Sign In
test

Ivaldo Basso

Permanent Capital Management, Lp

Assets Managed
$643.013M
Holdings
155
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
25.28%(2Q avg: 10.62%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Permanent Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 155 positions.

Assets under management

The assets under management (AUM) of Permanent Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 643.013M in assets, with a quarterly growth rate of 25.28% and a 2-quarter average growth rate of 10.62%. The portfolio is managed by Ivaldo Basso, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.45%
25.34%
$162.91M
246,616 shares@ $660.59 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 4385.14%
15.13%
$97.281M
643,393 shares@ $151.21 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 367.18%
9.98%
$64.16M
647,425 shares@ $99.1 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.13%
7.16%
$46.003M
668,654 shares@ $68.8 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 0.91%
5.5%
$35.327M
595,838 shares@ $59.29 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.67%
4.61%
$29.632M
72,667 shares@ $407.78 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -48.42%
3.56%
$22.882M
112,478 shares@ $203.44 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -0.04%
2.68%
$17.226M
292,320 shares@ $58.94 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -21.04%
2.16%
$13.839M
274,856 shares@ $50.36 avg price
ACWI
Ishares Msci Acwi Etf
Recent Activity
1.3%
$8.314M
54,862 shares@ $151.54 avg price

1-10 of 155