Doma Perpetual Capital Management LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Doma Perpetual Capital Management LLC reported 8 stock positions worth $198.0 million. Its top holding was Inmode (INMD) at 19.2% of the portfolio, followed by Banco Bradesco-ADR (BBD, 16.9%) and Napco Security Technologies (NSSC, 14.4%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 5 and reduced 1. The biggest buy was a new position in Sirius XM (SIRI) and the biggest sale Davita (DVA, shares −79%).

Most Recent 13F
Q2 2026
Location
Miami, FL
CIK
0001962221
Portfolio Value
$198.0M (Q3 2024)
SEC Filing
0001172661-24-004970 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $150.3M Q1 2024 Q2 2024: $215.6M Q2 2024 Q3 2024: $198.0M $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 8 stocks · $198.0M
INMD Inmode Ltd. 19.17% 2,239,323 $38.0M Add +11.3%
BBD Banco Bradesco-ADR 16.90% 12,575,438 $33.5M Add +12.2%
NSSC Napco Security Technologies 14.45% 707,036 $28.6M Add +254.4%
SIRI Sirius XM Holdings Inc. 13.84% 1,158,398 $27.4M New
PCRX Pacira Biosciences Inc. 13.29% 1,747,849 $26.3M Add +74.7%
HIFS Hingham Institution for SVGS 11.04% 89,867 $21.9M Add +5.0%
DVA Davita Inc. 8.77% 105,884 $17.4M Reduce -79.0%
AFYA Afya Ltd. Class A 2.54% 294,909 $5.0M No change

Portfolio Sells Q2 2024 → Q3 2024
DVA Davita Inc. Reduce -79.0% 8.77% −23.60
LSXMK Liberty Media Corp.-Liber-New Sold out 0.00% −10.56
LSXMA Liberty Media Corp. Class A New Sold out 0.00% −0.82

Portfolio Buys Q2 2024 → Q3 2024
SIRI Sirius XM Holdings Inc. New 13.84% +13.84
NSSC Napco Security Technologies Add +254.4% 14.45% +9.64
BBD Banco Bradesco-ADR Add +12.2% 16.90% +5.26
HIFS Hingham Institution for SVGS Add +5.0% 11.04% +3.95
INMD Inmode Ltd. Add +11.3% 19.17% +2.16
PCRX Pacira Biosciences Inc. Add +74.7% 13.29% +0.01

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