Permanent Capital Management, LP

Est. AUM

$643.0M

13F long equity, this entity only

Positions

155

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$162.9M	246616	25.34%	SOLE
2	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$97.3M	643393	15.13%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$64.2M	647425	9.98%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$46.0M	668654	7.15%	SOLE
5	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$35.3M	595838	5.49%	SOLE
6	MICROSOFT CORP	COM	$29.6M	72667	4.61%	SOLE
7	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$22.9M	112478	3.56%	SOLE
8	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$17.2M	292320	2.68%	SOLE
9	WISDOMTREE TR	FLOATNG RAT TREA	$13.8M	274856	2.15%	SOLE
10	ISHARES TR	MSCI ACWI ETF	$8.3M	54862	1.29%	SOLE
11	AURORA INNOVATION INC	CLASS A COM	$7.9M	1340223	1.23%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$7.7M	21645	1.19%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$7.3M	281994	1.14%	SOLE
14	CATERPILLAR INC	COM	$5.0M	5617	0.78%	SOLE
15	NVIDIA CORPORATION	COM	$4.6M	23034	0.71%	SOLE
16	AMAZON COM INC	COM	$4.4M	16672	0.69%	SOLE
17	ISHARES TR	RUS 1000 GRW ETF	$4.2M	35079	0.65%	SOLE
18	VANGUARD INDEX FDS	SMALL CP ETF	$4.0M	13892	0.61%	SOLE
19	APPLE INC	COM	$3.9M	14471	0.61%	SOLE
20	ALPHABET INC	CAP STK CL A	$3.9M	10148	0.61%	SOLE
21	SPDR GOLD TR	GOLD SHS	$3.5M	8157	0.54%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.0M	4185	0.47%	SOLE
23	UBS GROUP AG	SHS	$2.8M	64477	0.44%	SOLE
24	BANK NEW YORK MELLON CORP	COM	$2.8M	20794	0.44%	SOLE
25	KIMBERLY-CLARK CORP	COM	$2.4M	24280	0.37%	SOLE
26	ALPHABET INC	CAP STK CL C	$2.3M	6010	0.36%	SOLE
27	EXPAND ENERGY CORPORATION	COM	$2.3M	22396	0.36%	SOLE
28	UNION PAC CORP	COM	$2.1M	7913	0.33%	SOLE
29	CADIZ INC	COM NEW	$2.1M	474019	0.32%	SOLE
30	LOEWS CORP	COM	$1.7M	15455	0.27%	SOLE
31	BROADCOM INC	COM	$1.6M	3918	0.25%	SOLE
32	GOLAR LNG LTD	SHS	$1.6M	28796	0.24%	SOLE
33	META PLATFORMS INC	CL A	$1.4M	2310	0.22%	SOLE
34	WALMART INC	COM	$1.4M	10378	0.21%	SOLE
35	JOHNSON & JOHNSON	COM	$1.3M	5788	0.21%	SOLE
36	CAPITAL ONE FINL CORP	COM	$1.3M	6859	0.20%	SOLE
37	TECK RESOURCES LTD	CL B	$1.3M	21526	0.20%	SOLE
38	MGM RESORTS INTERNATIONAL	COM	$1.2M	32065	0.19%	SOLE
39	ISHARES TR	RUSSELL 2000 ETF	$1.2M	4202	0.18%	SOLE
40	PG&E CORP	COM	$1.1M	67022	0.17%	SOLE
41	UNILEVER PLC	SPON ADR NEW	$1.0M	17647	0.16%	SOLE
42	AXIS CAP HLDGS LTD	SHS	$1.0M	10053	0.16%	SOLE
43	NORTHERN TR CORP	COM	$1.0M	6011	0.16%	SOLE
44	JPMORGAN CHASE & CO	COM	$989K	3158	0.15%	SOLE
45	GENERAL MTRS CO	COM	$973K	12650	0.15%	SOLE
46	COCA COLA CO	COM	$966K	12263	0.15%	SOLE
47	AMERICAN INTL GROUP INC	COM NEW	$963K	12870	0.15%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$950K	1423	0.15%	SOLE
49	BOEING CO	COM	$921K	4020	0.14%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$920K	907	0.14%	SOLE

1–50 of 155

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.