Doma Perpetual Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Doma Perpetual Capital Management LLC reported 10 stock positions worth $264.0 million. Its top holding was Banco Bradesco-ADR (BBD) at 17.1% of the portfolio, followed by Pacira Biosciences (PCRX, 16.3%) and Davita (DVA, 15.6%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- Miami, FL
- CIK
- 0001962221
- Portfolio Value
- $264.0M (Q2 2025)
- SEC Filing
- 0001172661-25-003034 ↗ filed Aug 12, 2025
Holdings Value
Holdings 10 stocks · $264.0M
| BBD Banco Bradesco-ADR | 17.07% | 14,580,430 | $45.1M | No change |
| PCRX Pacira Biosciences Inc. | 16.33% | 1,804,069 | $43.1M | No change |
| DVA Davita Inc. | 15.56% | 288,360 | $41.1M | No change |
| NSSC Napco Security Technologies | 13.22% | 1,175,655 | $34.9M | No change |
| INMD Inmode Ltd. | 12.25% | 2,239,323 | $32.3M | No change |
| SIRI Sirius XM Holdings Inc. | 10.08% | 1,158,398 | $26.6M | No change |
| HIFS Hingham Institution for SVGS | 8.24% | 87,547 | $21.7M | No change |
| AFYA Afya Ltd. Class A | 4.01% | 592,220 | $10.6M | No change |
| PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L | 2.93% | 466,085 | $7.7M | No change |
| IMXI International Money Express | 0.31% | 81,526 | $823K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
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 |