Holdings of Berkshire Focus Fund
BERKSHIRE FUNDS · Original filing · Compare with another fund · Report an error
- Net assets
- 277.2M $ including 277.2M $ in equities, 100.0 %
- Positions
- 112 in 7 countries
- Top ten
- 62.2 % of net assets
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 158,500 | 27.6M $ | 9.97 % |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | 73,970 | 25M $ | 9.02 % |
| 3 | Lumentum Holdings Inc | 31,950 | 22.5M $ | 8.10 % |
| 4 | Coherent Corp | 76,300 | 18.2M $ | 6.56 % |
| 5 | GE Vernova Inc | 19,010 | 16.6M $ | 5.99 % |
| 6 | Vertiv Holdings Co | 54,160 | 13.6M $ | 4.90 % |
| 7 | Palantir Technologies Inc | 91,700 | 13.4M $ | 4.84 % |
| 8 | ARM Holdings PLC | 80,450 | 12.2M $ | 4.39 % |
| 9 | Fastly Inc | 403,830 | 11.7M $ | 4.23 % |
| 10 | Corning Inc | 85,690 | 11.7M $ | 4.20 % |
| 11 | Applied Materials Inc | 32,470 | 11.1M $ | 4.00 % |
| 12 | Bloom Energy Corp | 81,810 | 11.1M $ | 4.00 % |
| 13 | EchoStar Corp | 92,100 | 10.8M $ | 3.89 % |
| 14 | DigitalOcean Holdings Inc | 99,010 | 8.5M $ | 3.06 % |
| 15 | Tower Semiconductor Ltd | 47,800 | 8.4M $ | 3.03 % |
| 16 | Nebius Group NV | 80,340 | 8.3M $ | 3.01 % |
| 17 | Teradyne Inc | 28,040 | 8.3M $ | 3.00 % |
| 18 | Marvell Technology Inc | 82,580 | 8.2M $ | 2.95 % |
| 19 | Cloudflare Inc | 39,410 | 8.1M $ | 2.93 % |
| 20 | Kulicke & Soffa Industries Inc | 123,690 | 8.1M $ | 2.93 % |
| 21 | ASML Holding NV | 6,140 | 8.1M $ | 2.93 % |
| 22 | Qnity Electronics Inc | 47,780 | 5.5M $ | 1.99 % |
| 23 | MercadoLibre Inc | 10 | 17.3K $ | 0.01 % |
| 24 | KLA Corp | 10 | 14.7K $ | 0.01 % |
| 25 | Monolithic Power Systems Inc | 10 | 10.9K $ | 0.00 % |
| 26 | Netflix Inc | 100 | 9.6K $ | 0.00 % |
| 27 | Palo Alto Networks Inc | 42 | 6.7K $ | 0.00 % |
| 28 | Sandisk Corp/DE | 10 | 6.4K $ | 0.00 % |
| 29 | Invesco QQQ Trust Series 1 | 10 | 5.8K $ | 0.00 % |
| 30 | Meta Platforms Inc | 10 | 5.7K $ | 0.00 % |
| 31 | Argan Inc | 10 | 5.4K $ | 0.00 % |
| 32 | ServiceNow Inc | 50 | 5.2K $ | 0.00 % |
| 33 | Spotify Technology SA | 10 | 4.8K $ | 0.00 % |
| 34 | Texas Pacific Land Corp | 10 | 4.7K $ | 0.00 % |
| 35 | Axon Enterprise, Inc. | 10 | 4.2K $ | 0.00 % |
| 36 | AppLovin Corp | 10 | 4K $ | 0.00 % |
| 37 | Seagate Technology Holdings PLC | 10 | 3.9K $ | 0.00 % |
| 38 | Crowdstrike Holdings Inc | 10 | 3.9K $ | 0.00 % |
| 39 | Ciena Corp | 10 | 3.9K $ | 0.00 % |
| 40 | VanEck Semiconductor ETF | 10 | 3.8K $ | 0.00 % |
| 41 | Tesla Inc | 10 | 3.7K $ | 0.00 % |
| 42 | Microsoft Corp | 10 | 3.7K $ | 0.00 % |
| 43 | SiTime Corp | 10 | 3.5K $ | 0.00 % |
| 44 | Micron Technology Inc | 10 | 3.4K $ | 0.00 % |
| 45 | TALEN ENERGY CORP | 10 | 3.2K $ | 0.00 % |
| 46 | Carvana Co | 10 | 3.1K $ | 0.00 % |
| 47 | Broadcom Inc | 10 | 3.1K $ | 0.00 % |
| 48 | Alphabet Inc | 10 | 2.9K $ | 0.00 % |
| 49 | General Electric Co | 10 | 2.8K $ | 0.00 % |
| 50 | Celestica Inc | 10 | 2.8K $ | 0.00 % |
| 51 | Constellation Energy Corp. | 10 | 2.8K $ | 0.00 % |
| 52 | Western Digital Corp | 10 | 2.7K $ | 0.00 % |
| 53 | Jabil Inc | 10 | 2.7K $ | 0.00 % |
| 54 | Apple Inc | 10 | 2.5K $ | 0.00 % |
| 55 | MongoDB Inc | 10 | 2.4K $ | 0.00 % |
| 56 | Lam Research Corp. | 10 | 2.1K $ | 0.00 % |
| 57 | Amazon.com Inc | 10 | 2.1K $ | 0.00 % |
| 58 | BWX Technologies Inc | 10 | 2K $ | 0.00 % |
| 59 | Advanced Micro Devices Inc | 10 | 2K $ | 0.00 % |
| 60 | Coinbase Global Inc | 10 | 1.7K $ | 0.00 % |
| 61 | Dell Technologies Inc | 10 | 1.6K $ | 0.00 % |
| 62 | Snowflake Inc | 10 | 1.5K $ | 0.00 % |
| 63 | Vistra Corp | 10 | 1.5K $ | 0.00 % |
| 64 | DoorDash Inc | 10 | 1.5K $ | 0.00 % |
| 65 | Oracle Corp | 10 | 1.5K $ | 0.00 % |
| 66 | Zscaler Inc | 10 | 1.4K $ | 0.00 % |
| 67 | Reddit Inc | 10 | 1.3K $ | 0.00 % |
| 68 | Amphenol Corp | 10 | 1.3K $ | 0.00 % |
| 69 | Strategy Inc | 10 | 1.2K $ | 0.00 % |
| 70 | Arista Networks Inc | 10 | 1.2K $ | 0.00 % |
| 71 | Shopify Inc | 10 | 1.2K $ | 0.00 % |
| 72 | Datadog Inc | 10 | 1.2K $ | 0.00 % |
| 73 | Astera Labs Inc | 10 | 1.1K $ | 0.00 % |
| 74 | NetApp Inc | 10 | 1K $ | 0.00 % |
| 75 | Circle Internet Group Inc | 10 | 954.1 $ | 0.00 % |
| 76 | Roku Inc | 10 | 946.2 $ | 0.00 % |
| 77 | Credo Technology Group Holding Ltd | 10 | 938.7 $ | 0.00 % |
| 78 | Applied Optoelectronics Inc | 10 | 845.9 $ | 0.00 % |
| 79 | Sea Ltd | 10 | 828.1 $ | 0.00 % |
| 80 | ISHARES TRUST | 10 | 800.5 $ | 0.00 % |
| 81 | Okta Inc | 10 | 787.1 $ | 0.00 % |
| 82 | Uber Technologies Inc | 10 | 719.3 $ | 0.00 % |
| 83 | Robinhood Markets Inc | 10 | 693 $ | 0.00 % |
| 84 | Rocket Lab Usa Inc | 10 | 642.2 $ | 0.00 % |
| 85 | Everpure Inc | 10 | 590.4 $ | 0.00 % |
| 86 | ROBLOX Corp | 10 | 565.6 $ | 0.00 % |
| 87 | Oklo Inc | 10 | 495.9 $ | 0.00 % |
| 88 | Hut 8 Corp | 10 | 469.1 $ | 0.00 % |
| 89 | Affirm Holdings Inc | 10 | 458.2 $ | 0.00 % |
| 90 | Tempus AI Inc | 10 | 452.2 $ | 0.00 % |
| 91 | Zillow Group Inc | 10 | 413.8 $ | 0.00 % |
| 92 | iShares Bitcoin Trust ETF | 10 | 384.2 $ | 0.00 % |
| 93 | IREN Ltd | 10 | 342.8 $ | 0.00 % |
| 94 | IonQ Inc | 10 | 288.3 $ | 0.00 % |
| 95 | Applied Digital Corp | 10 | 237.4 $ | 0.00 % |
| 96 | Super Micro Computer, Inc. | 10 | 227.7 $ | 0.00 % |
| 97 | Unity Software Inc | 10 | 219.4 $ | 0.00 % |
| 98 | BitMine Immersion Technologies Inc | 10 | 197.8 $ | 0.00 % |
| 99 | QXO Inc | 10 | 194.2 $ | 0.00 % |
| 100 | SoFi Technologies Inc | 10 | 158.8 $ | 0.00 % |
Sector breakdown
- Technology 60.5 %
- Industrials 14.9 %
- Communication 3.9 %
- Unattributed 20.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 77.6 %
- Taiwan 9.0 %
- Netherlands 5.9 %
- United Kingdom 4.4 %
- Israel 3.0 %
- Canada 0.0 %
- Australia 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 103 | 215.2M $ | 77.63 % |
| 2 | Taiwan | 1 | 25M $ | 9.02 % |
| 3 | Netherlands | 2 | 16.4M $ | 5.93 % |
| 4 | United Kingdom | 2 | 12.2M $ | 4.39 % |
| 5 | Israel | 1 | 8.4M $ | 3.03 % |
| 6 | Canada | 2 | 4K $ | 0.00 % |
| 7 | Australia | 1 | 342.8 $ | 0.00 % |
Cite this page
Titelia. "Holdings of Berkshire Focus Fund". https://titelia.com/en/funds/S000004886