Stock Taper 
PERMANENS CAPITAL L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Canadian Pacific Kansas City Ltd. | CP | 2.55K | $221.09K |
 Sea Limited | SE | 2.83K | $270.82K |
 Intuit Inc. | INTU | 3.12K | $813.28K |
 British American Tobacco p.l.c. | BTI | 3.26K | $201.21K |
 Broadcom Inc. | AVGO | 3.63K | $1.37M |
 Humana Inc. | HUM | 3.88K | $1.55M |
 S&P Global Inc. | SPGI | 4.19K | $1.71M |
 Meta Platforms, Inc. | META | 4.52K | $2.55M |
 Arthur J. Gallagher & Co. | AJG | 5.06K | $1.16M |
 UBS Group AG | UBS | 5.4K | $267.57K |
 Mastercard Incorporated | MA | 5.46K | $2.81M |
 UnitedHealth Group Incorporated | UNH | 6.3K | $2.62M |
 Alphabet Inc. | GOOG | 6.69K | $2.36M |
 Capital One Financial Corporation | COF | 6.71K | $1.35M |
 Liberty Broadband Corporation | LBRDK | 7.58K | $251.98K |
 NVIDIA Corporation | NVDA | 8.65K | $1.73M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 9.11K | $4.36M |
 The Estée Lauder Companies Inc. | EL | 9.29K | $733.05K |
 SAP SE | SAP | 9.86K | $1.52M |
 Danaher Corporation | DHR | 9.99K | $1.91M |