Punch Card Management L.P.

No.6301 Data as of 2026Q2

Latest AUM (Q2 2026)

$256.0M

QoQ Change Q1 2026

-$14.7M-5.4%

Holdings

5

New Buys

0

Adds

0

Reduces

2

Exits

0

Unchanged

3

Holdings Value Trend

Holdings by Sector

Stock	Ownership Trend	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
BERKSHIRE HATHAWAY INC CL ABRK.A		42.42%	38.47%	$108.6M	145	$104.1M	145	00.00%	Unchanged
CROCS INCCROX		27.2%	18.24%	$69.6M	577,170	$49.4M	594,570	-17,400-2.93%	Reduce
Pdd Holdings Inc ADRPDD		12.37%	15.67%	$31.7M	415,004	$42.4M	415,004	00.00%	Unchanged
PAYPAL HLDGS INC COMPYPL		10.61%	10.51%	$27.2M	628,907	$28.4M	628,907	00.00%	Unchanged
IISHARES TRSGOV		7.39%	17.11%	$18.9M	188,000	$46.3M	460,000	-272,000-59.13%	Reduce

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow