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Punch Card Management L P

Portfolio Manager
Punch Card Management L P
Performance
-6.50% (2026 Q1)
AUM (13F)
$270.65M
# of Holdings
5
Performance Rank
Allocation (Top 20)
100%

Punch Card Management L P Holdings Map

Top 5 Punch Card Management L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.A
BERKSHIRE HATHAWAY INC DEL
38.47%145$104.1M
+0.00%(+0)
2025-Q1: 145 shares2025-Q2: 145 shares2025-Q3: 145 shares2025-Q4: 145 shares2026-Q1: 145 shares
$149833.10(+408.29%)
2026-03-31
CROX
CROCS INC
18.24%594.6K$49.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 531.1K shares2025-Q3: 632.3K shares2025-Q4: 594.6K shares2026-Q1: 594.6K shares
$101.84(+23.02%)
2026-03-31
SGOV
ISHARES TR
17.11%460.0K$46.3M
-18.73%(-106.00K)
2025-Q1: 581.1K shares2025-Q2: 566.0K shares2025-Q3: 566.0K shares2025-Q4: 566.0K shares2026-Q1: 460.0K shares
$100.71(-0.27%)
2026-03-31
PDD
PDD HOLDINGS INC
15.67%415.0K$42.4M
+0.00%(+0)
2025-Q1: 306.8K shares2025-Q2: 415.0K shares2025-Q3: 415.0K shares2025-Q4: 415.0K shares2026-Q1: 415.0K shares
$111.52(-26.12%)
2026-03-31
PYPL
PAYPAL HLDGS INC
10.51%628.9K$28.4M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 650.4K shares2025-Q3: 650.4K shares2025-Q4: 628.9K shares2026-Q1: 628.9K shares
$69.74(-34.80%)
2026-03-31

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