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Doma Perpetual Capital Management LLC

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13F filer, CIK 1962221, Miami, FL

Doma Perpetual Capital Management LLC reported $372,396,913 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 97.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002097

Period
2026-03-31
Reported value
$372M
Holdings
11
Top 10 weight
97.12%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTUnew+44,000$19M
ROPnew+30,330$10.7M
NOMDadded+487,482$4.68M
INMDadded+229,000$3.13M
AFYAadded+201,835$3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PLGOexited-636,912-$12.5M
BBDexited-2,005,430-$6.68M
KNSLreduced-6,000-$2.05M
SIRIexited-63,712-$1.27M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002097, largest first. % of portfolio is the value over $372,396,913, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PCRXPACIRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747,849 shares; 2024Q4: 1,747,849 shares; 2025Q1: 1,804,069 shares; 2025Q2: 1,804,069 shares; 2025Q3: 2,701,324 shares; 2025Q4: 2,777,794 shares; 2026Q1: 2,777,794 shares 2,777,794$62.8M16.86%02026-10-08, 13D/A: 0 shares, 0% of the class, 13D/A filed 2026-10-13 Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,884 shares; 2024Q4: 105,884 shares; 2025Q1: 288,360 shares; 2025Q2: 288,360 shares; 2025Q3: 355,574 shares; 2025Q4: 302,883 shares; 2026Q1: 316,025 shares 316,025$48.6M13.04%+13,142Timeline
MBINMERCHANTS BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,833 shares; 2025Q4: 1,115,594 shares; 2026Q1: 1,115,594 shares 1,115,594$47.9M12.85%0Timeline
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,239,323 shares; 2024Q4: 2,239,323 shares; 2025Q1: 2,239,323 shares; 2025Q2: 2,239,323 shares; 2025Q3: 2,838,431 shares; 2025Q4: 2,838,431 shares; 2026Q1: 3,067,431 shares 3,067,431$42M11.27%+229,000Timeline
AFYAAFYA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,909 shares; 2024Q4: 567,109 shares; 2025Q1: 592,220 shares; 2025Q2: 592,220 shares; 2025Q3: 891,639 shares; 2025Q4: 2,083,258 shares; 2026Q1: 2,285,093 shares 2,285,093$34M9.12%+201,835Timeline
HIFSHINGHAM INSTN SVGS MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,867 shares; 2024Q4: 89,867 shares; 2025Q1: 87,547 shares; 2025Q2: 87,547 shares; 2025Q3: 87,547 shares; 2025Q4: 117,354 shares; 2026Q1: 117,354 shares 117,354$33.5M9.01%0Timeline
NOMDNOMAD FOODS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,596 shares; 2025Q4: 2,852,848 shares; 2026Q1: 3,340,330 shares 3,340,330$32.1M8.62%+487,482Timeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707,036 shares; 2024Q4: 766,532 shares; 2025Q1: 1,175,655 shares; 2025Q2: 1,175,655 shares; 2025Q3: 1,165,347 shares; 2025Q4: 627,931 shares; 2026Q1: 627,931 shares 627,931$24.7M6.64%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,000 shares 44,000$19M5.11%newTimeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,051 shares; 2026Q1: 50,051 shares 50,051$17.1M4.59%-6,000Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,330 shares 30,330$10.7M2.88%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PLGOPELAGOS INS CAP LTD636,912$12.5Mshares
BBDBANCO BRADESCO S A2,005,430$6.68Mshares
SIRISIRIUSXM HOLDINGS INC63,712$1.27Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002097 base2026-05-15acceptance time not in the bulk data set