Holdings of Berkshire Focus Fund
BERKSHIRE FUNDS · Original filing · Compare with another fund · Report an error
- Net assets
- 461.3M $ including 462.3M $ in equities, 100.2 %
- Positions
- 122 in 9 countries
- Top ten
- 60.9 % of net assets
- Filed on
- Jun 30, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Micron Technology Inc | 32,790 | 37.8M $ | 8.20 % |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | 77,910 | 37.2M $ | 8.07 % |
| 3 | Advanced Micro Devices Inc | 63,650 | 37M $ | 8.02 % |
| 4 | Nebius Group NV | 102,240 | 28.2M $ | 6.12 % |
| 5 | Bloom Energy Corp | 91,090 | 27.6M $ | 5.98 % |
| 6 | WESTERN DIGITAL CORP | 36,120 | 23.1M $ | 5.00 % |
| 7 | Marvell Technology Inc | 76,080 | 22.7M $ | 4.91 % |
| 8 | Corning Inc | 88,230 | 22.5M $ | 4.89 % |
| 9 | Applied Materials Inc | 31,120 | 22.5M $ | 4.88 % |
| 10 | Intel Corp | 160,840 | 22.5M $ | 4.87 % |
| 11 | SEAGATE TECHNOLOGY HOLDINGS PLC | 19,590 | 18.9M $ | 4.10 % |
| 12 | Credo Technology Group Holding Ltd | 69,380 | 18.9M $ | 4.09 % |
| 13 | Astera Labs Inc | 32,880 | 15.9M $ | 3.44 % |
| 14 | Qnity Electronics Inc | 94,760 | 15.5M $ | 3.35 % |
| 15 | Silicon Motion Technology Corp | 44,280 | 14.8M $ | 3.20 % |
| 16 | Amkor Technology Inc | 161,800 | 14M $ | 3.02 % |
| 17 | Teradyne Inc | 28,750 | 13.9M $ | 3.02 % |
| 18 | Rocket Lab Usa Inc | 136,690 | 13.9M $ | 3.01 % |
| 19 | ARM Holdings PLC | 38,840 | 13.8M $ | 2.99 % |
| 20 | Aehr Test Systems | 142,640 | 13.7M $ | 2.97 % |
| 21 | MAXLINEAR INC | 73,470 | 9.4M $ | 2.04 % |
| 22 | KLA Corp | 30,660 | 9.3M $ | 2.01 % |
| 23 | Lam Research Corp. | 21,170 | 9.2M $ | 1.99 % |
| 24 | Sandisk Corp | 10 | 22.7K $ | 0.00 % |
| 25 | ASML Holding NV | 10 | 19.9K $ | 0.00 % |
| 26 | MERCADOLIBRE INC | 10 | 17K $ | 0.00 % |
| 27 | Palo Alto Networks Inc | 42 | 14.3K $ | 0.00 % |
| 28 | MONOLITHIC POWER SYSTEMS INC | 10 | 13.8K $ | 0.00 % |
| 29 | GE VERNOVA INC | 10 | 11.7K $ | 0.00 % |
| 30 | Equinix Inc | 10 | 10.4K $ | 0.00 % |
| 31 | LUMENTUM HOLDINGS INC | 10 | 8.6K $ | 0.00 % |
| 32 | Argan Inc | 10 | 8K $ | 0.00 % |
| 33 | Crowdstrike Holdings Inc | 10 | 7.6K $ | 0.00 % |
| 34 | SITIME CORP | 10 | 7.5K $ | 0.00 % |
| 35 | Invesco QQQ Trust Series 1 | 10 | 7.4K $ | 0.00 % |
| 36 | Netflix Inc | 100 | 7.1K $ | 0.00 % |
| 37 | VanEck Semiconductor ETF | 10 | 6.6K $ | 0.00 % |
| 38 | Meta Platforms Inc | 10 | 5.6K $ | 0.00 % |
| 39 | AppLovin Corp | 10 | 5.2K $ | 0.00 % |
| 40 | ServiceNow Inc | 50 | 5K $ | 0.00 % |
| 41 | Ciena Corp | 10 | 4.9K $ | 0.00 % |
| 42 | Texas Pacific Land Corp | 10 | 4.4K $ | 0.00 % |
| 43 | Dell Technologies Inc | 10 | 4.3K $ | 0.00 % |
| 44 | Tesla Inc | 10 | 4.2K $ | 0.00 % |
| 45 | Coherent Corp | 10 | 3.9K $ | 0.00 % |
| 46 | Jabil Inc | 10 | 3.9K $ | 0.00 % |
| 47 | TALEN ENERGY CORP | 10 | 3.8K $ | 0.00 % |
| 48 | Broadcom Inc | 10 | 3.8K $ | 0.00 % |
| 49 | General Electric Co | 10 | 3.7K $ | 0.00 % |
| 50 | Microsoft Corp | 10 | 3.7K $ | 0.00 % |
| 51 | Celestica Inc | 10 | 3.6K $ | 0.00 % |
| 52 | Alphabet Inc | 10 | 3.6K $ | 0.00 % |
| 53 | MongoDB Inc | 10 | 3.4K $ | 0.00 % |
| 54 | Vertiv Holdings Co | 10 | 3.3K $ | 0.00 % |
| 55 | Carvana Co | 50 | 3.3K $ | 0.00 % |
| 56 | Apple Inc | 10 | 2.9K $ | 0.00 % |
| 57 | TOWER SEMICONDUCTOR LTD | 10 | 2.6K $ | 0.00 % |
| 58 | Datadog Inc | 10 | 2.6K $ | 0.00 % |
| 59 | Snowflake Inc | 10 | 2.5K $ | 0.00 % |
| 60 | CONSTELLATION ENERGY CORP | 10 | 2.5K $ | 0.00 % |
| 61 | Cloudflare Inc | 10 | 2.5K $ | 0.00 % |
| 62 | Amazon.com Inc | 10 | 2.4K $ | 0.00 % |
| 63 | Cerebras Systems Inc | 10 | 2.2K $ | 0.00 % |
| 64 | NVIDIA Corp | 10 | 2K $ | 0.00 % |
| 65 | BWX Technologies Inc | 10 | 1.9K $ | 0.00 % |
| 66 | QUALCOMM Inc | 10 | 1.8K $ | 0.00 % |
| 67 | DoorDash Inc | 10 | 1.8K $ | 0.00 % |
| 68 | Amphenol Corp | 10 | 1.8K $ | 0.00 % |
| 69 | Reddit Inc | 10 | 1.7K $ | 0.00 % |
| 70 | Space Exploration Technologies Corp | 10 | 1.7K $ | 0.00 % |
| 71 | Arista Networks Inc | 10 | 1.7K $ | 0.00 % |
| 72 | Semtech Corp | 10 | 1.6K $ | 0.00 % |
| 73 | VISTRA CORP | 10 | 1.6K $ | 0.00 % |
| 74 | DigitalOcean Holdings Inc | 10 | 1.6K $ | 0.00 % |
| 75 | NetApp Inc | 10 | 1.5K $ | 0.00 % |
| 76 | Applied Optoelectronics Inc | 10 | 1.5K $ | 0.00 % |
| 77 | Oracle Corp | 10 | 1.5K $ | 0.00 % |
| 78 | Coinbase Global Inc | 10 | 1.5K $ | 0.00 % |
| 79 | Zscaler Inc | 10 | 1.4K $ | 0.00 % |
| 80 | Roku Inc | 10 | 1.4K $ | 0.00 % |
| 81 | Okta Inc | 10 | 1.4K $ | 0.00 % |
| 82 | Kulicke & Soffa Industries Inc | 10 | 1.3K $ | 0.00 % |
| 83 | Akamai Technologies Inc | 10 | 1.2K $ | 0.00 % |
| 84 | CISCO SYSTEMS INC | 10 | 1.2K $ | 0.00 % |
| 85 | Palantir Technologies Inc | 10 | 1.2K $ | 0.00 % |
| 86 | Hut 8 Corp | 10 | 1.2K $ | 0.00 % |
| 87 | Shopify Inc | 10 | 1.1K $ | 0.00 % |
| 88 | EchoStar Corp | 10 | 1K $ | 0.00 % |
| 89 | Robinhood Markets Inc | 10 | 1K $ | 0.00 % |
| 90 | Sea Ltd | 10 | 958.3 $ | 0.00 % |
| 91 | ISHARES TRUST | 10 | 906 $ | 0.00 % |
| 92 | Strategy Inc | 10 | 869.3 $ | 0.00 % |
| 93 | Affirm Holdings Inc | 10 | 815.5 $ | 0.00 % |
| 94 | Everpure Inc | 10 | 787.9 $ | 0.00 % |
| 95 | STMicroelectronics NV | 10 | 748.9 $ | 0.00 % |
| 96 | ROUNDHILL ETF TRUST | 10 | 738.5 $ | 0.00 % |
| 97 | Uber Technologies Inc | 10 | 721.6 $ | 0.00 % |
| 98 | AXT Inc | 10 | 720.8 $ | 0.00 % |
| 99 | Circle Internet Group Inc | 10 | 626.3 $ | 0.00 % |
| 100 | Tempus AI Inc | 10 | 579.3 $ | 0.00 % |
Sector breakdown
- Technology 66.6 %
- Industrials 6.0 %
- Unattributed 27.4 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 79.7 %
- Taiwan 8.0 %
- Netherlands 6.1 %
- Cayman Islands 3.2 %
- United Kingdom 3.0 %
- Uruguay 0.0 %
- Canada 0.0 %
- Israel 0.0 %
- Australia 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 110 | 368.3M $ | 79.66 % |
| 2 | Taiwan | 1 | 37.2M $ | 8.05 % |
| 3 | Netherlands | 3 | 28.3M $ | 6.11 % |
| 4 | Cayman Islands | 2 | 14.8M $ | 3.19 % |
| 5 | United Kingdom | 1 | 13.8M $ | 2.98 % |
| 6 | Uruguay | 1 | 17K $ | 0.00 % |
| 7 | Canada | 2 | 4.8K $ | 0.00 % |
| 8 | Israel | 1 | 2.6K $ | 0.00 % |
| 9 | Australia | 1 | 457.3 $ | 0.00 % |
Cite this page
Titelia. "Holdings of Berkshire Focus Fund". https://titelia.com/en/funds/S000004886