Doma Perpetual Capital Management LLC 13F holdings
Doma Perpetual Capital Management LLC reported 13 positions with a total reported value of $430.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-12. Top holdings by reported value: PCRX PACIRA BIOSCIENCES INC (16.4%), NOMD NOMAD FOODS LTD (9.7%), MBIN MERCHANTS BANCORP IND (9.4%), INMD INMODE LTD (9.3%), HINGHAM INSTN SVGS MASS (8.8%). Against 2026-03-31 it opened 2 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
13 largest of 13 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PCRX PACIRA BIOSCIENCES INC | 2,777,794 | $70.5M | 16.4% |
| NOMD NOMAD FOODS LTD | 3,829,817 | $41.9M | 9.7% |
| MBIN MERCHANTS BANCORP IND | 810,082 | $40.5M | 9.4% |
| INMD INMODE LTD | 2,730,931 | $39.9M | 9.3% |
| HINGHAM INSTN SVGS MASS | 123,437 | $37.9M | 8.8% |
| INTU INTUIT | 143,710 | $37.5M | 8.7% |
| AFYA AFYA LTD | 2,400,832 | $35.6M | 8.3% |
| DVA DAVITA INC | 159,668 | $35.5M | 8.2% |
| SS&C TECH HLDGS | 448,816 | $27.8M | 6.5% |
| NSSC NAPCO SEC TECHNOLOGIES INC | 627,931 | $23.8M | 5.5% |
| ROP ROPER TECHNOLOGIES INC | 67,830 | $23.0M | 5.3% |
| KNSL KINSALE CAP GROUP INC | 50,051 | $16.5M | 3.8% |
| PELAGOS INS CAP LTD | 9,855 | $240.0K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SS&C TECH HLDGS | 448,816 | $27.8M | 6.5% |
| PELAGOS INS CAP LTD | 9,855 | $240.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| INTU INTUIT | 44,000 | 143,710 | +226.6% | $37.5M |
| ROP ROPER TECHNOLOGIES INC | 30,330 | 67,830 | +123.6% | $23.0M |
| NOMD NOMAD FOODS LTD | 3,340,330 | 3,829,817 | +14.7% | $41.9M |
| HINGHAM INSTN SVGS MASS | 117,354 | 123,437 | +5.2% | $37.9M |
| AFYA AFYA LTD | 2,285,093 | 2,400,832 | +5.1% | $35.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DVA DAVITA INC | 316,025 | 159,668 | -49.5% | $35.5M |
| MBIN MERCHANTS BANCORP IND | 1,115,594 | 810,082 | -27.4% | $40.5M |
| INMD INMODE LTD | 3,067,431 | 2,730,931 | -11.0% | $39.9M |
CIK 1962221 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
