Doma Perpetual Capital Management LLC
CIK 1962221
13F filing for Q2 2026・No. 4,299
- Holdings
- US$430.81M
- Quarter change
- +US$58.41M
- Entries
- 13
- Net bought (estimate)
- +US$20.77M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 0
- Cut 3
- Added 5
- Corporate actions 0
- Unchanged 3
Largest holdings
13 stocks worth US$430.81M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PACIRA BIOSCIENCES INCCOM | Unchanged | 2,777,794 | US$70.47M | 16.36% |
| NOMDNOMAD FOODS LTDUSD ORD SHS | Added | 3,829,817 | US$41.94M | 9.73% |
| MERCHANTS BANCORP INDCOM | Cut | 810,082 | US$40.5M | 9.40% |
| INMDINMODE LTDSHS | Cut | 2,730,931 | US$39.93M | 9.27% |
| HINGHAM INSTN SVGS MASSCOM | Added | 123,437 | US$37.91M | 8.80% |
| INTUINTUITCOM | Added | 143,710 | US$37.51M | 8.71% |
| AFYA LTDCL A COM | Added | 2,400,832 | US$35.63M | 8.27% |
| DVADAVITA INCCOM | Cut | 159,668 | US$35.52M | 8.25% |
| SSNCSS&C TECH HLDGSCOM | New | 448,816 | US$27.85M | 6.46% |
| NAPCO SEC TECHNOLOGIES INCCOM | Unchanged | 627,931 | US$23.85M | 5.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.