Berkshire Focus Fund
Registrant
BERKSHIRE FUNDS
Class ticker
BFOCX
Net Assets
$461,303,603
Holdings
113
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 113
Export CSV
Portfolio coverage: 113 of
124 reported positions.
Showing 1–50
of 113 holdings by value
· page 1 of 3
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| Micron Technology, Inc. | MU | 32,790 | $37,849,169 | 8.20% | Long | EC | |
| Taiwan Semiconductor Manufacturing Company Ltd. | TSM | 77,910 | $37,207,479 | 8.07% | Long | EC | |
| Advanced Micro Devices, Inc. | AMD | 63,650 | $36,974,922 | 8.02% | Long | EC | |
| Nebius Group N.V. | NBIS | 102,240 | $28,235,621 | 6.12% | Long | EC | |
| Bloom Energy Corporation | BE | 91,090 | $27,572,943 | 5.98% | Long | EC | |
| Western Digital Corporation | WDC | 36,120 | $23,070,566 | 5.00% | Long | EC | |
| Marvell Technology Group Ltd. | MRVL | 76,080 | $22,663,471 | 4.91% | Long | EC | |
| Corning Incorporated | GLW | 88,230 | $22,536,589 | 4.89% | Long | EC | |
| Applied Materials, Inc. | AMAT | 31,120 | $22,499,760 | 4.88% | Long | EC | |
| Intel Corporation | INTC | 160,840 | $22,458,089 | 4.87% | Long | EC | |
| Seagate Technology Holdings PLC | CRDO | 69,380 | $18,867,891 | 4.09% | Long | EC | |
| Astera Labs, Inc. | ALAB | 32,880 | $15,881,698 | 3.44% | Long | EC | |
| Qnity Electronics Inc | Q | 94,760 | $15,475,256 | 3.35% | Long | EC | |
| Silicon Motion Technology Corporation | SIMO | 44,280 | $14,759,852 | 3.20% | Long | EC | |
| Amkor Technology, Inc. | AMKR | 161,800 | $13,952,014 | 3.02% | Long | EC | |
| Teradyne, Inc. | TER | 28,750 | $13,910,400 | 3.02% | Long | EC | |
| Arm Holdings PLC | ARM | 38,840 | $13,771,499 | 2.99% | Long | EC | |
| Aehr Test Systems | AEHR | 142,640 | $13,701,998 | 2.97% | Long | EC | |
| MaxLinear, Inc. | MXL | 73,470 | $9,406,364 | 2.04% | Long | EC | |
| KLA Corporation | KLAC | 30,660 | $9,250,429 | 2.01% | Long | EC | |
| Sandisk Corp. | SNDK | 10 | $22,737 | 0.00% | Long | EC | |
| MercadoLibre, Inc. | MELI | 10 | $16,974 | 0.00% | Long | EC | |
| Palo Alto Networks, Inc. | PANW | 42 | $14,323 | 0.00% | Long | EC | |
| Monolithic Power Systems, Inc. | MPWR | 10 | $13,824 | 0.00% | Long | EC | |
| GE Vernova Inc. | GEV | 10 | $11,749 | 0.00% | Long | EC | |
| Lumentum Holdings Inc. | LITE | 10 | $8,581 | 0.00% | Long | EC | |
| Argan, Inc. | AGX | 10 | $7,986 | 0.00% | Long | EC | |
| CrowdStrike Holdings, Inc. | CRWD | 10 | $7,631 | 0.00% | Long | EC | |
| SiTime Corporation | SITM | 10 | $7,456 | 0.00% | Long | EC | |
| Invesco QQQ Trust Series 1 | QQQ | 10 | $7,364 | 0.00% | Long | EC | |
| Netflix, Inc. | NFLX | 100 | $7,140 | 0.00% | Long | EC | |
| Meta Platforms, Inc. | META | 10 | $5,633 | 0.00% | Long | EC | |
| AppLovin Corporation | APP | 10 | $5,152 | 0.00% | Long | EC | |
| ServiceNow, Inc. | NOW | 50 | $4,964 | 0.00% | Long | EC | |
| Ciena Corporation | CIEN | 10 | $4,906 | 0.00% | Long | EC | |
| Texas Pacific Land Trust | TPL | 10 | $4,376 | 0.00% | Long | EC | |
| Dell Technologies Inc. | DELL | 10 | $4,315 | 0.00% | Long | EC | |
| Eaton Corporation PLC | ETN | 10 | $4,261 | 0.00% | Long | EC | |
| Tesla, Inc. | TSLA | 10 | $4,206 | 0.00% | Long | EC | |
| Coherent Corp. | COHR | 10 | $3,945 | 0.00% | Long | EC | |
| Jabil Inc. | JBL | 10 | $3,855 | 0.00% | Long | EC | |
| Talen Energy Corp. | TLN | 10 | $3,843 | 0.00% | Long | EC | |
| Broadcom Inc. | AVGO | 10 | $3,778 | 0.00% | Long | EC | |
| General Electric Company | GE | 10 | $3,737 | 0.00% | Long | EC | |
| Microsoft Corp. | MSFT | 10 | $3,730 | 0.00% | Long | EC | |
| Celestica Inc | CLS | 10 | $3,648 | 0.00% | Long | EC | |
| Alphabet, Inc. | GOOGL | 10 | $3,574 | 0.00% | Long | EC | |
| MongoDB, Inc. | MDB | 10 | $3,359 | 0.00% | Long | EC | |
| Vertiv Holdings Co. | VRT | 10 | $3,348 | 0.00% | Long | EC | |
| Carvana Co. | CVNA | 50 | $3,291 | 0.00% | Long | EC |
Showing the top 50 of 113 holdings. Create a free account to see every holding and download the CSV.