BFOCX Holdings — Berkshire Focus Fund
All 114 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) |
|---|---|---|
| NVIDIA Corp. | 9.97% | $27.64M |
| Taiwan Semiconductor Manufacturing Company Ltd. | 9.02% | $25.00M |
| Lumentum Holdings Inc. | 8.10% | $22.45M |
| Coherent Corp. | 6.56% | $18.18M |
| GE Vernova Inc. | 5.99% | $16.59M |
| Vertiv Holdings Co. | 4.90% | $13.57M |
| Palantir Technologies, Inc. | 4.84% | $13.41M |
| Arm Holdings PLC | 4.39% | $12.17M |
| Fastly, Inc. | 4.23% | $11.74M |
| Corning Incorporated | 4.20% | $11.65M |
| Applied Materials, Inc. | 4.00% | $11.10M |
| Bloom Energy Corporation | 4.00% | $11.08M |
| EchoStar Corporation | 3.89% | $10.78M |
| DigitalOcean Holdings, Inc. | 3.06% | $8.49M |
| Tower Semiconductor Ltd. | 3.03% | $8.39M |
| Nebius Group N.V. | 3.01% | $8.34M |
| Teradyne, Inc. | 3.00% | $8.31M |
| Marvell Technology Group Ltd. | 2.95% | $8.18M |
| ASML Holding N.V. | 2.93% | $8.11M |
| Kulicke & Soffa Industries, Inc. | 2.93% | $8.13M |
| Cloudflare, Inc. | 2.93% | $8.13M |
| Qnity Electronics Inc | 1.99% | $5.51M |
| MercadoLibre, Inc. | 0.01% | $17.29K |
| KLA Corporation | 0.01% | $14.72K |
| Ciena Corporation | 0.00% | $3.88K |
| Broadcom Inc. | 0.00% | $3.10K |
| Micro Strategy Incorporated | 0.00% | $1.25K |
| Roblox Corporation | 0.00% | $566 |
| IonQ, Inc. | 0.00% | $288 |
| Zscaler, Inc. | 0.00% | $1.40K |
| Okta, Inc. | 0.00% | $787 |
| Tesla, Inc. | 0.00% | $3.72K |
| Constellation Energy Corporation | 0.00% | $2.79K |
| Rigetti Computing, Inc. | 0.00% | $140 |
| CrowdStrike Holdings, Inc. | 0.00% | $3.90K |
| Lam Research Corp. | 0.00% | $2.14K |
| Shopify, Inc. | 0.00% | $1.19K |
| Applied Optoelectronics, Inc. | 0.00% | $846 |
| Uber Technologies, Inc. | 0.00% | $719 |
| Opendoor Technologies Inc. | 0.00% | $47 |
| SiTime Corporation | 0.00% | $3.45K |
| Carvana Co. | 0.00% | $3.14K |
| Eaton Corporation PLC | 0.00% | $3.58K |
| iShares Trust - iShares Expanded Tech-Software Sector ETF | 0.00% | $800 |
| ServiceNow, Inc. | 0.00% | $5.23K |
| Micron Technology, Inc. | 0.00% | $3.38K |
| Snowflake, Inc. | 0.00% | $1.51K |
| Credo Technology Group Holding Ltd | 0.00% | $939 |
| AppLovin Corporation | 0.00% | $3.98K |
| Alphabet, Inc. | 0.00% | $2.88K |
| Amazon.com, Inc. | 0.00% | $2.08K |
| Reddit, Inc. | 0.00% | $1.35K |
| Arista Networks, Inc. | 0.00% | $1.23K |
| Robinhood Markets, Inc. | 0.00% | $693 |
| Oklo Inc. | 0.00% | $496 |
| Applied Digital Corporation | 0.00% | $237 |
| Rocket Companies, Inc. | 0.00% | $142 |
| Seagate Technology Holdings PLC | 0.00% | $3.92K |
| QXO, Inc. | 0.00% | $194 |
| Talen Energy Corp. | 0.00% | $3.19K |
| Celestica Inc | 0.00% | $2.82K |
| BWX Technologies, Inc. | 0.00% | $2.04K |
| Pure Storage, Inc. | 0.00% | $590 |
| Meta Platforms, Inc. | 0.00% | $5.72K |
| Vistra Corp. | 0.00% | $1.50K |
| DoorDash, Inc. | 0.00% | $1.50K |
| Oracle Corporation | 0.00% | $1.47K |
| Tempus AI, Inc. | 0.00% | $452 |
| iShares Bitcoin Trust | 0.00% | $384 |
| Cleanspark, Inc. | 0.00% | $85 |
| Quantum Computing Inc. | 0.00% | $68 |
| Texas Pacific Land Trust | 0.00% | $4.75K |
| Zillow Group, Inc. | 0.00% | $414 |
| Monolithic Power Systems, Inc. | 0.00% | $10.93K |
| NetApp, Inc. | 0.00% | $1.02K |
| iShares Ethereum Trust ETF | 0.00% | $158 |
| D-Wave Quantum Inc. | 0.00% | $144 |
| Riot Platforms, Inc | 0.00% | $124 |
| Amphenol Corporation | 0.00% | $1.26K |
| Microsoft Corp. | 0.00% | $3.70K |
| Roku, Inc. | 0.00% | $946 |
| Hut 8 Corp. | 0.00% | $469 |
| Invesco QQQ Trust Series 1 | 0.00% | $5.77K |
| Jabil Inc. | 0.00% | $2.66K |
| Netflix, Inc. | 0.00% | $9.62K |
| Axon Enterprise, Inc. | 0.00% | $4.25K |
| Datadog, Inc. | 0.00% | $1.18K |
| Sandisk Corp. | 0.00% | $6.35K |
| Argan, Inc. | 0.00% | $5.45K |
| CoreWeave, Inc. | 0.00% | $775 |
| Astera Labs, Inc. | 0.00% | $1.10K |
| Advanced Micro Devices, Inc. | 0.00% | $2.03K |
| SoFi Technologies, Inc. | 0.00% | $159 |
| General Electric Company | 0.00% | $2.84K |
| Iris Energy Limited | 0.00% | $343 |
| Unity Software Inc. | 0.00% | $219 |
| BitMine Immersion Technologies, Inc. | 0.00% | $198 |
| Dynamix Corporation | 0.00% | $105 |
| Palo Alto Networks, Inc. | 0.00% | $6.73K |
| VanEck ETF Trust - VanEck Semiconductor ETF | 0.00% | $3.83K |
| Western Digital Corporation | 0.00% | $2.70K |
| Rocket Lab Usa Inc | 0.00% | $642 |
| Apple, Inc. | 0.00% | $2.54K |
| Dell Technologies Inc. | 0.00% | $1.64K |
| Affirm Holdings, Inc. | 0.00% | $458 |
| Rolls-Royce Holdings plc | 0.00% | $154 |
| Spotify Technology S.A. | 0.00% | $4.85K |
| Coinbase Global, Inc. | 0.00% | $1.75K |
| Circle Internet Group Inc. | 0.00% | $954 |
| Sea Ltd. | 0.00% | $828 |
| MongoDB, Inc. | 0.00% | $2.45K |
| Super Micro Computer, Inc. | 0.00% | $228 |
| Rivian Automotive, Inc. | 0.00% | $150 |
| Core Scientific, Inc. | 0.00% | $150 |
BFOCX overview: performance, fees, allocation and SEC filings