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Punch Card Management L.P.
特别关注No.6301环比变动 Q1 2026
-$1,469.4万-5.4%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 伯克希尔哈撒韦BRK.A |
| 42.42% | 38.47% | $1.09亿 | 145股 | $1.04亿 | 145股 | 00.00% | 持仓不变 |
 CROCSCROX |
| 27.2% | 18.24% | $6,963.0万 | 57.7万股 | $4,936.1万 | 59.5万股 | -1.7万股-2.93% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 12.37% | 15.67% | $3,165.7万 | 41.5万股 | $4,240.5万 | 41.5万股 | 00.00% | 持仓不变 |
 PAYPAL COMPYPL |
| 10.61% | 10.51% | $2,715.6万 | 62.9万股 | $2,844.5万 | 62.9万股 | 00.00% | 持仓不变 |
| IiShares安硕信托SGOV |
| 7.39% | 17.11% | $1,892.6万 | 18.8万股 | $4,630.4万 | 46.0万股 | -27.2万股-59.13% | 减仓 |
