# Doma Perpetual Capital Management LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1962221. Source: https://holderbook.com/funds/1962221-doma-perpetual-capital-management-llc/

- Reported value: $430.8M
- Positions: 13
- Weight of the ten largest: 90.8%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| PACIRA BIOSCIENCES INC | [PCRX](https://holderbook.com/stocks/PCRX/) | $70.5M | 2,777,794 | 16.4% | 11 |
| NOMAD FOODS LTD | [NOMD](https://holderbook.com/stocks/NOMD/) | $41.9M | 3,829,817 | 9.7% | 4 |
| MERCHANTS BANCORP IND | [MBIN](https://holderbook.com/stocks/MBIN/) | $40.5M | 810,082 | 9.4% | 4 |
| INMODE LTD | [INMD](https://holderbook.com/stocks/INMD/) | $39.9M | 2,730,931 | 9.3% | 11 |
| HINGHAM INSTN SVGS MASS | [HIFS](https://holderbook.com/stocks/HIFS/) | $37.9M | 123,437 | 8.8% | 10 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $37.5M | 143,710 | 8.7% | 2 |
| AFYA LTD | [AFYA](https://holderbook.com/stocks/AFYA/) | $35.6M | 2,400,832 | 8.3% | 11 |
| DAVITA INC | [DVA](https://holderbook.com/stocks/DVA/) | $35.5M | 159,668 | 8.2% | 11 |
| SS&C TECH HLDGS | [SSNC](https://holderbook.com/stocks/SSNC/) | $27.8M | 448,816 | 6.5% | 1 |
| NAPCO SEC TECHNOLOGIES INC | [NSSC](https://holderbook.com/stocks/NSSC/) | $23.8M | 627,931 | 5.5% | 11 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $23.0M | 67,830 | 5.3% | 2 |
| KINSALE CAP GROUP INC | [KNSL](https://holderbook.com/stocks/KNSL/) | $16.5M | 50,051 | 3.8% | 3 |
| PELAGOS INS CAP LTD | [PLGO](https://holderbook.com/stocks/PLGO/) | $240.0K | 9,855 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.1% | +14.8% | -4.7% | 100% |
| Q1 2026 | -0.8% | -4.6% | +3.8% | 100% |
| Q4 2025 | -3.3% | +2.4% | -5.6% | 100% |
| Q3 2025 | +8.7% | +7.8% | +0.8% | 100% |
| Q2 2025 | +3.8% | +10.5% | -6.7% | 100% |
| Q1 2025 | +3.8% | -4.6% | +8.4% | 100% |
| Q4 2024 | -4.4% | +2.1% | -6.6% | 100% |
| Q3 2024 | +4.4% | +5.4% | -1.0% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $430.8M | 13 |
| Q1 2026 | $372.4M | 11 |
| Q4 2025 | $355.6M | 12 |
| Q3 2025 | $297.8M | 12 |
| Q2 2025 | $264.0M | 10 |
| Q1 2025 | $254.4M | 10 |
| Q4 2024 | $201.0M | 8 |
| Q3 2024 | $198.0M | 8 |
| Q2 2024 | $215.6M | 9 |
| Q1 2024 | $150.3M | 9 |
| Q4 2023 | $101.5M | 8 |