Institutions / Punch Card Management L.P.
Punch Card Management L.P.
CIK 1631664 · Institution · as of Dec 31, 2025
Portfolio value
$300.88M
Positions
5
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Berkshire Hathaway Inc Del | $109.45M | 36.4% |
| iShares Tr | $56.82M | 18.9% |
| Crocs, Inc. | $50.85M | 16.9% |
| PDD Holdings Inc.PDD | $47.06M | 15.6% |
| PayPal Holdings, Inc. | $36.72M | 12.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.