Doma Perpetual Capital Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Doma Perpetual Capital Management LLC reported 13 stock positions worth $430.8 million. Its top holding was Pacira Biosciences (PCRX) at 16.4% of the portfolio, followed by Nomad Foods (NOMD, 9.7%) and Merchants Bancorp (MBIN, 9.4%). Compared with Q1 2026, it opened 2 new positions, added to 5 and reduced 3. The biggest buy was a new position in Ss&c Technologies (SSNC) and the biggest sale Davita (DVA, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- Miami, FL
- CIK
- 0001962221
- Portfolio Value
- $430.8M (Q2 2026)
- SEC Filing
- 0001172661-26-003340 ↗ filed Aug 12, 2026
Holdings Value
Holdings 13 stocks · $430.8M
| PCRX Pacira Biosciences Inc. | 16.36% | 2,777,794 | $70.5M | No change |
| NOMD Nomad Foods Ltd. | 9.73% | 3,829,817 | $41.9M | Add +14.7% |
| MBIN Merchants Bancorp | 9.40% | 810,082 | $40.5M | Reduce -27.4% |
| INMD Inmode Ltd. | 9.27% | 2,730,931 | $39.9M | Reduce -11.0% |
| HIFS Hingham Institution for SVGS | 8.80% | 123,437 | $37.9M | Add +5.2% |
| INTU Intuit Inc. | 8.71% | 143,710 | $37.5M | Add +226.6% |
| AFYA Afya Ltd. Class A | 8.27% | 2,400,832 | $35.6M | Add +5.1% |
| DVA Davita Inc. | 8.25% | 159,668 | $35.5M | Reduce -49.5% |
| SSNC Ss&c Technologies Holdings | 6.46% | 448,816 | $27.8M | New |
| NSSC Napco Security Technologies | 5.54% | 627,931 | $23.8M | No change |
| ROP Roper Technologies Inc. | 5.33% | 67,830 | $23.0M | Add +123.6% |
| KNSL Kinsale Capital Group Inc. | 3.83% | 50,051 | $16.5M | No change |
| PLGO Pelagos Insurance Capital LT | 0.06% | 9,855 | $240K | New |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| SSNC Ss&c Technologies Holdings | New | 6.46% | +6.46 |
| INTU Intuit Inc. | Add +226.6% | 8.71% | +3.60 |
| ROP Roper Technologies Inc. | Add +123.6% | 5.33% | +2.45 |
| NOMD Nomad Foods Ltd. | Add +14.7% | 9.73% | +1.11 |
| PLGO Pelagos Insurance Capital LT | New | 0.06% | +0.06 |
| HIFS Hingham Institution for SVGS | Add +5.2% | 8.80% | −0.21 |
| AFYA Afya Ltd. Class A | Add +5.1% | 8.27% | −0.85 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $430.8M | PCRX, NOMD, MBIN, INMD, HIFS |
| Q1 2026 | 11 | $372.4M | PCRX, DVA, MBIN, INMD, AFYA |
| Q4 2025 | 12 | $355.6M | PCRX, INMD, MBIN, NOMD, DVA |
| Q3 2025 | 12 | $297.8M | PCRX, NSSC, DVA, INMD, SIRI |
| Q2 2025 | 10 | $264.0M | BBD, PCRX, DVA, NSSC, INMD |
| Q1 2025 | 10 | $254.4M | PCRX, DVA, INMD, BBD, NSSC |
| Q4 2024 | 8 | $201.0M | INMD, PCRX, SIRI, BBD, NSSC |
| Q3 2024 | 8 | $198.0M | INMD, BBD, NSSC, SIRI, PCRX |
| Q2 2024Amended | 9 | $215.6M | DVA, INMD, PCRX, BBD, LSXMK |
| Q1 2024Amended | 9 | $150.3M | DVA, LSXMK, PCRX, INMD, NSSC |