Doma Perpetual Capital Management LLC

Miami, FL · CIK 1962221 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$307.6m
Staff3 · 3 in investment roles
Main clients (by assets)Private funds 81%, Charities 19%
Private funds1 (1 hedge) · $248.5m gross assets
Websitedomaperpetual.com
Form ADV · 2026-09-08SEC adviser record

Legal entityDOMA PERPETUAL CAPITAL MANAGEMENT LLC (US)

$430.8m reported value +15.7% vs Q1 2026

13positions

90.8%in top 10

2 new 5 added 3 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PACIRA BIOSCIENCES INC COM PCRX	PCRX	2,777,794	$70.5m16.36%	16.36%	Unchanged
2	NOMAD FOODS LTD USD ORD SHS NOMD	NOMD	3,829,817	$41.9m9.73%	9.73%	Added +489.5k	+489,487 14.7%
3	MERCHANTS BANCORP IND COM MBIN	MBIN	810,082	$40.5m9.40%	9.40%	Reduced -305.5k	-305,512 -27.4%
4	INMODE LTD SHS INMD	INMD	2,730,931	$39.9m9.27%	9.27%	Reduced -336.5k	-336,500 -11.0%
5	HINGHAM INSTN SVGS MASS COM HIFS	HIFS	123,437	$37.9m8.80%	8.80%	Added +6.1k	+6,083 5.2%
6	INTUIT COM INTU	INTU	143,710	$37.5m8.71%	8.71%	Added +99.7k	+99,710 226.6%
7	AFYA LTD CL A COM AFYA	AFYA	2,400,832	$35.6m8.27%	8.27%	Added +115.7k	+115,739 5.1%
8	DAVITA INC COM DVA	DVA	159,668	$35.5m8.25%	8.25%	Reduced -156.4k	-156,357 -49.5%
9	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	448,816	$27.8m6.46%	6.46%	New
10	NAPCO SEC TECHNOLOGIES INC COM NSSC	NSSC	627,931	$23.8m5.54%	5.54%	Unchanged
11	ROPER TECHNOLOGIES INC COM ROP	ROP	67,830	$23.0m5.33%	5.33%	Added +37.5k	+37,500 123.6%
12	KINSALE CAP GROUP INC COM KNSL	KNSL	50,051	$16.5m3.83%	3.83%	Unchanged
13	FIDELIS INSURANCE HOLDINGS L COM PLGO	PLGO	9,855	$240.0k0.06%	0.06%	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
HINGHAM INSTN SVGS MASS HIFS · 13G · filed 2026-01-08	HIFS	5.4%≈ $36.0m	new	13G	2026-01-08
AFYA LTD AFYA · 13G · filed 2026-08-13	AFYA	5.1%≈ $40.4m	new	13G	2026-08-13