account_balance
Investment manager · 13F filer · SEC CIK 1962221
Doma Perpetual Capital Management LLC
Reported value$431Mas of Jun 30, 2026
Positions13 2 new, 0 sold out
Top 10 weight90.8%PCRX alone is 16%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PCRXPacira Biosciences Inc
16.4%
NOMDNomad Foods Ltd
9.7%Added +15%
MBINMerchants Bancorp Ind
9.4%Trimmed −27%
INMDInmode Ltd
9.3%Trimmed −11%
HIFSHingham Instn SVGS Mass
8.8%Added +5%
INTUIntuit
8.7%Added +227%
AFYAAfya Ltd
8.3%Added +5%
DVADavita Inc
8.2%Trimmed −49%
SSNCSS&C Tech Hldgs
6.5%New
NSSCNapco Sec Technologies Inc
5.5%
ROPRoper Technologies Inc
5.3%Added +124%
KNSLKinsale Cap Group Inc
3.8%
PCRXPacira Biosciences Inc
16.4%
NOMD9.7%MBIN9.4%INMDInmode Ltd
9.3%Trimmed −11%
HIFSHingham Instn SVGS Mass
8.8%Added +5%
INTUIntuit
8.7%Added +227%
AFYA8.3%DVA8.2%SSNC6.5%NSSC5.5%ROP5.3%KNSL3.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PCRX Pacira Biosciences Inc 16.4% HeldNOMD Nomad Foods Ltd 9.7% Added +15%MBIN Merchants Bancorp Ind 9.4% Trimmed −27%INMD Inmode Ltd 9.3% Trimmed −11%HIFS Hingham Instn SVGS Mass 8.8% Added +5%INTU Intuit 8.7% Added +227%AFYA Afya Ltd 8.3% Added +5%DVA Davita Inc 8.2% Trimmed −49%SSNC SS&C Tech Hldgs 6.5% NewNSSC Napco Sec Technologies Inc 5.5% HeldROP Roper Technologies Inc 5.3% Added +124%KNSL Kinsale Cap Group Inc 3.8% Held
What changed