Doma Perpetual Capital Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Doma Perpetual Capital Management LLC reported 12 stock positions worth $297.8 million. Its top holding was Pacira Biosciences (PCRX) at 23.4% of the portfolio, followed by Napco Security Technologies (NSSC, 16.8%) and Davita (DVA, 15.9%). Compared with Q2 2025, it opened 2 new positions, added to 5 and reduced 2. The biggest buy was Pacira Biosciences (PCRX, shares +50%) and the biggest sale Banco Bradesco-ADR (BBD, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- Miami, FL
- CIK
- 0001962221
- Portfolio Value
- $297.8M (Q3 2025)
- SEC Filing
- 0001172661-25-004796 ↗ filed Nov 14, 2025
Holdings Value
Holdings 12 stocks · $297.8M
| PCRX Pacira Biosciences Inc. | 23.38% | 2,701,324 | $69.6M | Add +49.7% |
| NSSC Napco Security Technologies | 16.81% | 1,165,347 | $50.1M | Reduce -0.9% |
| DVA Davita Inc. | 15.87% | 355,574 | $47.2M | Add +23.3% |
| INMD Inmode Ltd. | 14.20% | 2,838,431 | $42.3M | Add +26.8% |
| SIRI Sirius XM Holdings Inc. | 9.05% | 1,158,398 | $27.0M | No change |
| HIFS Hingham Institution for SVGS | 7.75% | 87,547 | $23.1M | No change |
| AFYA Afya Ltd. Class A | 4.67% | 891,639 | $13.9M | Add +50.6% |
| PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L | 3.88% | 636,912 | $11.6M | Add +36.6% |
| BBD Banco Bradesco-ADR | 2.28% | 2,005,430 | $6.8M | Reduce -86.3% |
| MBIN Merchants Bancorp | 1.00% | 93,833 | $3.0M | New |
| NOMD Nomad Foods Ltd. | 0.73% | 164,596 | $2.2M | New |
| IMXI International Money Express | 0.38% | 81,526 | $1.1M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| PCRX Pacira Biosciences Inc. | Add +49.7% | 23.38% | +7.04 |
| INMD Inmode Ltd. | Add +26.8% | 14.20% | +1.95 |
| MBIN Merchants Bancorp | New | 1.00% | +1.00 |
| PLGO Pelagos Insurance Capital LT | Add +36.6% | 3.88% | +0.95 |
| NOMD Nomad Foods Ltd. | New | 0.73% | +0.73 |
| AFYA Afya Ltd. Class A | Add +50.6% | 4.67% | +0.66 |
| DVA Davita Inc. | Add +23.3% | 15.87% | +0.30 |
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 |