DOSSIER · 13F-HR · Q1 2026

Doma Perpetual Capital Management LLC

Doma Perpetual's holding co. based in San Francisco, CA $372M in tracked AUM across 11 positions as of Q1 2026.

DP
Doma Perpetual·San Francisco, CA·Holding Co.
CIK 0001962221 · last filed Mar 31, 2026
Total AUM
$372M
11.6%
vs prior
Holdings
11
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Doma Perpetual Capital Management LLC 13F Filing
Portfolio Overview

Doma Perpetual Capital Management LLC reported a significant contraction in portfolio size during the quarter ending September 30, 2025. The total portfolio value decreased by 54.0%, dropping from $263.97 million to $121.29 million. This reduction was not solely due to market performance but was driven predominantly by active capital reallocation, evidenced by the exit from five major ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PCRX
PACIRA BIOSCIENCES INC
$63M2.8M16.9%
02
DVA
DAVITA INC
$49M316K13.0%
03
MBIN
MERCHANTS BANCORP IND
$48M1.1M12.9%
04
M5425M103
INMODE LTD
$42M3.1M11.3%
05
G01125106
AFYA LTD
$34M2.3M9.1%
06
HIFS
HINGHAM INSTN SVGS MASS
$34M117K9.0%
07
G6564A105
NOMAD FOODS LTD
$32M3.3M8.6%
08
NSSC
NAPCO SEC TECHNOLOGIES INC
$25M628K6.6%
09
INTU
INTUIT
$19M44K5.1%
10
KNSL
KINSALE CAP GROUP INC
$17M50K4.6%

Filing history

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