BCH
Berkshire Capital Holdings Portfolio holdings
AUM $286M
1-Year Return
162.47%
This Quarter Return
-5.1%
1 Year Return
+162.47%
3 Year Return
+1,213.01%
5 Year Return
+2,838.99%
10 Year Return
–
AUM
$209M
AUM Growth
-$67.6M
(-24%)
Cap. Flow
-$9.39M
Cap. Flow
% of AUM
-4.49%
Top 10 Holdings %
Top 10 Hldgs %
67.69%
Holding
102
New
6
Increased
12
Reduced
18
Closed
6
Top Buys
| 1 |
Carvana
CVNA
|
+$13.2M |
| 2 |
DoorDash
DASH
|
+$10.4M |
| 3 |
Aurora
AUR
|
+$10.3M |
| 4 |
Roku
ROKU
|
+$9.96M |
| 5 |
Mercado Libre
MELI
|
+$9.38M |
Top Sells
| 1 |
Amazon
AMZN
|
+$14.2M |
| 2 |
Broadcom
AVGO
|
+$12M |
| 3 |
CrowdStrike
CRWD
|
+$8.36M |
| 4 |
Datadog
DDOG
|
+$7.26M |
| 5 |
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% |
