Doma Perpetual Capital Management LLC
13 holdingsFiling period: 2026-06-30Current AUM: $478.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PCRX | Pacira Biosciences Inc | 2.78M | $70.5M | $101.1M | 21.12% | -- | 2026-06-30 |
| 2 | — | Nomad Foods Ltd | 3.83M | $41.9M | $41.9M | 8.77% | +489.5K | 2026-06-30 |
| 3 | MBIN | Merchants Bancorp Ind | 810.1K | $40.5M | $39.2M | 8.20% | -305,512 | 2026-06-30 |
| 4 | — | Inmode Ltd | 2.73M | $39.9M | $39.9M | 8.34% | -336,500 | 2026-06-30 |
| 5 | HIFS | Hingham Instn Svgs Mass | 123.4K | $37.9M | $36.7M | 7.68% | +6.1K | 2026-06-30 |
| 6 | INTU | Intuit | 143.7K | $37.5M | $48.2M | 10.07% | +99.7K | 2026-06-30 |
| 7 | — | Afya Ltd | 2.40M | $35.6M | $35.6M | 7.45% | +115.7K | 2026-06-30 |
| 8 | DVA | Davita Inc | 159.7K | $35.5M | $28.0M | 5.85% | -156,357 | 2026-06-30 |
| 9 | SSNC | SS&C Tech Hldgs | 448.8K | $27.8M | $39.0M | 8.15% | -- | 2026-06-30 |
| 10 | NSSC | Napco Sec Technologies Inc | 627.9K | $23.8M | $22.9M | 4.78% | -- | 2026-06-30 |
| 11 | ROP | Roper Technologies Inc | 67.8K | $23.0M | $27.0M | 5.65% | +37.5K | 2026-06-30 |
| 12 | KNSL | Kinsale Cap Group Inc | 50.1K | $16.5M | $18.6M | 3.89% | -- | 2026-06-30 |
| 13 | — | Pelagos Ins Cap Ltd | 9.9K | $239K | $239K | 0.05% | -- | 2026-06-30 |
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