Institutional Fund
Punch Card Management L.P.
Winter Park, FLCIK 16316645 filings on record
Portfolio Value
$270.65M
Q1 2026
Holdings
5
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-10.0%
from $300.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del38.5%
- Crocs Inc18.2%
- Ishares Tr17.1%
- Pdd Holdings Inc15.7%
- Paypal Hldgs Inc10.5%
Portfolio Holdings
5 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 145 | $104.13M | 38.5% | 0 | Held |
| 2 | Crocs Inc | 594.6K | $49.36M | 18.2% | 0 | Held |
| 3 | Ishares Tr | 460.0K | $46.30M | 17.1% | −106.0K | Reduced |
| 4 | Pdd Holdings Inc | 415.0K | $42.41M | 15.7% | 0 | Held |
| 5 | Paypal Hldgs Inc | 628.9K | $28.45M | 10.5% | 0 | Held |