Fund HoldingsPermanens Capital L.P.

Total Portfolio Value
$813.86M
Total Bought
$305.50M
Total Sold
$7.10M
Net Transaction
+$298.40M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD INDEX FDS1,500,1272,058,592+558,465224,269335,26241.19%+110,993
ISHARES INC
MSCI EMRG CHN
528,3611,235,628+707,26729,27671,1358.74%+41,859
ISHARES INC
MSCI JAPAN ETF
1,039,9191,447,506+407,58766,700103,28012.69%+36,579
VANGUARD INDEX FDS180,420266,854+86,43456,08991,85111.29%+35,762
WISDOMTREE TR(WT)383,274513,013+129,73933,72055,6626.84%+21,941
WISDOMTREE TR(WT)407,636808,481+400,84517,46739,0504.80%+21,582
ISHARES TR
CUR HD EURZN ETF
500,8981,013,883+512,98516,68037,2804.58%+20,601
BERKSHIRE HATHAWAY INC DEL012,049+12,04905,0670.62%+5,067
ISHARES GOLD TR(IAU)198,635299,036+100,4017,75312,5631.54%+4,810
DISNEY WALT CO(DIS)44,18544,843+6584,0055,4870.67%+1,482
CAMECO CORP(CCJ)94,175121,486+27,3114,0595,2630.65%+1,204
WALMART INC(WMT)24,58083,169+58,5893,8915,0220.62%+1,130
MICROSOFT CORP(MSFT)11,29512,195+9004,2475,1310.63%+883
JPMORGAN CHASE & CO(JPM)27,73826,772-9664,7185,3620.66%+644
ISHARES TR65,57465,925+3516,5917,1970.88%+606
APPLE INC(AAPL)22,04427,747+5,7034,2444,7580.58%+514
MARRIOTT INTL INC NEW(MAR)20,62419,790-8344,6514,9950.61%+345
NIKE INC(NKE)38,59547,709+9,1144,2074,5000.55%+294
SPDR SER TR
ST STR P500VAL
21,48922,689+1,2001,0021,1370.14%+135
SPROTT PHYSICAL GOLD TR(PHYS)70,32770,32701,1201,2170.15%+96
SPDR SER TR
ST STR P500GRW
6,7506,799+494394970.06%+58
SPDR S&P 500 ETF TR(SPY)3,5103,276-2341,6751,7190.21%+44
JEFFERIES FINL GROUP INC(JEF)7,5807,58003063340.04%+28
ARCHER AVIATION INC(ACHR)20,64420,644030150.00%-15
ULTA BEAUTY INC(ULTA)9,9938,899-1,0944,8964,6530.57%-243
SCHWAB CHARLES CORP(SCHW)99,78674,970-24,8166,8655,4230.67%-1,442
ISHARES TR21,8550-21,8554,3870-4,387
Page 1 of 1