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BCH
Berkshire Capital Holdings Portfolio holdings
AUM
$462M
1-Year Est. Return
369.45%
This Fund
S&P 500
This Quarter
Est. Return
+59.33%
1 Year Est. Return
+369.45%
3 Year Est. Return
+2,747.83%
5 Year Est. Return
+5,164.41%
10 Year Est. Return
–
AUM
$286M
AUM Growth
+$76.7M
(+37%)
Cap. Flow
-$24.6M
Cap. Flow
% of AUM
-8.62%
Top 10 Holdings %
Top 10 Hldgs %
67.06%
Holding
102
New
6
Increased
14
Reduced
13
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coinbase
COIN
|
+$11.2M |
| 2 |
Vertiv
VRT
|
+$8.64M |
| 3 |
Reddit
RDDT
|
+$8.49M |
| 4 |
TSMC
TSM
|
+$6.88M |
| 5 |
Broadcom
AVGO
|
+$6.82M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$19.3M |
| 2 |
Carvana
CVNA
|
+$17.3M |
| 3 |
Robinhood
HOOD
|
+$17M |
| 4 |
Mercado Libre
MELI
|
+$11.2M |
| 5 |
AXON
Axon Enterprise
AXON
|
+$10.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 54.22% |
| 2 | Financials | 17.79% |
| 3 | Communication Services | 16.95% |
| 4 | Consumer Discretionary | 5.02% |
| 5 | Industrials | 4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
MongoDB
MDB
$27B
| $2.1K | ﹤0.01% |
10
| – | – |
|
52
Apple
AAPL
$4.94T
| $2.05K | ﹤0.01% |
10
| – | – |
|
53
Atlassian
TEAM
$45.2B
| $2.03K | ﹤0.01% |
+10
| New | +$2.08K |
|
54
Vistra
VST
$46.3B
| $1.94K | ﹤0.01% |
10
| – | – |
|
55
Applied Materials
AMAT
$386B
| $1.83K | ﹤0.01% |
10
| – | – |
|
56
Alphabet (Google) Class A
GOOGL
$4.19T
| $1.76K | ﹤0.01% |
10
| – | – |
|
57
Arm
ARM
$303B
| $1.62K | ﹤0.01% |
10
| – | – |
|
58
Qualcomm
QCOM
$200B
| $1.59K | ﹤0.01% |
10
| – | – |
|
59
Datadog
DDOG
$96.5B
| $1.34K | ﹤0.01% |
10
| – | – |
|
60
Airbnb
ABNB
$92B
| $1.32K | ﹤0.01% |
10
| – | – |
|
61
Micron Technology
MU
$1.19T
| $1.23K | ﹤0.01% |
10
| – | – |
|
62
Dell
DELL
$346B
| $1.23K | ﹤0.01% |
10
| – | – |
|
63
Shopify
SHOP
$185B
| $1.15K | ﹤0.01% |
10
-88,490
| -100% | -$8.85M |
|
64
iShares Expanded Tech-Software Sector ETF
IGV
$13.9B
| $1.09K | ﹤0.01% |
10
| – | – |
|
65
NetApp
NTAP
$40.2B
| $1.07K | ﹤0.01% |
10
| – | – |
|
66
Roblox
RBLX
$29.9B
| $1.05K | ﹤0.01% |
10
| – | – |
|
67
Arista Networks
ANET
$258B
| $1.02K | ﹤0.01% |
10
| – | – |
|
68
Okta
OKTA
$35.3B
| $1K | ﹤0.01% |
10
| – | – |
|
69
Lam Research
LRCX
$394B
| $973 | ﹤0.01% |
10
| – | – |
|
70
Uber
UBER
$139B
| $933 | ﹤0.01% |
10
| – | – |
|
71
Astera Labs
ALAB
$60.9B
| $904 | ﹤0.01% |
10
| – | – |
|
72
Coherent
COHR
$55.3B
| $892 | ﹤0.01% |
10
| – | – |
|
73
Elastic
ESTC
$9.23B
| $843 | ﹤0.01% |
10
| – | – |
|
74
CAVA Group
CAVA
$6.02B
| $842 | ﹤0.01% |
10
| – | – |
|
75
Ciena
CIEN
$48.8B
| $813 | ﹤0.01% |
10
| – | – |
|
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Berkshire Capital Holdings's Q2 2025 Portfolio in Review
As of Q2 2025, Berkshire Capital Holdings held 102 positions worth $286M, up 37% from $209M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
Berkshire Capital Holdings withdrew a net $24.6M in Q2 2025, reducing 13 holdings. Its largest reduction was Tesla, cutting an estimated $19.3M.
By sector, the portfolio is most concentrated in Technology at 54% of assets, up from 37% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Berkshire Capital Holdings opened a new position in Circle Internet Group worth $5.72M.
- Berkshire Capital Holdings's largest Q2 2025 buy was Circle Internet Group: 31,550 shares worth $5.72M.
- Berkshire Capital Holdings added most to Coinbase in Q2 2025, an estimated $11.2M increase.
- Berkshire Capital Holdings's biggest Q2 2025 reduction was Tesla, cutting an estimated $19.3M.
- Berkshire Capital Holdings's ten largest holdings make up 67% of its $286M portfolio in Q2 2025.
- Berkshire Capital Holdings opened 6 new positions and closed 0 in Q2 2025.
- Berkshire Capital Holdings's portfolio value rose 37% quarter-over-quarter to $286M.
Based on Berkshire Capital Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.