Norbert Lou – Punch Card Management Portfolio | DataHeimdall

Norbert Lou

Punch Card Management·CIK 1631664

5

Positions

$300.9M

Portfolio Value

37

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2025

BRKA

SGOV

CROX

PDD

PYPL

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	PDD	PDD HOLDINGS INC	15.64%	415,004	$47,057,304	▼ -1.4%
2	PYPL	PAYPAL HLDGS INC	12.20%	628,907	$36,715,591