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Norbert Lou
Punch Card Management
2026Q1 · filed May 15, 20265 positions · $271Mtop-5 100%
2026Q1 brief
No notable moves in the 2026Q1 filing — Norbert Lou held course.
AI-generated. Not investment advice.
Holdings (5) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | BRK/A | 38.5% | $104M | |||
| 2 | CROX | 18.2% | $49M | |||
| 3 | SGOV | 17.1% | $46M | |||
| 4 | PDD | 15.7% | $42M | |||
| 5 | PYPL | 10.5% | $28M |
Sort↑
- 1BRK/A38.5%$104MBerkshire Hathaway Inc-cl Athis Q hold·40q
- 2CROX18.2%$49MCrocs Incthis Q hold·4q
- 3SGOV17.1%$46MIshares 0-3 Month Treasury Bthis Q hold·11q
- 4PDD15.7%$42MPdd Holdings Incthis Q hold·6q
- 5PYPL10.5%$28MPaypal Holdings Incthis Q hold·4q
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0001631664). Not investment advice.