PUNCH CARD MANAGEMENT L.P.

PrivateCIK: 1631664
Location

WINTER PARK, FL

📋 What this filing means

PUNCH CARD MANAGEMENT L.P. filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $322.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

6
Positions
$322.42M
Total AUM (reported)
2.30M
Total Shares

Allocation by class

TOTAL AUM$322.42M6 positions
CL A$109.36M33.9%
COM$101.21M31.4%
0-3 MNTH TREASRY$57.00M17.7%
SPONSORED ADS$54.85M17.0%

Portfolio Concentration

Top 368.6%4–1031.4%TOP 10100.0%0%100%
Top 3$221.21M68.6%
4–10$101.21M31.4%

Top 3 weight

68.6%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 2.30M

Sole

Full voting authority

2.30M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares145.00
TypeSH
Market value$109.36M
33.92%
Sole
145.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares566K
TypeSH
Market value$57.00M
17.68%
Sole
566K
Shared
0.00
None
0.00

PDD HOLDINGS INC

SOLE
SPONSORED ADS
Shares415K
TypeSH
Market value$54.85M
17.01%
Sole
415K
Shared
0.00
None
0.00

CROCS INC

SOLE
COM
Shares632.25K
TypeSH
Market value$52.82M
16.38%
Sole
632.25K
Shared
0.00
None
0.00

PAYPAL HLDGS INC

SOLE
COM
Shares650.45K
TypeSH
Market value$43.62M
13.53%
Sole
650.45K
Shared
0.00
None
0.00

FISERV INC

SOLE
COM
Shares37K
TypeSH
Market value$4.77M
1.48%
Sole
37K
Shared
0.00
None
0.00
PUNCH CARD MANAGEMENT L.P. 13F Holdings — 6 Positions | Finecho