Top 5 Punch Card Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 38.47% | 145 | $104.1M | +0.00%(+0) | $149833.10(+408.29%) | 2026-03-31 | |
| CROX | CROCS INC | 18.24% | 594.6K | $49.4M | +0.00%(+0) | $101.84(+23.02%) | 2026-03-31 | |
| SGOV | ISHARES TR | 17.11% | 460.0K | $46.3M | -18.73%(-106.00K) | $100.71(-0.27%) | 2026-03-31 | |
| PDD | PDD HOLDINGS INC | 15.67% | 415.0K | $42.4M | +0.00%(+0) | $111.52(-26.12%) | 2026-03-31 | |
| PYPL | PAYPAL HLDGS INC | 10.51% | 628.9K | $28.4M | +0.00%(+0) | $69.74(-34.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.11% | +29.88% |
| Top 20 Holdings Unweighted | -2.35% | -6.88% |
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