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
$204M
AUM Growth
-$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.9M
2
+$7.96M
3
+$7.28M
4
DASH icon
DoorDash
DASH
+$6.14M
5
APP icon
Applovin
APP
+$6.09M

Top Sells

1
+$12.4M
2
+$8.4M
3
+$7.74M
4
MSTR icon
Strategy Inc
MSTR
+$7.2M
5
SPOT icon
Spotify
SPOT
+$6.9M

Sector Composition

1 Technology 54.55%
2 Consumer Discretionary 26.48%
3 Communication Services 10.02%
4 Financials 2.51%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.5M 14.95%
701,500
+182,900
2
$22.6M 11.05%
90,130
-2,170
3
$14.4M 7.03%
183,690
-32,890
4
$14.1M 6.89%
40,630
+90
5
$12.1M 5.94%
411,710
-28,720
6
$9.89M 4.85%
215,080
+46,300
7
$9.36M 4.59%
171,610
-53,890
8
$9.17M 4.49%
58,910
+8,340
9
$9.09M 4.45%
144,190
-39,410
10
$8.9M 4.36%
44,190
+44,180
11
$7.28M 3.57%
57,240
+57,230
12
$6.19M 3.03%
67,920
-30,460
13
$6.14M 3.01%
77,300
+77,290
14
$6.09M 2.98%
152,420
+152,410
15
$6.08M 2.98%
39,770
-41,560
16
$5.95M 2.91%
4,690
+4,680
17
$5.94M 2.91%
12,070
-10,440
18
$5.12M 2.51%
68,150
+68,140
19
$2.07M 1.01%
17,620
+17,560
20
$8.31K ﹤0.01%
100
21
$6.27K ﹤0.01%
100
22
$5.89K ﹤0.01%
10
23
$5.59K ﹤0.01%
10
24
$5.11K ﹤0.01%
10
25
$5.1K ﹤0.01%
10
1
2 3 4