Doma Perpetual Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Doma Perpetual Capital Management LLC disclosed 13 US equity positions worth $430.8m in its Q2 2026 13F filing. The largest position was PCRX at 16.4% of the reported book, followed by NOMD and MBIN. Against the Q1 2026 filing, it opened 2 new positions, added to 5 and reduced 3 among the top 13 holdings.
What did Doma Perpetual Capital Management LLC own in Q2 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | PCRX PACIRA BIOSCIENCES INC | Healthcare | 16.4% | $70.5m | 2,777,794 | 0% | held |
| 2 | NOMD NOMAD FOODS LTD | Consumer Defensive | 9.7% | $41.9m | 3,829,817 | 15% | added |
| 3 | MBIN MERCHANTS BANCORP IND | 9.4% | $40.5m | 810,082 | -27% | reduced | |
| 4 | INMD INMODE LTD | Healthcare | 9.3% | $39.9m | 2,730,931 | -11% | reduced |
| 5 | HIFS HINGHAM INSTN SVGS MASS | Financial Services | 8.8% | $37.9m | 123,437 | 5% | added |
| 6 | INTU INTUIT | Technology | 8.7% | $37.5m | 143,710 | 227% | added |
| 7 | AFYA AFYA LTD | Consumer Defensive | 8.3% | $35.6m | 2,400,832 | 5% | added |
| 8 | DVA DAVITA INC | Healthcare | 8.2% | $35.5m | 159,668 | -49% | reduced |
| 9 | SSNC SS&C TECH HLDGS | Technology | 6.5% | $27.8m | 448,816 | – | new |
| 10 | NSSC NAPCO SEC TECHNOLOGIES INC | Industrials | 5.5% | $23.8m | 627,931 | 0% | held |
| 11 | ROP ROPER TECHNOLOGIES INC | Technology | 5.3% | $23.0m | 67,830 | 124% | added |
| 12 | KNSL KINSALE CAP GROUP INC | Financial Services | 3.8% | $16.5m | 50,051 | 0% | held |
| 13 | PELAGOS INS CAP LTD | 0.1% | $240.0k | 9,855 | – | new |
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.