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
$745M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$37.7M
3
+$32.4M
4
TEAM icon
Atlassian
TEAM
+$29.8M
5
ABNB icon
Airbnb
ABNB
+$26.7M

Top Sells

1
+$50.3M
2
+$49.8M
3
+$33.2M
4
NVDA icon
NVIDIA
NVDA
+$32.3M
5
ROKU icon
Roku
ROKU
+$30.8M

Sector Composition

1 Technology 53.01%
2 Consumer Discretionary 25.96%
3 Communication Services 9.79%
4 Healthcare 6.35%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K ﹤0.01%
10
-56,910
77
$1K ﹤0.01%
+10
78
$1K ﹤0.01%
+10
79
$1K ﹤0.01%
10
80
$1K ﹤0.01%
10
81
$1K ﹤0.01%
+10
82
$0 ﹤0.01%
10
83
– –
-10
84
– –
-100
85
$0 ﹤0.01%
10
-128,450
86
– –
-10
87
$0 ﹤0.01%
10
88
– –
-10
89
– –
-10
90
– –
-10
91
– –
-10
92
$0 ﹤0.01%
10
-246,810
93
– –
-10
94
– –
-10
95
– –
-10
96
– –
-1
97
$0 ﹤0.01%
10
98
– –
-1
99
$0 ﹤0.01%
10
-144,970
100
– –
-218,470
1 2 3
4
5