BCH

Berkshire Capital Holdings Portfolio holdings

AUM $329M
1-Year Est. Return 192.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+192.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$11.4M
3
+$11.3M
4
AVGO icon
Broadcom
AVGO
+$8.66M
5
TSM icon
TSMC
TSM
+$8.41M

Top Sells

1
+$26.9M
2
+$21.3M
3
+$20.3M
4
AXON icon
Axon Enterprise
AXON
+$13M
5
MELI icon
Mercado Libre
MELI
+$12.6M

Sector Composition

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
$62.9B
$774 ﹤0.01%
10
TTD icon
77
Trade Desk
TTD
$12.7B
$720 ﹤0.01%
10
ZG icon
78
Zillow
ZG
$13B
$701 ﹤0.01%
10
NVO icon
79
Novo Nordisk
NVO
$193B
$690 ﹤0.01%
10
BROS icon
80
Dutch Bros
BROS
$6.66B
$684 ﹤0.01%
10
-104,270
XYZ
81
Block Inc
XYZ
$32.4B
$679 ﹤0.01%
10
WDC icon
82
Western Digital
WDC
$88.2B
$640 ﹤0.01%
10
IBIT icon
83
iShares Bitcoin Trust
IBIT
$49.5B
$612 ﹤0.01%
10
PSTG icon
84
Pure Storage
PSTG
$21.2B
$576 ﹤0.01%
10
CMG icon
85
Chipotle Mexican Grill
CMG
$50.8B
$562 ﹤0.01%
10
OKLO
86
Oklo
OKLO
$9.71B
$560 ﹤0.01%
+10
SMCI icon
87
Super Micro Computer
SMCI
$18.4B
$490 ﹤0.01%
10
GTLB icon
88
GitLab
GTLB
$5.15B
$451 ﹤0.01%
10
TOST icon
89
Toast
TOST
$15.9B
$443 ﹤0.01%
10
DKNG icon
90
DraftKings
DKNG
$12.7B
$429 ﹤0.01%
10
IOT icon
91
Samsara
IOT
$14B
$398 ﹤0.01%
10
SOFI icon
92
SoFi Technologies
SOFI
$24.6B
$182 ﹤0.01%
10
RIVN icon
93
Rivian
RIVN
$16.8B
$137 ﹤0.01%
10
SNDK
94
DELISTED
SANDISK CORP
SNDK
$136 ﹤0.01%
3
CLSK icon
95
CleanSpark
CLSK
$2.12B
$110 ﹤0.01%
10
HIMX
96
Himax Technologies
HIMX
$1.32B
$89 ﹤0.01%
10
AUR icon
97
Aurora
AUR
$7.32B
$52 ﹤0.01%
10
-1,527,510
1 2 3
4