MondegarAI
Permanens Capital L.P.

Q3 2025 · 13F-HR

Permanens Capital L.P.holdings as filed

Filed 2025-11-14 · accession 0001493152-25-023436

$670.5M
Reported value
62
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Permanens Capital L.P. · Q3 2025

AI · grounded in 13F

Permanens Capital L.P. established a new position in VTV valued at $123.02M. The fund also initiated new stakes in VUG for $121.84M and IAU for $64.78M. Additional new positions include BIL at $40.52M and SLV at $39.49M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908744VTVVANGUARD INDEX FDS$123.0M18.3%656,355CommonSOLE
922908736VUGVANGUARD INDEX FDS$121.8M18.2%253,775CommonSOLE
464285204IAUISHARES GOLD TR$64.8M9.66%890,255CommonSOLE
78468R663BILSPDR SERIES TRUST$40.5M6.04%441,640CommonSOLE
46428Q109SLVISHARES SILVER TR$39.5M5.89%931,983CommonSOLE
233051853DBEUDBX ETF TR$37.9M5.66%823,835CommonSOLE
97717W851DXJWISDOMTREE TR$37.4M5.57%291,733CommonSOLE
46434V407SHYGISHARES TR$34.0M5.08%786,065CommonSOLE
74255Y888PREFPRINCIPAL EXCHANGE TRADED FD$28.1M4.19%1,468,514CommonSOLE
88339Y102EAGL2023 ETF SERIES TRUST$23.9M3.56%764,024CommonSOLE
52110K103JPYLAZARD ACTIVE ETF TR$17.4M2.60%555,599CommonSOLE
13321L108CCJCAMECO CORP$14.0M2.08%166,648CommonSOLE
931142103WMTWALMART INC$6.9M1.02%66,589CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$6.8M1.02%19,784CommonSOLE
594918104MSFTMICROSOFT CORP$6.8M1.02%13,142CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$6.7M0.99%21,121CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$6.3M0.94%395,273CommonSOLE
H42097107UBSUBS GROUP AG SHS$6.2M0.93%151,917CommonSOLE
90384S303ULTAULTA BEAUTY INC$6.1M0.92%11,236CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.0M0.89%62,587CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$3.5M0.52%53,878CommonSOLE
055645303BRTBRT APARTMENTS CORP$3.2M0.48%201,263CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.9M0.43%4,318CommonSOLE
64110L106NFLXNETFLIX INC$2.3M0.35%1,936CommonSOLE
464288661IEIISHARES TR$1.9M0.28%15,596CommonSOLE
464288646IGSBISHARES TR$1.9M0.28%35,143CommonSOLE
088929104BGCBGC GROUP INC$1.6M0.24%170,000CommonSOLE
04010L103ARCCARES CAPITAL CORP$1.3M0.20%65,544CommonSOLE
037833100AAPLAPPLE INC$1.3M0.19%5,075CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$1.2M0.18%38,220CommonSOLE
30303M102METAMETA PLATFORMS INC$1.2M0.18%1,635CommonSOLE
74347R206QLDPROSHARES TR II$1.2M0.18%8,605CommonSOLE
82509L107SHOPSHOPIFY INC$1.2M0.18%7,927CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.1M0.17%1,967CommonSOLE
02079K305GOOGLALPHABET INC$1.1M0.16%4,369CommonSOLE
023135106AMZNAMAZON COM INC$1.1M0.16%4,814CommonSOLE
500767306KWEBKRANESHARES TRUST$854,3150.13%20,336CommonSOLE
82846H405QXOQXO INC$838,6400.13%44,000CommonSOLE
46090E103QQQINVESCO QQQ TR$695,8750.10%1,158CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$576,5790.09%4,067CommonSOLE
88080T104WULFTERAWULF INC$513,9000.08%45,000CommonSOLE
46641Q191BBEUJ P MORGAN EXCHANGE TRADED F$400,9540.06%5,760CommonSOLE
464287200IVVISHARES TR$397,5640.06%594CommonSOLE
464287614IWFISHARES TR$375,9210.06%803CommonSOLE
67066G104NVDANVIDIA CORPORATION$354,1430.05%1,898CommonSOLE
53814X300LVOLIVEONE INC$345,7880.05%83,726CommonSOLE
055622104BPBP PLC$326,4050.05%9,472CommonSOLE
060505104BACBANK AMERICA CORP$306,8570.05%5,948CommonSOLE
464287598IWDISHARES TR$294,9610.04%1,449CommonSOLE
02157E106ALTIALTI GLOBAL INC$277,0290.04%77,817CommonSOLE
58733R102MELIMERCADOLIBRE INC$275,7590.04%118CommonSOLE
74347Y755PROSHARES TR II$261,0000.04%25,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$221,7080.03%441CommonSOLE
302635206FSKFS KKR CAP CORP$188,4600.03%12,058CommonSOLE
22275C105PODCPODCASTONE INC$177,8720.03%105,876CommonSOLE
003057106ACPABRDN INCOME CREDIT STRATEGI$159,5000.02%27,500CommonSOLE
225655109CCAPCRESCENT CAP BDC INC$146,8000.02%10,000CommonSOLE
09259E108TCPCBLACKROCK TCP CAPITAL CORP$132,7160.02%21,406CommonSOLE
03761U502MFICMIDCAP FINANCIAL INVSTMNT CO$132,2340.02%11,029CommonSOLE
63008G203NNDMNANO DIMENSION LTD$78,5000.01%50,000CommonSOLE
75574U101RCREADY CAPITAL CORP$59,9250.01%15,000CommonSOLE
72201R783HYSPIMCO ETF TR$49,0840.01%513CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.