Punch Card Management L.P.
- SEC CIK
- 0001631664
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 5
- 0 vs. Q1 2026
- Portfolio value
- $256.0M
- −$14.7M (−5.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 145 | $108.6M | 42.4% | 00.0% | Unchanged | History |
| CROXCrocs, Inc. | COM | 577,170 | $69.6M | 27.2% | −17,400−2.9% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 415,004 | $31.7M | 12.4% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 628,907 | $27.2M | 10.6% | 00.0% | Unchanged | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 188,000 | $18.9M | 7.4% | −272,000−59.1% | Reduced | – |