Punch Card Management L.P. 13F Holdings · Q2 2026
Punch Card Management L.P. reported 5 securities worth $255.95M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRK/A (42.42%), CROX (27.20%), PDD (12.37%). Among its top 25 positions this quarter: 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $108.6M | 42.42% | 145 | Hold |
| 2 | CROX | CROCS INC | $69.6M | 27.20% | 577,170 | Trimmed |
| 3 | PDD | PDD HOLDINGS INC | $31.7M | 12.37% | 415,004 | Hold |
| 4 | PYPL | PAYPAL HLDGS INC | $27.2M | 10.61% | 628,907 | Hold |
| 5 | SGOV | ISHARES TR | $18.9M | 7.39% | 188,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR