Doma Perpetual Capital Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed September 10, 2024), Doma Perpetual Capital Management LLC reported 9 stock positions worth $215.6 million. Its top holding was Davita (DVA) at 32.4% of the portfolio, followed by Inmode (INMD, 17.0%) and Pacira Biosciences (PCRX, 13.3%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 5 and reduced 1. The biggest buy was Inmode (INMD, shares +211%) and the biggest sale Davita (DVA, shares −0%).

Most Recent 13F
Q2 2026
Location
Miami, FL
CIK
0001962221
Portfolio Value
$215.6M (Q2 2024)
SEC Filing
0001172661-24-004076 ↗ filed Sep 10, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $150.3M Q1 2024 Q2 2024: $215.6M $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 · $215.6M
DVA Davita Inc. 32.36% 503,628 $69.8M Reduce -0.4%
INMD Inmode Ltd. 17.01% 2,011,240 $36.7M Add +210.7%
PCRX Pacira Biosciences Inc. 13.28% 1,000,761 $28.6M Add +71.8%
BBD Banco Bradesco-ADR 11.64% 11,203,738 $25.1M Add +403.4%
LSXMK Liberty Media Corp.-Liber-New 10.56% 1,028,040 $22.8M Add +69.9%
HIFS Hingham Institution for SVGS 7.10% 85,568 $15.3M Add +120.9%
NSSC Napco Security Technologies 4.81% 199,514 $10.4M No change
AFYA Afya Ltd. Class A 2.41% 294,909 $5.2M No change
LSXMA Liberty Media Corp. Class A New 0.82% 80,000 $1.8M New

Portfolio Sells Q1 2024 → Q2 2024
DVA Davita Inc. Reduce -0.4% 32.36% −14.05
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −3.30

Portfolio Buys Q1 2024 → Q2 2024
INMD Inmode Ltd. Add +210.7% 17.01% +7.71
BBD Banco Bradesco-ADR Add +403.4% 11.64% +7.40
HIFS Hingham Institution for SVGS Add +120.9% 7.10% +2.60
PCRX Pacira Biosciences Inc. Add +71.8% 13.28% +1.96
LSXMA Liberty Media Corp. Class A New New 0.82% +0.82
LSXMK Liberty Media Corp.-Liber-New Add +69.9% 10.56% −1.39

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