Stock Taper 
PERMANENS CAPITAL L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Opendoor Technologies Inc. | OPEN | 10K | $46.2K |
 Apple Inc. | AAPL | 10.6K | $3.07M |
 Lennar Corporation | LEN | 11.04K | $998.92K |
 Nu Holdings Ltd. | NU | 11.09K | $148.15K |
 Banco Santander, S.A. | SAN | 11.45K | $157.98K |
 Pershing Square Inc. | PS | 11.6K | $381.28K |
 Workday, Inc. | WDAY | 11.74K | $1.44M |
 Shopify Inc. | SHOP | 11.75K | $1.34M |
 Alcoa Corporation | AA | 12.83K | $669.06K |
 BP p.l.c. | BP | 14.14K | $522.47K |
 EQT Corporation | EQT | 16.32K | $867.73K |
 ConocoPhillips | COP | 18.55K | $1.93M |
 Ulta Beauty, Inc. | ULTA | 19.83K | $8.94M |
 Amazon.com, Inc. | AMZN | 21.21K | $5.06M |
 Netflix, Inc. | NFLX | 28.09K | $2.01M |
 Lloyds Banking Group plc | LYG | 29.17K | $170.08K |
 Alphabet Inc. | GOOGL | 34.11K | $12.19M |
 JPMorgan Chase & Co. | JPM | 34.69K | $11.35M |
 Microsoft Corporation | MSFT | 36.37K | $13.57M |
 Walmart Inc. | WMT | 91.84K | $10.4M |