Doma Perpetual Capital Management LLC — 13F holdings

Doma Perpetual Capital Management LLC reported 13 holdings worth $431M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. PCRX PACIRA BIOSCIENCES INC — $70.5M (16.4%)
2. NOMD NOMAD FOODS LTD — $41.9M (9.7%)
3. MBIN MERCHANTS BANCORP IND — $40.5M (9.4%)
4. INMD INMODE LTD — $39.9M (9.3%)
5. HIFS HINGHAM INSTN SVGS MASS — $37.9M (8.8%)
6. INTU INTUIT — $37.5M (8.7%)
7. AFYA AFYA LTD — $35.6M (8.3%)
8. DVA DAVITA INC — $35.5M (8.2%)
9. SSNC SS&C TECHNOLOGIES HLDGS INC — $27.8M (6.5%)
10. NSSC NAPCO SEC TECHNOLOGIES INC — $23.8M (5.5%)