13FBOX
Doma Perpetual Capital Management LLC · 13F Holdings
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Doma Perpetual Capital Management LLC

No.4679 Data as of 2026Q2
Latest AUM (Q2 2026)
$430.8M
QoQ Change Q1 2026
+$58.4M+15.7%
Holdings
13
New Buys
2
Adds
5
Reduces
3
Exits
0
Unchanged
3
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PACIRA BIOSCIENCES INCPCRX
16.36%16.86%$70.5M2.8M$62.8M2.8M00.00%Unchanged
NOMAD FOODS LTD USD ORD SHSNOMD
9.73%8.62%$41.9M3.8M$32.1M3.3M+489,487+14.65%Add
Merchants Bancorp Ordinary SharesMBIN
9.4%12.85%$40.5M810,082$47.9M1.1M-305,512-27.39%Reduce
INMODE LTDINMD
9.27%11.27%$39.9M2.7M$42.0M3.1M-336,500-10.97%Reduce
HINGHAM INSTN SVGS MASS COMHIFS
8.8%9.01%$37.9M123,437$33.5M117,354+6,083+5.18%Add
INTUITINTU
8.71%5.11%$37.5M143,710$19.0M44,000+99,710+226.61%Add
AFYA LTDAFYA
8.27%9.12%$35.6M2.4M$34.0M2.3M+115,739+5.06%Add
DAVITA INCDVA
8.25%13.04%$35.5M159,668$48.6M316,025-156,357-49.48%Reduce
SSS&C TECH HLDGSSSNC
6.46%$27.8M448,816$00+448,816New Buy
NAPCO SEC TECHNOLOGIES INCNSSC
5.54%6.64%$23.8M627,931$24.7M627,93100.00%Unchanged
ROPER TECHNOLOGIES INCROP
5.33%2.88%$23.0M67,830$10.7M30,330+37,500+123.64%Add
KKINSALE CAP GROUP INCKNSL
3.83%4.59%$16.5M50,051$17.1M50,05100.00%Unchanged
PPELAGOS INS CAP LTD COMPLGO
0.06%$239,9699,855$00+9,855New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow