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
$286M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.4M
3
+$11.3M
4
AVGO icon
Broadcom
AVGO
+$8.66M
5
TSM icon
TSMC
TSM
+$8.41M

Top Sells

1
+$26.9M
2
+$21.3M
3
+$20.3M
4
AXON icon
Axon Enterprise
AXON
+$13M
5
MELI icon
Mercado Libre
MELI
+$12.6M

Sector Composition

1 Technology 59.15%
2 Communication Services 16.95%
3 Financials 12.87%
4 Consumer Discretionary 5.02%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
76
Marvell Technology
MRVL
$80.8B
$774 ﹤0.01%
10
TTD icon
77
Trade Desk
TTD
$24.6B
$720 ﹤0.01%
10
ZG icon
78
Zillow
ZG
$17.3B
$701 ﹤0.01%
10
NVO icon
79
Novo Nordisk
NVO
$220B
$690 ﹤0.01%
10
BROS icon
80
Dutch Bros
BROS
$7.05B
$684 ﹤0.01%
10
-104,270
XYZ
81
Block Inc
XYZ
$46.3B
$679 ﹤0.01%
10
WDC icon
82
Western Digital
WDC
$51.4B
$640 ﹤0.01%
10
IBIT icon
83
iShares Bitcoin Trust
IBIT
$84B
$612 ﹤0.01%
10
PSTG icon
84
Pure Storage
PSTG
$32.4B
$576 ﹤0.01%
10
CMG icon
85
Chipotle Mexican Grill
CMG
$41.9B
$562 ﹤0.01%
10
OKLO
86
Oklo
OKLO
$19.6B
$560 ﹤0.01%
+10
SMCI icon
87
Super Micro Computer
SMCI
$30.9B
$490 ﹤0.01%
10
GTLB icon
88
GitLab
GTLB
$8.13B
$451 ﹤0.01%
10
TOST icon
89
Toast
TOST
$21.1B
$443 ﹤0.01%
10
DKNG icon
90
DraftKings
DKNG
$15.2B
$429 ﹤0.01%
10
IOT icon
91
Samsara
IOT
$23B
$398 ﹤0.01%
10
SOFI icon
92
SoFi Technologies
SOFI
$35.8B
$182 ﹤0.01%
10
RIVN icon
93
Rivian
RIVN
$16.5B
$137 ﹤0.01%
10
SNDK
94
DELISTED
SANDISK CORP
SNDK
$136 ﹤0.01%
3
CLSK icon
95
CleanSpark
CLSK
$5.3B
$110 ﹤0.01%
10
HIMX
96
Himax Technologies
HIMX
$1.64B
$89 ﹤0.01%
10
AUR icon
97
Aurora
AUR
$9.67B
$52 ﹤0.01%
10
-1,527,510
1 2 3
4