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
$188M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.37M
2
+$7.46M
3
+$5.61M
4
DASH icon
DoorDash
DASH
+$4.72M
5
AMBA icon
Ambarella
AMBA
+$4.71M

Top Sells

1
+$8.83M
2
+$7.78M
3
+$7.75M
4
GTM
ZoomInfo Technologies
GTM
+$7.19M
5
RBLX icon
Roblox
RBLX
+$6.95M

Sector Composition

1 Technology 71.86%
2 Consumer Discretionary 15.33%
3 Communication Services 7.15%
4 Consumer Staples 3.81%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$855 ﹤0.01%
10
52
$840 ﹤0.01%
10
-105,080
53
$790 ﹤0.01%
10
54
$745 ﹤0.01%
10
55
$712 ﹤0.01%
10
56
$690 ﹤0.01%
10
57
$677 ﹤0.01%
10
58
$648 ﹤0.01%
10
59
$624 ﹤0.01%
10
60
$490 ﹤0.01%
10
61
$407 ﹤0.01%
10
62
$371 ﹤0.01%
10
63
$370 ﹤0.01%
10
64
$354 ﹤0.01%
10
65
$336 ﹤0.01%
10
66
$322 ﹤0.01%
10
67
$301 ﹤0.01%
10
-239,020
68
$286 ﹤0.01%
10
69
$285 ﹤0.01%
10
-243,750
70
$268 ﹤0.01%
+10
71
$255 ﹤0.01%
10
-210,400
72
$243 ﹤0.01%
10
73
$204 ﹤0.01%
10
74
$184 ﹤0.01%
10
-189,320
75
$152 ﹤0.01%
10
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4