本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Punch Card Management L.P. (CIK 1631664) reported $256.0M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRK/A ($108.6M, 42.42%), CROX ($69.6M, 27.20%), PDD ($31.7M, 12.37%), PYPL ($27.2M, 10.61%), SGOV ($18.9M, 7.39%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2026-06-30