Doma Perpetual Capital Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Doma Perpetual Capital Management LLC reported 11 stock positions worth $372.4 million. Its top holding was Pacira Biosciences (PCRX) at 16.9% of the portfolio, followed by Davita (DVA, 13.0%) and Merchants Bancorp (MBIN, 12.9%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 4 and reduced 1. The biggest buy was a new position in Intuit (INTU) and the biggest sale an exit from Pelagos Insurance Capital LT (PLGO).

Most Recent 13F
Q2 2026
Location
Miami, FL
CIK
0001962221
Portfolio Value
$372.4M (Q1 2026)
SEC Filing
0001172661-26-002097 ↗ filed May 15, 2026

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 Q1 2025 Q2 2025: $264.0M Q2 2025 Q3 2025: $297.8M Q3 2025 Q4 2025: $355.6M Q4 2025 Q1 2026: $372.4M $372.4M Q1 2026 Q2 2026: $430.8M Q2 2026

Holdings 11 stocks · $372.4M
PCRX Pacira Biosciences Inc. 16.86% 2,777,794 $62.8M No change
DVA Davita Inc. 13.04% 316,025 $48.6M Add +4.3%
MBIN Merchants Bancorp 12.85% 1,115,594 $47.9M No change
INMD Inmode Ltd. 11.27% 3,067,431 $42.0M Add +8.1%
AFYA Afya Ltd. Class A 9.12% 2,285,093 $34.0M Add +9.7%
HIFS Hingham Institution for SVGS 9.01% 117,354 $33.5M No change
NOMD Nomad Foods Ltd. 8.62% 3,340,330 $32.1M Add +17.1%
NSSC Napco Security Technologies 6.64% 627,931 $24.7M No change
INTU Intuit Inc. 5.11% 44,000 $19.0M New
KNSL Kinsale Capital Group Inc. 4.59% 50,051 $17.1M Reduce -10.7%
ROP Roper Technologies Inc. 2.88% 30,330 $10.7M New

Portfolio Sells Q4 2025 → Q1 2026
PLGO Pelagos Insurance Capital LT Sold out 0.00% −3.50
BBD Banco Bradesco-ADR Sold out 0.00% −1.88
KNSL Kinsale Capital Group Inc. Reduce -10.7% 4.59% −1.57
SIRI Sirius XM Holdings Inc. Sold out 0.00% −0.36

Portfolio Buys Q4 2025 → Q1 2026
INTU Intuit Inc. New 5.11% +5.11
DVA Davita Inc. Add +4.3% 13.04% +3.37
ROP Roper Technologies Inc. New 2.88% +2.88
AFYA Afya Ltd. Class A Add +9.7% 9.12% +0.10
INMD Inmode Ltd. Add +8.1% 11.27% −0.46
NOMD Nomad Foods Ltd. Add +17.1% 8.62% −1.42

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