BCH

Berkshire Capital Holdings Portfolio holdings

AUM $302M
1-Year Est. Return 100.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+100.62%
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
GLW icon
76
Corning
GLW
$116B
$876 ﹤0.01%
10
OKTA icon
77
Okta
OKTA
$14B
$865 ﹤0.01%
10
MRVL icon
78
Marvell Technology
MRVL
$85.4B
$850 ﹤0.01%
10
UBER icon
79
Uber
UBER
$144B
$817 ﹤0.01%
10
RBLX icon
80
Roblox
RBLX
$38.2B
$810 ﹤0.01%
10
-69,170
CRCL
81
Circle Internet Group
CRCL
$24.3B
$793 ﹤0.01%
10
AFRM icon
82
Affirm
AFRM
$14.6B
$744 ﹤0.01%
10
OKLO
83
Oklo
OKLO
$8.99B
$718 ﹤0.01%
10
ZG icon
84
Zillow
ZG
$10.1B
$682 ﹤0.01%
10
PSTG icon
85
Everpure, Inc.
PSTG
$20.5B
$670 ﹤0.01%
10
TEM
86
Tempus AI
TEM
$8.14B
$591 ﹤0.01%
10
IBIT icon
87
iShares Bitcoin Trust
IBIT
$53.8B
$497 ﹤0.01%
10
HUT
88
Hut 8
HUT
$5.61B
$459 ﹤0.01%
+10
IONQ icon
89
IonQ
IONQ
$10.9B
$449 ﹤0.01%
10
U icon
90
Unity
U
$7.42B
$442 ﹤0.01%
+10
TOST icon
91
Toast
TOST
$15.5B
$355 ﹤0.01%
10
SMCI icon
92
Super Micro Computer
SMCI
$13.3B
$293 ﹤0.01%
10
BMNR
93
BitMine Immersion Technologies
BMNR
$8.86B
$272 ﹤0.01%
10
-61,550
QBTS icon
94
D-Wave Quantum
QBTS
$5.42B
$262 ﹤0.01%
10
SOFI icon
95
SoFi Technologies
SOFI
$20.2B
$262 ﹤0.01%
10
ETHA
96
iShares Ethereum Trust ETF
ETHA
$6.83B
$224 ﹤0.01%
10
-103,340
RGTI icon
97
Rigetti Computing
RGTI
$4.79B
$222 ﹤0.01%
10
RIVN icon
98
Rivian
RIVN
$18.9B
$197 ﹤0.01%
10
RKT icon
99
Rocket Companies
RKT
$39.3B
$194 ﹤0.01%
10
QXO
100
QXO Inc
QXO
$14B
$193 ﹤0.01%
10
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4
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