BCH

Berkshire Capital Holdings Portfolio holdings

AUM $286M
1-Year Est. Return 162.47%
This Quarter Est. Return
1 Year Est. Return
+162.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$9.37M
2
+$7.46M
3
+$5.61M
4
DASH icon
DoorDash
DASH
+$4.72M
5
AMBA icon
Ambarella
AMBA
+$4.71M

Top Sells

1
+$8.83M
2
+$7.78M
3
+$7.75M
4
GTM
ZoomInfo Technologies
GTM
+$7.19M
5
RBLX icon
Roblox
RBLX
+$6.95M

Sector Composition

1 Technology 71.86%
2 Consumer Discretionary 15.33%
3 Communication Services 7.15%
4 Consumer Staples 3.81%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 7.84%
75,040
+14,220
2
$13.4M 7.14%
300,020
+18,960
3
$13.4M 7.12%
93,430
-13,220
4
$13.2M 7%
107,170
+32,440
5
$13.1M 6.96%
178,530
-7,800
6
$13M 6.88%
286,800
-25,630
7
$11.3M 5.97%
38,920
+11,660
8
$9.37M 4.97%
641,500
+641,400
9
$9.23M 4.89%
146,810
+57,880
10
$9.22M 4.89%
84,600
-16,580
11
$9.11M 4.83%
10,760
-3,920
12
$8.24M 4.37%
181,380
+85,020
13
$7.49M 3.98%
215,860
+36,960
14
$7.47M 3.96%
19,230
+19,220
15
$7.17M 3.81%
206,850
+41,580
16
$5.61M 2.97%
+109,950
17
$4.72M 2.51%
96,720
+96,710
18
$4.71M 2.5%
57,270
+57,260
19
$4.55M 2.41%
183,900
+183,890
20
$3.97M 2.11%
58,070
+58,060
21
$1.87M 0.99%
35,870
+35,860
22
$17.6K 0.01%
200
23
$5.59K ﹤0.01%
100
24
$5.46K ﹤0.01%
10
25
$4.2K ﹤0.01%
100
1
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