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Punch Card Management (Norbert Lou) - FilingSpy
Punch Card Management
Norbert Lou
$309.88M
13F
2025 Q2
3 of 45 quarters
Overview
Activity
Holdings
Buys
CROX
NEW
Crocs Inc
$53.79M
+531.1K shares
PYPL
NEW
PayPal Holdings, Inc.
$48.34M
+650.4K shares
PDD
Pdd Holdings Inc
$36.30M
+ $7.13M
=
$43.43M
306.8K
+108.3K (+35.29%)
Sells
SGOV
Blackrock, Inc.
$58.50M
- $1.51M
=
$56.99M
566.0K left
-15.1K (-2.60%)
SWBI
Smith & Wesson Brands, Inc.
$6.05M
- $4.40M
=
$1.65M
189.9K left
-459.0K (-70.73%)
