Permanent Capital Management, LP
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$643M
Holdings
155
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (881 shares)
25.3%
02
$VT
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
15.1%
03
$AGG
ISHARES TR
Held since at least Q1 2024
10.0%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: New position (16.9k shares)
7.2%
05
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
5.5%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (1.3k shares)
4.6%
07
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
3.6%
08
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: New position (7.4k shares)
2.7%
09
$USFR
WISDOMTREE TR
Held since at least Q1 2024
2.2%
10
$ACWI
ISHARES TR
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:19 UTC.