Doma Perpetual Capital Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed September 10, 2024), Doma Perpetual Capital Management LLC reported 9 stock positions worth $150.3 million. Its top holding was Davita (DVA) at 46.4% of the portfolio, followed by Liberty Media Corp.-Liber-New (LSXMK, 12.0%) and Pacira Biosciences (PCRX, 11.3%). Compared with Q4 2023, it opened 1 new position, added to 3 and reduced 1. The biggest buy was Inmode (INMD, shares +381%) and the biggest sale Davita (DVA, shares −0%).

Most Recent 13F
Q2 2026
Location
Miami, FL
CIK
0001962221
Portfolio Value
$150.3M (Q1 2024)
SEC Filing
0001172661-24-004075 ↗ filed Sep 10, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $150.3M $150.3M Q1 2024 Q2 2024: $215.6M Q2 2024 Q3 2024: $198.0M Q3 2024 Q4 2024: $201.0M Q4 2024 Q1 2025: $254.4M Q1 2025 Q2 2025: $264.0M Q2 2025 Q3 2025: $297.8M Q3 2025 Q4 2025: $355.6M Q4 2025 Q1 2026: $372.4M Q1 2026 Q2 2026: $430.8M Q2 2026

Holdings 9 stocks · $150.3M
DVA Davita Inc. 46.42% 505,481 $69.8M Reduce -0.2%
LSXMK Liberty Media Corp.-Liber-New 11.96% 605,107 $18.0M Add +37.1%
PCRX Pacira Biosciences Inc. 11.32% 582,440 $17.0M Add +212.6%
INMD Inmode Ltd. 9.31% 647,399 $14.0M Add +381.4%
NSSC Napco Security Technologies 5.33% 199,514 $8.0M No change
HIFS Hingham Institution for SVGS 4.49% 38,734 $6.8M New
BBD Banco Bradesco-ADR 4.23% 2,225,588 $6.4M No change
AFYA Afya Ltd. Class A 3.64% 294,909 $5.5M No change
BABA Alibaba Group Holding-SP ADR 3.30% 68,500 $5.0M No change

Portfolio Sells Q4 2023 → Q1 2024
DVA Davita Inc. Reduce -0.2% 46.42% −5.90

Portfolio Buys Q4 2023 → Q1 2024
INMD Inmode Ltd. Add +381.4% 9.31% +6.36
PCRX Pacira Biosciences Inc. Add +212.6% 11.32% +5.12
HIFS Hingham Institution for SVGS New 4.49% +4.49
LSXMK Liberty Media Corp.-Liber-New Add +37.1% 11.96% −0.56

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$430.8MPCRX, NOMD, MBIN, INMD, HIFS
Q1 2026 11$372.4MPCRX, DVA, MBIN, INMD, AFYA
Q4 2025 12$355.6MPCRX, INMD, MBIN, NOMD, DVA
Q3 2025 12$297.8MPCRX, NSSC, DVA, INMD, SIRI
Q2 2025 10$264.0MBBD, PCRX, DVA, NSSC, INMD
Q1 2025 10$254.4MPCRX, DVA, INMD, BBD, NSSC
Q4 2024 8$201.0MINMD, PCRX, SIRI, BBD, NSSC
Q3 2024 8$198.0MINMD, BBD, NSSC, SIRI, PCRX
Q2 2024Amended 9$215.6MDVA, INMD, PCRX, BBD, LSXMK
Q1 2024Amended 9$150.3MDVA, LSXMK, PCRX, INMD, NSSC