Norbert Lou — Punch Card Management L.P.

Norbert LouPunch Card Management L.P.

13F portfolio as reported for Q2 2026 · total reported value $256.0M · source: public SEC filings

Top 5 reported holdings
TickerCompanyShares Reported valuePortfolio weight
BRK/ABerkshire Hathaway Inc.145$108.6M42.4%
CROXCrocs, Inc.577,170$69.6M27.2%
PDDPDD Holdings Inc.415,004$31.7M12.4%
PYPLPayPal Holdings, Inc.628,907$27.2M10.6%
SGOViShares 0-3 Month Treasury Bond ETF188,000$18.9M7.4%

13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.

All covered investors and companies