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
$223M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$13.7M
3 +$9.54M
4
DOCN icon
DigitalOcean
DOCN
+$9.06M
5
ZG icon
Zillow
ZG
+$8.01M

Top Sells

1 +$10.1M
2 +$9.62M
3 +$8.93M
4
TTD icon
Trade Desk
TTD
+$8.23M
5
MDB icon
MongoDB
MDB
+$7.98M

Sector Composition

1 Technology 50.46%
2 Consumer Discretionary 24.64%
3 Communication Services 23.53%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$929 ﹤0.01%
30
-206,820
52
$862 ﹤0.01%
10
-58,060
53
$823 ﹤0.01%
10
54
$811 ﹤0.01%
10
-84,590
55
$774 ﹤0.01%
10
-57,260
56
$759 ﹤0.01%
+10
57
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10
58
$738 ﹤0.01%
10
59
$687 ﹤0.01%
10
-146,800
60
$676 ﹤0.01%
10
61
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62
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10
-40
63
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10
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$450 ﹤0.01%
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67
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10
68
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10
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69
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70
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71
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10
72
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10
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73
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+10
74
$273 ﹤0.01%
10
75
$255 ﹤0.01%
10