BFOCX holdings — Berkshire Focus Fund
Berkshire Focus Fund (BFOCX) held 124 positions with net assets of $461M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 60.9% of the fund, led by MU, TSM, AMD.
BFOCX top holdings
- MU Micron Technology, Inc. — 8.20% ($37.8M)
- TSM Taiwan Semiconductor Manufacturing Company Ltd. — 8.07% ($37.2M)
- AMD Advanced Micro Devices, Inc. — 8.02% ($37.0M)
- NBIS Nebius Group N.V. — 6.12% ($28.2M)
- BE Bloom Energy Corporation — 5.98% ($27.6M)
- WDC Western Digital Corporation — 5.00% ($23.1M)
- MRVL Marvell Technology Group Ltd. — 4.91% ($22.7M)
- GLW Corning Incorporated — 4.89% ($22.5M)
- AMAT Applied Materials, Inc. — 4.88% ($22.5M)
- INTC Intel Corporation — 4.87% ($22.5M)
- Seagate Technology Holdings PLC — 4.10% ($18.9M)
- CRDO Seagate Technology Holdings PLC — 4.09% ($18.9M)
- ALAB Astera Labs, Inc. — 3.44% ($15.9M)
- Q Qnity Electronics Inc — 3.35% ($15.5M)
- SIMO Silicon Motion Technology Corporation — 3.20% ($14.8M)
- AMKR Amkor Technology, Inc. — 3.02% ($14.0M)
- TER Teradyne, Inc. — 3.02% ($13.9M)
- Rocket Lab Usa Inc — 3.01% ($13.9M)
- ARM Arm Holdings PLC — 2.99% ($13.8M)
- AEHR Aehr Test Systems — 2.97% ($13.7M)
- MXL MaxLinear, Inc. — 2.04% ($9.41M)
- KLAC KLA Corporation — 2.01% ($9.25M)
- Lam Research Corp. — 1.99% ($9.17M)
- SNDK Sandisk Corp. — 0.00% ($22.7K)
- ASML Holding N.V. — 0.00% ($19.9K)
What are BFOCX's top 10 holdings?
MU (8.2%), TSM (8.1%), AMD (8.0%), NBIS (6.1%), BE (6.0%), WDC (5.0%), MRVL (4.9%), GLW (4.9%), AMAT (4.9%), INTC (4.9%).
How many stocks are in BFOCX?
Berkshire Focus Fund reported 124 holdings as of June 30, 2026.