Superinvestors / Punch Card Management
Norbert Lou
Punch Card Management
Very concentrated long-term value
$270.65M 13F value
5 positions · as of 2026-03-31 · filed 2026-05-15
This quarter
0 new0 exited0 added1 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DELUNCHANGED | 38.47% | $104.13M |
| CROX | CROCS INCUNCHANGED | 18.24% | $49.36M |
| — | ISHARES 0-3 MONTH TREASURY BOND ETFDECREASED -18.7% | 17.11% | $46.30M |
| PDD | PDD Holdings IncUNCHANGED | 15.67% | $42.41M |
| PYPL | PayPal Holdings IncUNCHANGED | 10.51% | $28.45M |
Showing 5 of 5
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 5 positions
Norbert Lou's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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