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BCH

Berkshire Capital Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 190.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+190.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.5M
3
+$15M
4
ALAB icon
Astera Labs
ALAB
+$14.7M
5
GEV icon
GE Vernova
GEV
+$14M

Top Sells

1
+$18.9M
2
+$15.4M
3
+$15.4M
4
BABA icon
Alibaba
BABA
+$14.7M
5
DASH icon
DoorDash
DASH
+$13.9M

Sector Composition

1 Technology 63.37%
2 Industrials 12.45%
3 Communication Services 10.22%
4 Consumer Discretionary 9.09%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNOW icon
51
Snowflake
SNOW
$87.2B
$2.19K ﹤0.01%
10
AMD icon
52
Advanced Micro Devices
AMD
$880B
$2.14K ﹤0.01%
10
NET icon
53
Cloudflare
NET
$86.5B
$1.97K ﹤0.01%
10
-72,980
TER icon
54
Teradyne
TER
$72.5B
$1.94K ﹤0.01%
+10
COHR icon
55
Coherent
COHR
$76.5B
$1.85K ﹤0.01%
10
BE icon
56
Bloom Energy
BE
$78.2B
$1.74K ﹤0.01%
20
+10
BWXT icon
57
BWX Technologies
BWXT
$17.3B
$1.73K ﹤0.01%
10
-43,900
WDC icon
58
Western Digital
WDC
$225B
$1.72K ﹤0.01%
10
LRCX icon
59
Lam Research
LRCX
$514B
$1.71K ﹤0.01%
10
QCOM icon
60
Qualcomm
QCOM
$199B
$1.71K ﹤0.01%
10
VST icon
61
Vistra
VST
$54.8B
$1.61K ﹤0.01%
10
SHOP icon
62
Shopify
SHOP
$148B
$1.61K ﹤0.01%
10
MSTR icon
63
Strategy Inc
MSTR
$33.2B
$1.52K ﹤0.01%
10
BABA icon
64
Alibaba
BABA
$229B
$1.47K ﹤0.01%
10
-90,220
CRDO icon
65
Credo Technology Group
CRDO
$45.8B
$1.44K ﹤0.01%
10
DDOG icon
66
Datadog
DDOG
$88.5B
$1.36K ﹤0.01%
10
APH icon
67
Amphenol
APH
$205B
$1.35K ﹤0.01%
+10
ANET icon
68
Arista Networks
ANET
$207B
$1.31K ﹤0.01%
10
SE icon
69
Sea Limited
SE
$56.9B
$1.28K ﹤0.01%
10
DELL icon
70
Dell
DELL
$268B
$1.26K ﹤0.01%
10
HOOD icon
71
Robinhood
HOOD
$91.7B
$1.13K ﹤0.01%
10
-145,640
ARM icon
72
Arm
ARM
$367B
$1.09K ﹤0.01%
10
ROKU icon
73
Roku
ROKU
$20.3B
$1.08K ﹤0.01%
10
NTAP icon
74
NetApp
NTAP
$30.4B
$1.07K ﹤0.01%
10
IGV icon
75
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
$1.06K ﹤0.01%
10
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3
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