Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Punch Card Management L.P. (CIK 1631664) reported $270.6M across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/A ($104.1M, 38.47%), CROX ($49.4M, 18.24%), SGOV ($46.3M, 17.11%), PDD ($42.4M, 15.67%), PYPL ($28.4M, 10.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $104.1M | 38.47% | 145 | Hold |
| 2 | CROX | CROCS INC | $49.4M | 18.24% | 594,570 | Hold |
| 3 | SGOV | ISHARES TR | $46.3M | 17.11% | 460,000 | Trimmed |
| 4 | PDD | PDD HOLDINGS INC | $42.4M | 15.67% | 415,004 | Hold |
| 5 | PYPL | PAYPAL HLDGS INC | $28.4M | 10.51% | 628,907 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31