Doma Perpetual Capital Management LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Doma Perpetual Capital Management LLC disclosed 8 US equity positions worth $201.0m in its Q4 2024 13F filing. The largest position was INMD at 18.6% of the reported book, followed by PCRX and SIRI. Against the Q3 2024 filing, it opened 0 new positions, added to 4 and reduced 0 among the top 8 holdings.
What did Doma Perpetual Capital Management LLC own in Q4 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | INMD INMODE LTD | Healthcare | 18.6% | $37.4m | 2,239,323 | 0% | held |
| 2 | PCRX PACIRA BIOSCIENCES INC | Healthcare | 16.4% | $32.9m | 1,747,849 | 0% | held |
| 3 | SIRI SIRIUSXM HOLDINGS INC | 13.9% | $27.9m | 1,221,898 | 5% | added | |
| 4 | BBD BANCO BRADESCO S A | Financial Services | 13.9% | $27.8m | 14,580,430 | 16% | added |
| 5 | NSSC NAPCO SEC TECHNOLOGIES INC | Industrials | 13.6% | $27.3m | 766,532 | 8% | added |
| 6 | HIFS HINGHAM INSTN SVGS MASS | Financial Services | 11.4% | $22.8m | 89,867 | 0% | held |
| 7 | DVA DAVITA INC | Healthcare | 7.9% | $15.8m | 105,884 | 0% | held |
| 8 | AFYA AFYA LTD | Consumer Defensive | 4.5% | $9.0m | 567,109 | 92% | added |
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.