Punch Card Management L.P.
WINTER PARK, FL · CIK 1631664 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2014 · limited partnership
- Assets managed$505.4m
- Staff4 · 4 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds1 (1 hedge) · $505.4m gross assets
- Websitepunchcardcapital.com
- Form ADV · 2026-03-26SEC adviser record
- Legal entityPunch Card Management LP (US)
- Kindhedge funds
- Others nearbyWinter Park, FL
As an employer
- Offices in1 country
- Private fundshedge 1
$256.0m
reported value
-5.4% vs Q1 2026
5positions
100.0%in top 10
0 new
0 added
2 reduced
0 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL BRK.A | $108.6m42.42% | Unchanged |
| CROCS INC CROX | $69.6m27.20% | Reduced -17.4k |
| PDD HOLDINGS INC PDD | $31.7m12.37% | Unchanged |
| PAYPAL HLDGS INC PYPL | $27.2m10.61% | Unchanged |
| ISHARES TR SGOV | $18.9m7.39% | Reduced -272.0k |