Punch Card Management L.P. is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $256M in reported equity holdings across 5 positions. The largest holdings are BRK.A (42.4%), CROX (27.2%), PDD (12.4%), PYPL (10.6%), ECNS.SN (7.4%). The portfolio is concentrated in Other (100.0%). Data sourced from SEC EDGAR 13F filings (CIK 1631664).

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