Doma Perpetual Capital Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Doma Perpetual Capital Management LLC reported 8 stock positions worth $201.0 million. Its top holding was Inmode (INMD) at 18.6% of the portfolio, followed by Pacira Biosciences (PCRX, 16.4%) and Sirius XM (SIRI, 13.9%). Compared with Q3 2024, it added to 4. The biggest buy was Afya Class A (AFYA, shares +92%).
- Most Recent 13F
- Q2 2026
- Location
- Miami, FL
- CIK
- 0001962221
- Portfolio Value
- $201.0M (Q4 2024)
- SEC Filing
- 0001172661-25-000952 ↗ filed Feb 14, 2025
Holdings Value
Holdings 8 stocks · $201.0M
| INMD Inmode Ltd. | 18.61% | 2,239,323 | $37.4M | No change |
| PCRX Pacira Biosciences Inc. | 16.39% | 1,747,849 | $32.9M | No change |
| SIRI Sirius XM Holdings Inc. | 13.86% | 1,221,898 | $27.9M | Add +5.5% |
| BBD Banco Bradesco-ADR | 13.86% | 14,580,430 | $27.8M | Add +15.9% |
| NSSC Napco Security Technologies | 13.56% | 766,532 | $27.3M | Add +8.4% |
| HIFS Hingham Institution for SVGS | 11.36% | 89,867 | $22.8M | No change |
| DVA Davita Inc. | 7.88% | 105,884 | $15.8M | No change |
| AFYA Afya Ltd. Class A | 4.48% | 567,109 | $9.0M | Add +92.3% |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 2024
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 |