Doma Perpetual Capital Management LLC: 13F holdings
CIK 19622212026Q2
| Positions | 13 |
|---|
| Reported value | $430.8m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 13 (+2 vs prior quarter) |
|---|
| Reported value | $430.8m (+15.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PCRX PACIRA BIOSCIENCES INC | 2,777,794 | $70.5m | 16.4% |
| NOMAD FOODS LTD | 3,829,817 | $41.9m | 9.7% |
| MBIN MERCHANTS BANCORP IND | 810,082 | $40.5m | 9.4% |
| INMODE LTD | 2,730,931 | $39.9m | 9.3% |
| HIFS HINGHAM INSTN SVGS MASS | 123,437 | $37.9m | 8.8% |
| INTU INTUIT | 143,710 | $37.5m | 8.7% |
| AFYA LTD | 2,400,832 | $35.6m | 8.3% |
| DVA DAVITA INC | 159,668 | $35.5m | 8.2% |
| SSNC SS&C TECH HLDGS | 448,816 | $27.8m | 6.5% |
| NSSC NAPCO SEC TECHNOLOGIES INC | 627,931 | $23.8m | 5.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962221")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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