Punch Card Management L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD) | 415,004 | 415,004 | 0 | 43,434,319 | 54,851,079 | 17.01% | +11,416,760 |
| FISERV INC(FISV) | 0 | 37,000 | +37,000 | 0 | 4,770,410 | 1.48% | +4,770,410 |
| BERKSHIRE HATHAWAY INC DEL | 145 | 145 | 0 | 105,676,000 | 109,359,000 | 33.92% | +3,683,000 |
| ISHARES TR | 566,000 | 566,000 | 0 | 56,990,540 | 56,996,200 | 17.68% | +5,660 |
| CROCS INC(CROX) | 531,108 | 632,250 | +101,142 | 53,790,618 | 52,824,488 | 16.38% | -966,130 |
| SMITH & WESSON BRANDS INC | 189,933 | 0 | -189,933 | 1,648,618 | 0 | — | -1,648,618 |
| PAYPAL HLDGS INC(PYPL) | 650,447 | 650,447 | 0 | 48,341,221 | 43,618,976 | 13.53% | -4,722,245 |