Doma Perpetual Capital Management Llc Portfolio Stock Holdings

Doma Perpetual Capital Management Llc disclosed 11 stock positions valued at approximately $372.4 million in its latest SEC 13F filing. The largest holdings include PACIRA BIOSCIENCES INC, DAVITA INC, and MERCHANTS BANCORP IND. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
11
Portfolio Value
$372.4M
Holdings by Sector
Doma Perpetual Capital Management Llc Portfolio Holdings in Q1 2026

11 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PACIRA BIOSCIENCES INCPCRXHealthcare16.86%2,777,794--$62,778,144
DAVITA INCDVAHealthcare13.04%316,025+13,142+4.34%$48,569,882
MERCHANTS BANCORP INDMBINFinancial Services12.85%1,115,594--$47,870,139
INMODE LTDM5425M103Other11.27%3,067,431+229,000+8.07%$41,962,456
AFYA LTDAFYAOther9.12%2,285,093+201,835+9.69%$33,979,333
HINGHAM INSTN SVGS MASSHIFSFinancial Services9.01%117,354--$33,544,467
NOMAD FOODS LTDG6564A105Other8.62%3,340,330+487,482+17.09%$32,100,571
NAPCO SEC TECHNOLOGIES INCNSSCIndustrials6.64%627,931--$24,734,202
INTUITINTUTechnology5.11%44,000+44,000+100.00%$19,024,720
KINSALE CAP GROUP INCKNSLFinancial Services4.59%50,051-6,000-10.70%$17,100,425
ROPER TECHNOLOGIES INCROPTechnology2.88%30,330+30,330+100.00%$10,732,574