Doma Perpetual Capital Management LLC Long-Term Concentrated

Name: Doma Perpetual Capital Management LLC Q2 2026 13F Filing | 13F Explorer
Creator: Doma Perpetual Capital Management LLC
Published: 2026-08-12

Location: Miami, FL

CIK: 0001962221 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 12, 2026

Total Value: $431M (100.0% shares, 0.0% debt)

Holdings (13)

New Positions (2)

SSNC SS&C TECH HLDGS 6.5%

Value $27.85M Shares 448,816 Est. Cost $62.05 Unrealized —

FIHL PELAGOS INS CAP LTD 0.1%

Value $240K Shares 9,855 Est. Cost $24.35 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SSNC	SS&C TECH HLDGS	448,816	$27.85M	6.5%	$62.05	—	COM	78467J100
FIHL	PELAGOS INS CAP LTD	9,855	$240K	0.1%	$24.35	—	COM	G3398L118

Increased Positions (5)

INTU INTUIT 8.7%

Value $37.51M (+97.2%) Shares 143,710 (+226.6%) Est. Cost $333.43 Unrealized —

ROP ROPER TECHNOLOGIES INC 5.3%

Value $22.95M (+113.9%) Shares 67,830 (+123.6%) Est. Cost $356.14 Unrealized —

NOMD NOMAD FOODS LTD 9.7%

Value $41.94M (+30.6%) Shares 3,829,817 (+14.7%) Est. Cost $12.22 Unrealized —

HIFS HINGHAM INSTN SVGS MASS 8.8%

Value $37.91M (+13.0%) Shares 123,437 (+5.2%) Est. Cost $206.53 Unrealized —

AFYA AFYA LTD 8.3%

Value $35.63M (+4.9%) Shares 2,400,832 (+5.1%) Est. Cost $15.42 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INTU	INTUIT	143,710 (+226.6%)	$37.51M (+97.2%)	8.7%	$333.43	—	COM	461202103
ROP	ROPER TECHNOLOGIES INC	67,830 (+123.6%)	$22.95M (+113.9%)	5.3%	$356.14	—	COM	776696106
NOMD	NOMAD FOODS LTD	3,829,817 (+14.7%)	$41.94M (+30.6%)	9.7%	$12.22	—	USD ORD SHS	G6564A105
HIFS	HINGHAM INSTN SVGS MASS	123,437 (+5.2%)	$37.91M (+13.0%)	8.8%	$206.53	—	COM	433323102
AFYA	AFYA LTD	2,400,832 (+5.1%)	$35.63M (+4.9%)	8.3%	$15.42	—	CL A COM	G01125106

Decreased Positions (3)

DVA DAVITA INC 8.2%

Value $35.52M (-26.9%) Shares 159,668 (-49.5%) Est. Cost $133.74 Unrealized —

MBIN MERCHANTS BANCORP IND 9.4%

Value $40.5M (-15.4%) Shares 810,082 (-27.4%) Est. Cost $32.76 Unrealized —

INMD INMODE LTD 9.3%

Value $39.93M (-4.9%) Shares 2,730,931 (-11.0%) Est. Cost $18.10 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DVA	DAVITA INC	159,668 (-49.5%)	$35.52M (-26.9%)	8.2%	$133.74	—	COM	23918K108
MBIN	MERCHANTS BANCORP IND	810,082 (-27.4%)	$40.5M (-15.4%)	9.4%	$32.76	—	COM	58844R108
INMD	INMODE LTD	2,730,931 (-11.0%)	$39.93M (-4.9%)	9.3%	$18.10	—	SHS	M5425M103

Unchanged Positions (3)

PCRX PACIRA BIOSCIENCES INC 16.4%

Value $70.47M Shares 2,777,794 Est. Cost $24.30 Unrealized —

NSSC NAPCO SEC TECHNOLOGIES INC 5.5%

Value $23.85M Shares 627,931 Est. Cost $36.68 Unrealized —

KNSL KINSALE CAP GROUP INC 3.8%

Value $16.51M Shares 50,051 Est. Cost $407.67 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PCRX	PACIRA BIOSCIENCES INC	2,777,794	$70.47M	16.4%	$24.30	—	COM	695127100
NSSC	NAPCO SEC TECHNOLOGIES INC	627,931	$23.85M	5.5%	$36.68	—	COM	630402105
KNSL	KINSALE CAP GROUP INC	50,051	$16.51M	3.8%	$407.67	—	COM	49714P108