As of June 30, Berkshire Focus Fund held total net Assets of $461303603.32, with Micron Technology as its largest position at $37849169.10, or 8.20% of the fund. The portfolio figures give investors a precise view of the fund’s asset base, cash position and leading Equity exposures.

Key Highlights

  • Berkshire Focus Fund reported $461,303,603.32 in total net assets as of June 30, 2026.
  • Micron Technology comprised 32,790 shares valued at $37,849,169.1.
  • Taiwan Semiconductor Manufacturing Company’s ADR position comprised 77,910 shares valued at $37,207,478.7.

Berkshire Funds’ Berkshire Focus Fund held total net assets of $461,303,603.32 ($461.3 million, or $461M) as of June 30, 2026. Cash stood at $1,967,289.63.

Portfolio Value: $461M

The Berkshire Focus Fund’s portfolio was composed of long positions in common equity securities. The fund held 32,790 shares of Micron Technology (NASDAQ: MU), with the position valued at $37,849,169.1. Taiwan Semiconductor Manufacturing Company’s ADR position included 77,910 shares valued at $37,207,478.7. The fund held 63,650 shares of Advanced Micro Devices (NASDAQ: AMD) valued at $36,974,921.5. Cash holdings totaled $1,967,289.63 as of the reporting date.

Reported Equity Positions

Bloom Energy Corporation Class A was listed with 91,090 shares valued at $27,572,943. The five positions were recorded as long positions.