Doma Perpetual Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Doma Perpetual Capital Management LLC disclosed 11 US equity positions worth $372.4m in its Q1 2026 13F filing. The largest position was PCRX at 16.9% of the reported book, followed by DVA and MBIN.
What did Doma Perpetual Capital Management LLC own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PCRX PACIRA BIOSCIENCES INC | Healthcare | 16.9% | $62.8m | 2,777,794 | – | |
| 2 | DVA DAVITA INC | Healthcare | 13.0% | $48.6m | 316,025 | – | |
| 3 | MBIN MERCHANTS BANCORP IND | 12.9% | $47.9m | 1,115,594 | – | ||
| 4 | INMD INMODE LTD | Healthcare | 11.3% | $42.0m | 3,067,431 | – | |
| 5 | AFYA AFYA LTD | Consumer Defensive | 9.1% | $34.0m | 2,285,093 | – | |
| 6 | HIFS HINGHAM INSTN SVGS MASS | Financial Services | 9.0% | $33.5m | 117,354 | – | |
| 7 | NOMD NOMAD FOODS LTD | Consumer Defensive | 8.6% | $32.1m | 3,340,330 | – | |
| 8 | NSSC NAPCO SEC TECHNOLOGIES INC | Industrials | 6.6% | $24.7m | 627,931 | – | |
| 9 | INTU INTUIT | Technology | 5.1% | $19.0m | 44,000 | – | |
| 10 | KNSL KINSALE CAP GROUP INC | Financial Services | 4.6% | $17.1m | 50,051 | – | |
| 11 | ROP ROPER TECHNOLOGIES INC | Technology | 2.9% | $10.7m | 30,330 | – |
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.