Your funds, side by side
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 · 107 lines · as of Mar 31, 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 |
|---|---|
| NVIDIA Corp | 9.97 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 9.02 % |
| Lumentum Holdings Inc | 8.10 % |
| Coherent Corp | 6.56 % |
| GE Vernova Inc | 5.99 % |
| Vertiv Holdings Co | 4.90 % |
| Palantir Technologies Inc | 4.84 % |
| ARM Holdings PLC | 4.39 % |
| Fastly Inc | 4.23 % |
| Corning Inc | 4.20 % |
| Applied Materials Inc | 4.00 % |
| Bloom Energy Corp | 4.00 % |
| EchoStar Corp | 3.89 % |
| DigitalOcean Holdings Inc | 3.06 % |
| Tower Semiconductor Ltd | 3.03 % |
| Nebius Group NV | 3.01 % |
| Teradyne Inc | 3.00 % |
| Marvell Technology Inc | 2.95 % |
| Cloudflare Inc | 2.93 % |
| Kulicke & Soffa Industries Inc | 2.93 % |
| ASML Holding NV | 2.93 % |
| Qnity Electronics Inc | 1.99 % |
| MercadoLibre Inc | 0.01 % |
| KLA Corp | 0.01 % |
| Monolithic Power Systems Inc | 0.00 % |
| Netflix Inc | 0.00 % |
| Palo Alto Networks Inc | 0.00 % |
| Sandisk Corp/DE | 0.00 % |
| Invesco QQQ Trust Series 1 | 0.00 % |
| Meta Platforms Inc | 0.00 % |
1 funds, 107 lines read.