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
$209M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$13.2M
2 +$10.4M
3 +$10.3M
4
ROKU icon
Roku
ROKU
+$9.96M
5
MELI icon
Mercado Libre
MELI
+$9.38M

Top Sells

1 +$14.2M
2 +$12M
3 +$8.36M
4
DDOG icon
Datadog
DDOG
+$7.26M
5
ALAB icon
Astera Labs
ALAB
+$7.24M

Sector Composition

1 Technology 45.3%
2 Consumer Discretionary 27.33%
3 Communication Services 14.63%
4 Financials 8.76%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABNB icon
51
Airbnb
ABNB
$77.5B
$1.2K ﹤0.01%
10
VST icon
52
Vistra
VST
$63.8B
$1.17K ﹤0.01%
10
ARM icon
53
Arm
ARM
$180B
$1.07K ﹤0.01%
10
OKTA icon
54
Okta
OKTA
$16.1B
$1.05K ﹤0.01%
10
RDDT icon
55
Reddit
RDDT
$39.6B
$1.05K ﹤0.01%
10
-51,040
AMD icon
56
Advanced Micro Devices
AMD
$416B
$1.03K ﹤0.01%
10
DDOG icon
57
Datadog
DDOG
$56.8B
$992 ﹤0.01%
10
-73,190
DELL icon
58
Dell
DELL
$109B
$912 ﹤0.01%
10
ESTC icon
59
Elastic
ESTC
$9.48B
$891 ﹤0.01%
+10
IGV icon
60
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
$890 ﹤0.01%
10
NTAP icon
61
NetApp
NTAP
$23.5B
$878 ﹤0.01%
10
MU icon
62
Micron Technology
MU
$251B
$869 ﹤0.01%
10
CAVA icon
63
CAVA Group
CAVA
$6.23B
$864 ﹤0.01%
10
ANET icon
64
Arista Networks
ANET
$198B
$775 ﹤0.01%
10
-76,940
UBER icon
65
Uber
UBER
$201B
$729 ﹤0.01%
10
LRCX icon
66
Lam Research
LRCX
$198B
$727 ﹤0.01%
10
VRT icon
67
Vertiv
VRT
$73.7B
$722 ﹤0.01%
10
-73,140
NVO icon
68
Novo Nordisk
NVO
$220B
$694 ﹤0.01%
10
ZG icon
69
Zillow
ZG
$17.3B
$686 ﹤0.01%
10
COHR icon
70
Coherent
COHR
$20.7B
$649 ﹤0.01%
10
MRVL icon
71
Marvell Technology
MRVL
$80.8B
$616 ﹤0.01%
10
-76,090
CIEN icon
72
Ciena
CIEN
$26.8B
$604 ﹤0.01%
10
-68,710
ALAB icon
73
Astera Labs
ALAB
$31B
$597 ﹤0.01%
10
-121,340
RBLX icon
74
Roblox
RBLX
$79.8B
$583 ﹤0.01%
10
TTD icon
75
Trade Desk
TTD
$24.6B
$547 ﹤0.01%
10