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
$188M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.37M
2
+$7.46M
3
+$5.61M
4
DASH icon
DoorDash
DASH
+$4.72M
5
AMBA icon
Ambarella
AMBA
+$4.71M

Top Sells

1
+$8.83M
2
+$7.78M
3
+$7.75M
4
GTM
ZoomInfo Technologies
GTM
+$7.19M
5
RBLX icon
Roblox
RBLX
+$6.95M

Sector Composition

1 Technology 71.86%
2 Consumer Discretionary 15.33%
3 Communication Services 7.15%
4 Consumer Staples 3.81%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$142 ﹤0.01%
10
77
$114 ﹤0.01%
10
-576,230
78
$99 ﹤0.01%
10
79
$98 ﹤0.01%
10
80
$97 ﹤0.01%
10
81
$90 ﹤0.01%
10
82
$64 ﹤0.01%
10
83
$53 ﹤0.01%
10
84
$12 ﹤0.01%
+10
85
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-10
86
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87
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88
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-10
89
– –
-10
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4