Investor portfolio

Punch Card Management

Name: Punch Card Management 13F portfolio
Creator: FolioFact

ValueQuality

Punch Card Management is an investment management firm associated with Norbert Lou.

Linked investors: Norbert Lou

US 13F portfolio

history	Ticker	Change	% of portfolio	Shares	Value
≡	BRK.{A,B}		38.47%	145	$104,130,300
≡	CROX		18.24%	594,570	$49,361,201
≡	SGOV	−19%	17.11%	460,000	$46,303,600
≡	PDD		15.67%	415,004	$42,405,109
≡	PYPL		10.51%	628,907	$28,445,464

13F filings show only a fund's disclosed US-listed long book — methodology & caveats.