Doma Perpetual Capital Management LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Doma Perpetual Capital Management LLC disclosed 8 US equity positions worth $198.0m in its Q3 2024 13F filing. The largest position was INMD at 19.2% of the reported book, followed by BBD and NSSC.
What did Doma Perpetual Capital Management LLC own in Q3 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INMD INMODE LTD | Healthcare | 19.2% | $38.0m | 2,239,323 | – | |
| 2 | BBD BANCO BRADESCO S A | Financial Services | 16.9% | $33.5m | 12,575,438 | – | |
| 3 | NSSC NAPCO SEC TECHNOLOGIES INC | Industrials | 14.4% | $28.6m | 707,036 | – | |
| 4 | SIRI SIRIUSXM HOLDINGS INC | 13.8% | $27.4m | 1,158,398 | – | ||
| 5 | PCRX PACIRA BIOSCIENCES INC | Healthcare | 13.3% | $26.3m | 1,747,849 | – | |
| 6 | HIFS HINGHAM INSTN SVGS MASS | Financial Services | 11.0% | $21.9m | 89,867 | – | |
| 7 | DVA DAVITA INC | Healthcare | 8.8% | $17.4m | 105,884 | – | |
| 8 | AFYA AFYA LTD | Consumer Defensive | 2.5% | $5.0m | 294,909 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.