BCH
Berkshire Capital Holdings Portfolio holdings
AUM
$277M
1-Year Est. Return
190.28%
This Fund
S&P 500
1 Year Est. Return
+190.28%
AUM
$277M
AUM Growth
-$24.5M
(-8.1%)
Holding
119
Top Buys
| 1 | +$17.5M | |
| 2 | +$17.5M | |
| 3 | +$12M | |
| 4 |
Applied Materials
AMAT
|
+$10.9M |
| 5 |
Corning
GLW
|
+$10.3M |
Top Sells
| 1 | +$42.8M | |
| 2 | +$16.6M | |
| 3 | +$15.6M | |
| 4 |
Broadcom
AVGO
|
+$15.2M |
| 5 |
Celestica
CLS
|
+$14.4M |
Sector Composition
| 1 | Technology | 75.16% |
| 2 | Industrials | 14.89% |
| 3 | Communication Services | 6.91% |
| 4 | Consumer Discretionary | 0.01% |
| 5 | Utilities | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Core Scientific
CORZ
$7.92B
| $150 | ﹤0.01% |
10
|
|
||
102
D-Wave Quantum
QBTS
$8.2B
| $144 | ﹤0.01% |
10
|
|
||
103
Rocket Companies
RKT
$40.4B
| $143 | ﹤0.01% |
10
|
|
||
104
Rigetti Computing
RGTI
$6.41B
| $140 | ﹤0.01% |
10
|
|
||
105
Riot Platforms
RIOT
$9.31B
| $124 | ﹤0.01% |
+10
|
|
||
|
DYNC
106
Dynamix Corp
DYNC
$238M
| $105 | ﹤0.01% |
10
|
|
||
107
CleanSpark
CLSK
$3.59B
| $85 | ﹤0.01% |
10
|
|
||
108
Quantum Computing Inc
QUBT
$2.65B
| $69 | ﹤0.01% |
10
|
|
||
109
Opendoor
OPEN
$4.31B
| $47 | ﹤0.01% |
10
|
|
||
110
Take-Two Interactive
TTWO
$44.9B
| – | – |
-10
|
|
||
111
Toast
TOST
$13.4B
| – | – |
-10
|
|
||
112
Qualcomm
QCOM
$211B
| – | – |
-10
|
|
||
|
CYBR
113
DELISTED
CyberArk
CYBR
| – | – |
-10
|
|
||
114
Alibaba
BABA
$339B
| – | – |
-10
|
|