BFOCX Holdings — Berkshire Focus Fund
All 124 reported holdings of Berkshire Focus Fund (BFOCX) by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets | Value (USD) |
|---|---|---|
| Micron Technology, Inc. | 8.20% | $37.85M |
| Taiwan Semiconductor Manufacturing Company Ltd. | 8.07% | $37.21M |
| Advanced Micro Devices, Inc. | 8.02% | $36.97M |
| Nebius Group N.V. | 6.12% | $28.24M |
| Bloom Energy Corporation | 5.98% | $27.57M |
| Western Digital Corporation | 5.00% | $23.07M |
| Marvell Technology Group Ltd. | 4.91% | $22.66M |
| Corning Incorporated | 4.89% | $22.54M |
| Applied Materials, Inc. | 4.88% | $22.50M |
| Intel Corporation | 4.87% | $22.46M |
| Seagate Technology Holdings PLC | 4.10% | $18.90M |
| Seagate Technology Holdings PLC | 4.09% | $18.87M |
| Astera Labs, Inc. | 3.44% | $15.88M |
| Qnity Electronics Inc | 3.35% | $15.48M |
| Silicon Motion Technology Corporation | 3.20% | $14.76M |
| Amkor Technology, Inc. | 3.02% | $13.95M |
| Teradyne, Inc. | 3.02% | $13.91M |
| Rocket Lab Usa Inc | 3.01% | $13.89M |
| Arm Holdings PLC | 2.99% | $13.77M |
| Aehr Test Systems | 2.97% | $13.70M |
| MaxLinear, Inc. | 2.04% | $9.41M |
| KLA Corporation | 2.01% | $9.25M |
| Lam Research Corp. | 1.99% | $9.17M |
| Sandisk Corp. | 0.00% | $22.74K |
| ASML Holding N.V. | 0.00% | $19.89K |
| MercadoLibre, Inc. | 0.00% | $16.97K |
| Palo Alto Networks, Inc. | 0.00% | $14.32K |
| Monolithic Power Systems, Inc. | 0.00% | $13.82K |
| GE Vernova Inc. | 0.00% | $11.75K |
| Equinix, Inc. | 0.00% | $10.42K |
| Lumentum Holdings Inc. | 0.00% | $8.58K |
| Argan, Inc. | 0.00% | $7.99K |
| CrowdStrike Holdings, Inc. | 0.00% | $7.63K |
| SiTime Corporation | 0.00% | $7.46K |
| Invesco QQQ Trust Series 1 | 0.00% | $7.36K |
| Netflix, Inc. | 0.00% | $7.14K |
| VanEck ETF Trust - VanEck Semiconductor ETF | 0.00% | $6.56K |
| Meta Platforms, Inc. | 0.00% | $5.63K |
| AppLovin Corporation | 0.00% | $5.15K |
| ServiceNow, Inc. | 0.00% | $4.96K |
| Ciena Corporation | 0.00% | $4.91K |
| Texas Pacific Land Trust | 0.00% | $4.38K |
| Dell Technologies Inc. | 0.00% | $4.31K |
| Eaton Corporation PLC | 0.00% | $4.26K |
| Tesla, Inc. | 0.00% | $4.21K |
| Coherent Corp. | 0.00% | $3.94K |
| Jabil Inc. | 0.00% | $3.85K |
| Talen Energy Corp. | 0.00% | $3.84K |
| Broadcom Inc. | 0.00% | $3.78K |
| General Electric Company | 0.00% | $3.74K |
| Microsoft Corp. | 0.00% | $3.73K |
| Celestica Inc | 0.00% | $3.65K |
| Alphabet, Inc. | 0.00% | $3.57K |
| MongoDB, Inc. | 0.00% | $3.36K |
| Vertiv Holdings Co. | 0.00% | $3.35K |
| Carvana Co. | 0.00% | $3.29K |
| Apple, Inc. | 0.00% | $2.89K |
| Tower Semiconductor Ltd. | 0.00% | $2.61K |
| Datadog, Inc. | 0.00% | $2.60K |
| Snowflake, Inc. | 0.00% | $2.54K |
| Constellation Energy Corporation | 0.00% | $2.48K |
| Cloudflare, Inc. | 0.00% | $2.45K |
| Amazon.com, Inc. | 0.00% | $2.38K |
| Cerebras Systems Inc. | 0.00% | $2.21K |
| NVIDIA Corp. | 0.00% | $2.00K |
| BWX Technologies, Inc. | 0.00% | $1.95K |
| QUALCOMM Incorporated | 0.00% | $1.85K |
| DoorDash, Inc. | 0.00% | $1.85K |
| Amphenol Corporation | 0.00% | $1.76K |
| Reddit, Inc. | 0.00% | $1.74K |
| Space Exploration Technologies Corp. | 0.00% | $1.71K |
| Arista Networks, Inc. | 0.00% | $1.70K |
| Semtech Corporation | 0.00% | $1.62K |
| Vistra Corp. | 0.00% | $1.59K |
| DigitalOcean Holdings, Inc. | 0.00% | $1.57K |
| NetApp, Inc. | 0.00% | $1.55K |
| Applied Optoelectronics, Inc. | 0.00% | $1.48K |
| Oracle Corporation | 0.00% | $1.47K |
| Coinbase Global, Inc. | 0.00% | $1.46K |
| Zscaler, Inc. | 0.00% | $1.41K |
| Roku, Inc. | 0.00% | $1.38K |
| Okta, Inc. | 0.00% | $1.36K |
| Kulicke And Soffa Industries, Inc. | 0.00% | $1.34K |
| Akamai Technologies, Inc. | 0.00% | $1.18K |
| Cisco Systems, Inc. | 0.00% | $1.17K |
| Palantir Technologies, Inc. | 0.00% | $1.17K |
| Hut 8 Corp. | 0.00% | $1.15K |
| Shopify, Inc. | 0.00% | $1.14K |
| EchoStar Corporation | 0.00% | $1.01K |
| Robinhood Markets, Inc. | 0.00% | $1.00K |
| CoreWeave, Inc. | 0.00% | $995 |
| Sea Ltd. | 0.00% | $958 |
| iShares Trust - iShares Expanded Tech-Software Sector ETF | 0.00% | $906 |
| Micro Strategy Incorporated | 0.00% | $869 |
| Affirm Holdings, Inc. | 0.00% | $816 |
| Everpure, Inc. | 0.00% | $788 |
| STMicroelectronics N.V. | 0.00% | $749 |
| Roundhill ETF Trust | 0.00% | $738 |
| Uber Technologies, Inc. | 0.00% | $722 |
| AXT, Inc. | 0.00% | $721 |
| Circle Internet Group Inc. | 0.00% | $626 |
| Tempus AI, Inc. | 0.00% | $579 |
| Roblox Corporation | 0.00% | $544 |
| IonQ, Inc. | 0.00% | $533 |
| Oklo Inc. | 0.00% | $523 |
| Iris Energy Limited | 0.00% | $457 |
| Applied Digital Corporation | 0.00% | $373 |
| iShares Bitcoin Trust | 0.00% | $333 |
| Zillow Group, Inc. | 0.00% | $315 |
| Super Micro Computer, Inc. | 0.00% | $293 |
| Unity Software Inc. | 0.00% | $286 |
| Riot Platforms, Inc | 0.00% | $274 |
| Core Scientific, Inc. | 0.00% | $256 |
| D-Wave Quantum Inc. | 0.00% | $240 |
| Rigetti Computing, Inc. | 0.00% | $193 |
| Fastly, Inc. | 0.00% | $184 |
| SoFi Technologies, Inc. | 0.00% | $179 |
| Rocket Companies, Inc. | 0.00% | $158 |
| Himax Technologies, Inc. | 0.00% | $153 |
| Cleanspark, Inc. | 0.00% | $146 |
| BitMine Immersion Technologies, Inc. | 0.00% | $133 |
| iShares Ethereum Trust ETF | 0.00% | $119 |
| Quantum Computing Inc. | 0.00% | $97 |
| Opendoor Technologies Inc. | 0.00% | $46 |
BFOCX overview: performance, fees, allocation and SEC filings