Punch Card Management Norbert Lou
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $309.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 105.7M 34.1% | 145 | = | |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 57.0M 18.39% | 566.0K | -15.1K ↓2.60% | |
|
CROX
|
Crocs Inc | 53.8M 17.35% | 531.1K | +531.1K Newly Added | |
|
PYPL
|
PayPal Holdings Inc | 48.3M 15.59% | 650.4K | +650.4K Newly Added | |
|
PDD
|
Pinduoduo Inc - ADR | 43.4M 14.01% | 415.0K | +108.3K ↑35.29% | |
|
SWBI
|
Smith & Wesson Brands Inc | 1.6M 0.53% | 189.9K | -459.0K ↓70.73% |