Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Berkshire Focus Fund BERKSHIRE FUNDS · 122 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Berkshire Focus Fund |
|---|---|
| Micron Technology Inc | 8.20 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 8.07 % |
| Advanced Micro Devices Inc | 8.02 % |
| Nebius Group NV | 6.12 % |
| Bloom Energy Corp | 5.98 % |
| WESTERN DIGITAL CORP | 5.00 % |
| Marvell Technology Inc | 4.91 % |
| Corning Inc | 4.89 % |
| Applied Materials Inc | 4.88 % |
| Intel Corp | 4.87 % |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 4.10 % |
| Credo Technology Group Holding Ltd | 4.09 % |
| Astera Labs Inc | 3.44 % |
| Qnity Electronics Inc | 3.35 % |
| Silicon Motion Technology Corp | 3.20 % |
| Amkor Technology Inc | 3.02 % |
| Teradyne Inc | 3.02 % |
| Rocket Lab Usa Inc | 3.01 % |
| ARM Holdings PLC | 2.99 % |
| Aehr Test Systems | 2.97 % |
| MAXLINEAR INC | 2.04 % |
| KLA Corp | 2.01 % |
| Lam Research Corp. | 1.99 % |
| Sandisk Corp | 0.00 % |
| ASML Holding NV | 0.00 % |
| MERCADOLIBRE INC | 0.00 % |
| Palo Alto Networks Inc | 0.00 % |
| MONOLITHIC POWER SYSTEMS INC | 0.00 % |
| GE VERNOVA INC | 0.00 % |
| Equinix Inc | 0.00 % |
Titelia read 112 lines in these 1 funds.