Norbert Lou - Punch Card Management 13F portfolio
Latest 13F filing: Q2 2026, filed with the SEC on Aug 14, 2026. 5 holdings worth $256.0M.
Changes since Q1 2026: 2 trimmed.
| Stock | Name | Shares | Value | % of portfolio | Change since Q1 2026 | |
|---|---|---|---|---|---|---|
| BRK.A | Berkshire Hathaway Inc | 145 | $108,583,250 | 42.4% | No change | History |
| CROX | Crocs, Inc | 577,170 | $69,629,789 | 27.2% | Trimmed 2.9% | History |
| PDD | PDD Holdings Inc | 415,004 | $31,656,505 | 12.4% | No change | History |
| PYPL | PayPal Holdings, Inc | 628,907 | $27,156,204 | 10.6% | No change | History |
| ISHARES TR 0-3 MNTH TREASRY | ISHARES TR 0-3 MNTH TREASRY | 188,000 | $18,925,960 | 7.39% | Trimmed 59.1% | History |
Source: SEC Form 13F filing.