Berkshire Focus Fund is a registered fund series of BERKSHIRE FUNDS (series S000004886). Net assets $277.2M as of 2026-03-31.
Showing 15 of 114 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| NVIDIA Corp. | — | $27.6M | 997.00% |
| Taiwan Semiconductor Manufacturing Company Ltd. | — | $25.0M | 902.00% |
| Lumentum Holdings Inc. | — | $22.5M | 810.00% |
| Coherent Corp. | — | $18.2M | 656.00% |
| GE Vernova Inc. | — | $16.6M | 599.00% |
| Vertiv Holdings Co. | — | $13.6M | 490.00% |
| Palantir Technologies, Inc. | — | $13.4M | 484.00% |
| Arm Holdings PLC | — | $12.2M | 439.00% |
| Fastly, Inc. | — | $11.7M | 423.00% |
| Corning Incorporated | — | $11.7M | 420.00% |
| Applied Materials, Inc. | — | $11.1M | 400.00% |
| Bloom Energy Corporation | — | $11.1M | 400.00% |
| EchoStar Corporation | — | $10.8M | 389.00% |
| DigitalOcean Holdings, Inc. | — | $8.5M | 306.00% |
| Tower Semiconductor Ltd. | — | $8.4M | 303.00% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $277.2M |
| 2025-12-31 | $301.5M |
| 2025-09-30 | $329.1M |
| 2025-06-30 | $285.9M |
| 2025-03-31 | $208.6M |
| 2024-12-31 | $276.4M |
| 2024-09-30 | $235.4M |
| 2024-06-30 | $246.8M |