Punch Card Management L.P.: 13F holdings
CIK 16316642026Q2
| Positions | 5 |
|---|
| Reported value | $256.0m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 5 (+0 vs prior quarter) |
|---|
| Reported value | $256.0m (-5.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK.A BERKSHIRE HATHAWAY INC DEL | 145 | $108.6m | 42.4% |
| CROX CROCS INC | 577,170 | $69.6m | 27.2% |
| PDD PDD HOLDINGS INC | 415,004 | $31.7m | 12.4% |
| PYPL PAYPAL HLDGS INC | 628,907 | $27.2m | 10.6% |
| SGOV ISHARES TR | 188,000 | $18.9m | 7.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1631664")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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