Berkshire Funds. Holdings as of Jun 30, 2026, from Form N-PORT.
Share of net assets at the report date, for the whole fund across all share classes.
| Holding | Weight | Value | Shares or units |
|---|---|---|---|
| Micron Technology, Inc.MU | 8.20% | $37.85M | 32,790 |
| Taiwan Semiconductor Manufacturing Company Ltd.TSM | 8.07% | $37.21M | 77,910 |
| Advanced Micro Devices, Inc.AMD | 8.02% | $36.97M | 63,650 |
| Nebius Group N.V. | 6.12% | $28.24M | 102,240 |
| Bloom Energy CorporationBE | 5.98% | $27.57M | 91,090 |
| Western Digital CorporationWDC | 5.00% | $23.07M | 36,120 |
| Marvell Technology Group Ltd.MRVL | 4.91% | $22.66M | 76,080 |
| Corning IncorporatedGLW | 4.89% | $22.54M | 88,230 |
| Applied Materials, Inc.AMAT | 4.88% | $22.50M | 31,120 |
| Intel CorporationINTC | 4.87% | $22.46M | 160,840 |
| Seagate Technology Holdings PLC | 4.10% | $18.90M | 19,590 |
| Seagate Technology Holdings PLCCRDO | 4.09% | $18.87M | 69,380 |
| Astera Labs, Inc.ALAB | 3.44% | $15.88M | 32,880 |
| Qnity Electronics IncQ | 3.35% | $15.48M | 94,760 |
| Silicon Motion Technology CorporationSIMO | 3.20% | $14.76M | 44,280 |
| Amkor Technology, Inc.AMKR | 3.02% | $13.95M | 161,800 |
| Teradyne, Inc.TER | 3.02% | $13.91M | 28,750 |
| Rocket Lab Usa Inc | 3.01% | $13.89M | 136,690 |
| Arm Holdings PLCARM | 2.99% | $13.77M | 38,840 |
| Aehr Test SystemsAEHR | 2.97% | $13.70M | 142,640 |
| MaxLinear, Inc.MXL | 2.04% | $9.41M | 73,470 |
| KLA CorporationKLAC | 2.01% | $9.25M | 30,660 |
| Lam Research Corp. | 1.99% | $9.17M | 21,170 |
| Sandisk Corp.SNDK | 0.00% | $22.74K | 10 |
| ASML Holding N.V. | 0.00% | $19.89K | 10 |
| MercadoLibre, Inc.MELI | 0.00% | $16.97K | 10 |
| Palo Alto Networks, Inc.PANW | 0.00% | $14.32K | 42 |
| Monolithic Power Systems, Inc.MPWR | 0.00% | $13.82K | 10 |
| GE Vernova Inc.GEV | 0.00% | $11.75K | 10 |
| Equinix, Inc. | 0.00% | $10.42K | 10 |
| Lumentum Holdings Inc.LITE | 0.00% | $8.58K | 10 |
| Argan, Inc.AGX | 0.00% | $7.99K | 10 |
| CrowdStrike Holdings, Inc.CRWD | 0.00% | $7.63K | 10 |
| SiTime CorporationSITM | 0.00% | $7.46K | 10 |
| Invesco QQQ Trust Series 1 | 0.00% | $7.36K | 10 |
| Netflix, Inc.NFLX | 0.00% | $7.14K | 100 |
| VanEck ETF Trust - VanEck Semiconductor ETF | 0.00% | $6.56K | 10 |
| Meta Platforms, Inc.META | 0.00% | $5.63K | 10 |
| AppLovin CorporationAPP | 0.00% | $5.15K | 10 |
| ServiceNow, Inc.NOW | 0.00% | $4.96K | 50 |
| Ciena CorporationCIEN | 0.00% | $4.91K | 10 |
| Texas Pacific Land TrustTPL | 0.00% | $4.38K | 10 |
| Dell Technologies Inc.DELL | 0.00% | $4.31K | 10 |
| Eaton Corporation PLCETN | 0.00% | $4.26K | 10 |
| Tesla, Inc.TSLA | 0.00% | $4.21K | 10 |
| Coherent Corp.COHR | 0.00% | $3.94K | 10 |
| Jabil Inc.JBL | 0.00% | $3.85K | 10 |
| Talen Energy Corp.TLN | 0.00% | $3.84K | 10 |
| Broadcom Inc.AVGO | 0.00% | $3.78K | 10 |
| General Electric CompanyGE | 0.00% | $3.74K | 10 |