EdgeMarket › What Permanent Capital Management, Lp reported owning
What Permanent Capital Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
643.0MPositions
155Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 162.9M | 25.3% | 246.6K | 703.71 | +20.0% |
| VT Vanguard Total World Stock Index ETF | 97.3M | 15.1% | 643.4K | 160.77 | +21.2% |
| AGG iShares Core U.S. Aggregate Bond ETF | 64.2M | 10.0% | 647.4K | 97.35 | -1.7% |
| VEA Vanguard FTSE Developed Markets ETF | 46.0M | 7.2% | 668.7K | 73.42 | +24.7% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 35.3M | 5.5% | 595.8K | 58.31 | -2.3% |
| MSFT MICROSOFT CORP | 29.6M | 4.6% | 72.7K | 483.24 | -4.4% |
| RSP Invesco S&P 500 Equal Weight ETF | 22.9M | 3.6% | 112.5K | 221.67 | +18.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 17.2M | 2.7% | 292.3K | 60.45 | +17.7% |
| USFR WisdomTree Floating Rate Treasury Fund | 13.8M | 2.2% | 274.9K | 50.49 | +0.1% |
| ACWI iShares MSCI ACWI ETF | 8.3M | 1.3% | 54.9K | 160.81 | +21.3% |
| AUR Aurora Innovation, Inc. | 7.9M | 1.2% | 1.3M | 6.24 | +8.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 7.7M | 1.2% | 21.6K | 378.24 | +20.5% |
| SPTL State Street SPDR Portfolio Long Term Treasury | 7.3M | 1.1% | 282.0K | 25.09 | -4.4% |
| CAT CATERPILLAR INC | 5.0M | 0.8% | 5.6K | 827.90 | +96.8% |
| NVDA NVIDIA CORP | 4.6M | 0.7% | 23.0K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 4.4M | 0.7% | 16.7K | 258.63 | +15.6% |
| IWF iShares Russell 1000 Growth Fund | 4.2M | 0.7% | 35.1K | 122.39 | +11.2% |
| VB Vanguard Morningstar Small-Cap ETF | 4.0M | 0.6% | 13.9K | 304.76 | +24.4% |
| AAPL Apple Inc. | 3.9M | 0.6% | 14.5K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 3.9M | 0.6% | 10.1K | 344.82 | +73.0% |
| GLD SPDR GOLD TRUST | 3.5M | 0.5% | 8.2K | 423.36 | +37.3% |
| SPY SPDR S&P 500 ETF TRUST | 3.0M | 0.5% | 4.2K | 765.72 | +20.0% |
| UBS UBS Group AG | 2.8M | 0.4% | 64.5K | 53.29 | +34.1% |
| BNY Bank of New York Mellon Corp | 2.8M | 0.4% | 20.8K | 158.49 | +56.5% |
| KMB KIMBERLY CLARK CORP | 2.4M | 0.4% | 24.3K | 109.31 | -18.0% |
| GOOG Alphabet Inc. | 2.3M | 0.4% | 6.0K | 341.75 | +70.7% |
| EXE EXPAND ENERGY Corp | 2.3M | 0.4% | 22.4K | 96.09 | +2.2% |
| UNP UNION PACIFIC CORP | 2.1M | 0.3% | 7.9K | 308.05 | +36.5% |
| CDZI CADIZ INC | 2.1M | 0.3% | 474.0K | 3.66 | +9.3% |
| L LOEWS CORP | 1.7M | 0.3% | 15.5K | 109.83 | +13.6% |
| AVGO Broadcom Inc. | 1.6M | 0.3% | 3.9K | 368.45 | +26.5% |
| GLNG GOLAR LNG LTD | 1.6M | 0.2% | 28.8K | 52.00 | +24.8% |
| META Meta Platforms, Inc. | 1.4M | 0.2% | 2.3K | 549.90 | -26.5% |
| WMT Walmart Inc. | 1.4M | 0.2% | 10.4K | 103.70 | +1.1% |
| JNJ JOHNSON & JOHNSON | 1.3M | 0.2% | 5.8K | 270.24 | +51.1% |
| COF CAPITAL ONE FINANCIAL CORP | 1.3M | 0.2% | 6.9K | 217.91 | +1.5% |
| TECK TECK RESOURCES LTD | 1.3M | 0.2% | 21.5K | 69.20 | +121.3% |
| MGM MGM Resorts International | 1.2M | 0.2% | 32.1K | 43.74 | +20.5% |
| IWM iShares Russell 2000 ETF | 1.2M | 0.2% | 4.2K | 299.96 | +33.1% |
| PCG PG&E Corp | 1.1M | 0.2% | 67.0K | 17.60 | +14.6% |
| UL UNILEVER PLC | 1.0M | 0.2% | 17.6K | 64.14 | -10.3% |
| AXS AXIS CAPITAL HOLDINGS LTD | 1.0M | 0.2% | 10.1K | 98.73 | +1.1% |
| NTRS NORTHERN TRUST CORP | 999.9K | 0.2% | 6.0K | 183.90 | +43.8% |
| JPM JPMORGAN CHASE & CO | 989.1K | 0.2% | 3.2K | 351.58 | +20.3% |
| GM General Motors Co | 972.7K | 0.2% | 12.7K | 87.93 | +54.9% |
| KO COCA COLA CO | 965.8K | 0.2% | 12.3K | 91.10 | +28.9% |
| AIG AMERICAN INTERNATIONAL GROUP, INC. | 962.7K | 0.1% | 12.9K | 76.12 | -7.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 950.2K | 0.1% | 1.4K | 713.44 | +26.1% |
| BA BOEING CO | 920.7K | 0.1% | 4.0K | 214.20 | -5.1% |
| COST COSTCO WHOLESALE CORP /NEW | 920.2K | 0.1% | 907 | 947.74 | -4.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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