BCH
Berkshire Capital Holdings Portfolio holdings
AUM
$286M
1-Year Return
162.47%
This Quarter Return
-34.5%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$260M
AUM Growth
-$230M
(-47%)
Cap. Flow
-$98M
Cap. Flow
% of AUM
-37.68%
Top 10 Holdings %
Top 10 Hldgs %
65.09%
Holding
96
New
4
Increased
15
Reduced
16
Closed
9
Top Buys
| 1 |
Snowflake
SNOW
|
+$11.9M |
| 2 |
Zoom
ZM
|
+$10.4M |
| 3 |
ServiceNow
NOW
|
+$7.91M |
| 4 |
NIO
NIO
|
+$7.37M |
| 5 |
Okta
OKTA
|
+$6.55M |
Top Sells
| 1 |
Snap
SNAP
|
+$53.5M |
| 2 |
Palo Alto Networks
PANW
|
+$18.1M |
| 3 |
Enphase Energy
ENPH
|
+$17.6M |
| 4 |
Tesla
TSLA
|
+$15.8M |
| 5 |
NVIDIA
NVDA
|
+$14.3M |
Sector Composition
| 1 | Technology | 69.7% |
| 2 | Consumer Discretionary | 20.58% |
| 3 | Communication Services | 2.49% |
| 4 | Financials | 0% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Chewy
CHWY
$14.4B
| $1K | ﹤0.01% |
10
| – | – |
|
52
Coinbase
COIN
$83B
| $1K | ﹤0.01% |
10
-40,180
| -100% | -$4.02M |
|
53
Carvana
CVNA
$50B
| $1K | ﹤0.01% |
10
| – | – |
|
54
CyberArk
CYBR
$23.5B
| $1K | ﹤0.01% |
+10
| New | +$1K |
|
55
DoorDash
DASH
$110B
| $1K | ﹤0.01% |
10
-117,570
| -100% | -$11.8M |
|
56
DraftKings
DKNG
$21.8B
| $1K | ﹤0.01% |
10
| – | – |
|
57
Doximity
DOCS
$13.3B
| $1K | ﹤0.01% |
10
| – | – |
|
58
Domo
DOMO
$701M
| $1K | ﹤0.01% |
10
-109,090
| -100% | -$10.9M |
|
59
Etsy
ETSY
$5.84B
| $1K | ﹤0.01% |
10
| – | – |
|
60
Li Auto
LI
$24.8B
| $1K | ﹤0.01% |
10
| – | – |
|
61
Marvell Technology
MRVL
$58.1B
| $1K | ﹤0.01% |
10
| – | – |
|
62
ON Semiconductor
ON
$19.7B
| $1K | ﹤0.01% |
10
| – | – |
|
63
Paychex
PAYX
$48.6B
| $1K | ﹤0.01% |
10
| – | – |
|
64
Pinterest
PINS
$23.8B
| $1K | ﹤0.01% |
10
| – | – |
|
65
Palantir
PLTR
$407B
| $1K | ﹤0.01% |
10
| – | – |
|
66
Gores Guggenheim
PSNY
$2B
| $1K | ﹤0.01% |
+10
| New | +$1K |
|
67
PayPal
PYPL
$63.9B
| $1K | ﹤0.01% |
10
| – | – |
|
68
Qualcomm
QCOM
$175B
| $1K | ﹤0.01% |
10
| – | – |
|
69
Roblox
RBLX
$92.4B
| $1K | ﹤0.01% |
10
| – | – |
|
70
Rivian
RIVN
$16.3B
| $1K | ﹤0.01% |
10
| – | – |
|
71
Sea Limited
SE
$116B
| $1K | ﹤0.01% |
10
-79,710
| -100% | -$7.97M |
|
72
Shopify
SHOP
$186B
| $1K | ﹤0.01% |
10
-90
| -90% | -$9K |
|
|
73
Snap
SNAP
$12.4B
| $1K | ﹤0.01% |
10
-534,530
| -100% | -$53.5M |
|
74
Spotify
SPOT
$143B
| $1K | ﹤0.01% |
10
| – | – |
|
75
Teladoc Health
TDOC
$1.36B
| $1K | ﹤0.01% |
10
| – | – |
|