Norbert Lou - Punch Card Management
As of Q2 2026, Norbert Lou reported 5 long-equity positions worth $255.95M in aggregate.
Copy-investor backtest
- Latest quarter
- +11.89%
- 1-year
- +6.35%
- 3-year
- +33.55%
- 5-year
- +15.62%
- 3-year vs S&P 500
- -39.70%
- 5-year vs S&P 500
- -58.07%
- 5-year top 5
- +15.57%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 4 of 7 rows. Rows without a quote are marked unavailable.
| 1 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 43.65% | - | 373 | $72.83M | $195241.29 | No quote |
| 2 | BIDU | BAIDU INC | 28.97% | New | 351,759 | $48.34M | $137.41 | No quote |
| 3 | WFCWS | WELLS FARGO & CO NEW | 15.83% | - | 1,459,516 | $26.4M | No quote | No quote |
| 4 | TROW | PRICE T ROWE GROUP INC | 9.70% | New | 232,800 | $16.18M | $69.50 | No quote |
| 5 | CRCM | CARE COM INC | 0.99% | Add +245.7% | 322,178 | $1.66M | No quote | No quote |
| 6 | CTCM | CTC MEDIA INC | 0.81% | Reduce -70.9% | 776,580 | $1.36M | No quote | No quote |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.04% | - | 500 | $65K | $130.00 | No quote |