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Punch Card

Punch Card Management LPData: SEC EDGAR 13F · Filed 2026-08-14 · 13F filings are quarterly snapshots disclosed up to 45 days late; current positions may differ — not a real-time trading signal.
Period
2026 Q2
Total value
$256M
AUM QoQ -5.4%
Positions
5 positions
Filing date
2026-08-14
Year
Quarter
1 new positions · 2 trims
#CompanyPeriod priceTodayValueWeight %Shares (QoQ)Change %
1
Berkshire Hathaway Inc Del
BRK.B
$748850
$109M
42.42%
145
145
2
Crocs Inc
CROX
$120.64
$70M
27.2%
577K
595K
-2.93%
-17K sh
3
Pdd Holdings Inc
PDD
$76.28
$32M
12.37%
415K
415K
4
Paypal Hldgs Inc
$43.18
$27M
10.61%
629K
New
5
Ishares Tr
SGOV
$100.67
$19M
7.39%
188K
460K
-59.13%
-272K sh