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
$243M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.8M
3
+$7.4M
4
UBER icon
Uber
UBER
+$7.29M
5
BILL icon
BILL Holdings
BILL
+$7.27M

Top Sells

1
+$13.3M
2
+$12.6M
3
+$10.7M
4
MELI icon
Mercado Libre
MELI
+$9.75M
5
DOCN icon
DigitalOcean
DOCN
+$9.27M

Sector Composition

1 Technology 55.85%
2 Communication Services 18.79%
3 Consumer Discretionary 14.79%
4 Consumer Staples 2.78%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 9.96%
92,300
-16,930
2
$21.9M 9.04%
518,600
-7,800
3
$16.7M 6.89%
216,580
+51,700
4
$16.7M 6.87%
40,540
-250
5
$14.6M 6%
225,500
+63,510
6
$14.3M 5.9%
81,330
+13,900
7
$12M 4.95%
183,600
-68,130
8
$12M 4.94%
22,510
-7,050
9
$11.9M 4.91%
41,480
-26,790
10
$11.7M 4.82%
440,430
+440,420
11
$9.8M 4.04%
+22,250
12
$9.68M 3.99%
98,380
+52,280
13
$7.52M 3.1%
219,500
-43,600
14
$7.4M 3.05%
50,570
+50,560
15
$7.29M 3%
168,780
+168,770
16
$7.27M 3%
62,240
+62,230
17
$7.16M 2.95%
44,620
-3,060
18
$6.73M 2.78%
135,420
+135,390
19
$4.84M 1.99%
315,720
+315,710
20
$11.8K ﹤0.01%
10
-8,230
21
$8.67K ﹤0.01%
100
22
$7.67K ﹤0.01%
60
23
$7.25K ﹤0.01%
10
24
$6.43K ﹤0.01%
100
25
$5.62K ﹤0.01%
10
1
2 3 4