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
$223M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$9.54M
4
DOCN icon
DigitalOcean
DOCN
+$9.06M
5
ZG icon
Zillow
ZG
+$8.01M

Top Sells

1
+$10.1M
2
+$9.62M
3
+$8.93M
4
TTD icon
Trade Desk
TTD
+$8.23M
5
MDB icon
MongoDB
MDB
+$7.98M

Sector Composition

1 Technology 50.46%
2 Consumer Discretionary 24.64%
3 Communication Services 23.53%
4 Financials 0%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 10.14%
109,230
+2,060
2
$15.5M 6.95%
251,730
-35,070
3
$14.6M 6.54%
526,400
-115,100
4
$14.5M 6.47%
68,270
+68,260
5
$13.7M 6.12%
207,940
+207,930
6
$12.7M 5.67%
29,560
-9,360
7
$12.6M 5.66%
146,150
+110,280
8
$10.9M 4.86%
8,240
-2,520
9
$10.4M 4.66%
67,430
-26,000
10
$10M 4.49%
164,880
-135,140
11
$9.51M 4.25%
40,790
-34,250
12
$9.06M 4.05%
231,190
+231,180
13
$8.9M 3.98%
139,950
+43,230
14
$8.01M 3.58%
180,040
+180,030
15
$7.84M 3.51%
79,990
+79,980
16
$7.8M 3.49%
56,800
+56,790
17
$7.77M 3.47%
161,990
-53,870
18
$7.69M 3.44%
+263,100
19
$6.47M 2.89%
149,400
+149,390
20
$6.37M 2.85%
47,680
+47,670
21
$3.35M 1.5%
46,100
-132,430
22
$6.81K ﹤0.01%
10
23
$6.42K ﹤0.01%
100
24
$5.99K ﹤0.01%
60
25
$5.3K ﹤0.01%
100
1
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