BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
+48.1%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$250M
AUM Growth
+$29.2M
(+13%)
Cap. Flow
-$608K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
60.83%
Holding
92
New
11
Increased
14
Reduced
18
Closed
3
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$17.4M |
| 2 |
DraftKings
DKNG
|
+$16.9M |
| 3 |
Micron Technology
MU
|
+$15.3M |
| 4 |
Dell
DELL
|
+$12.2M |
| 5 |
Carvana
CVNA
|
+$12M |
Top Sells
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
+$26.4M |
| 2 |
NVIDIA
NVDA
|
+$22.7M |
| 3 |
Cloudflare
NET
|
+$15.5M |
| 4 |
Tesla
TSLA
|
+$12.5M |
| 5 |
HubSpot
HUBS
|
+$11.7M |
Sector Composition
| 1 | Technology | 40.95% |
| 2 | Consumer Discretionary | 24.71% |
| 3 | Communication Services | 20.13% |
| 4 | Financials | 9.41% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
TSMC
TSM
$1.36T
| $1.36K | ﹤0.01% |
10
| – | – |
|
52
Novo Nordisk
NVO
$260B
| $1.28K | ﹤0.01% |
+10
| New | +$1.28K |
|
53
Datadog
DDOG
$46.6B
| $1.24K | ﹤0.01% |
10
-54,680
| -100% | -$6.76M |
|
54
Okta
OKTA
$15.9B
| $1.05K | ﹤0.01% |
10
| – | – |
|
|
55
Cloudflare
NET
$73.2B
| $968 | ﹤0.01% |
10
-159,740
| -100% | -$15.5M |
|
56
Shopify
SHOP
$191B
| $772 | ﹤0.01% |
10
-141,330
| -100% | -$10.9M |
|
57
Uber
UBER
$193B
| $770 | ﹤0.01% |
10
-73,580
| -100% | -$5.67M |
|
58
ON Semiconductor
ON
$20.5B
| $736 | ﹤0.01% |
10
| – | – |
|
59
Marvell Technology
MRVL
$61.6B
| $709 | ﹤0.01% |
10
| – | – |
|
60
BILL Holdings
BILL
$5.27B
| $687 | ﹤0.01% |
10
-108,450
| -100% | -$7.45M |
|
61
PayPal
PYPL
$64.8B
| $670 | ﹤0.01% |
10
| – | – |
|
62
Zoom
ZM
$25.6B
| $654 | ﹤0.01% |
10
| – | – |
|
63
Roku
ROKU
$14.6B
| $652 | ﹤0.01% |
10
-87,060
| -100% | -$5.68M |
|
64
Twilio
TWLO
$15.9B
| $612 | ﹤0.01% |
10
| – | – |
|
65
Coherent
COHR
$15.8B
| $606 | ﹤0.01% |
+10
| New | +$606 |
|
66
GitLab
GTLB
$8.33B
| $583 | ﹤0.01% |
10
| – | – |
|
67
Pure Storage
PSTG
$28.1B
| $520 | ﹤0.01% |
10
| – | – |
|
68
Ambarella
AMBA
$3.4B
| $508 | ﹤0.01% |
10
| – | – |
|
69
Ciena
CIEN
$19B
| $495 | ﹤0.01% |
10
| – | – |
|
70
Zillow
ZG
$21.3B
| $488 | ﹤0.01% |
10
-114,580
| -100% | -$5.59M |
|
71
Braze
BRZE
$3.61B
| $443 | ﹤0.01% |
10
| – | – |
|
72
iShares Bitcoin Trust
IBIT
$87.3B
| $405 | ﹤0.01% |
+10
| New | +$405 |
|
73
Roblox
RBLX
$91.4B
| $382 | ﹤0.01% |
10
| – | – |
|
74
Samsara
IOT
$22.7B
| $378 | ﹤0.01% |
10
| – | – |
|
75
Affirm
AFRM
$28.7B
| $373 | ﹤0.01% |
10
-224,460
| -100% | -$8.37M |
|