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CIK: 0002054108
Total reported value
$746.7M
$746.7M
74 檔
27.3%
The Q4 2024 SEC filing reveals that Permanent Capital Management, LP held a total portfolio value of $746.7M, covering 74 public equity positions.
During Q4 2024, Permanent Capital Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 19.48% | -0.74% | +31.32% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.18% | -2.05% | -36.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.55% | -0.96% | -9.66% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.04% | -3.31% | -31.58% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.83% | -0.71% | -24.24% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.40% | -0.27% | -4.57% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.47% | -1.34% | +34.14% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 4.06% | -0.61% | EXIT | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.90% | -0.16% | +34.02% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.41% | -0.34% | -47.16% | |
| 11 | PPA | Invesco Aerospace & Defense | ETF-Other | 2.06% | — | — | |
| 12 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 1.17% | -0.68% | -75.94% | |
| 13 | TOST | Toast Inc-class A | Stock-Tech | 1.11% | — | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.09% | -0.07% | — | |
| 15 | KCCA | Kraneshares California Carbo | ETF-Other | 1.08% | — | -0.59% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.66% | -0.05% | -38.74% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | -0.09% | -27.93% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | -0.16% | -49.24% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | -0.08% | +2.10% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.04% | -15.83% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | -0.03% | +16.82% | |
| 22 | LIF | Life360 Inc | Stock-Other | 0.28% | +0.01% | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.01% | -15.07% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | -0.02% | -35.97% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.23% | — | +97.26% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | -0.01% | — | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | -0.04% | -31.60% | |
| 28 | ICE | Intercontinental Exchange In | Stock-Financials | 0.15% | -0.02% | +25.80% | |
| 29 | CCO | Clear Channel Outdoor Holdin | Stock-Other | 0.15% | — | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.05% | -51.00% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.14% | — | +84.35% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.14% | -0.03% | -14.29% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.13% | -0.02% | — | |
| 34 | MSI | Motorola Solutions Inc | Stock-Tech | 0.13% | — | — | |
| 35 | TRU | Transunion | Stock-Financials | 0.13% | — | +22.92% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-Other | 0.13% | — | — | |
| 37 | MRVL | Marvell Technology Inc | Stock-Tech | 0.12% | — | — | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.12% | — | +22.58% | |
| 39 | MSCI | Msci Inc | Stock-Financials | 0.12% | -0.01% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.12% | -0.04% | EXIT | |
| 41 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.12% | — | +100.98% | |
| 42 | IT | Gartner Inc | Stock-Tech | 0.11% | — | — | |
| 43 | FTNT | Fortinet Inc | Stock-Tech | 0.11% | — | — | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.10% | — | -0.18% | |
| 45 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.10% | -0.02% | +79.13% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.09% | -0.02% | -66.39% | |
| 47 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.09% | -0.01% | +29.78% | |
| 48 | BN | Brookfield CORP | Stock-Financials | 0.09% | -0.04% | EXIT | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 50 | SLB | Slb LTD | Stock-Energy | 0.08% | — | — |
According to official SEC Form 13F filings, Permanent Capital Management, LP reported a total U.S. public equity portfolio value of $746.7M across 74 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, VOO, MSFT) accounted for 27.3% of total reported equity market value during Q4 2024.
During Q4 2024, Permanent Capital Management, LP's top holdings by market value included VGIT (19.5%)、VOO (19.2%)、MSFT (8.6%). The largest single position, VGIT, represented 19.5% of total portfolio value.
In Q4 2024, Permanent Capital Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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