BCH

Berkshire Capital Holdings Portfolio holdings

AUM $329M
1-Year Est. Return 192.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+192.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$23.3M
2 +$20.2M
3 +$16.1M
4
AGX icon
Argan
AGX
+$13.1M
5
RBLX icon
Roblox
RBLX
+$9.58M

Top Sells

1 +$17.2M
2 +$14.9M
3 +$13.4M
4
CRDO icon
Credo Technology Group
CRDO
+$13.1M
5
ROKU icon
Roku
ROKU
+$13.1M

Sector Composition

1 Technology 38.58%
2 Consumer Discretionary 19.78%
3 Financials 11.31%
4 Communication Services 10.55%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRVL icon
76
Marvell Technology
MRVL
$62.9B
$841 ﹤0.01%
10
PSTG icon
77
Pure Storage
PSTG
$21.2B
$838 ﹤0.01%
10
GLW icon
78
Corning
GLW
$96.7B
$820 ﹤0.01%
+10
TEM
79
Tempus AI
TEM
$9.33B
$807 ﹤0.01%
+10
ZG icon
80
Zillow
ZG
$13B
$771 ﹤0.01%
10
AFRM icon
81
Affirm
AFRM
$19.6B
$731 ﹤0.01%
10
-203,590
XYZ
82
Block Inc
XYZ
$32.4B
$723 ﹤0.01%
10
IBIT icon
83
iShares Bitcoin Trust
IBIT
$49.5B
$650 ﹤0.01%
10
IONQ icon
84
IonQ
IONQ
$10.9B
$615 ﹤0.01%
+10
CAVA icon
85
CAVA Group
CAVA
$7.49B
$604 ﹤0.01%
10
BROS icon
86
Dutch Bros
BROS
$6.66B
$523 ﹤0.01%
10
TTD icon
87
Trade Desk
TTD
$12.7B
$490 ﹤0.01%
10
RKLB icon
88
Rocket Lab Corp
RKLB
$35.4B
$479 ﹤0.01%
+10
SMCI icon
89
Super Micro Computer
SMCI
$18.4B
$479 ﹤0.01%
10
GTLB icon
90
GitLab
GTLB
$5.15B
$451 ﹤0.01%
10
DKNG icon
91
DraftKings
DKNG
$12.7B
$374 ﹤0.01%
10
TOST icon
92
Toast
TOST
$15.9B
$365 ﹤0.01%
10
SNDK
93
DELISTED
SANDISK CORP
SNDK
$337 ﹤0.01%
3
RGTI icon
94
Rigetti Computing
RGTI
$4.94B
$298 ﹤0.01%
+10
SOFI icon
95
SoFi Technologies
SOFI
$24.6B
$264 ﹤0.01%
10
QBTS icon
96
D-Wave Quantum
QBTS
$6.36B
$247 ﹤0.01%
+10
RKT icon
97
Rocket Companies
RKT
$54.1B
$194 ﹤0.01%
+10
QXO
98
QXO Inc
QXO
$14.9B
$191 ﹤0.01%
+10
QUBT icon
99
Quantum Computing Inc
QUBT
$1.75B
$184 ﹤0.01%
+10
CORZ icon
100
Core Scientific
CORZ
$4.59B
$179 ﹤0.01%
10
-341,760