Doma Perpetual Capital Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Doma Perpetual Capital Management LLC disclosed 10 US equity positions worth $264.0m in its Q2 2025 13F filing. The largest position was BBD at 17.1% of the reported book, followed by PCRX and DVA. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 10 holdings.
What did Doma Perpetual Capital Management LLC own in Q2 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BBD BANCO BRADESCO S A | Financial Services | 17.1% | $45.1m | 14,580,430 | 0% | held |
| 2 | PCRX PACIRA BIOSCIENCES INC | Healthcare | 16.3% | $43.1m | 1,804,069 | 0% | held |
| 3 | DVA DAVITA INC | Healthcare | 15.6% | $41.1m | 288,360 | 0% | held |
| 4 | NSSC NAPCO SEC TECHNOLOGIES INC | Industrials | 13.2% | $34.9m | 1,175,655 | 0% | held |
| 5 | INMD INMODE LTD | Healthcare | 12.2% | $32.3m | 2,239,323 | 0% | held |
| 6 | SIRI SIRIUSXM HOLDINGS INC | 10.1% | $26.6m | 1,158,398 | 0% | held | |
| 7 | HIFS HINGHAM INSTN SVGS MASS | Financial Services | 8.2% | $21.7m | 87,547 | 0% | held |
| 8 | AFYA AFYA LTD | Consumer Defensive | 4.0% | $10.6m | 592,220 | 0% | held |
| 9 | FIDELIS INSURANCE HOLDINGS L | 2.9% | $7.7m | 466,085 | 0% | held | |
| 10 | IMXI INTERNATIONAL MNY EXPRESS IN | Technology | 0.3% | $822.6k | 81,526 | 0% | held |
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.