Norbert Lou

Punch Card Management · SEC CIK 1631664

Very few bets, held with total conviction.

Q1 2026
Latest 13F
$270.65M
Filed US book
5
Positions

Largest holdings, as filed

Top 5 of 5 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.

CompanyTickerValueWeight
BERKSHIRE HATHAWAY INC DELBRK/A$104.13M38.5%
CROCS INCCROX$49.36M18.2%
ISHARES TRSGOV$46.30M17.1%
PDD HOLDINGS INCPDD$42.41M15.7%
PAYPAL HLDGS INCPYPL$28.45M10.5%

Inside the app: the full book for Punch Card Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.

Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.