§ 13F · FUND PROFILE
Doma Perpetual Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $264M (13F)Positions · 10Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PCRX | PACIRA BIOSCIENCES INC | 2.78M | $63M | 16.9% | ±0% |
| 2 | DVA | DAVITA INC | 316K | $49M | 13.0% | +4% |
| 3 | MBIN | MERCHANTS BANCORP IND | 1.12M | $48M | 12.9% | ±0% |
| 4 | INMD | INMODE LTD | 3.07M | $42M | 11.3% | +8% |
| 5 | AFYA | AFYA LTD | 2.29M | $34M | 9.1% | +10% |
| 6 | HIFS | HINGHAM INSTN SVGS MASS | 117K | $34M | 9.0% | ±0% |
| 7 | NOMD | NOMAD FOODS LTD | 3.34M | $32M | 8.6% | +17% |
| 8 | NSSC | NAPCO SEC TECHNOLOGIES INC | 628K | $25M | 6.6% | ±0% |
| 9 | INTU | INTUIT | 44K | $19M | 5.1% | NEW |
| 10 | KNSL | KINSALE CAP GROUP INC | 50K | $17M | 4.6% | −11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DOMA SIGNAL
AC read
Doma Perpetual Capital Management LLC is a Other fund managing $264 million in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed