Punch Card Management L.P. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC Punch Card Management L.P. | Institutional Filer | ▼ 10.05% | $270.6M | 5 |
Current Portfolio Holdings
Showing all 5 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 145 | $104.1M | 38.47% |
| 2 | CROX | Crocs, Inc. | Consumer Cyclical | 595K | $49.4M | 18.24% |
| 3 | SGOV | ISHARES TR | — | 460K | $46.3M | 17.11% |
| 4 | PDD | PDD Holdings Inc. | Consumer Cyclical | 415K | $42.4M | 15.67% |
| 5 | PYPL | PayPal Holdings, Inc. | Financial Services | 629K | $28.4M | 10.51% |
Showing 1 to 5 of 5 holdings