Berkshire Focus Fund (BFOCX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 9.97% of fund assets.
Berkshire Focus Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BFOCX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
NVIDIA CORP
|
9.97% | $27,642,400.00 | 158,500 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
9.02% | $24,998,161.50 | 73,970 |
|
-
Lumentum Holdings Inc.
|
8.10% | $22,453,182.00 | 31,950 |
|
-
COHERENT CORP.
|
6.56% | $18,175,423.00 | 76,300 |
|
-
GE Vernova Inc.
|
5.99% | $16,593,829.00 | 19,010 |
|
-
Vertiv Holdings Co
|
4.90% | $13,571,412.80 | 54,160 |
|
-
Palantir Technologies Inc.
|
4.84% | $13,413,876.00 | 91,700 |
|
-
ARM HOLDINGS PLC /UK
|
4.39% | $12,170,476.00 | 80,450 |
|
-
Fastly, Inc.
|
4.23% | $11,735,299.80 | 403,830 |
|
-
CORNING INC /NY
|
4.20% | $11,651,269.30 | 85,690 |
|
-
APPLIED MATERIALS INC /DE
|
4.00% | $11,097,921.30 | 32,470 |
|
-
Bloom Energy Corp
|
4.00% | $11,084,436.90 | 81,810 |
|
-
EchoStar CORP
|
3.89% | $10,782,147.00 | 92,100 |
|
-
DigitalOcean Holdings, Inc.
|
3.06% | $8,493,077.80 | 99,010 |
|
-
TOWER SEMICONDUCTOR LTD
|
3.03% | $8,387,944.00 | 47,800 |
|
-
Nebius Group N.V.
|
3.01% | $8,336,078.40 | 80,340 |
|
-
TERADYNE, INC
|
3.00% | $8,312,738.40 | 28,040 |
|
-
Marvell Technology, Inc.
|
2.95% | $8,179,549.00 | 82,580 |
|
-
Cloudflare, Inc.
|
2.93% | $8,131,859.40 | 39,410 |
|
-
KULICKE & SOFFA INDUSTRIES INC
|
2.93% | $8,128,906.80 | 123,690 |
|
-
ASML HOLDING N.V.
|
2.93% | $8,109,896.20 | 6,140 |
|
-
Qnity Electronics, Inc.
|
1.99% | $5,512,856.40 | 47,780 |
|
-
MERCADOLIBRE INC
|
0.01% | $17,290.20 | 10 |
|
-
KLA CORP
|
0.01% | $14,724.10 | 10 |
|
-
MONOLITHIC POWER SYSTEMS, INC.
|
0.00% | $10,933.50 | 10 |
|
-
NETFLIX INC
|
0.00% | $9,615.00 | 100 |
|
-
Palo Alto Networks Inc
|
0.00% | $6,733.44 | 42 |
|
-
Sandisk Corp
|
0.00% | $6,353.40 | 10 |
|
-
INVESCO QQQ TRUST SERIES 1
|
0.00% | $5,771.80 | 10 |
|
-
Meta Platforms, Inc.
|
0.00% | $5,721.30 | 10 |
|
-
ARGAN INC
|
0.00% | $5,446.50 | 10 |
|
-
ServiceNow, Inc.
|
0.00% | $5,227.50 | 50 |
|
-
Spotify Technology S.A.
|
0.00% | $4,849.10 | 10 |
|
-
Texas Pacific Land Corp
|
0.00% | $4,745.60 | 10 |
|
-
AXON ENTERPRISE, INC.
|
0.00% | $4,246.90 | 10 |
|
-
AppLovin Corp
|
0.00% | $3,980.00 | 10 |
|
-
Seagate Technology Holdings plc
|
0.00% | $3,917.60 | 10 |
|
-
CrowdStrike Holdings, Inc.
|
0.00% | $3,904.10 | 10 |
|
-
CIENA CORP
|
0.00% | $3,882.30 | 10 |
|
-
VANECK VECTORS SEMICONDUCTORS ETF
|
0.00% | $3,834.00 | 10 |
|
-
Tesla, Inc.
|
0.00% | $3,717.50 | 10 |
|
-
MICROSOFT CORP
|
0.00% | $3,701.70 | 10 |
|
-
Eaton Corp plc
|
0.00% | $3,576.70 | 10 |
|
-
SITIME Corp
|
0.00% | $3,453.50 | 10 |
|
-
MICRON TECHNOLOGY INC
|
0.00% | $3,378.40 | 10 |
|
-
Talen Energy Corp
|
0.00% | $3,192.30 | 10 |
|
-
CARVANA CO.
|
0.00% | $3,143.80 | 10 |
|
-
Broadcom Inc.
|
0.00% | $3,095.10 | 10 |
|
-
Alphabet Inc.
|
0.00% | $2,875.60 | 10 |
|
-
GENERAL ELECTRIC CO
|
0.00% | $2,837.70 | 10 |
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