Holdings of Berkshire Focus Fund BERKSHIRE FUNDS
· 114 declared positions · as of Mar 31, 2026
Original filing · Net assets 277.2M $ · Ten largest lines: 62.2 % of the equity sleeve
Sector breakdown Technology 58.5 % Industrials 10.9 % Unattributed 30.6 % Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.
Currency breakdown The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.
Country breakdown US 77.6 % TW 9.0 % NL 5.9 % GB 4.4 % IL 3.0 % CA 0.0 % IE 0.0 % AU 0.0 % Shares computed on the equity sleeve, the only part this site carries.
Country Lines Value (USD) Share US 104 215.2M $ 77.63 % TW 1 25M $ 9.02 % NL 2 16.4M $ 5.93 % GB 2 12.2M $ 4.39 % IL 1 8.4M $ 3.03 % CA 2 4K $ 0.00 % IE 1 3.6K $ 0.00 % AU 1 342.8 $ 0.00 %
Positions Company Shares Value (USD) Weight NVIDIA Corp 158,500 27.6M $ 9.97 % Taiwan Semiconductor Manufacturing Co Ltd 73,970 25M $ 9.02 % Lumentum Holdings Inc 31,950 22.5M $ 8.10 % Coherent Corp 76,300 18.2M $ 6.56 % GE Vernova Inc 19,010 16.6M $ 5.99 % Vertiv Holdings Co 54,160 13.6M $ 4.90 % Palantir Technologies Inc 91,700 13.4M $ 4.84 % ARM Holdings PLC 80,450 12.2M $ 4.39 % Fastly Inc 403,830 11.7M $ 4.23 % Corning Inc 85,690 11.7M $ 4.20 % Applied Materials Inc 32,470 11.1M $ 4.00 % Bloom Energy Corp 81,810 11.1M $ 4.00 % EchoStar Corp 92,100 10.8M $ 3.89 % DigitalOcean Holdings Inc 99,010 8.5M $ 3.06 % Tower Semiconductor Ltd 47,800 8.4M $ 3.03 % Nebius Group NV 80,340 8.3M $ 3.01 % Teradyne Inc 28,040 8.3M $ 3.00 % Marvell Technology Inc 82,580 8.2M $ 2.95 % Cloudflare Inc 39,410 8.1M $ 2.93 % Kulicke & Soffa Industries Inc 123,690 8.1M $ 2.93 % ASML Holding NV 6,140 8.1M $ 2.93 % Qnity Electronics Inc 47,780 5.5M $ 1.99 % MercadoLibre Inc 10 17.3K $ 0.01 % KLA Corp 10 14.7K $ 0.01 % Monolithic Power Systems Inc 10 10.9K $ 0.00 % Netflix Inc 100 9.6K $ 0.00 % Palo Alto Networks Inc 42 6.7K $ 0.00 % Sandisk Corp/DE 10 6.4K $ 0.00 % Invesco QQQ Trust Series 1 10 5.8K $ 0.00 % Meta Platforms Inc 10 5.7K $ 0.00 % Argan Inc 10 5.4K $ 0.00 % ServiceNow Inc 50 5.2K $ 0.00 % Spotify Technology SA 10 4.8K $ 0.00 % Texas Pacific Land Corp 10 4.7K $ 0.00 % Axon Enterprise, Inc. 10 4.2K $ 0.00 % AppLovin Corp 10 4K $ 0.00 % Seagate Technology Holdings PLC 10 3.9K $ 0.00 % Crowdstrike Holdings Inc 10 3.9K $ 0.00 % Ciena Corp 10 3.9K $ 0.00 % VanEck Semiconductor ETF 10 3.8K $ 0.00 % Tesla Inc 10 3.7K $ 0.00 % Microsoft Corp 10 3.7K $ 0.00 % Eaton Corporation PLC 10 3.6K $ 0.00 % SiTime Corp 10 3.5K $ 0.00 % Micron Technology Inc 10 3.4K $ 0.00 % TALEN ENERGY CORP 10 3.2K $ 0.00 % Carvana Co 10 3.1K $ 0.00 % Broadcom Inc 10 3.1K $ 0.00 % Alphabet Inc 10 2.9K $ 0.00 % General Electric Co 10 2.8K $ 0.00 % Celestica Inc 10 2.8K $ 0.00 % Constellation Energy Corp. 10 2.8K $ 0.00 % Western Digital Corp 10 2.7K $ 0.00 % Jabil Inc 10 2.7K $ 0.00 % Apple Inc 10 2.5K $ 0.00 % MongoDB Inc 10 2.4K $ 0.00 % Lam Research Corp. 10 2.1K $ 0.00 % Amazon.com Inc 10 2.1K $ 0.00 % BWX Technologies Inc 10 2K $ 0.00 % Advanced Micro Devices Inc 10 2K $ 0.00 % Coinbase Global Inc 10 1.7K $ 0.00 % Dell Technologies Inc 10 1.6K $ 0.00 % Snowflake Inc 10 1.5K $ 0.00 % Vistra Corp 10 1.5K $ 0.00 % DoorDash Inc 10 1.5K $ 0.00 % Oracle Corp 10 1.5K $ 0.00 % Zscaler Inc 10 1.4K $ 0.00 % Reddit Inc 10 1.3K $ 0.00 % Amphenol Corp 10 1.3K $ 0.00 % Strategy Inc 10 1.2K $ 0.00 % Arista Networks Inc 10 1.2K $ 0.00 % Shopify Inc 10 1.2K $ 0.00 % Datadog Inc 10 1.2K $ 0.00 % Astera Labs Inc 10 1.1K $ 0.00 % NetApp Inc 10 1K $ 0.00 % Circle Internet Group Inc 10 954.1 $ 0.00 % Roku Inc 10 946.2 $ 0.00 % Credo Technology Group Holding Ltd 10 938.7 $ 0.00 % Applied Optoelectronics Inc 10 845.9 $ 0.00 % Sea Ltd 10 828.1 $ 0.00 % ISHARES TRUST 10 800.5 $ 0.00 % Okta Inc 10 787.1 $ 0.00 % CoreWeave, Inc. 10 774.7 $ 0.00 % Uber Technologies Inc 10 719.3 $ 0.00 % Robinhood Markets Inc 10 693 $ 0.00 % Rocket Lab Usa Inc 10 642.2 $ 0.00 % Everpure Inc 10 590.4 $ 0.00 % ROBLOX Corp 10 565.6 $ 0.00 % Oklo Inc 10 495.9 $ 0.00 % Hut 8 Corp 10 469.1 $ 0.00 % Affirm Holdings Inc 10 458.2 $ 0.00 % Tempus AI Inc 10 452.2 $ 0.00 % Zillow Group Inc 10 413.8 $ 0.00 % iShares Bitcoin Trust ETF 10 384.2 $ 0.00 % IREN Ltd 10 342.8 $ 0.00 % IonQ Inc 10 288.3 $ 0.00 % Applied Digital Corp 10 237.4 $ 0.00 % Super Micro Computer, Inc. 10 227.7 $ 0.00 % Unity Software Inc 10 219.4 $ 0.00 % BitMine Immersion Technologies Inc 10 197.8 $ 0.00 % QXO Inc 10 194.2 $ 0.00 % SoFi Technologies Inc 10 158.8 $ 0.00 % iShares Ethereum Trust ETF 10 158.3 $ 0.00 % Rolls-Royce Holdings PLC 10 154.2 $ 0.00 % Rivian Automotive Inc 10 150.5 $ 0.00 % Core Scientific Inc 10 149.6 $ 0.00 % D-Wave Quantum Inc 10 144.3 $ 0.00 % Rocket Cos Inc 10 142.5 $ 0.00 % Rigetti Computing Inc 10 140.4 $ 0.00 % Riot Platforms Inc 10 123.6 $ DYNAMIX CORP 10 104.7 $ Cleanspark Inc 10 85.1 $ Quantum Computing Inc 10 68.5 $ Opendoor Technologies Inc 10 46.8 $