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Fund Dashboard
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Berkshire Focus Fund
Fund Profile
Security | $Holding | Balance | % of Fund | Category | Position | Country |
---|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 37.98 mm | 312.76 k shares | 16.14 | Common equity | Long | USA |
META Meta Platforms, Inc. | 18.78 mm | 32.80 k shares | 7.98 | Common equity | Long | USA |
TSLA Tesla, Inc. | 16.54 mm | 63.20 k shares | 7.03 | Common equity | Long | USA |
DASH DoorDash, Inc. | 14.24 mm | 99.75 k shares | 6.05 | Common equity | Long | USA |
AMD Advanced Micro Devices, Inc. | 14.04 mm | 85.59 k shares | 5.97 | Common equity | Long | USA |
VRT Vertiv Holdings Co | 13.03 mm | 131.01 k shares | 5.54 | Common equity | Long | USA |
SHOP Shopify Inc. | 11.68 mm | 145.77 k shares | 4.96 | Common equity | Long | Canada |
Broadcom Pte. Ltd. | 11.62 mm | 67.37 k shares | 4.94 | Common equity | Long | USA |
UBER Uber Technologies, Inc. | 11.61 mm | 154.41 k shares | 4.93 | Common equity | Long | USA |
TSM Taiwan Semiconductor Manufacturing Company Limited | 11.52 mm | 66.33 k shares | 4.89 | Common equity | Long | Taiwan |
MSTR MicroStrategy Incorporated | 11.15 mm | 66.14 k shares | 4.74 | Common equity | Long | USA |
ZG Zillow Group Inc. | 9.11 mm | 142.63 k shares | 3.87 | Common equity | Long | USA |
ANET Arista Networks, Inc. | 8.26 mm | 21.52 k shares | 3.51 | Common equity | Long | USA |
PI Impinj, Inc. | 7.22 mm | 33.35 k shares | 3.07 | Common equity | Long | USA |
NOW ServiceNow, Inc. | 7.13 mm | 7.97 k shares | 3.03 | Common equity | Long | USA |
MELI MercadoLibre, Inc. | 7.04 mm | 3.43 k shares | 2.99 | Common equity | Long | USA |
ARM Holdings plc | 7.00 mm | 48.96 k shares | 2.97 | Common equity | Long | UK |
AFRM Affirm Holdings, Inc. | 5.91 mm | 144.83 k shares | 2.51 | Common equity | Long | USA |
CVNA Carvana Co. | 5.91 mm | 33.92 k shares | 2.51 | Common equity | Long | USA |
SPOT Spotify Technology S.A. | 5.75 mm | 15.59 k shares | 2.44 | Common equity | Long | Luxembourg |
BKNG Booking Holdings Inc. | 42.12 k | 10.00 shares | 0.02 | Common equity | Long | USA |
CMG Chipotle Mexican Grill, Inc. | 28.81 k | 500.00 shares | 0.01 | Common equity | Long | USA |
MPWR Monolithic Power Systems, Inc. | 9.24 k | 10.00 shares | 0.00 | Common equity | Long | USA |
LLY Eli Lilly and Company | 8.86 k | 10.00 shares | 0.00 | Common equity | Long | USA |
ASML ASML Holding N.V. | 8.33 k | 10.00 shares | 0.00 | Common equity | Long | Netherlands |
LRCX Lam Research Corporation | 8.16 k | 10.00 shares | 0.00 | Common equity | Long | USA |
KLAC KLA Corporation | 7.74 k | 10.00 shares | 0.00 | Common equity | Long | USA |
NFLX Netflix, Inc. | 7.09 k | 10.00 shares | 0.00 | Common equity | Long | USA |
INTU Intuit Inc. | 6.21 k | 10.00 shares | 0.00 | Common equity | Long | USA |
HUBS HubSpot, Inc. | 5.32 k | 10.00 shares | 0.00 | Common equity | Long | USA |
ADBE Adobe Inc. | 5.18 k | 10.00 shares | 0.00 | Common equity | Long | USA |
SNPS Synopsys, Inc. | 5.06 k | 10.00 shares | 0.00 | Common equity | Long | USA |
QQQ Invesco QQQ Trust | 4.88 k | 10.00 shares | 0.00 | Common equity | Long | USA |
MSFT Microsoft Corporation | 4.30 k | 10.00 shares | 0.00 | Common equity | Long | USA |
SMCI Super Micro Computer, Inc. | 4.16 k | 10.00 shares | 0.00 | Common equity | Long | USA |
AXON Axon Enterprise, Inc. | 4.00 k | 10.00 shares | 0.00 | Common equity | Long | USA |
PANW Palo Alto Networks, Inc. | 3.42 k | 10.00 shares | 0.00 | Common equity | Long | USA |
ETN Eaton Corporation plc | 3.31 k | 10.00 shares | 0.00 | Common equity | Long | Ireland |
CYBR CyberArk Software Ltd. | 2.92 k | 10.00 shares | 0.00 | Common equity | Long | Israel |
CRWD CrowdStrike Holdings, Inc. | 2.80 k | 10.00 shares | 0.00 | Common equity | Long | USA |
MNDY monday.com Ltd. | 2.78 k | 10.00 shares | 0.00 | Common equity | Long | Israel |
CDNS Cadence Design Systems, Inc. | 2.71 k | 10.00 shares | 0.00 | Common equity | Long | USA |
MDB MongoDB, Inc. | 2.70 k | 10.00 shares | 0.00 | Common equity | Long | USA |
VanEck Semiconductor ETF
|
2.45 k | 10.00 shares | 0.00 | Common equity | Long | USA |
Flutter Entertainment PLC (Ireland)
|
2.37 k | 10.00 shares | 0.00 | Common equity | Long | Ireland |
AAPL Apple Inc. | 2.33 k | 10.00 shares | 0.00 | Common equity | Long | USA |
AMAT Applied Materials, Inc. | 2.02 k | 10.00 shares | 0.00 | Common equity | Long | USA |
AMZN Amazon.com, Inc. | 1.86 k | 10.00 shares | 0.00 | Common equity | Long | USA |
COIN Coinbase Global, Inc. | 1.78 k | 10.00 shares | 0.00 | Common equity | Long | USA |
ZS Zscaler, Inc. | 1.71 k | 10.00 shares | 0.00 | Common equity | Long | USA |
ORCL Oracle Corporation | 1.70 k | 10.00 shares | 0.00 | Common equity | Long | USA |
QCOM QUALCOMM Incorporated | 1.70 k | 10.00 shares | 0.00 | Common equity | Long | USA |
GOOG Alphabet Inc. | 1.66 k | 10.00 shares | 0.00 | Common equity | Long | USA |
APP AppLovin Corporation | 1.31 k | 10.00 shares | 0.00 | Common equity | Long | USA |
ABNB Airbnb, Inc. | 1.27 k | 10.00 shares | 0.00 | Common equity | Long | USA |
CAVA CAVA Group, Inc. | 1.24 k | 10.00 shares | 0.00 | Common equity | Long | USA |
NTAP NetApp, Inc. | 1.24 k | 10.00 shares | 0.00 | Common equity | Long | USA |
NVO Novo Nordisk A/S | 1.19 k | 10.00 shares | 0.00 | Common equity | Long | Denmark |
DELL Dell Technologies Inc. | 1.19 k | 10.00 shares | 0.00 | Common equity | Long | USA |
VST Vistra Corp. | 1.19 k | 10.00 shares | 0.00 | Common equity | Long | USA |
DDOG Datadog, Inc. | 1.15 k | 10.00 shares | 0.00 | Common equity | Long | USA |
SNOW Snowflake Inc. | 1.15 k | 10.00 shares | 0.00 | Common equity | Long | USA |
TTD The Trade Desk, Inc. | 1.10 k | 10.00 shares | 0.00 | Common equity | Long | USA |
MU Micron Technology, Inc. | 1.04 k | 10.00 shares | 0.00 | Common equity | Long | USA |
COHR Coherent, Inc. | 889.10 | 10.00 shares | 0.00 | Common equity | Long | USA |
NET Cloudflare, Inc. | 808.90 | 10.00 shares | 0.00 | Common equity | Long | USA |
ROKU Roku, Inc. | 746.60 | 10.00 shares | 0.00 | Common equity | Long | USA |
OKTA Okta, Inc. | 743.40 | 10.00 shares | 0.00 | Common equity | Long | USA |
ON ON Semiconductor Corporation | 726.10 | 10.00 shares | 0.00 | Common equity | Long | USA |
MRVL Marvell Technology, Inc. | 721.20 | 10.00 shares | 0.00 | Common equity | Long | USA |
WDC Western Digital Corporation | 682.90 | 10.00 shares | 0.00 | Common equity | Long | USA |
SQ Block, Inc. | 671.30 | 10.00 shares | 0.00 | Common equity | Long | USA |
GTLB GitLab Inc. | 515.40 | 10.00 shares | 0.00 | Common equity | Long | USA |
PSTG Pure Storage, Inc. | 502.40 | 10.00 shares | 0.00 | Common equity | Long | USA |
IOT Samsara Inc. | 481.20 | 10.00 shares | 0.00 | Common equity | Long | USA |
RBLX Roblox Corporation | 442.60 | 10.00 shares | 0.00 | Common equity | Long | USA |
DraftKings, Inc. | 392.00 | 10.00 shares | 0.00 | Common equity | Long | USA |
GLBE Global-e Online Ltd. | 384.40 | 10.00 shares | 0.00 | Common equity | Long | Israel |
PLTR Palantir Technologies Inc. | 372.00 | 10.00 shares | 0.00 | Common equity | Long | USA |
IBIT iShares Bitcoin Trust | 361.30 | 10.00 shares | 0.00 | Common equity | Long | USA |
PINS Pinterest, Inc. | 323.70 | 10.00 shares | 0.00 | Common equity | Long | USA |
CELH Celsius Holdings, Inc. | 313.60 | 10.00 shares | 0.00 | Common equity | Long | USA |
TOST Toast, Inc. | 283.10 | 10.00 shares | 0.00 | Common equity | Long | USA |
HOOD Robinhood Markets, Inc. | 234.20 | 10.00 shares | 0.00 | Common equity | Long | USA |
MARA Marathon Digital Holdings, Inc. | 162.20 | 10.00 shares | 0.00 | Common equity | Long | USA |
RIVN Rivian Automotive, Inc. | 112.20 | 10.00 shares | 0.00 | Common equity | Long | USA |
CLSK CleanSpark, Inc. | 93.40 | 10.00 shares | 0.00 | Common equity | Long | USA |
SOFI SoFi Technologies, Inc. | 78.60 | 10.00 shares | 0.00 | Common equity | Long | USA |
RIOT Riot Blockchain, Inc. | 74.20 | 10.00 shares | 0.00 | Common equity | Long | USA |
OPEN Opendoor Technologies Inc. | 20.00 | 10.00 shares | 0.00 | Common equity | Long | USA |