BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
+50.88%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$277M
AUM Growth
+$41M
(+17%)
Cap. Flow
+$7.19M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
62.68%
Holding
99
New
9
Increased
12
Reduced
20
Closed
3
Top Buys
| 1 |
Amazon
AMZN
|
+$17.5M |
| 2 |
Astera Labs
ALAB
|
+$16.1M |
| 3 |
Robinhood
HOOD
|
+$13M |
| 4 |
Applovin
APP
|
+$11.5M |
| 5 |
Datadog
DDOG
|
+$10.5M |
Top Sells
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
+$19.2M |
| 2 |
DoorDash
DASH
|
+$16.7M |
| 3 |
Zillow
ZG
|
+$10.6M |
| 4 |
Advanced Micro Devices
AMD
|
+$10.3M |
| 5 |
Uber
UBER
|
+$9.31M |
Sector Composition
| 1 | Technology | 63.63% |
| 2 | Consumer Discretionary | 13.26% |
| 3 | Communication Services | 11.95% |
| 4 | Financials | 8.15% |
| 5 | Industrials | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Pure Storage
PSTG
$28.2B
| $614 | ﹤0.01% |
10
| – | – |
|
77
Chipotle Mexican Grill
CMG
$53B
| $603 | ﹤0.01% |
10
-490
| -98% | -$29.5K |
|
|
78
Uber
UBER
$195B
| $603 | ﹤0.01% |
10
-154,400
| -100% | -$9.31M |
|
79
Western Digital
WDC
$34.8B
| $596 | ﹤0.01% |
13
| – | – |
|
80
Roblox
RBLX
$91B
| $579 | ﹤0.01% |
10
| – | – |
|
81
GitLab
GTLB
$8.3B
| $564 | ﹤0.01% |
10
| – | – |
|
82
iShares Bitcoin Trust
IBIT
$87.2B
| $531 | ﹤0.01% |
10
| – | – |
|
83
Samsara
IOT
$22.2B
| $437 | ﹤0.01% |
10
| – | – |
|
84
DraftKings
DKNG
$21.1B
| $372 | ﹤0.01% |
10
| – | – |
|
85
Toast
TOST
$23.7B
| $365 | ﹤0.01% |
10
| – | – |
|
86
Super Micro Computer
SMCI
$26.7B
| $305 | ﹤0.01% |
10
-90
| -90% | -$2.75K |
|
87
Marathon Digital Holdings
MARA
$6.45B
| $168 | ﹤0.01% |
10
| – | – |
|
88
Core Scientific
CORZ
$4.89B
| $141 | ﹤0.01% |
+10
| New | +$141 |
|
89
Rivian
RIVN
$17.5B
| $133 | ﹤0.01% |
10
| – | – |
|
90
Riot Platforms
RIOT
$6.49B
| $102 | ﹤0.01% |
10
| – | – |
|
91
CleanSpark
CLSK
$3.16B
| $92 | ﹤0.01% |
10
| – | – |
|
92
Celsius Holdings
CELH
$14.4B
| – | – |
-10
| Closed | -$314 |
|
93
Opendoor
OPEN
$7.41B
| – | – |
-10
| Closed | -$20 |
|
94
Pinterest
PINS
$25B
| – | – |
-10
| Closed | -$324 |
|