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Norbert Lou / Punch Card

⭐ Priority · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $270,645,674 · 5 positions · top-10 100.0% · SEC filing history →

13FScore 49/100 — cloning their disclosed top holdings over ~4.7y returned +4%/yr vs S&P +10%/yr (alpha -6%/yr), ahead of the market in 37% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$BRK.A · BERKSHIRE HATHAWAY INC DEL38.5%+75% ≥Q2 '21Berkshire Hathaway is a diversified holding company led by Warren Buffett, owning insurance, railroad, energy, and manufacturing businesses alongside a large portfolio of public equities.
$CROX · CROCS INC18.2%+35% Q2 '25Designs and sells casual footwear, most notably its molded clog sandals, and owns the HEYDUDE brand, distributing through wholesale and direct channels worldwide.NASDAQ
$SGOV · ISHARES TR17.1%+0% Q3 '23The iShares exchange-traded fund family from BlackRock; under ticker EWY the fund tracks a South Korea equity index, holding large- and mid-cap Korean stocks.Bitget →
$PDD · PDD HOLDINGS INC15.7%-13% Q4 '24PDD Holdings operates the Pinduoduo online marketplace in China and the Temu cross-border e-commerce platform, connecting consumers with merchants worldwide.NASDAQBitget →
$PYPL · PAYPAL HLDGS INC10.5%-24% Q2 '25PayPal operates a global digital-payments platform enabling online and mobile payments, money transfers, and checkout services for consumers and merchants, including Venmo and Braintree.NASDAQS&P

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker