Fund HoldingsPermanens Capital L.P.

Total Portfolio Value
$584.89M
Total Bought
$157.50M
Total Sold
$5.36M
Net Transaction
+$152.15M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD INDEX FDS1,417,0731,776,945+359,872201,366245,09441.90%+43,728
ISHARES INC
MSCI JAPAN ETF
564,6701,050,051+485,38134,95363,30810.82%+28,355
WISDOMTREE TR(WT)425,718596,645+170,92735,44152,6549.00%+17,213
VANGUARD INDEX FDS163,966222,680+58,71446,39660,63810.37%+14,242
WISDOMTREE TR(WT)228,063796,014+567,95118,67231,4435.38%+12,771
ISHARES TR
CUR HD EURZN ETF
566,507995,122+428,61518,53030,5905.23%+12,060
ISHARES INC
MSCI EMRG CHN
282,168415,969+133,80114,66720,7283.54%+6,061
CAMECO CORP(CCJ)97,350211,840+114,4903,0508,3971.44%+5,347
APPLE INC(AAPL)017,644+17,64403,0210.52%+3,021
NIKE INC(NKE)028,480+28,48002,7330.47%+2,733
MICROSOFT CORP(MSFT)4,26511,150+6,8851,4523,5210.60%+2,068
ISHARES TR
MSCI UK ETF NEW
174,844242,024+67,1805,6567,6581.31%+2,001
VISA INC(V)02,200+2,20005060.09%+506
ISHARES TR05,050+5,05004950.08%+495
AUTOMATIC DATA PROCESSING IN02,000+2,00004840.08%+484
IDEXX LABS INC(IDXX)01,100+1,10004810.08%+481
ALPHABET INC(GOOG)03,600+3,60004750.08%+475
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,250+5,25004750.08%+475
CATERPILLAR INC(CAT)11,87012,390+5202,9213,3820.58%+462
JPMORGAN CHASE & CO018,500+18,50004570.08%+457
COSTCO WHSL CORP NEW(COST)0800+80004520.08%+452
METTLER TOLEDO INTERNATIONAL(MTD)0400+40004430.08%+443
CME GROUP INC(CME)02,200+2,20004400.08%+440
SPDR SER TR
ST STR SP REGBNK
010,400+10,40004340.07%+434
MARRIOTT INTL INC NEW(MAR)16,23916,879+6402,9833,3180.57%+335
ARISTA NETWORKS INC01,800+1,80003310.06%+331
QUALCOMM INC(QCOM)02,400+2,40002670.05%+267
BERKSHIRE HATHAWAY INC DEL8,5008,870+3702,8993,1070.53%+209
WALMART INC(WMT)18,48519,295+8102,9053,0860.53%+180
JPMORGAN CHASE & CO(JPM)20,53821,403+8652,9873,1040.53%+117
SCHWAB CHARLES CORP(SCHW)54,66856,938+2,2703,0993,1260.53%+27
ARCHER AVIATION INC(ACHR)20,64420,644017260.00%+9
SPDR SER TR
ST STR P500GRW
6,7506,75004124000.07%-12
SPDR S&P 500 ETF TR(SPY)3,4433,484+411,5321,4950.26%-37
ARCHER AVIATION INC(ACHR)25,99412,997-12,997107660.01%-41
SPDR SER TR
ST STR P500VAL
21,48921,48909288870.15%-42
COCA COLA CO(KO)46,85049,155+2,3052,8382,7740.47%-64
CANADIAN PACIFIC KANSAS CITY(CP)35,78037,565+1,7852,8982,8090.48%-89
DISNEY WALT CO(DIS)32,13033,730+1,6002,8692,7340.47%-135
LOCKHEED MARTIN CORP(LMT)6,2706,560+2902,8872,6830.46%-204
JEFFERIES FINL GROUP INC(JEF)7,5800-7,5802510-251
DOLLAR TREE INC(DLTR)9,77010,305+5351,4021,0970.19%-305
SPROTT PHYSICAL GOLD TR(PHYS)70,3270-70,3271,0490-1,049
ISHARES TR79,14969,830-9,3197,4126,3101.08%-1,101
ISHARES GOLD TR(IAU)326,436256,221-70,21511,8798,9651.53%-2,914
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