MF · holdings as filed 2026-03-31
What's inside BFOCX?
Berkshire Focus Fund
Holdings
114
positions in the fund
Expense ratio
1.96%
net, per year
Fund size
$277M
total net assets
Top 15 holdings
2
TSMTAIWAN SEMICONDUCTOR-SP ADR
9.02%
3
LITELUMENTUM HOLDINGS INC
8.10%
6
VRTVERTIV HOLDINGS CO-A
4.90%
7
PLTRPALANTIR TECHNOLOGIES INC-A
4.84%
8
ARMARM HOLDINGS PLC-ADR
4.39%
9
FSLYFASTLY INC - CLASS A
4.23%
11
AMATAPPLIED MATERIALS INC
4.00%
12
BEBLOOM ENERGY CORP- A
4.00%
13
ECHOECHOSTAR CORP-A
3.89%
14
DOCNDIGITALOCEAN HOLDINGS INC
3.06%
15
TSEMTOWER SEMICONDUCTOR LTD
3.03%
Sectors
1Information Technology82% 4Communication Services4% 7Consumer Discretionary0% Hold BFOCX alongside other funds? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Data source: official SEC Form N-PORT filings (as of 2026-03-31); expense ratio from SEC prospectus (risk/return) filings. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.