Punch Card Management·CIK 1631664
6
Positions
$309.9M
Portfolio Value
37
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| BRKA | 34.10% | $105,676,000 |
18.39% |
| $56,990,540 |
| CROX | 17.36% | $53,790,618 |
| PYPL | 15.60% | $48,341,221 |
| PDD | 14.02% | $43,434,319 |
| SWBI | 0.53% | $1,648,618 |