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BCH

Berkshire Capital Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 190.28%
This Fund
S&P 500
This Quarter Est. Return
+59.33%
1 Year Est. Return
+190.28%
3 Year Est. Return
+1,364.26%
5 Year Est. Return
+2,353.06%
10 Year Est. Return
–
AUM
$286M
AUM Growth
+$76.7M
Cap. Flow
-$24.6M
Cap. Flow %
-8.62%
Top 10 Hldgs %
67.06%
Holding
102
New
6
Increased
14
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
COIN icon
Coinbase
COIN
+$11.2M
2
VRT icon
Vertiv
VRT
+$8.64M
3
RDDT icon
Reddit
RDDT
+$8.49M
4
TSM icon
TSMC
TSM
+$6.88M
5
AVGO icon
Broadcom
AVGO
+$6.82M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$19.3M
2
CVNA icon
Carvana
CVNA
+$17.3M
3
HOOD icon
Robinhood
HOOD
+$17M
4
MELI icon
Mercado Libre
MELI
+$11.2M
5
AXON
Axon Enterprise
AXON
+$10.7M

Sector Composition

Rank Sector Weight
1 Technology 54.22%
2 Financials 17.79%
3 Communication Services 16.95%
4 Consumer Discretionary 5.02%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
76
Marvell Technology
MRVL
$199B
$774 ﹤0.01%
10
– –
TTD icon
77
Trade Desk
TTD
$6.84B
$720 ﹤0.01%
10
– –
ZG icon
78
Zillow
ZG
$8.15B
$701 ﹤0.01%
10
– –
NVO
79
Novo Nordisk
NVO
$205B
$690 ﹤0.01%
10
– –
BROS icon
80
Dutch Bros
BROS
$8.93B
$684 ﹤0.01%
10
-104,270
-100% -$6.8M
XYZ
81
Block Inc
XYZ
$49.9B
$679 ﹤0.01%
10
– –
WDC icon
82
Western Digital
WDC
$168B
$640 ﹤0.01%
10
– –
IBIT icon
83
iShares Bitcoin Trust
IBIT
$47.2B
$612 ﹤0.01%
10
– –
P
84
Everpure Inc
P
$39B
$576 ﹤0.01%
10
– –
CMG icon
85
Chipotle Mexican Grill
CMG
$41.3B
$562 ﹤0.01%
10
– –
OKLO
86
Oklo
OKLO
$8.64B
$560 ﹤0.01%
+10
New +$386
SMCI icon
87
Super Micro Computer
SMCI
$25.3B
$490 ﹤0.01%
10
– –
GTLB icon
88
GitLab
GTLB
$7.32B
$451 ﹤0.01%
10
– –
TOST icon
89
Toast
TOST
$20.4B
$443 ﹤0.01%
10
– –
DKNG icon
90
DraftKings
DKNG
$12.6B
$429 ﹤0.01%
10
– –
IOT icon
91
Samsara
IOT
$24B
$398 ﹤0.01%
10
– –
SOFI icon
92
SoFi Technologies
SOFI
$23.8B
$182 ﹤0.01%
10
– –
RIVN icon
93
Rivian
RIVN
$22.9B
$137 ﹤0.01%
10
– –
SNDK
94
DELISTED
SANDISK CORP
SNDK
$136 ﹤0.01%
3
– –
CLSK icon
95
CleanSpark
CLSK
$2.96B
$110 ﹤0.01%
10
– –
HIMX
96
Himax Technologies
HIMX
$2.56B
$89 ﹤0.01%
10
– –
AUR icon
97
Aurora
AUR
$13.4B
$52 ﹤0.01%
10
-1,527,510
-100% -$9.58M
1 2 3
4

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EFP
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AA
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MC
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ACP
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CC
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FSCM
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AAM
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Berkshire Capital Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Berkshire Capital Holdings held 102 positions worth $286M, up 37% from $209M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Berkshire Capital Holdings withdrew a net $24.6M in Q2 2025, reducing 13 holdings. Its largest reduction was Tesla, cutting an estimated $19.3M.

By sector, the portfolio is most concentrated in Technology at 54% of assets, up from 37% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Berkshire Capital Holdings opened a new position in Circle Internet Group worth $5.72M.

  • Berkshire Capital Holdings's largest Q2 2025 buy was Circle Internet Group: 31,550 shares worth $5.72M.
  • Berkshire Capital Holdings added most to Coinbase in Q2 2025, an estimated $11.2M increase.
  • Berkshire Capital Holdings's biggest Q2 2025 reduction was Tesla, cutting an estimated $19.3M.
  • Berkshire Capital Holdings's ten largest holdings make up 67% of its $286M portfolio in Q2 2025.
  • Berkshire Capital Holdings opened 6 new positions and closed 0 in Q2 2025.
  • Berkshire Capital Holdings's portfolio value rose 37% quarter-over-quarter to $286M.

Based on Berkshire Capital Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.