Norbert Lou - Punch Card Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    5
Portfolio value:    $270,645,674
Holdings Activity Buys Sells    History
Holding/activity history for  PDD Holdings Inc. (PDD)
← All PDD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 415,004 15.67 $102.18 $42,405,109 SEC
2025   Q4 415,004 15.64 $113.39 $47,057,304 SEC
2025   Q3 415,004 17.01 $132.17 $54,851,079 SEC
2025   Q2 415,004 14.02 Add 35.29% 3.66 $87.11–122.99 · VW $101.69i $43,434,319 SEC
2025   Q1 306,751 16.76 Add 135.96% 9.66 $94.14–133.33 · VW $116.02i $36,303,981 SEC
2024   Q4 130,000 4.00 Buy 4.00 $94.25–155.38 · VW $114.84i $12,608,700 SEC
Price snapshot:
Current price$84.56
Avg. buy price$108.09
+/- since buy-21.77%
52-week low$71.94
52-week high$139.41