Quarter snapshot

Punch Card Management

history	Ticker	Change	% of portfolio	Shares	Value
≡	BRK.A		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