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 / amount	Value
≡	SGOV	−59%	7.39%	188,000	$18,925,960
≡	PYPL		10.61%	628,907	$27,156,204
≡	PDD		12.37%	415,004	$31,656,505
≡	CROX	−3%	27.2%	577,170	$69,629,789
≡	BRK.{A,B}		42.42%	145	$108,583,250

13F filings show only a manager's disclosed reportable long positions; this filing contains no call or put rows — methodology & caveats.