Doma Perpetual Capital Management LLC 13F Holdings

CIK 0001962221 · Miami, FL

As of Sep 30, 2025, Doma Perpetual Capital Management LLC reported 12 positions worth $297.8M in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
PACIRA BIOSCIENCES INCPCRXHealthcare2,701,324$69.6M23.38%
NAPCO SECURITY TECHNOLOGIES INCNSSCIndustrials1,165,347$50.1M16.81%
DAVITA INCDVAHealthcare355,574$47.2M15.87%
INMODE LTDINMDHealthcare2,838,431$42.3M14.20%
SIRIUS XM HOLDINGS INCSIRICommunication Services1,158,398$27.0M9.05%
HINGHAM INSTITUTION SAVINGS——87,547$23.1M7.75%
AFYA LTDAFYAConsumer Defensive891,639 3.9M4.67%
FIDELIS INSURANCE HOLDINGS LTDFIHLFinancial Services636,912 1.6M3.88%
BANK BRADESCOBBDFinancial Services2,005,430$6.8M2.28%
MERCHANTS BANCORP INDMBINFinancial Services93,833$3.0M1.00%
NOMAD FOODS LTDNOMDConsumer Defensive164,596$2.2M0.73%
INTERNATIONAL MONEY EXPRESS INCIMXITechnology81,526 .1M0.38%