Punch Card Management 2025Q3 Holdings
打孔卡管理 Norbert Lou 13F portfolio details.
Total market value: $322,420,153; holdings: 6; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | $109,359,000 | 145 | 33.92% | |
| 2 | SHY | 债券指数ETF-iShares Barclays 1-3年国 | $56,996,200 | 566000 | 17.68% |
| 3 | PDD HOLDINGS INC | $54,851,079 | 415004 | 17.01% | |
| 4 | CROX | 卡骆驰 | $52,824,488 | 632250 | 16.38% |
| 5 | PYPL | PayPal | $43,618,976 | 650447 | 13.53% |
| 6 | FISV | FISERV INC | $4,770,410 | 37000 | 1.48% |
Sold Positions
- SWBI - Smith & Wesson Brands, Inc.