Doma Perpetual Capital Management LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Doma Perpetual Capital Management LLC reported 10 stock positions worth $254.4 million. Its top holding was Pacira Biosciences (PCRX) at 17.6% of the portfolio, followed by Davita (DVA, 17.3%) and Inmode (INMD, 15.6%). Compared with Q4 2024, it opened 2 new positions, added to 4 and reduced 2. The biggest buy was Davita (DVA, shares +172%) and the biggest sale Sirius XM (SIRI, shares −5%).

Most Recent 13F
Q2 2026
Location
Miami, FL
CIK
0001962221
Portfolio Value
$254.4M (Q1 2025)
SEC Filing
0001172661-25-002053 ↗ filed May 15, 2025

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 Q3 2024 Q4 2024: $201.0M Q4 2024 Q1 2025: $254.4M $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 10 stocks · $254.4M
PCRX Pacira Biosciences Inc. 17.62% 1,804,069 $44.8M Add +3.2%
DVA Davita Inc. 17.34% 288,360 $44.1M Add +172.3%
INMD Inmode Ltd. 15.62% 2,239,323 $39.7M No change
BBD Banco Bradesco-ADR 12.78% 14,580,430 $32.5M No change
NSSC Napco Security Technologies 10.64% 1,175,655 $27.1M Add +53.4%
SIRI Sirius XM Holdings Inc. 10.27% 1,158,398 $26.1M Reduce -5.2%
HIFS Hingham Institution for SVGS 8.18% 87,547 $20.8M Reduce -2.6%
AFYA Afya Ltd. Class A 4.17% 592,220 $10.6M Add +4.4%
PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L 2.97% 466,085 $7.6M New
IMXI International Money Express 0.40% 81,526 $1.0M New

Portfolio Sells Q4 2024 → Q1 2025
SIRI Sirius XM Holdings Inc. Reduce -5.2% 10.27% −3.60
HIFS Hingham Institution for SVGS Reduce -2.6% 8.18% −3.18

Portfolio Buys Q4 2024 → Q1 2025
DVA Davita Inc. Add +172.3% 17.34% +9.46
PLGO Pelagos Insurance Capital LT New 2.97% +2.97
PCRX Pacira Biosciences Inc. Add +3.2% 17.62% +1.24
IMXI International Money Express New 0.40% +0.40
AFYA Afya Ltd. Class A Add +4.4% 4.17% −0.31
NSSC Napco Security Technologies Add +53.4% 10.64% −2.92

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