Berkshire Focus Fund
Berkshire Focus Fund reported 115 holdings worth US$461M as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 31, 2026
Berkshire Focus Fund reported 115 holdings worth US$461M as of Jun 30, 2026. Largest: Micron Technology, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Advanced Micro Devices Inc. Filed Aug 31, 2026 (Form N-PORT).
- Holdings
- 115
- Value as reported
- US$461M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 32,790 | US$37.8M | 8.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 495K | US$37.2M | 8.1% |
| Advanced Micro Devices Inc | 63,650 | US$37M | 8.0% |
| Nebius Group N.v. | 102K | US$28.2M | 6.1% |
| Bloom Energy Corporation | 91,090 | US$27.6M | 6.0% |
| Western Digital Corporation | 36,120 | US$23.1M | 5.0% |
| Marvell Technology, Inc. | 76,080 | US$22.7M | 4.9% |
| Corning Incorporated | 88,230 | US$22.5M | 4.9% |
| Applied Materials, Inc. | 31,120 | US$22.5M | 4.9% |
| Intel Corporation | 161K | US$22.5M | 4.9% |
| Seagate Technology Holdings Plc | 19,590 | US$18.9M | 4.1% |
| Credo Technology Group Holding Ltd | 69,380 | US$18.9M | 4.1% |
| Astera Labs, Inc. | 32,880 | US$15.9M | 3.4% |
| Qnity Electronics, Inc. | 94,760 | US$15.5M | 3.4% |
| Amkor Technology, Inc. | 162K | US$14M | 3.0% |
| Teradyne, Inc. | 28,750 | US$13.9M | 3.0% |
| Aehr Test Systems | 143K | US$13.7M | 3.0% |
| Maxlinear, Inc | 73,470 | US$9.41M | 2.0% |
| Kla Corporation | 30,660 | US$9.25M | 2.0% |
| Sandisk Corporation | 10 | US$22,737 | |
| Asml Holding Nv | 12 | US$19,894 | |
| Mercadolibre, Inc. | 10 | US$16,974 | |
| Palo Alto Networks, Inc. | 42 | US$14,323 | |
| Monolithic Power Systems, Inc. | 10 | US$13,824 | |
| Ge Vernova Inc. | 10 | US$11,749 | |
| Equinix, Inc. | 10 | US$10,424 | |
| Lumentum Holdings Inc. | 10 | US$8,581 | |
| Argan, Inc. | 10 | US$7,986 | |
| Crowdstrike Holdings, Inc. | 10 | US$7,631 | |
| Sitime Corporation | 10 | US$7,456 | |
| Netflix, Inc. | 100 | US$7,140 | |
| Meta Platforms, Inc. | 10 | US$5,633 | |
| Applovin Corporation | 10 | US$5,152 | |
| Servicenow, Inc. | 50 | US$4,964 | |
| Ciena Corporation | 10 | US$4,906 | |
| Texas Pacific Land Corporation | 10 | US$4,376 | |
| Dell Technologies Inc. | 10 | US$4,315 | |
| Tesla, Inc. | 10 | US$4,206 | |
| Coherent Corp. | 10 | US$3,945 | |
| Jabil Inc. | 10 | US$3,855 | |
| Talen Energy Corporation | 10 | US$3,843 | |
| Broadcom Inc. | 10 | US$3,778 | |
| Ge Aerospace | 10 | US$3,737 | |
| Microsoft Corp. | 10 | US$3,730 | |
| Celestica Inc. | 10 | US$3,648 | |
| Alphabet Inc (google) Class C | 10 | US$3,574 | |
| Mongodb, Inc. | 10 | US$3,359 | |
| Vertiv Holdings, Llc | 10 | US$3,348 | |
| Carvana Co. | 50 | US$3,291 | |
| Apple Inc | 10 | US$2,894 | |
| Tower Semiconductor Ltd. | 10 | US$2,606 | |
| Datadog, Inc. | 10 | US$2,604 | |
| Snowflake Inc. | 10 | US$2,545 | |
| Constellation Energy Corporation | 10 | US$2,484 | |
| Cloudflare, Inc. | 10 | US$2,453 | |
| Amazon.com, Inc. | 10 | US$2,383 | |
| Cerebras Systems Inc. | 10 | US$2,210 | |
| Nvidia Corporation | 10 | US$2,001 | |
| Bwx Technologies, Inc. | 10 | US$1,947 | |
| Qualcomm Incorporated | 10 | US$1,848 | |
| Doordash, Inc. | 10 | US$1,845 | |
| Amphenol Corporation | 10 | US$1,763 | |
| Reddit, Inc. | 10 | US$1,736 | |
| Space Exploration Technologies Corp | 10 | US$1,709 | |
| Arista Networks, Inc. | 10 | US$1,699 | |
| Semtech Corporation | 10 | US$1,619 | |
| Vistra Corp. | 10 | US$1,586 | |
| Digitalocean Holdings, Inc. | 10 | US$1,570 | |
| Netapp, Inc. | 10 | US$1,548 | |
| Applied Optoelectronics, Inc. | 10 | US$1,482 | |
| Oracle Corporation | 10 | US$1,466 | |
| Coinbase Global, Inc. | 10 | US$1,462 | |
| Zscaler Inc | 10 | US$1,412 | |
| Roku, Inc. | 10 | US$1,381 | |
| Okta, Inc. | 10 | US$1,365 | |
| Kulicke And Soffa Industries, Inc. | 10 | US$1,338 | |
| Akamai Technologies, Inc. | 10 | US$1,182 | |
| Cisco Systems, Inc. | 10 | US$1,175 | |
| Palantir Technologies Inc. | 10 | US$1,167 | |
| Hut 8 Corp. | 10 | US$1,154 | |
| Shopify Inc. | 10 | US$1,142 | |
| Echostar Corporation | 10 | US$1,015 | |
| Robinhood Markets, Inc. | 10 | US$1,003 | |
| Strategy Inc | 10 | US$869 | |
| Affirm Holdings, Inc. | 10 | US$816 | |
| Everpure, Inc. | 10 | US$788 | |
| Stmicroelectronics Nv | 10 | US$749 | |
| Uber Technologies, Inc. | 10 | US$722 | |
| Axt Inc | 10 | US$721 | |
| Circle Internet Group, Inc. | 10 | US$626 | |
| Tempus Ai, Inc. | 10 | US$579 | |
| Roblox Corporation | 10 | US$544 | |
| Ionq, Inc. | 10 | US$533 | |
| Oklo Inc. | 10 | US$523 | |
| Iren Limited | 10 | US$457 | |
| Applied Digital Corporation | 10 | US$373 | |
| Zillow Group, Inc. | 10 | US$315 | |
| Unity Software Inc. | 10 | US$286 | |
| Riot Platforms, Inc. | 10 | US$274 | |
| Core Scientific, Inc. | 10 | US$256 | |
Every holding of Berkshire Focus Fund
Source
View original at SEC
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