Punch Card Management Norbert Lou
Top positions activity
Value History
Quarterly report: Q2 2026
Total portfolio value: $256.0M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 108.6M 42.42% | 145 | = | |
|
CROX
|
Crocs Inc | 69.6M 27.2% | 577.2K | -17.4K ↓2.93% | |
|
PDD
|
Pinduoduo Inc - ADR | 31.7M 12.36% | 415.0K | = | |
|
PYPL
|
PayPal Holdings Inc | 27.2M 10.6% | 628.9K | = | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 18.9M 7.39% | 188.0K | -272.0K ↓59.13% |