Mga Batayang Estadistika
| Nilai Portofolio | $ 285,837,296 |
| Posisi Saat Ini | 102 |
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)
BFOCX - Berkshire Focus Fund telah mengungkapkan total kepemilikan 102 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 285,837,296 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama BFOCX - Berkshire Focus Fund adalah NVIDIA Corporation (US:NVDA) , Cloudflare, Inc. (US:NET) , Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) (US:TSM) , Palantir Technologies Inc. (US:PLTR) , and Coinbase Global, Inc. (US:COIN) . Posisi baru BFOCX - Berkshire Focus Fund meliputi: Circle Internet Group, Inc. (US:CRCL) , GE Vernova Inc. (US:GEV) , Argan, Inc. (US:AGX) , Oklo Inc. (US:OKLO) , and .
Peningkatan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.05 | 16.76 | 5.8600 | 5.8600 | |
| 0.09 | 11.41 | 3.9900 | 3.9900 | |
| 0.07 | 11.28 | 3.9500 | 3.9500 | |
| 0.31 | 49.55 | 17.3300 | 3.3500 | |
| 0.03 | 8.66 | 3.0300 | 3.0300 | |
| 0.09 | 19.94 | 6.9700 | 2.9200 | |
| 0.09 | 8.36 | 2.9200 | 2.9200 | |
| 0.06 | 8.30 | 2.9000 | 2.9000 | |
| 0.04 | 8.57 | 3.0000 | 2.5000 | |
| 0.34 | 5.83 | 2.0400 | 2.0400 |
Penurunan Tertinggi Kuartal Ini
Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.
| Keamanan | Saham (MM) |
Nilai (Juta Dolar AS) |
Portfolio % | ΔPorsyento ng Portfolio |
|---|---|---|---|---|
| 0.00 | 0.00 | 0.0000 | -7.9500 | |
| 0.00 | 0.00 | 0.0000 | -6.3400 | |
| 0.00 | 0.00 | 0.0000 | -4.9200 | |
| 0.00 | 0.03 | 0.0100 | -4.5000 | |
| 0.00 | 0.00 | 0.0000 | -4.0500 | |
| 0.00 | 0.01 | 0.0000 | -3.9800 | |
| 0.15 | 14.29 | 5.0000 | -3.7800 | |
| 0.00 | 0.00 | 0.0000 | -3.0900 | |
| 0.03 | 11.49 | 4.0200 | -0.8900 | |
| 0.02 | 8.55 | 2.9900 | -0.8400 |
Pengajuan 13F dan Dana
Formulir ini diajukan pada 2025-08-27 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. 
.
| Keamanan | Ketik | Harga Saham Rata-rata | Saham (MM) |
ΔSaham (%) |
ΔSaham (%) |
Nilai ($MM) |
Portpolyo (%) |
ΔPortofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|
| NVDA / NVIDIA Corporation | 0.31 | 16.58 | 49.55 | 69.94 | 17.3300 | 3.3500 | |||
| NET / Cloudflare, Inc. | 0.10 | -8.41 | 20.02 | 59.16 | 7.0000 | 0.9700 | |||
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) | 0.09 | 72.92 | 19.94 | 135.94 | 6.9700 | 2.9200 | |||
| PLTR / Palantir Technologies Inc. | 0.13 | 1.83 | 17.11 | 64.47 | 5.9800 | 0.9900 | |||
| COIN / Coinbase Global, Inc. | 0.05 | 478,200.00 | 16.76 | 1,676,200.00 | 5.8600 | 5.8600 | |||
| HOOD / Robinhood Markets, Inc. | 0.15 | -65.32 | 14.29 | -21.98 | 5.0000 | -3.7800 | |||
| DASH / DoorDash, Inc. | 0.06 | 1.37 | 14.25 | 36.72 | 4.9800 | -0.0100 | |||
| META / Meta Platforms, Inc. | 0.02 | 6.83 | 14.20 | 36.80 | 4.9700 | -0.0100 | |||
| AFRM / Affirm Holdings, Inc. | 0.20 | 45.93 | 14.08 | 123.29 | 4.9200 | 1.9000 | |||
| APP / AppLovin Corporation | 0.03 | -15.11 | 11.49 | 12.16 | 4.0200 | -0.8900 | |||
| ROKU / Roku, Inc. | 0.13 | -7.76 | 11.46 | 15.10 | 4.0100 | -0.7600 | |||
| VRT / Vertiv Holdings Co | 0.09 | 888,500.00 | 11.41 | 3.9900 | 3.9900 | ||||
| RDDT / Reddit, Inc. | 0.07 | 749,200.00 | 11.28 | 1,128,100.00 | 3.9500 | 3.9500 | |||
| AVGO / Broadcom Inc. | 0.03 | 314,000.00 | 8.66 | 865,700.00 | 3.0300 | 3.0300 | |||
| SNOW / Snowflake Inc. | 0.04 | 434.64 | 8.57 | 718.83 | 3.0000 | 2.5000 | |||
| MSTR / Strategy Inc | 0.02 | -23.74 | 8.55 | 6.95 | 2.9900 | -0.8400 | |||
| CRDO / Credo Technology Group Holding Ltd | 0.09 | 902,300.00 | 8.36 | 2.9200 | 2.9200 | ||||
| AMD / Advanced Micro Devices, Inc. | 0.06 | 584,900.00 | 8.30 | 830,000.00 | 2.9000 | 2.9000 | |||
| CORZ / Core Scientific, Inc. | 0.34 | 3,417,600.00 | 5.83 | 2.0400 | 2.0400 | ||||
| CoreWeave, Inc. (Class A) / EC (US2187351087) | 0.04 | 5.74 | 2.0100 | 2.0100 | |||||
| CRCL / Circle Internet Group, Inc. | 0.03 | 5.72 | 2.0000 | 2.0000 | |||||
| BKNG / Booking Holdings Inc. | 0.00 | 0.00 | 0.06 | 23.91 | 0.0200 | 0.0000 | |||
| MELI / MercadoLibre, Inc. | 0.00 | -99.79 | 0.03 | -99.72 | 0.0100 | -4.5000 | |||
| NFLX / Netflix, Inc. | 0.00 | 0.00 | 0.01 | 44.44 | 0.0000 | 0.0000 | |||
| NOW / ServiceNow, Inc. | 0.00 | 0.00 | 0.01 | 42.86 | 0.0000 | 0.0000 | |||
| KLAC / KLA Corporation | 0.00 | 0.00 | 0.01 | 33.33 | 0.0000 | 0.0000 | |||
| AXON / Axon Enterprise, Inc. | 0.00 | -99.94 | 0.01 | -99.90 | 0.0000 | -3.9800 | |||
| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) | 0.00 | 0.00 | 0.01 | 33.33 | 0.0000 | 0.0000 | |||
| INTU / Intuit Inc. | 0.00 | 0.00 | 0.01 | 16.67 | 0.0000 | 0.0000 | |||
| LLY / Eli Lilly and Company | 0.00 | 0.00 | 0.01 | -12.50 | 0.0000 | 0.0000 | |||
| SPOT / Spotify Technology S.A. | 0.00 | 0.00 | 0.01 | 40.00 | 0.0000 | 0.0000 | |||
| MPWR / Monolithic Power Systems, Inc. | 0.00 | 0.00 | 0.01 | 40.00 | 0.0000 | 0.0000 | |||
| HUBS / HubSpot, Inc. | 0.00 | 0.00 | 0.01 | 0.00 | 0.0000 | 0.0000 | |||
| QQQ / Invesco QQQ Trust, Series 1 | 0.00 | 0.00 | 0.01 | 25.00 | 0.0000 | 0.0000 | |||
| GEV / GE Vernova Inc. | 0.00 | 0.01 | 0.0000 | 0.0000 | |||||
| SNPS / Synopsys, Inc. | 0.00 | 0.00 | 0.01 | 25.00 | 0.0000 | 0.0000 | |||
| CRWD / CrowdStrike Holdings, Inc. | 0.00 | 0.00 | 0.01 | 66.67 | 0.0000 | 0.0000 | |||
| MSFT / Microsoft Corporation | 0.00 | 0.00 | 0.00 | 33.33 | 0.0000 | 0.0000 | |||
| PANW / Palo Alto Networks, Inc. | 0.00 | 0.00 | 0.00 | 33.33 | 0.0000 | 0.0000 | |||
| CYBR / CyberArk Software Ltd. | 0.00 | 0.00 | 0.00 | 33.33 | 0.0000 | 0.0000 | |||
| ADBE / Adobe Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| ETN / Eaton Corporation plc | 0.00 | 0.00 | 0.00 | 50.00 | 0.0000 | 0.0000 | |||
| CVNA / Carvana Co. | 0.00 | -99.98 | 0.00 | -99.98 | 0.0000 | -6.3400 | |||
| CEG / Constellation Energy Corporation | 0.00 | 0.00 | 0.00 | 50.00 | 0.0000 | 0.0000 | |||
| TSLA / Tesla, Inc. | 0.00 | -99.98 | 0.00 | -99.98 | 0.0000 | -7.9500 | |||
| MNDY / monday.com Ltd. | 0.00 | 0.00 | 0.00 | 50.00 | 0.0000 | 0.0000 | |||
| ZS / Zscaler, Inc. | 0.00 | 0.00 | 0.00 | 200.00 | 0.0000 | 0.0000 | |||
| CDNS / Cadence Design Systems, Inc. | 0.00 | 0.00 | 0.00 | 50.00 | 0.0000 | 0.0000 | |||
| FLUT / Flutter Entertainment plc | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| SMH / VanEck ETF Trust - VanEck Semiconductor ETF | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| TTWO / Take-Two Interactive Software, Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| AGX / Argan, Inc. | 0.00 | 0.00 | 0.0000 | 0.0000 | |||||
| AMZN / Amazon.com, Inc. | 0.00 | -99.82 | 0.00 | -99.81 | 0.0000 | -0.5000 | |||
| ORCL / Oracle Corporation | 0.00 | 0.00 | 0.00 | 100.00 | 0.0000 | 0.0000 | |||
| MDB / MongoDB, Inc. | 0.00 | 0.00 | 0.00 | 100.00 | 0.0000 | 0.0000 | |||
| AAPL / Apple Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| TEAM / Atlassian Corporation | 0.00 | 0.00 | 0.0000 | 0.0000 | |||||
| VST / Vistra Corp. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| AMAT / Applied Materials, Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| GOOGL / Alphabet Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| ARM / Arm Holdings plc - Depositary Receipt (Common Stock) | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| QCOM / QUALCOMM Incorporated | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| DDOG / Datadog, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| ABNB / Airbnb, Inc. | 0.00 | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | |||
| MU / Micron Technology, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| DELL / Dell Technologies Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| SHOP / Shopify Inc. | 0.00 | -99.99 | 0.00 | -99.99 | 0.0000 | -4.0500 | |||
| IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| NTAP / NetApp, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| RBLX / Roblox Corporation | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| ANET / Arista Networks Inc | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| OKTA / Okta, Inc. | 0.00 | 0.00 | 0.00 | -100.00 | 0.0000 | 0.0000 | |||
| LRCX / Lam Research Corporation | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| UBER / Uber Technologies, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| ALAB / Astera Labs, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| COHR / Coherent Corp. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| ESTC / Elastic N.V. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| CAVA / CAVA Group, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| CIEN / Ciena Corporation | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| MRVL / Marvell Technology, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| TTD / The Trade Desk, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| ZG / Zillow Group, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| BROS / Dutch Bros Inc. | 0.00 | -99.99 | 0.00 | -100.00 | 0.0000 | -3.0900 | |||
| XYZ / Block, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| WDC / Western Digital Corporation | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| IBIT / iShares Bitcoin Trust ETF | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| PSTG / Pure Storage, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| CMG / Chipotle Mexican Grill, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| OKLO / Oklo Inc. | 0.00 | 0.00 | 0.0000 | 0.0000 | |||||
| SMCI / Super Micro Computer, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| GTLB / GitLab Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| TOST / Toast, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| DKNG / DraftKings Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| IOT / Samsara Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| GLBE / Global-E Online Ltd. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| SOFI / SoFi Technologies, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| RIVN / Rivian Automotive, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| SNDK / Sandisk Corporation | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| CLSK / CleanSpark, Inc. | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| HIMX / Himax Technologies, Inc. - Depositary Receipt (Common Stock) | 0.00 | 0.00 | 0.00 | 0.0000 | 0.0000 | ||||
| AUR / Aurora Innovation, Inc. | 0.00 | -100.00 | 0.00 | -100.00 | 0.0000 | -4.9200 |
