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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002054108

Permanent Capital Management, LP

CHICAGO, IL · File #028-24804

Latest AUM
$513.3M
Positions
157
Top-10 Concentration
79.1%
Filings
5

Sector Allocation

Financials
14.0%$71.8M
Technology
8.8%$45.4M
Industrials
1.7%$8.6M
Energy
1.3%$6.6M
Healthcare
1.2%$6.1M
Materials
0.1%$780,193
Utilities
0.1%$707,459

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908363245,519$154.0M32.85%
2INVESCO EXCHANGE TRADED FD TIVZ218,091$41.8M8.91%
3VANGUARD TAX-MANAGED FDS921943858667,846$41.7M8.90%
4VANGUARD SCOTTSDALE FDS92206C706590,480$35.4M7.55%
5MICROSOFT CORPMSFT72,189$34.9M7.45%
6WISDOMTREE TRWT348,134$17.5M3.74%
7VANGUARD INTL EQUITY INDEX F922042858292,437$15.7M3.35%
8ISHARES TR464287226138,582$13.8M2.95%
9VANGUARD INDEX FDS92290876923,727$8.0M1.70%
10ISHARES TR46428825754,862$7.8M1.66%
11SPDR SERIES TRUST78464A664279,198$7.4M1.58%
12VANGUARD INDEX FDS92290875126,423$6.8M1.45%
13AURORA INNOVATION INCAUROW1,340,223$5.1M1.10%
14NVIDIA CORPORATIONNVDA22,789$4.3M0.91%
15ISHARES TR4642876148,762$4.1M0.88%
16SPDR GOLD TRGLD9,803$3.9M0.83%
17APPLE INCAAPL14,080$3.8M0.82%
18CAPITAL ONE FINL CORP14040H10513,719$3.3M0.71%
19AMAZON COM INCAMZN13,942$3.2M0.69%
20CATERPILLAR INCCAT5,586$3.2M0.68%