§ 13F · FUND PROFILE
Doma Perpetual Capital Management LLC.
AUM · $431M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PCRX | PACIRA BIOSCIENCES INC | 2.78M | $70M | 16.4% | ±0% |
| 2 | NOMD | NOMAD FOODS LTD | 3.83M | $42M | 9.7% | +15% |
| 3 | MBIN | MERCHANTS BANCORP IND | 810K | $41M | 9.4% | −27% |
| 4 | INMD | INMODE LTD | 2.73M | $40M | 9.3% | −11% |
| 5 | HIFS | HINGHAM INSTN SVGS MASS | 123K | $38M | 8.8% | +5% |
| 6 | INTU | INTUIT | 144K | $38M | 8.7% | +227% |
| 7 | AFYA | AFYA LTD | 2.40M | $36M | 8.3% | +5% |
| 8 | DVA | DAVITA INC | 160K | $36M | 8.2% | −49% |
| 9 | SSNC | SS&C TECH HLDGS | 449K | $28M | 6.5% | NEW |
| 10 | NSSC | NAPCO SEC TECHNOLOGIES INC | 628K | $24M | 5.5% | ±0% |
§ 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 $431 million in assets. The fund runs a focused portfolio of just 13 positions.
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