Holdings
Berkshire Focus Fund
As of Jun 30, 2026, Berkshire Focus Fund reported 109 positions worth US$411M. Largest: Micron Technology, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 32,790 | US$37.8M | +32,780 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 495K | US$37.2M | +94,299 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 63,650 | US$37M | +63,640 | Jun 30, 2026 |
| Nebius Group N.v. | 102K | US$28.2M | +21,900 | Jun 30, 2026 |
| Bloom Energy Corporation | 91,090 | US$27.6M | +9,280 | Jun 30, 2026 |
| Western Digital Corporation | 36,120 | US$23.1M | +36,110 | Jun 30, 2026 |
| Marvell Technology, Inc. | 76,080 | US$22.7M | −6,500 | Jun 30, 2026 |
| Corning Incorporated | 88,230 | US$22.5M | +2,540 | Jun 30, 2026 |
| Applied Materials, Inc. | 31,120 | US$22.5M | −1,350 | Jun 30, 2026 |
| Intel Corporation | 161K | US$22.5M | new | Jun 30, 2026 |