Holdings
Global Permanence Portfolio
As of Jun 30, 2026, Global Permanence Portfolio reported 45 positions worth US$42.1M. Largest: Cloudflare, Inc., Royalty Pharma Plc and Canadian National Railway Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cloudflare, Inc. | 24,387 | US$5.98M | +21,288 | Jun 30, 2026 |
| Royalty Pharma Plc | 69,601 | US$3.9M | +62,100 | Jun 30, 2026 |
| Canadian National Railway Company | 17,736 | US$2.11M | +15,754 | Jun 30, 2026 |
| Eurofins Scientific Se | 26,957 | US$2.11M | +24,123 | Jun 30, 2026 |
| Qxo, Inc. | 122K | US$2.1M | +109K | Jun 30, 2026 |
| Mercadolibre, Inc. | 1,230 | US$2.09M | +1,105 | Jun 30, 2026 |
| Spotify Technology S.a. | 4,237 | US$1.95M | +3,738 | Jun 30, 2026 |
| Core & Main, Inc. | 32,288 | US$1.56M | +29,098 | Jun 30, 2026 |
| Medline Inc. | 36,983 | US$1.46M | +32,905 | Jun 30, 2026 |
| Madison Air Solutions Corporation | 34,451 | US$1.34M | new | Jun 30, 2026 |