Filed: 5/15/2026ACC: 0001398344-26-009301
📋 What this filing means
PUNCH CARD MANAGEMENT L.P. filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $270.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$270.65M
Total AUM (reported)
2.10M
Total Shares
Allocation by class
CL A$104.13M38.5%
COM$77.81M28.7%
0-3 MNTH TREASRY$46.30M17.1%
SPONSORED ADS$42.41M15.7%
Portfolio Concentration
Top 3$199.80M73.8%
4–10$70.85M26.2%
Top 3 weight
73.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.10M
Sole
Full voting authority
2.10M
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)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares145.00
TypeSH
Market value$104.13M
38.47%
Sole
145.00
Shared
0.00
None
0.00
CROCS INC
SOLEShares594.57K
TypeSH
Market value$49.36M
18.24%
Sole
594.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares460K
TypeSH
Market value$46.30M
17.11%
Sole
460K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares415K
TypeSH
Market value$42.41M
15.67%
Sole
415K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares628.91K
TypeSH
Market value$28.45M
10.51%
Sole
628.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 145.00 | SH | $104.13M 38.47% | 145.00 | 0.00 | 0.00 |
CROCS INCSOLE | COM | 594.57K | SH | $49.36M 18.24% | 594.57K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 460K | SH | $46.30M 17.11% | 460K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 415K | SH | $42.41M 15.67% | 415K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 628.91K | SH | $28.45M 10.51% | 628.91K | 0.00 | 0.00 |