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
$209M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$10.4M
3
+$10.3M
4
ROKU icon
Roku
ROKU
+$9.96M
5
MELI icon
Mercado Libre
MELI
+$9.38M

Top Sells

1
+$14.2M
2
+$12M
3
+$8.36M
4
DDOG icon
Datadog
DDOG
+$7.26M
5
ALAB icon
Astera Labs
ALAB
+$7.24M

Sector Composition

1 Technology 45.3%
2 Consumer Discretionary 27.33%
3 Communication Services 14.63%
4 Financials 8.76%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XYZ
76
Block Inc
XYZ
$46.3B
$543 ﹤0.01%
10
CMG icon
77
Chipotle Mexican Grill
CMG
$41.9B
$502 ﹤0.01%
10
GTLB icon
78
GitLab
GTLB
$8.13B
$470 ﹤0.01%
10
IBIT icon
79
iShares Bitcoin Trust
IBIT
$84B
$468 ﹤0.01%
10
PSTG icon
80
Pure Storage
PSTG
$32.4B
$443 ﹤0.01%
10
WDC icon
81
Western Digital
WDC
$51.4B
$404 ﹤0.01%
10
-3
CRDO icon
82
Credo Technology Group
CRDO
$32.5B
$402 ﹤0.01%
10
-120,400
IOT icon
83
Samsara
IOT
$23B
$383 ﹤0.01%
10
SMCI icon
84
Super Micro Computer
SMCI
$30.9B
$342 ﹤0.01%
10
DKNG icon
85
DraftKings
DKNG
$15.2B
$332 ﹤0.01%
10
TOST icon
86
Toast
TOST
$21.1B
$332 ﹤0.01%
10
SNDK
87
DELISTED
SANDISK CORP
SNDK
$143 ﹤0.01%
+3
RIVN icon
88
Rivian
RIVN
$16.5B
$125 ﹤0.01%
10
SOFI icon
89
SoFi Technologies
SOFI
$35.8B
$116 ﹤0.01%
10
-620,800
HIMX
90
Himax Technologies
HIMX
$1.64B
$74 ﹤0.01%
+10
CORZ icon
91
Core Scientific
CORZ
$6.68B
$72 ﹤0.01%
10
CLSK icon
92
CleanSpark
CLSK
$5.3B
$67 ﹤0.01%
10
BILL icon
93
BILL Holdings
BILL
$4.98B
– –
-10
MARA icon
94
Marathon Digital Holdings
MARA
$6.77B
– –
-10
ON icon
95
ON Semiconductor
ON
$20.5B
– –
-10
PI icon
96
Impinj
PI
$6.09B
– –
-10
RIOT icon
97
Riot Platforms
RIOT
$7.34B
– –
-10
1 2 3
4