Doma Perpetual Capital Management LLC
Doma Perpetual Capital Management LLC reported 13 US-listed holdings worth $430.8 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Pacira BioSciences, Inc. (16.4%), Nomad Foods Limited (9.7%) and Merchants Bancorp (9.4%). Against the quarter before, it opened 2 positions, added to 5, trimmed 3 and sold out of 0.
The 13 largest of its 13 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +18.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Ss&C Technologies Holdings Inc. SSNC$27.8 million
- Fidelis Insurance Holdings L PLGO$239,969
Added to 5
- Intuit Inc. INTU+99,710 shares · +227%
- Roper Technologies Inc. ROP+37,500 shares · +124%
- Nomad Foods Limited NOMD+489,487 shares · +15%
- Hingham Instn Svgs Mass HIFS+6,083 shares · +5%
- Afya Limited AFYA+115,739 shares · +5%
Trimmed 3
- Davita Inc. DVA-156,357 shares · -49%
- Merchants Bancorp MBIN-305,512 shares · -27%
- Inmode Ltd INMD-336,500 shares · -11%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Pacira BioSciences, Inc. PCRX | 2.8M | $70.5 million | 16.36% | no change |
| Nomad Foods Limited NOMD | 3.8M | $41.9 million | 9.73% | +489.5K |
| Merchants Bancorp MBIN | 810.1K | $40.5 million | 9.40% | -305.5K |
| Inmode Ltd INMD | 2.7M | $39.9 million | 9.27% | -336.5K |
| Hingham Instn Svgs Mass HIFS | 123.4K | $37.9 million | 8.80% | +6.1K |
| Intuit Inc. INTU | 143.7K | $37.5 million | 8.71% | +99.7K |
| Afya Limited AFYA | 2.4M | $35.6 million | 8.27% | +115.7K |
| Davita Inc. DVA | 159.7K | $35.5 million | 8.25% | -156.4K |
| Ss&C Technologies Holdings Inc. SSNC | 448.8K | $27.8 million | 6.46% | new |
| Napco Security Technologies, Inc. NSSC | 627.9K | $23.8 million | 5.54% | no change |
| Roper Technologies Inc. ROP | 67.8K | $23.0 million | 5.33% | +37.5K |
| Kinsale Capital Group, Inc. KNSL | 50.1K | $16.5 million | 3.83% | no change |
| Fidelis Insurance Holdings L PLGO | 9.9K | $239,969 | 0.06% | new |