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Gurus
Value
PUNCH CARD MANAGEMENT L.P. (Data extracted from 13F, 13D, 13G and Form 4)

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PUNCH CARD MANAGEMENT L.P.

AUM: $588.35 M

13-F Portfolio Value: $255.95 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 99.99%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
BRKA	BERKSHIRE HATHAWAY INC DEL	42.42%	145	$108,583,250		No Change	$748850	13F
CROX	CROCS INC	27.2%	577,170	$69,629,789	-17,400	-2.93%	$120.64	13F
PDD	PDD HOLDINGS INC	12.37%	415,004	$31,656,505		No Change	$76.28	13F
PYPL	PAYPAL HLDGS INC	10.61%	628,907	$27,156,204	628,907	New	$43.18	13F
SGOV	ISHARES TR	7.39%	188,000	$18,925,960	-272,000	-59.13%	$100.67	13F
PYPL	PAYPAL HLDGS INC				-628,907	Exited		13F