Doma Perpetual Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Doma Perpetual Capital Management Llc disclosed 13 stock positions valued at approximately $430.81M as of quarter-end June 30, 2026. The largest holdings include PACIRA BIOSCIENCES INC, NOMAD FOODS LTD, and MERCHANTS BANCORP IND.
- Report Period
- June 30, 2026
- No. of Stocks
- 13
- Portfolio Value
- $430.81M
Holdings by Sector
Doma Perpetual Capital Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PACIRA BIOSCIENCES INC | PCRX | Healthcare | 16.36% | 2,777,794 | - | - | $70,472,634 |
| NOMAD FOODS LTD | NOMD | Consumer Defensive | 9.73% | 3,829,817 | +489,487 | +14.65% | $41,936,496 |
| MERCHANTS BANCORP IND | MBIN | Financial Services | 9.40% | 810,082 | -305,512 | -27.39% | $40,504,100 |
| INMODE LTD | INMD | Healthcare | 9.27% | 2,730,931 | -336,500 | -10.97% | $39,926,211 |
| HINGHAM INSTN SVGS MASS | HIFS | Financial Services | 8.80% | 123,437 | +6,083 | +5.18% | $37,913,675 |
| INTUIT | INTU | Technology | 8.71% | 143,710 | +99,710 | +226.61% | $37,508,310 |
| AFYA LTD | AFYA | Other | 8.27% | 2,400,832 | +115,739 | +5.06% | $35,628,347 |
| DAVITA INC | DVA | Healthcare | 8.25% | 159,668 | -156,357 | -49.48% | $35,522,937 |
| SS&C TECH HLDGS | SSNC | Technology | 6.46% | 448,816 | +448,816 | +100.00% | $27,849,033 |
| NAPCO SEC TECHNOLOGIES INC | NSSC | Industrials | 5.54% | 627,931 | - | - | $23,848,819 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 5.33% | 67,830 | +37,500 | +123.64% | $22,952,994 |
| KINSALE CAP GROUP INC | KNSL | Financial Services | 3.83% | 50,051 | - | - | $16,507,320 |
| PELAGOS INS CAP LTD | PLGO | Other | 0.06% | 9,855 | -627,057 | -98.45% | $239,969 |
Showing 13 of 13 holdings in the latest reporting period.