← Holdings

Punch Card

Punch Card Management LPData: SEC EDGAR 13F · Filed 2026-05-15 · 13F filings are quarterly snapshots disclosed up to 45 days late; current positions may differ — not a real-time trading signal.
Period
2026 Q1
Total value
$271M
AUM QoQ -10%
Positions
5 positions
Filing date
2026-05-15
Year
Quarter
1 trims
#CompanyPeriod priceTodayValueWeight %Shares (QoQ)Change %
1
Berkshire Hathaway Inc Del
BRK.B
$718140
$104M
38.47%
145
145
2
Crocs Inc
CROX
$83.02
$49M
18.24%
595K
595K
3
Ishares Tr
SGOV
$100.66
$46M
17.11%
460K
566K
-18.73%
-106K sh
4
Pdd Holdings Inc
PDD
$102.18
$42M
15.67%
415K
415K
5
Paypal Hldgs Inc
PYPL
$45.23
$28M
10.51%
629K
629K