Stock Taper

PERMANENS CAPITAL L.P.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY316$379.02K
Seagate Technology Holdings plcSTX575$555.3K
American Express CompanyAXP608$205.66K
Caterpillar Inc.CAT628$668.76K
Advanced Micro Devices, Inc.AMD660$383.4K
KLA CorporationKLAC700$211.2K
Lam Research CorporationLRCX706$306.12K
Micron Technology, Inc.MU800$923.43K
ASML Holding N.V.ASML823$1.64M
Tesla, Inc.TSLA944$397.05K
Eaton Corporation plcETN1.07K$455.52K
Royal Bank of CanadaRY1.09K$224.98K
Berkshire Hathaway Inc.BRK-B1.23K$616.98K
Elevance Health Inc.ELV1.56K$604.07K
MercadoLibre, Inc.MELI1.63K$2.77M
Charter Communications, Inc.CHTR1.71K$242.61K
AstraZeneca PLCAZN1.8K$341.69K
Philip Morris International Inc.PM1.81K$330.84K
Novartis AGNVS2.13K$333.03K
HSBC Holdings plcHSBC2.53K$240.2K