Titelia

Holdings of Berkshire Focus Fund

BERKSHIRE FUNDS · 114 declared positions · as of Mar 31, 2026

Original filing · Net assets 277.2M $ · Ten largest lines: 62.2 % of the equity sleeve

Sector breakdown

  • Technology 58.5 %
  • Industrials 10.9 %
  • Unattributed 30.6 %

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

  • US 77.6 %
  • TW 9.0 %
  • NL 5.9 %
  • GB 4.4 %
  • IL 3.0 %
  • CA 0.0 %
  • IE 0.0 %
  • AU 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US104215.2M $77.63 %
TW125M $9.02 %
NL216.4M $5.93 %
GB212.2M $4.39 %
IL18.4M $3.03 %
CA24K $0.00 %
IE13.6K $0.00 %
AU1342.8 $0.00 %

Positions

CompanySharesValueWeight
NVIDIA Corp 158,50027.6M $9.97 %
Taiwan Semiconductor Manufacturing Co Ltd 73,97025M $9.02 %
Lumentum Holdings Inc 31,95022.5M $8.10 %
Coherent Corp 76,30018.2M $6.56 %
GE Vernova Inc 19,01016.6M $5.99 %
Vertiv Holdings Co 54,16013.6M $4.90 %
Palantir Technologies Inc 91,70013.4M $4.84 %
ARM Holdings PLC 80,45012.2M $4.39 %
Fastly Inc 403,83011.7M $4.23 %
Corning Inc 85,69011.7M $4.20 %
Applied Materials Inc 32,47011.1M $4.00 %
Bloom Energy Corp 81,81011.1M $4.00 %
EchoStar Corp 92,10010.8M $3.89 %
DigitalOcean Holdings Inc 99,0108.5M $3.06 %
Tower Semiconductor Ltd 47,8008.4M $3.03 %
Nebius Group NV 80,3408.3M $3.01 %
Teradyne Inc 28,0408.3M $3.00 %
Marvell Technology Inc 82,5808.2M $2.95 %
Cloudflare Inc 39,4108.1M $2.93 %
Kulicke & Soffa Industries Inc 123,6908.1M $2.93 %
ASML Holding NV 6,1408.1M $2.93 %
Qnity Electronics Inc 47,7805.5M $1.99 %
MercadoLibre Inc 1017.3K $0.01 %
KLA Corp 1014.7K $0.01 %
Monolithic Power Systems Inc 1010.9K $0.00 %
Netflix Inc 1009.6K $0.00 %
Palo Alto Networks Inc 426.7K $0.00 %
Sandisk Corp/DE 106.4K $0.00 %
Invesco QQQ Trust Series 1 105.8K $0.00 %
Meta Platforms Inc 105.7K $0.00 %
Argan Inc 105.4K $0.00 %
ServiceNow Inc 505.2K $0.00 %
Spotify Technology SA 104.8K $0.00 %
Texas Pacific Land Corp 104.7K $0.00 %
Axon Enterprise, Inc. 104.2K $0.00 %
AppLovin Corp 104K $0.00 %
Seagate Technology Holdings PLC 103.9K $0.00 %
Crowdstrike Holdings Inc 103.9K $0.00 %
Ciena Corp 103.9K $0.00 %
VanEck Semiconductor ETF 103.8K $0.00 %
Tesla Inc 103.7K $0.00 %
Microsoft Corp 103.7K $0.00 %
Eaton Corporation PLC 103.6K $0.00 %
SiTime Corp 103.5K $0.00 %
Micron Technology Inc 103.4K $0.00 %
TALEN ENERGY CORP 103.2K $0.00 %
Carvana Co 103.1K $0.00 %
Broadcom Inc 103.1K $0.00 %
Alphabet Inc 102.9K $0.00 %
General Electric Co 102.8K $0.00 %
Celestica Inc 102.8K $0.00 %
Constellation Energy Corp. 102.8K $0.00 %
Western Digital Corp 102.7K $0.00 %
Jabil Inc 102.7K $0.00 %
Apple Inc 102.5K $0.00 %
MongoDB Inc 102.4K $0.00 %
Lam Research Corp. 102.1K $0.00 %
Amazon.com Inc 102.1K $0.00 %
BWX Technologies Inc 102K $0.00 %
Advanced Micro Devices Inc 102K $0.00 %
Coinbase Global Inc 101.7K $0.00 %
Dell Technologies Inc 101.6K $0.00 %
Snowflake Inc 101.5K $0.00 %
Vistra Corp 101.5K $0.00 %
DoorDash Inc 101.5K $0.00 %
Oracle Corp 101.5K $0.00 %
Zscaler Inc 101.4K $0.00 %
Reddit Inc 101.3K $0.00 %
Amphenol Corp 101.3K $0.00 %
Strategy Inc 101.2K $0.00 %
Arista Networks Inc 101.2K $0.00 %
Shopify Inc 101.2K $0.00 %
Datadog Inc 101.2K $0.00 %
Astera Labs Inc 101.1K $0.00 %
NetApp Inc 101K $0.00 %
Circle Internet Group Inc 10954.1 $0.00 %
Roku Inc 10946.2 $0.00 %
Credo Technology Group Holding Ltd 10938.7 $0.00 %
Applied Optoelectronics Inc 10845.9 $0.00 %
Sea Ltd 10828.1 $0.00 %
ISHARES TRUST 10800.5 $0.00 %
Okta Inc 10787.1 $0.00 %
CoreWeave, Inc. 10774.7 $0.00 %
Uber Technologies Inc 10719.3 $0.00 %
Robinhood Markets Inc 10693 $0.00 %
Rocket Lab Usa Inc 10642.2 $0.00 %
Everpure Inc 10590.4 $0.00 %
ROBLOX Corp 10565.6 $0.00 %
Oklo Inc 10495.9 $0.00 %
Hut 8 Corp 10469.1 $0.00 %
Affirm Holdings Inc 10458.2 $0.00 %
Tempus AI Inc 10452.2 $0.00 %
Zillow Group Inc 10413.8 $0.00 %
iShares Bitcoin Trust ETF 10384.2 $0.00 %
IREN Ltd 10342.8 $0.00 %
IonQ Inc 10288.3 $0.00 %
Applied Digital Corp 10237.4 $0.00 %
Super Micro Computer, Inc. 10227.7 $0.00 %
Unity Software Inc 10219.4 $0.00 %
BitMine Immersion Technologies Inc 10197.8 $0.00 %
QXO Inc 10194.2 $0.00 %
SoFi Technologies Inc 10158.8 $0.00 %
iShares Ethereum Trust ETF 10158.3 $0.00 %
Rolls-Royce Holdings PLC 10154.2 $0.00 %
Rivian Automotive Inc 10150.5 $0.00 %
Core Scientific Inc 10149.6 $0.00 %
D-Wave Quantum Inc 10144.3 $0.00 %
Rocket Cos Inc 10142.5 $0.00 %
Rigetti Computing Inc 10140.4 $0.00 %
Riot Platforms Inc 10123.6 $
DYNAMIX CORP 10104.7 $
Cleanspark Inc 1085.1 $
Quantum Computing Inc 1068.5 $
Opendoor Technologies Inc 1046.8 $