BCH

Berkshire Capital Holdings Portfolio holdings

AUM $329M
1-Year Est. Return 192.11%
This Quarter Est. Return
1 Year Est. Return
+192.11%
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
76
$543 ﹤0.01%
10
77
$502 ﹤0.01%
10
78
$470 ﹤0.01%
10
79
$468 ﹤0.01%
10
80
$443 ﹤0.01%
10
81
$404 ﹤0.01%
10
-3
82
$402 ﹤0.01%
10
-120,400
83
$383 ﹤0.01%
10
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86
$332 ﹤0.01%
10
87
$143 ﹤0.01%
+3
88
$125 ﹤0.01%
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10
-620,800
90
$74 ﹤0.01%
+10
91
$72 ﹤0.01%
10
92
$67 ﹤0.01%
10
93
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94
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96
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97
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-10
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4