BCH

Berkshire Capital Holdings Portfolio holdings

AUM $302M
1-Year Est. Return 100.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+100.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$18.2M
3 +$11.8M
4
AGX icon
Argan
AGX
+$11.1M
5
CVNA icon
Carvana
CVNA
+$9.02M

Top Sells

1 +$15.5M
2 +$15.3M
3 +$12M
4
VRT icon
Vertiv
VRT
+$11.9M
5
CRDO icon
Credo Technology Group
CRDO
+$11M

Sector Composition

1 Technology 38.58%
2 Consumer Discretionary 19.78%
3 Financials 11.31%
4 Communication Services 10.55%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRVL icon
76
Marvell Technology
MRVL
$92.8B
$841 ﹤0.01%
10
PSTG icon
77
Everpure, Inc.
PSTG
$20.5B
$838 ﹤0.01%
10
GLW icon
78
Corning
GLW
$126B
$820 ﹤0.01%
+10
TEM
79
Tempus AI
TEM
$8.4B
$807 ﹤0.01%
+10
ZG icon
80
Zillow
ZG
$9.86B
$771 ﹤0.01%
10
AFRM icon
81
Affirm
AFRM
$15.3B
$731 ﹤0.01%
10
-203,590
XYZ
82
Block Inc
XYZ
$35.6B
$723 ﹤0.01%
10
IBIT icon
83
iShares Bitcoin Trust
IBIT
$52.8B
$650 ﹤0.01%
10
IONQ icon
84
IonQ
IONQ
$10.5B
$615 ﹤0.01%
+10
CAVA icon
85
CAVA Group
CAVA
$9.26B
$604 ﹤0.01%
10
BROS icon
86
Dutch Bros
BROS
$6.41B
$523 ﹤0.01%
10
TTD icon
87
Trade Desk
TTD
$10.5B
$490 ﹤0.01%
10
RKLB icon
88
Rocket Lab Corp
RKLB
$37.8B
$479 ﹤0.01%
+10
SMCI icon
89
Super Micro Computer
SMCI
$13.8B
$479 ﹤0.01%
10
GTLB icon
90
GitLab
GTLB
$3.84B
$451 ﹤0.01%
10
DKNG icon
91
DraftKings
DKNG
$11.3B
$374 ﹤0.01%
10
TOST icon
92
Toast
TOST
$15.6B
$365 ﹤0.01%
10
SNDK
93
DELISTED
SANDISK CORP
SNDK
$337 ﹤0.01%
3
RGTI icon
94
Rigetti Computing
RGTI
$4.58B
$298 ﹤0.01%
+10
SOFI icon
95
SoFi Technologies
SOFI
$20B
$264 ﹤0.01%
10
QBTS icon
96
D-Wave Quantum
QBTS
$5.16B
$247 ﹤0.01%
+10
RKT icon
97
Rocket Companies
RKT
$41.2B
$194 ﹤0.01%
+10
QXO
98
QXO Inc
QXO
$13.3B
$191 ﹤0.01%
+10
QUBT icon
99
Quantum Computing Inc
QUBT
$1.5B
$184 ﹤0.01%
+10
CORZ icon
100
Core Scientific
CORZ
$4.89B
$179 ﹤0.01%
10
-341,760