Institutional Fund
Doma Perpetual Capital Management LLC
Miami, FLCIK 19622215 filings on record
Portfolio Value
$372.40M
Q1 2026
Holdings
11
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+4.7%
from $355.63M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pacira Biosciences Inc16.9%
- Davita Inc13.0%
- Merchants Bancorp Ind12.9%
- Inmode Ltd11.3%
- Afya Ltd9.1%
- Hingham Instn Svgs Mass9.0%
- Other27.8%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pacira Biosciences Inc | 2.78M | $62.78M | 16.9% | 0 | Held |
| 2 | Davita Inc | 316.0K | $48.57M | 13.0% | +13.1K | Added |
| 3 | Merchants Bancorp Ind | 1.12M | $47.87M | 12.9% | 0 | Held |
| 4 | Inmode Ltd | 3.07M | $41.96M | 11.3% | +229.0K | Added |
| 5 | Afya Ltd | 2.29M | $33.98M | 9.1% | +201.8K | Added |
| 6 | Hingham Instn Svgs Mass | 117.4K | $33.54M | 9.0% | 0 | Held |
| 7 | Nomad Foods Ltd | 3.34M | $32.10M | 8.6% | +487.5K | Added |
| 8 | Napco Sec Technologies Inc | 627.9K | $24.73M | 6.6% | 0 | Held |
| 9 | Intuit | 44.0K | $19.02M | 5.1% | +44.0K | New |
| 10 | Kinsale Cap Group Inc | 50.1K | $17.10M | 4.6% | −6.0K | Reduced |
1 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio