Skip to content
Disclosery

Doma Perpetual Capital Management LLC

Follow

13F filer, CIK 1962221, Miami, FL

Doma Perpetual Capital Management LLC reported $430,810,845 across 13 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 90.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003340

Period
2026-06-30
Reported value
$431M
Holdings
13
Top 10 weight
90.78%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SSNCnew+448,816$27.8M
INTUadded+99,710$26M
ROPadded+37,500$12.7M
NOMDadded+489,487$5.36M
HIFSadded+6,083$1.87M

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
DVAreduced-156,357-$34.8M
MBINreduced-305,512-$15.3M
INMDreduced-336,500-$4.92M

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, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003340, largest first. % of portfolio is the value over $430,810,845, 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; 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; 2026Q2: 2,777,794 shares 2,777,794$70.5M16.36%02026-10-08, 13D/A: 0 shares, 0% of the class, 13D/A filed 2026-10-13 Timeline
NOMDNOMAD FOODS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,829,817 shares 3,829,817$41.9M9.73%+489,487Timeline
MBINMERCHANTS BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 810,082 shares 810,082$40.5M9.4%-305,512Timeline
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,730,931 shares 2,730,931$39.9M9.27%-336,500Timeline
HIFSHINGHAM INSTN SVGS MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 123,437 shares 123,437$37.9M8.8%+6,083Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,000 shares; 2026Q2: 143,710 shares 143,710$37.5M8.71%+99,710Timeline
AFYAAFYA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,400,832 shares 2,400,832$35.6M8.27%+115,739Timeline
DVADAVITA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 159,668 shares 159,668$35.5M8.25%-156,357Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 448,816 shares 448,816$27.8M6.46%newTimeline
NSSCNAPCO SEC TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 627,931 shares 627,931$23.8M5.54%0Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,330 shares; 2026Q2: 67,830 shares 67,830$23M5.33%+37,500Timeline
KNSLKINSALE CAP GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,051 shares; 2026Q1: 50,051 shares; 2026Q2: 50,051 shares 50,051$16.5M3.83%0Timeline
PLGOPELAGOS INS CAP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 466,085 shares; 2025Q2: 466,085 shares; 2025Q3: 636,912 shares; 2025Q4: 636,912 shares; 2026Q1: not reported; 2026Q2: 9,855 shares 9,855$240K0.06%newTimeline

How Q2 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 0001172661-26-003340 base2026-08-12acceptance time not in the bulk data set