Quarter snapshot

Punch Card Management

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

Ticker	Change	% of portfolio	Shares	Value
BRK.A history	NEW	36.38%	145	$109,446,000
SGOV history	NEW	18.88%	566,000	$56,815,080
CROX history	NEW	16.9%	594,570	$50,847,626
PDD history	NEW	15.64%	415,004	$47,057,304
PYPL history	NEW	12.2%	628,907	$36,715,591