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BCH

Berkshire Capital Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 190.28%
This Fund
S&P 500
This Quarter Est. Return
+59.33%
1 Year Est. Return
+190.28%
3 Year Est. Return
+1,364.26%
5 Year Est. Return
+2,353.06%
10 Year Est. Return
–
AUM
$286M
AUM Growth
+$76.7M
Cap. Flow
-$24.6M
Cap. Flow %
-8.62%
Top 10 Hldgs %
67.06%
Holding
102
New
6
Increased
14
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
COIN icon
Coinbase
COIN
+$11.2M
2
VRT icon
Vertiv
VRT
+$8.64M
3
RDDT icon
Reddit
RDDT
+$8.49M
4
TSM icon
TSMC
TSM
+$6.88M
5
AVGO icon
Broadcom
AVGO
+$6.82M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$19.3M
2
CVNA icon
Carvana
CVNA
+$17.3M
3
HOOD icon
Robinhood
HOOD
+$17M
4
MELI icon
Mercado Libre
MELI
+$11.2M
5
AXON
Axon Enterprise
AXON
+$10.7M

Sector Composition

Rank Sector Weight
1 Technology 54.22%
2 Financials 17.79%
3 Communication Services 16.95%
4 Consumer Discretionary 5.02%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.46T
$49.5M 17.33%
313,620
+44,600
+17% +$5.61M
NET icon
2
Cloudflare
NET
$118B
$20M 7%
102,230
-9,390
-8% -$1.36M
TSM icon
3
TSMC
TSM
$2.23T
$19.9M 6.98%
88,050
+37,130
+73% +$6.88M
PLTR icon
4
Palantir
PLTR
$430B
$17.1M 5.98%
125,480
+2,250
+2% +$264K
COIN icon
5
Coinbase
COIN
$40.6B
$16.8M 5.86%
47,830
+47,820
+478,200% +$11.2M
HOOD icon
6
Robinhood
HOOD
$89.3B
$14.3M 5%
152,640
-287,440
-65% -$17M
DASH icon
7
DoorDash
DASH
$93.7B
$14.2M 4.98%
57,790
+780
+1% +$156K
META icon
8
Meta Platforms (Facebook)
META
$1.52T
$14.2M 4.97%
19,240
+1,230
+7% +$760K
AFRM icon
9
Affirm
AFRM
$26.2B
$14.1M 4.92%
203,600
+64,080
+46% +$3.32M
APP icon
10
Applovin
APP
$105B
$11.5M 4.02%
32,810
-5,840
-15% -$1.89M
ROKU icon
11
Roku
ROKU
$22.9B
$11.5M 4.01%
130,380
-10,970
-8% -$766K
VRT icon
12
Vertiv
VRT
$111B
$11.4M 3.99%
88,860
+88,850
+888,500% +$8.64M
RDDT icon
13
Reddit
RDDT
$30.4B
$11.3M 3.95%
74,930
+74,920
+749,200% +$8.49M
AVGO icon
14
Broadcom
AVGO
$1.99T
$8.66M 3.03%
31,410
+31,400
+314,000% +$6.82M
SNOW icon
15
Snowflake
SNOW
$117B
$8.57M 3%
38,280
+31,120
+435% +$5.63M
MSTR icon
16
Strategy Inc
MSTR
$38.2B
$8.55M 2.99%
21,140
-6,580
-24% -$2.4M
CRDO icon
17
Credo Technology Group
CRDO
$49.6B
$8.36M 2.92%
90,240
+90,230
+902,300% +$5.26M
AMD icon
18
Advanced Micro Devices
AMD
$789B
$8.3M 2.9%
58,500
+58,490
+584,900% +$6.37M
CORZ icon
19
Core Scientific
CORZ
$6.36B
$5.83M 2.04%
341,770
+341,760
+3,417,600% +$3.42M
CRCL
20
Circle Internet Group
CRCL
$19.1B
$5.72M 2%
+31,550
New +$5.14M
BKNG icon
21
Booking.com
BKNG
$160B
$57.9K 0.02%
250
– –
MELI icon
22
Mercado Libre
MELI
$92.7B
$26.1K 0.01%
10
-4,810
-100% -$11.2M
NFLX icon
23
Netflix
NFLX
$326B
$13.4K ﹤0.01%
100
– –
NOW icon
24
ServiceNow
NOW
$132B
$10.3K ﹤0.01%
50
– –
KLAC icon
25
KLA
KLAC
$274B
$8.96K ﹤0.01%
100
– –
1
2 3 4

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Berkshire Capital Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Berkshire Capital Holdings held 102 positions worth $286M, up 37% from $209M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Berkshire Capital Holdings withdrew a net $24.6M in Q2 2025, reducing 13 holdings. Its largest reduction was Tesla, cutting an estimated $19.3M.

By sector, the portfolio is most concentrated in Technology at 54% of assets, up from 37% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Berkshire Capital Holdings opened a new position in Circle Internet Group worth $5.72M.

  • Berkshire Capital Holdings's largest Q2 2025 buy was Circle Internet Group: 31,550 shares worth $5.72M.
  • Berkshire Capital Holdings added most to Coinbase in Q2 2025, an estimated $11.2M increase.
  • Berkshire Capital Holdings's biggest Q2 2025 reduction was Tesla, cutting an estimated $19.3M.
  • Berkshire Capital Holdings's ten largest holdings make up 67% of its $286M portfolio in Q2 2025.
  • Berkshire Capital Holdings opened 6 new positions and closed 0 in Q2 2025.
  • Berkshire Capital Holdings's portfolio value rose 37% quarter-over-quarter to $286M.

Based on Berkshire Capital Holdings's 13F filing for Q2 2025, filed 14 Aug 2025.