Norbert Lou - Punch Card Management

Portfolio

$255.95 M

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


BRK-A	BRK-ABERKSHIRE HATHAWAY INC DEL	42.42%		145	$748,850.00	$108.58 M	$758,186.01	+1.25%
CROX	CROXCROCS INC	27.20%	Reduce 2.93%	577,170	$120.64	$69.63 M	$111.09	-7.92%
PDD	PDDPDD HOLDINGS INC	12.37%		415,004	$76.28	$31.66 M	$79.75	+4.55%
PYPL	PYPLPAYPAL HLDGS INC	10.61%		628,907	$43.18	$27.16 M	$52.60	+21.82%
—	ISHARES TR	7.39%	Reduce 59.13%	188,000	$100.67	$18.93 M	—	—

5 Einträge