Doma Perpetual Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$372.4M
Q ending 2026-03-31
Prior quarter
$355.6M
Q ending 2025-12-31
Change
+4.7% QoQ · +46.4% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Pacira Biosciences Inc | PCRX | Shares | $62.8M | 2.8M |
| Davita Inc | DVA | Shares | $48.6M | 316K |
| Merchants Bancorp Ind | MBIN | Shares | $47.9M | 1.1M |
| Inmode Ltd | Shares | $42.0M | 3.1M | |
| Afya Ltd | Shares | $34.0M | 2.3M | |
| Hingham Instn Svgs Mass | HIFS | Shares | $33.5M | 117K |
| Nomad Foods Ltd | Shares | $32.1M | 3.3M | |
| Napco Sec Technologies Inc | NSSC | Shares | $24.7M | 628K |
| Intuit | INTU | Shares | $19.0M | 44K |
| Kinsale Cap Group Inc | KNSL | Shares | $17.1M | 50K |
| Roper Technologies Inc | ROP | Shares | $10.7M | 30K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.