Punch Card Management L.P.

CIK

1631664

City

WINTER PARK

State / Country

FL

Stock

CROX — Crocs, Inc.

Top Portfolio Positions

3 positions · $120,211,772 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
CROX	Crocs, Inc. Consumer Cyclical	594,570	$49,361,201	41.06%
PDD	PDD Holdings Inc. Consumer Cyclical	415,004	$42,405,108	35.28%
PYPL	PayPal Holdings, Inc. Financial Services	628,907	$28,445,463	23.66%

Portfolio Trend

25 quarters · across all stocks

Holdings in CROX

Compact Export CSV

Shares Held

Position Value (USD)

4 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$49,361,201	594,570	0.0%	Shares	Sole	2026-05-15
2025-12-31	$50,847,626	594,570	-6.0%	Shares	Sole	2026-02-17
2025-09-30	$52,824,487	632,250	+19.0%	Shares	Sole	2025-11-14
2025-06-30	$53,790,618	531,108	—	Shares	Sole	2025-08-14
No 13F history on record for this holder in this stock.