PC
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Permanent Capital Management, LP13F | |
| Permanent Capital Management, LP | |
| Last update 2025-07-16 | 79 Stocks (12 new) |
| Value $349.00 Mil | Turnover 11 % |
Permanent Capital Management, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 133,173 | 68,438.9 | +15.80% | 19.610 | +2.68% | 0.010 | +19.91% | +8.06% | 662,586.7 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 1,015,724 | 60,334.0 | -6.40% | 17.290 | -1.25% | 0.190 | +0.64% | +3.86% | 31,542.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 595,031 | 30,245.4 | +12.56% | 8.670 | +0.97% | 0.020 | +12.75% | +20.21% | 157,968.9 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 168,541 | 29,196.3 | +13.78% | 8.370 | +1.01% | 0.040 | +13.74% | +6.08% | 74,040.9 | ||
MSFT | Microsoft Corp | 66,325 | 24,897.9 | +1.22% | 7.140 | +0.09% | 0.000 | +39.39% | +21.87% | 3,803,232.7 | Software | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 494,472 | 24,886.8 | +4.14% | 7.130 | +0.28% | 0.140 | +1.12% | +2.37% | 18,635.8 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 184,503 | 18,251.0 | +1.17% | 5.230 | +0.06% | 0.010 | +1.04% | +3.05% | 127,744.7 | ||
AUR | Aurora Innovation Inc | 2,521,340 | 16,956.0 | +320.08% | 4.860 | +3.70% | 0.140 | +4.91% | +1.75% | 11,338.5 | Software | |
VB | Vanguard Small Cap ETF | 54,753 | 12,141.4 | +0.41% | 3.480 | +0.01% | 0.020 | +18.09% | +2.16% | 61,451.2 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 218,172 | 9,874.4 | +23.61% | 2.830 | +0.54% | 0.010 | +17.08% | +15.23% | 87,054.5 |
Permanent Capital Management, LP's Historical Top Holdings Breakdowns
Permanent Capital Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AUR | Aurora Innovation Inc | 2025-03-31 | Add Add | +3.70% | 6.1 ($7.16) 10.19 | $6.41 | -10.47% | Add 320.08% | 2,521,340 | 1,921,140 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +2.68% | 507.05 ($540.58) 563.67 | $577.18 | 6.77% | Add 15.8% | 133,173 | 18,169 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -1.25% | 57.44 ($58.5) 59.4 | $59.10 | 1.03% | Reduce -6.4% | 1,015,724 | -69,469 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +1.01% | 169.43 ($177.82) 182.84 | $184.25 | 3.62% | Add 13.78% | 168,541 | 20,413 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.97% | 47.4 ($50.6) 52.99 | $56.77 | 12.19% | Add 12.56% | 595,031 | 66,412 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.54% | 42.5 ($45.01) 46.71 | $50.55 | 12.31% | Add 23.61% | 218,172 | 41,674 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | New Buy New Buy | +0.37% | 58.07 ($58.36) 58.69 | $58.49 | 0.22% | New holding | 22,039 | 22,039 | |
PPA | Invesco Aerospace & Defense ETF | 2025-03-31 | Reduce Reduce | -0.33% | 113.59 ($117.61) 123.29 | $147.41 | 25.34% | Reduce -15.86% | 48,913 | -9,218 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Add Add | +0.28% | 50.29 ($50.4) 50.5 | $50.44 | 0.07% | Add 4.14% | 494,472 | 19,668 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | New Buy New Buy | +0.24% | 271.18 ($290.53) 303.12 | $309.26 | 6.45% | New holding | 3,099 | 3,099 |
Permanent Capital Management, LP Total Holding History ($B)
Permanent Capital Management, LP's Asset Allocation
Permanent Capital Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Permanent Capital Management, LP's Hypothetical Growth since 2025-03-31
Permanent Capital Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Permanent Capital Management, LP's Holdings Heat Map
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Permanent Capital Management, LP's Holdings Bubble Chart
Permanent Capital Management, LP News
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