BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
+14.41%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$236M
AUM Growth
-$11.6M
(-4.7%)
Cap. Flow
-$13M
Cap. Flow
% of AUM
-5.5%
Top 10 Holdings %
Top 10 Hldgs %
68.31%
Holding
91
New
4
Increased
17
Reduced
17
Closed
1
Top Buys
| 1 |
DoorDash
DASH
|
+$14.2M |
| 2 |
Advanced Micro Devices
AMD
|
+$14M |
| 3 |
Vertiv
VRT
|
+$13M |
| 4 |
Shopify
SHOP
|
+$11.7M |
| 5 |
Uber
UBER
|
+$11.6M |
Top Sells
| 1 |
Amazon
AMZN
|
+$16.7M |
| 2 |
Eli Lilly
LLY
|
+$14.6M |
| 3 |
Cloudflare
NET
|
+$14.5M |
| 4 |
Trade Desk
TTD
|
+$13.8M |
| 5 |
Apple
AAPL
|
+$13.4M |
Sector Composition
| 1 | Technology | 61.61% |
| 2 | Consumer Discretionary | 18.58% |
| 3 | Communication Services | 14.27% |
| 4 | Industrials | 5.53% |
| 5 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Bitcoin Trust
IBIT
$88.2B
| $361 | ﹤0.01% |
10
| – | – |
|
77
Pinterest
PINS
$24.6B
| $324 | ﹤0.01% |
10
| – | – |
|
78
Celsius Holdings
CELH
$14.2B
| $314 | ﹤0.01% |
10
| – | – |
|
79
Toast
TOST
$23.3B
| $283 | ﹤0.01% |
10
| – | – |
|
80
Robinhood
HOOD
$104B
| $234 | ﹤0.01% |
10
| – | – |
|
81
Marathon Digital Holdings
MARA
$6.49B
| $162 | ﹤0.01% |
10
| – | – |
|
82
Rivian
RIVN
$17.4B
| $112 | ﹤0.01% |
10
| – | – |
|
83
CleanSpark
CLSK
$3.15B
| $93 | ﹤0.01% |
10
| – | – |
|
84
SoFi Technologies
SOFI
$32.8B
| $79 | ﹤0.01% |
10
| – | – |
|
85
Riot Platforms
RIOT
$6.48B
| $74 | ﹤0.01% |
10
| – | – |
|
86
Opendoor
OPEN
$6.56B
| $20 | ﹤0.01% |
10
| – | – |
|