Holdings
Permanence Portfolio
As of Jun 30, 2026, Permanence Portfolio reported 76 positions worth US$3.49M. Largest: Cloudflare, Inc., Royalty Pharma Plc and Qxo, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cloudflare, Inc. | 2,055 | US$504K | −496 | Jun 30, 2026 |
| Royalty Pharma Plc | 6,475 | US$363K | −153 | Jun 30, 2026 |
| Qxo, Inc. | 12,298 | US$213K | −290 | Jun 30, 2026 |
| Madison Air Solutions Corporation | 5,056 | US$197K | new | Jun 30, 2026 |
| Core & Main, Inc. | 3,489 | US$168K | +78 | Jun 30, 2026 |
| Medline Inc. | 3,973 | US$157K | −281 | Jun 30, 2026 |
| Doordash, Inc. | 821 | US$151K | +258 | Jun 30, 2026 |
| Tesla, Inc. | 247 | US$104K | +3 | Jun 30, 2026 |
| Celsius Holdings, Inc. | 3,265 | US$95,599 | +2,198 | Jun 30, 2026 |
| Verisk Analytics, Inc. | 527 | US$94,612 | −171 | Jun 30, 2026 |