Doma Perpetual Capital Management LLC 13F Holdings · Q2 2026
Doma Perpetual Capital Management LLC reported 13 securities worth $430.81M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PCRX (16.36%), NOMD (9.73%), MBIN (9.40%). Among its top 25 positions this quarter: 2 new, 5 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PCRX | PACIRA BIOSCIENCES INC | $70.5M | 16.36% | 2.8M | Hold |
| 2 | NOMD | NOMAD FOODS LTD | $41.9M | 9.73% | 3.8M | Added |
| 3 | MBIN | MERCHANTS BANCORP IND | $40.5M | 9.40% | 810,082 | Trimmed |
| 4 | INMD | INMODE LTD | $39.9M | 9.27% | 2.7M | Trimmed |
| 5 | HIFS | HINGHAM INSTN SVGS MASS | $37.9M | 8.80% | 123,437 | Added |
| 6 | INTU | INTUIT | $37.5M | 8.71% | 143,710 | Added |
| 7 | AFYA | AFYA LTD | $35.6M | 8.27% | 2.4M | Added |
| 8 | DVA | DAVITA INC | $35.5M | 8.25% | 159,668 | Trimmed |
| 9 | SSNC | SS&C TECH HLDGS | $27.8M | 6.46% | 448,816 | New |
| 10 | NSSC | NAPCO SEC TECHNOLOGIES INC | $23.8M | 5.54% | 627,931 | Hold |
| 11 | ROP | ROPER TECHNOLOGIES INC | $23.0M | 5.33% | 67,830 | Added |
| 12 | KNSL | KINSALE CAP GROUP INC | $16.5M | 3.83% | 50,051 | Hold |
| 13 | PLGO | PELAGOS INS CAP LTD | $239,969 | 0.06% | 9,855 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR