Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Doma Perpetual Capital Management LLC (CIK 1962221) reported $372.4M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PCRX ($62.8M, 16.86%), DVA ($48.6M, 13.04%), MBIN ($47.9M, 12.85%), INMD ($42.0M, 11.27%), AFYA ($34.0M, 9.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PCRX | PACIRA BIOSCIENCES INC | $62.8M | 16.86% | 2.8M | Hold |
| 2 | DVA | DAVITA INC | $48.6M | 13.04% | 316,025 | Added |
| 3 | MBIN | MERCHANTS BANCORP IND | $47.9M | 12.85% | 1.1M | Hold |
| 4 | INMD | INMODE LTD | $42.0M | 11.27% | 3.1M | Added |
| 5 | AFYA | AFYA LTD | $34.0M | 9.12% | 2.3M | Added |
| 6 | HIFS | HINGHAM INSTN SVGS MASS | $33.5M | 9.01% | 117,354 | Hold |
| 7 | NOMD | NOMAD FOODS LTD | $32.1M | 8.62% | 3.3M | Added |
| 8 | NSSC | NAPCO SEC TECHNOLOGIES INC | $24.7M | 6.64% | 627,931 | Hold |
| 9 | INTU | INTUIT | $19.0M | 5.11% | 44,000 | New |
| 10 | KNSL | KINSALE CAP GROUP INC | $17.1M | 4.59% | 50,051 | Trimmed |
| 11 | ROP | ROPER TECHNOLOGIES INC | $10.7M | 2.88% | 30,330 | New |
| 12 | BBD | BANCO BRADESCO S A | $0 | 0.00% | 0 | Exited |
| 13 | SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 14 | FIHL | FIDELIS INSURANCE HOLDINGS L | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31