI CORPORATION
IPHI
| $1K | ﹤0.01% |
10
-43,150
| -100% | -$4.32M |
|
56
Chewy
CHWY
$15.8B
| $0 | ﹤0.01% |
+10
| New | – |
|
57
Fiserv
FI
$72.9B
| – | – |
-10
| Closed | -$1K |
|
58
Lattice Semiconductor
LSCC
$9.16B
| $0 | ﹤0.01% |
10
| – | – |
|
59
Marvell Technology
MRVL
$61.2B
| $0 | ﹤0.01% |
10
-580,150
| -100% | – |
|
60
Virgin Galactic
SPCE
$187M
| $0 | ﹤0.01% |
+1
| New | – |
|
61
Western Digital
WDC
$35B
| $0 | ﹤0.01% |
13
| – | – |
|