Holdings (Monthly)
Guide ↗
Berkshire Focus Fund
· Berkshire Funds| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | Micron Technology, Inc. | 595112103 | Jun 2026 | 32,790 | $37.8M | 8.20% | EC |
| 2 | Taiwan Semiconductor Manufacturing Company Ltd. | 874039100 | Jun 2026 | 77,910 | $37.2M | 8.07% | EC |
| 3 | Advanced Micro Devices, Inc. | 007903107 | Jun 2026 | 63,650 | $37.0M | 8.02% | EC |
| 4 | Nebius Group N.V. | N97284108 | Jun 2026 | 102,240 | $28.2M | 6.12% | EC |
| 5 | Bloom Energy Corporation | 093712107 | Jun 2026 | 91,090 | $27.6M | 5.98% | EC |
| 6 | Western Digital Corporation | 958102105 | Jun 2026 | 36,120 | $23.1M | 5.00% | EC |
| 7 | Marvell Technology Group Ltd. | 573874104 | Jun 2026 | 76,080 | $22.7M | 4.91% | EC |
| 8 | Corning Incorporated | 219350105 | Jun 2026 | 88,230 | $22.5M | 4.89% | EC |
| 9 | Applied Materials, Inc. | 038222105 | Jun 2026 | 31,120 | $22.5M | 4.88% | EC |
| 10 | Intel Corporation | 458140100 | Jun 2026 | 160,840 | $22.5M | 4.87% | EC |
| 11 | Seagate Technology Holdings PLC | G7945M107 | Jun 2026 | 19,590 | $18.9M | 4.10% | EC |
| 12 | Seagate Technology Holdings PLC | G25457105 | Jun 2026 | 69,380 | $18.9M | 4.09% | EC |
| 13 | Astera Labs, Inc. | 04626A103 | Jun 2026 | 32,880 | $15.9M | 3.44% | EC |
| 14 | Qnity Electronics Inc | 74743L100 | Jun 2026 | 94,760 | $15.5M | 3.35% | EC |
| 15 | Silicon Motion Technology Corporation | 82706C108 | Jun 2026 | 44,280 | $14.8M | 3.20% | EC |
| 16 | Amkor Technology, Inc. | 031652100 | Jun 2026 | 161,800 | $14.0M | 3.02% | EC |
| 17 | Teradyne, Inc. | 880770102 | Jun 2026 | 28,750 | $13.9M | 3.02% | EC |
| 18 | Rocket Lab Usa Inc | 773122106 | Jun 2026 | 136,690 | $13.9M | 3.01% | EC |
| 19 | Arm Holdings PLC | 042068205 | Jun 2026 | 38,840 | $13.8M | 2.99% | EC |
| 20 | Aehr Test Systems | 00760J108 | Jun 2026 | 142,640 | $13.7M | 2.97% | EC |
| 21 | MaxLinear, Inc. | 57776J100 | Jun 2026 | 73,470 | $9.4M | 2.04% | EC |
| 22 | KLA Corporation | 482480100 | Jun 2026 | 30,660 | $9.3M | 2.01% | EC |
| 23 | Lam Research Corp. | 512807108 | Jun 2026 | 21,170 | $9.2M | 1.99% | EC |
| 24 | Sandisk Corp. | 80004C200 | Jun 2026 | 10 | $23K | 0.00% | EC |
| 25 | ASML Holding N.V. | N07059111 | Jun 2026 | 10 | $20K | 0.00% | EC |
| 26 | MercadoLibre, Inc. | 58733R102 | Jun 2026 | 10 | $17K | 0.00% | EC |
| 27 | Palo Alto Networks, Inc. | 697435105 | Jun 2026 | 42 | $14K | 0.00% | EC |
| 28 | Monolithic Power Systems, Inc. | 609839105 | Jun 2026 | 10 | $14K | 0.00% | EC |
| 29 | GE Vernova Inc. | 36828A101 | Jun 2026 | 10 | $12K | 0.00% | EC |
| 30 | Equinix, Inc. | 29444U502 | Jun 2026 | 10 | $10K | 0.00% | EC |
| 31 | Lumentum Holdings Inc. | 55024U109 | Jun 2026 | 10 | $9K | 0.00% | EC |
| 32 | Argan, Inc. | 04010E109 | Jun 2026 | 10 | $8K | 0.00% | EC |
| 33 | CrowdStrike Holdings, Inc. | 22788C105 | Jun 2026 | 10 | $8K | 0.00% | EC |
| 34 | SiTime Corporation | 82982T106 | Jun 2026 | 10 | $7K | 0.00% | EC |
| 35 | Invesco QQQ Trust Series 1 | 46090E103 | Jun 2026 | 10 | $7K | 0.00% | EC |
| 36 | Netflix, Inc. | 64110L106 | Jun 2026 | 100 | $7K | 0.00% | EC |
| 37 | VanEck ETF Trust - VanEck Semiconductor ETF | 92189F676 | Jun 2026 | 10 | $7K | 0.00% | EC |
| 38 | Meta Platforms, Inc. | 30303M102 | Jun 2026 | 10 | $6K | 0.00% | EC |
| 39 | AppLovin Corporation | 03831W108 | Jun 2026 | 10 | $5K | 0.00% | EC |
| 40 | ServiceNow, Inc. | 81762P102 | Jun 2026 | 50 | $5K | 0.00% | EC |
| 41 | Ciena Corporation | 171779309 | Jun 2026 | 10 | $5K | 0.00% | EC |
| 42 | Texas Pacific Land Trust | 88262P102 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 43 | Dell Technologies Inc. | 24703L202 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 44 | Eaton Corporation PLC | G29183103 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 45 | Tesla, Inc. | 88160R101 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 46 | Coherent Corp. | 19247G107 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 47 | Jabil Inc. | 466313103 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 48 | Talen Energy Corp. | 87422Q109 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 49 | Broadcom Inc. | 11135F101 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 50 | General Electric Company | 369604301 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 51 | Microsoft Corp. | 594918104 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 52 | Celestica Inc | 15101Q207 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 53 | Alphabet, Inc. | 02079K305 | Jun 2026 | 10 | $4K | 0.00% | EC |
| 54 | MongoDB, Inc. | 60937P106 | Jun 2026 | 10 | $3K | 0.00% | EC |
| 55 | Vertiv Holdings Co. | 92537N108 | Jun 2026 | 10 | $3K | 0.00% | EC |
| 56 | Carvana Co. | 146869102 | Jun 2026 | 50 | $3K | 0.00% | EC |
| 57 | Apple, Inc. | 037833100 | Jun 2026 | 10 | $3K | 0.00% | EC |
| 58 | Tower Semiconductor Ltd. | 001082379 | Jun 2026 | 10 | $3K | 0.00% | EC |
| 59 | Datadog, Inc. | 23804L103 | Jun 2026 | 10 | $3K | 0.00% | EC |
| 60 | Snowflake, Inc. | 833445109 | Jun 2026 | 10 | $3K | 0.00% | EC |
| 61 | Constellation Energy Corporation | 21037T109 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 62 | Cloudflare, Inc. | 18915M107 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 63 | Amazon.com, Inc. | 023135106 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 64 | Cerebras Systems Inc. | 15675D103 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 65 | NVIDIA Corp. | 67066G104 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 66 | BWX Technologies, Inc. | 05605H100 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 67 | QUALCOMM Incorporated | 747525103 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 68 | DoorDash, Inc. | 25809K105 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 69 | Amphenol Corporation | 032095101 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 70 | Reddit, Inc. | 75734B100 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 71 | Space Exploration Technologies Corp. | 84615Q103 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 72 | Arista Networks, Inc. | 040413205 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 73 | Semtech Corporation | 816850101 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 74 | Vistra Corp. | 92840M102 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 75 | DigitalOcean Holdings, Inc. | 25402D102 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 76 | NetApp, Inc. | 64110D104 | Jun 2026 | 10 | $2K | 0.00% | EC |
| 77 | Applied Optoelectronics, Inc. | 03823U102 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 78 | Oracle Corporation | 68389X105 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 79 | Coinbase Global, Inc. | 19260Q107 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 80 | Zscaler, Inc. | 98980G102 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 81 | Roku, Inc. | 77543R102 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 82 | Okta, Inc. | 679295105 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 83 | Kulicke And Soffa Industries, Inc. | 501242101 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 84 | Akamai Technologies, Inc. | 00971T101 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 85 | Cisco Systems, Inc. | 17275R102 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 86 | Palantir Technologies, Inc. | 69608A108 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 87 | Hut 8 Corp. | 44812J104 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 88 | Shopify, Inc. | 82509L107 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 89 | EchoStar Corporation | 278768106 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 90 | Robinhood Markets, Inc. | 770700102 | Jun 2026 | 10 | $1K | 0.00% | EC |
| 91 | CoreWeave, Inc. | 218735108 | Jun 2026 | 10 | $995 | 0.00% | EC |
| 92 | Sea Ltd. | 81141R100 | Jun 2026 | 10 | $958 | 0.00% | EC |
| 93 | iShares Trust - iShares Expanded Tech-Software Sector ETF | 464287515 | Jun 2026 | 10 | $906 | 0.00% | EC |
| 94 | Micro Strategy Incorporated | 594972408 | Jun 2026 | 10 | $869 | 0.00% | EC |
| 95 | Affirm Holdings, Inc. | 00827B106 | Jun 2026 | 10 | $816 | 0.00% | EC |
| 96 | Everpure, Inc. | 74624M102 | Jun 2026 | 10 | $788 | 0.00% | EC |
| 97 | STMicroelectronics N.V. | 861012102 | Jun 2026 | 10 | $749 | 0.00% | EC |
| 98 | Roundhill ETF Trust | 77926X320 | Jun 2026 | 10 | $738 | 0.00% | EC |
| 99 | Uber Technologies, Inc. | 90353T100 | Jun 2026 | 10 | $722 | 0.00% | EC |
| 100 | AXT, Inc. | 00246W103 | Jun 2026 | 10 | $721 | 0.00% | EC |
| 101 | Circle Internet Group Inc. | 172573107 | Jun 2026 | 10 | $626 | 0.00% | EC |
| 102 | Tempus AI, Inc. | 88023B103 | Jun 2026 | 10 | $579 | 0.00% | EC |
| 103 | Roblox Corporation | 771049103 | Jun 2026 | 10 | $544 | 0.00% | EC |
| 104 | IonQ, Inc. | 46222L108 | Jun 2026 | 10 | $533 | 0.00% | EC |
| 105 | Oklo Inc. | 02156V109 | Jun 2026 | 10 | $523 | 0.00% | EC |
| 106 | Iris Energy Limited | Q4982L109 | Jun 2026 | 10 | $457 | 0.00% | EC |
| 107 | Applied Digital Corporation | 038169207 | Jun 2026 | 10 | $373 | 0.00% | EC |
| 108 | iShares Bitcoin Trust | 46438F101 | Jun 2026 | 10 | $333 | 0.00% | EC |
| 109 | Zillow Group, Inc. | 98954M101 | Jun 2026 | 10 | $315 | 0.00% | EC |
| 110 | Super Micro Computer, Inc. | 86800U104 | Jun 2026 | 10 | $293 | 0.00% | EC |
| 111 | Unity Software Inc. | 91332U101 | Jun 2026 | 10 | $286 | 0.00% | EC |
| 112 | Riot Platforms, Inc | 767292105 | Jun 2026 | 10 | $274 | 0.00% | EC |
| 113 | Core Scientific, Inc. | 21874A106 | Jun 2026 | 10 | $256 | 0.00% | EC |
| 114 | D-Wave Quantum Inc. | 26740W109 | Jun 2026 | 10 | $240 | 0.00% | EC |
| 115 | Rigetti Computing, Inc. | 76655K103 | Jun 2026 | 10 | $193 | 0.00% | EC |
| 116 | Fastly, Inc. | 31188V100 | Jun 2026 | 10 | $184 | 0.00% | EC |
| 117 | SoFi Technologies, Inc. | 83406F102 | Jun 2026 | 10 | $179 | 0.00% | EC |
| 118 | Rocket Companies, Inc. | 77311W101 | Jun 2026 | 10 | $158 | 0.00% | EC |
| 119 | Himax Technologies, Inc. | 43289P106 | Jun 2026 | 10 | $153 | 0.00% | EC |
| 120 | Cleanspark, Inc. | 18452B209 | Jun 2026 | 10 | $146 | 0.00% | EC |
| 121 | BitMine Immersion Technologies, Inc. | 09175A206 | Jun 2026 | 10 | $133 | 0.00% | EC |
| 122 | iShares Ethereum Trust ETF | 46438R105 | Jun 2026 | 10 | $119 | 0.00% | EC |
| 123 | Quantum Computing Inc. | 74766W108 | Jun 2026 | 10 | $97 | 0.00% | EC |
| 124 | Opendoor Technologies Inc. | 683712103 | Jun 2026 | 10 | $46 | 0.00% | EC |