BF

Berkshire Focus Fund | BFOCX

Mutual Fund
BERKSHIRE FUNDS
Last update 2024-11-22 89 Stocks (3 new)
Value $236.00 Mil Turnover 61 %
Countries:
Top Holdings: NVDA(16.11%)META(7.97%)TSLA(7.01%)DASH(6.04%)AMD(5.96%)
Portfolio Report
Summary Stock Picks Current Portfolio
Berkshire Focus Fund Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
312,760
37981.570
+43.40%
16.110
+4.88%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
META 		Meta Platforms Inc
32,800
18776.030
+36.27%
7.970
+2.12%
0.000
+5.57%
+5.18%
1554731.508
Interactive Media
TSLA 		Tesla Inc
63,200
16535.020
+26.07%
7.010
+1.45%
0.000
+65.32%
-2.25%
1267138.950
Vehicles & Parts
DASH 		DoorDash Inc
99,750
14237.320
+997,400.00%
6.040
+6.04%
0.020
+17.74%
+1.41%
70667.208
Interactive Media
AMD 		Advanced Micro Devices Inc
85,590
14043.610
+855,800.00%
5.960
+5.96%
0.010
-29.32%
-3.93%
188310.564
Semiconductors
VRT 		Vertiv Holdings Co
131,010
13034.180
+1,310,000.00%
5.530
+5.53%
0.030
+20.00%
+13.48%
48392.069
Industrial Products
SHOP 		Shopify Inc
145,770
11682.010
+1,457,600.00%
4.960
+4.96%
0.010
+25.39%
-2.46%
134318.266
Software
AVGO 		Broadcom Inc
67,370
11621.330
-28.71%
4.930
-1.76%
0.000
+21.12%
-3.25%
1051420.859
Semiconductors
UBER 		Uber Technologies Inc
154,410
11605.460
+1,544,000.00%
4.920
+4.92%
0.010
-15.34%
+9.37%
138913.644
Software
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
66,330
11519.530
-22.75%
4.890
-1.37%
0.000
+12.51%
+5.51%
1080721.424
Semiconductors

Berkshire Focus Fund's Historical Top Holdings Breakdowns

Berkshire Focus Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSLA 		Tesla Inc2024-03-31Reduce
-7.96%
●
162.5 ($195.37) 248.42
$394.74
102.05%
Reduce -99.99%
10
-70,920
AMZN 		Amazon.com Inc2024-09-30Reduce
-7.01%
●
161.02 ($182.46) 200
$218.94
19.99%
Reduce -99.99%
10
-89,640
META 		Meta Platforms Inc2024-03-31Add
+6.93%
●
344.47 ($446.07) 512.19
$615.86
38.06%
Add 357400%
35,750
35,740
MDB 		MongoDB Inc2023-12-31Reduce
-6.87%
●
327.33 ($379.37) 435.23
$245.22
-35.36%
Reduce -99.98%
10
-40,530
DKNG 		DraftKings Inc2024-06-30Reduce
-6.74%
●
35.13 ($41.51) 47.2
$39.49
-4.87%
Reduce -100%
10
-371,790
DKNG 		DraftKings Inc2024-03-31Add
+6.74%
●
32.21 ($40.7) 48.68
$39.49
-2.97%
Add 3717900%
371,800
371,790
META 		Meta Platforms Inc2023-03-31Add
+6.47%
●
124.74 ($170.3) 211.94
$615.86
261.63%
Add 682600%
68,270
68,260
DASH 		DoorDash Inc2024-06-30Reduce
-6.14%
●
108.78 ($120.46) 140.95
$170.12
41.23%
Reduce -99.99%
10
-111,670
ROKU 		Roku Inc2023-03-31Add
+6.12%
●
40.56 ($58.53) 71.56
$79.19
35.30%
Add 2079300%
207,940
207,930
ROKU 		Roku Inc2023-06-30Reduce
-6.12%
●
52.23 ($60.82) 73.59
$79.19
30.20%
Reduce -100%
10
-207,930

Berkshire Focus Fund Total Holding History ($B)

To

Berkshire Focus Fund's Asset Allocation

To

Berkshire Focus Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Berkshire Focus Fund's Hypothetical Growth since 2024-09-30

Berkshire Focus Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Berkshire Focus Fund's Holdings Heat Map

Size field:

Berkshire Focus Fund's Holdings Bubble Chart

Berkshire Focus Fund News

  • 1

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