Berkshire Focus Fund

Fund Profile

Fund profile

Tickers

BFOCX

Fund manager

Berkshire Funds

Total assets

$279.31 mm

Liabilities

$2.95 mm

Net assets

$276.36 mm

Number of holdings

96.00

96 Holdings

As of Dec 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
NVDA NVIDIA Corporation	38.99 mm	290.36 k shares	14.11	Common equity	Long	USA
TSLA Tesla, Inc.	19.09 mm	47.26 k shares	6.91	Common equity	Long	USA
AMZN Amazon.com, Inc.	17.53 mm	79.91 k shares	6.34	Common equity	Long	USA
TSM Taiwan Semiconductor Manufacturing Company Limited	16.66 mm	84.36 k shares	6.03	Common equity	Long	Taiwan
Broadcom Pte. Ltd.	16.65 mm	71.81 k shares	6.02	Common equity	Long	USA
ALAB Astera Labs, Inc. Common Stock	16.07 mm	121.35 k shares	5.82	Common equity	Long	USA
META Meta Platforms, Inc.	13.17 mm	22.50 k shares	4.77	Common equity	Long	USA
HOOD Robinhood Markets, Inc.	12.98 mm	348.31 k shares	4.70	Common equity	Long	USA
APP AppLovin Corporation	11.53 mm	35.59 k shares	4.17	Common equity	Long	USA
AFRM Affirm Holdings, Inc.	10.80 mm	177.37 k shares	3.91	Common equity	Long	USA
DDOG Datadog, Inc.	10.46 mm	73.20 k shares	3.78	Common equity	Long	USA
SOFI SoFi Technologies, Inc.	9.56 mm	620.81 k shares	3.46	Common equity	Long	USA
NET Cloudflare, Inc.	9.54 mm	88.57 k shares	3.45	Common equity	Long	USA
PLTR Palantir Technologies Inc.	9.51 mm	125.78 k shares	3.44	Common equity	Long	USA
ANET Arista Networks, Inc.	8.51 mm	76.95 k shares	3.08	Common equity	Long	USA
MRVL Marvell Technology, Inc.	8.41 mm	76.10 k shares	3.04	Common equity	Long	USA
SHOP Shopify Inc.	8.37 mm	78.68 k shares	3.03	Common equity	Long	Canada
RDDT Reddit, Inc.	8.34 mm	51.05 k shares	3.02	Common equity	Long	USA
VRT Vertiv Holdings Co	8.31 mm	73.15 k shares	3.01	Common equity	Long	USA
CRWD CrowdStrike Holdings, Inc.	8.12 mm	23.73 k shares	2.94	Common equity	Long	USA
CRDO Credo Technology Group Holding Ltd	8.09 mm	120.41 k shares	2.93	Common equity	Long	Cayman Islands
CIEN Ciena Corporation	5.83 mm	68.72 k shares	2.11	Common equity	Long	USA
BKNG Booking Holdings Inc.	49.68 k	10.00 shares	0.02	Common equity	Long	USA
MELI MercadoLibre, Inc.	17.00 k	10.00 shares	0.01	Common equity	Long	USA
NOW ServiceNow, Inc.	10.60 k	10.00 shares	0.00	Common equity	Long	USA
NFLX Netflix, Inc.	8.91 k	10.00 shares	0.00	Common equity	Long	USA
LLY Eli Lilly and Company	7.72 k	10.00 shares	0.00	Common equity	Long	USA
HUBS HubSpot, Inc.	6.97 k	10.00 shares	0.00	Common equity	Long	USA
ASML ASML Holding N.V.	6.93 k	10.00 shares	0.00	Common equity	Long	Netherlands
KLAC KLA Corporation	6.30 k	10.00 shares	0.00	Common equity	Long	USA
INTU Intuit Inc.	6.29 k	10.00 shares	0.00	Common equity	Long	USA
AXON Axon Enterprise, Inc.	5.94 k	10.00 shares	0.00	Common equity	Long	USA
MPWR Monolithic Power Systems, Inc.	5.92 k	10.00 shares	0.00	Common equity	Long	USA
QQQ Invesco QQQ Trust	5.11 k	10.00 shares	0.00	Common equity	Long	USA
SNPS Synopsys, Inc.	4.85 k	10.00 shares	0.00	Common equity	Long	USA
Spotify Technology S.A. (Luxembourg)	4.47 k	10.00 shares	0.00	Common equity	Long	Luxembourg
ADBE Adobe Inc.	4.45 k	10.00 shares	0.00	Common equity	Long	USA
MSFT Microsoft Corporation	4.22 k	10.00 shares	0.00	Common equity	Long	USA
PANW Palo Alto Networks, Inc.	3.64 k	20.00 shares	0.00	Common equity	Long	USA
CYBR CyberArk Software Ltd.	3.33 k	10.00 shares	0.00	Common equity	Long	Israel
Eaton Corp. Plc	3.32 k	10.00 shares	0.00	Common equity	Long	Ireland
CDNS Cadence Design Systems, Inc.	3.00 k	10.00 shares	0.00	Common equity	Long	USA
MSTR MicroStrategy Incorporated	2.90 k	10.00 shares	0.00	Common equity	Long	USA
Flutter Entertainment PLC (Ireland)	2.58 k	10.00 shares	0.00	Common equity	Long	Ireland
AAPL Apple Inc.	2.50 k	10.00 shares	0.00	Common equity	Long	USA
COIN Coinbase Global, Inc.	2.48 k	10.00 shares	0.00	Common equity	Long	USA
SMH VanEck Semiconductor ETF	2.42 k	10.00 shares	0.00	Common equity	Long	USA
MNDY monday.com Ltd.	2.35 k	10.00 shares	0.00	Common equity	Long	Israel
MDB MongoDB, Inc.	2.33 k	10.00 shares	0.00	Common equity	Long	USA
CEG Constellation Energy Corporation	2.24 k	10.00 shares	0.00	Common equity	Long	USA
CVNA Carvana Co.	2.03 k	10.00 shares	0.00	Common equity	Long	USA
GOOG Alphabet Inc.	1.89 k	10.00 shares	0.00	Common equity	Long	USA
ZS Zscaler, Inc.	1.80 k	10.00 shares	0.00	Common equity	Long	USA
DASH DoorDash, Inc.	1.68 k	10.00 shares	0.00	Common equity	Long	USA
ORCL Oracle Corporation	1.67 k	10.00 shares	0.00	Common equity	Long	USA
AMAT Applied Materials, Inc.	1.63 k	10.00 shares	0.00	Common equity	Long	USA
SNOW Snowflake Inc.	1.54 k	10.00 shares	0.00	Common equity	Long	USA
QCOM QUALCOMM Incorporated	1.54 k	10.00 shares	0.00	Common equity	Long	USA
PI Impinj, Inc.	1.45 k	10.00 shares	0.00	Common equity	Long	USA
VST Vistra Corp.	1.38 k	10.00 shares	0.00	Common equity	Long	USA
ABNB Airbnb, Inc.	1.31 k	10.00 shares	0.00	Common equity	Long	USA
ARM Holdings plc	1.23 k	10.00 shares	0.00	Common equity	Long	UK
AMD Advanced Micro Devices, Inc.	1.21 k	10.00 shares	0.00	Common equity	Long	USA
TTD The Trade Desk, Inc.	1.18 k	10.00 shares	0.00	Common equity	Long	USA
NTAP NetApp, Inc.	1.16 k	10.00 shares	0.00	Common equity	Long	USA
DELL Dell Technologies Inc.	1.15 k	10.00 shares	0.00	Common equity	Long	USA
CAVA CAVA Group, Inc.	1.13 k	10.00 shares	0.00	Common equity	Long	USA
iShares Expanded Tech-Software Sector ETF	1.00 k	10.00 shares	0.00	Common equity	Long	USA
ESTC Elastic N.V.	990.80	10.00 shares	0.00	Common equity	Long	Netherlands
COHR Coherent, Inc.	947.30	10.00 shares	0.00	Common equity	Long	USA
NVO Novo Nordisk A/S	860.20	10.00 shares	0.00	Common equity	Long	Denmark
XYZ Block, Inc.	849.90	10.00 shares	0.00	Common equity	Long	USA
BILL Bill.com Holdings, Inc.	847.10	10.00 shares	0.00	Common equity	Long	USA
MU Micron Technology, Inc.	841.60	10.00 shares	0.00	Common equity	Long	USA
OKTA Okta, Inc.	788.00	10.00 shares	0.00	Common equity	Long	USA
ROKU Roku, Inc.	743.40	10.00 shares	0.00	Common equity	Long	USA
ZG Zillow Group Inc.	740.50	10.00 shares	0.00	Common equity	Long	USA
LRCX Lam Research Corporation	722.30	10.00 shares	0.00	Common equity	Long	USA
ON ON Semiconductor Corporation	630.50	10.00 shares	0.00	Common equity	Long	USA
PSTG Pure Storage, Inc.	614.30	10.00 shares	0.00	Common equity	Long	USA
UBER Uber Technologies, Inc.	603.20	10.00 shares	0.00	Common equity	Long	USA
CMG Chipotle Mexican Grill, Inc.	603.00	10.00 shares	0.00	Common equity	Long	USA
WDC Western Digital Corporation	596.30	10.00 shares	0.00	Common equity	Long	USA
RBLX Roblox Corporation	578.60	10.00 shares	0.00	Common equity	Long	USA
GTLB GitLab Inc.	563.50	10.00 shares	0.00	Common equity	Long	USA
GLBE Global-e Online Ltd.	545.30	10.00 shares	0.00	Common equity	Long	Israel
IBIT iShares Bitcoin Trust	530.50	10.00 shares	0.00	Common equity	Long	USA
IOT Samsara Inc.	436.90	10.00 shares	0.00	Common equity	Long	USA
DraftKings, Inc.	372.00	10.00 shares	0.00	Common equity	Long	USA
TOST Toast, Inc.	364.50	10.00 shares	0.00	Common equity	Long	USA
SMCI Super Micro Computer, Inc.	304.80	10.00 shares	0.00	Common equity	Long	USA
MARA Marathon Digital Holdings, Inc.	167.70	10.00 shares	0.00	Common equity	Long	USA
CORZ Core Scientific, Inc.	140.50	10.00 shares	0.00	Common equity	Long	USA
RIVN Rivian Automotive, Inc.	133.00	10.00 shares	0.00	Common equity	Long	USA
RIOT Riot Blockchain, Inc.	102.10	10.00 shares	0.00	Common equity	Long	USA
CLSK CleanSpark, Inc.	92.10	10.00 shares	0.00	Common equity	Long	USA