Norbert Lou — Portfolio & Holdings
Norbert Lou of Punch Card Management manages $256M across 5 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Norbert Lou |
|---|---|
| Firm | Punch Card Management |
| Assets Under Management (13F) | $256M |
| Number of Positions | 5 |
| Reporting Period | Q2 2026 |
Top Holdings
Norbert Lou's largest reported holdings: BRK.A, CROX, PDD, PYPL, SGOV.
All 5 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | BRK.A | Berkshire Hathaway | 42.42% | $109M | Unchanged |
| 2 | CROX | Crocs, Inc. | 27.20% | $69.6M | Reduced 2.93% |
| 3 | PDD | PDD Holdings Inc. | 12.37% | $31.7M | Unchanged |
| 4 | PYPL | PayPal Holdings, Inc. | 10.61% | $27.2M | Unchanged |
| 5 | SGOV | Ishares TR | 7.39% | $18.9M | Reduced 59.13% |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 09:50 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 09:50 UTC. This page is informational and not investment advice.
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