Punch Card Management Norbert Lou
Top positions activity
Value History
Quarterly report: Q1 2026
Total portfolio value: $270.6M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 104.1M 38.47% | 145 | = | |
|
CROX
|
Crocs Inc | 49.4M 18.23% | 594.6K | = | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 46.3M 17.1% | 460.0K | -106.0K ↓18.73% | |
|
PDD
|
Pinduoduo Inc - ADR | 42.4M 15.66% | 415.0K | = | |
|
PYPL
|
PayPal Holdings Inc | 28.4M 10.51% | 628.9K | = |