Loading BSD 13F portfolios...
Elite Manager Tracking
The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Punch Card Management
Value
$301M
Stocks
5 Stocks
Turnover
0.0%
Top Holdings
BRK.A(42.42%) CROX(27.20%) PDD(12.37%) PYPL(10.61%) ENZL(7.39%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| BRK.A | None | Berkshire Hathaway | General | $108.6M | 0 | 42.4% | 0 | No Change |
| CROX | None | Crocs, Inc. | Consumer Discretionary | $69.6M | 0 | 27.2% | 0 | No Change |
| PDD | None | PDD Holdings Inc. | Consumer Discretionary | $31.7M | 0 | 12.4% | 0 | No Change |
| PYPL | None | PayPal Holdings, Inc. | Financials | $27.2M | 0 | 10.6% | 0 | No Change |
| ENZL | None | ISHARES TR | Industrials | $18.9M | 0 | 7.4% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| General | 1 | $108.6M | 42.4% |
| Consumer Discretionary | 2 | $101.3M | 39.6% |
| Financials | 1 | $27.2M | 10.6% |
| Industrials | 1 | $18.9M | 7.4% |