# Doma Perpetual Capital Management LLC: Form 13F holdings

An institutional investment manager in Miami, FL. SEC CIK 1962221.

- Quarter ended: 2026-06-30
- Filed: 2026-08-12
- Reported value: $430.8m
- Positions: 13 (13 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1962221/000117266126003340/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [PACIRA BIOSCIENCES INC (PCRX)](/companies/pcrx.md) | COM | $70.5m | 16.4% | 2,777,794 |  | Unchanged |
| NOMAD FOODS LTD | USD ORD SHS | $41.9m | 9.7% | 3,829,817 |  | Added +489,487 |
| [MERCHANTS BANCORP IND (MBIN)](/companies/mbin.md) | COM | $40.5m | 9.4% | 810,082 |  | Reduced −305,512 |
| INMODE LTD | SHS | $39.9m | 9.3% | 2,730,931 |  | Reduced −336,500 |
| HINGHAM INSTN SVGS MASS | COM | $37.9m | 8.8% | 123,437 |  | Added +6,083 |
| [INTUIT (INTU)](/companies/intu.md) | COM | $37.5m | 8.7% | 143,710 |  | Added +99,710 |
| AFYA LTD | CL A COM | $35.6m | 8.3% | 2,400,832 |  | Added +115,739 |
| [DAVITA INC (DVA)](/companies/dva.md) | COM | $35.5m | 8.2% | 159,668 |  | Reduced −156,357 |
| [SS&C TECH HLDGS (SSNC)](/companies/ssnc.md) | COM | $27.8m | 6.5% | 448,816 |  | New +448,816 |
| [NAPCO SEC TECHNOLOGIES INC (NSSC)](/companies/nssc.md) | COM | $23.8m | 5.5% | 627,931 |  | Unchanged |
| [ROPER TECHNOLOGIES INC (ROP)](/companies/rop.md) | COM | $23.0m | 5.3% | 67,830 |  | Added +37,500 |
| [KINSALE CAP GROUP INC (KNSL)](/companies/knsl.md) | COM | $16.5m | 3.8% | 50,051 |  | Unchanged |
| PELAGOS INS CAP LTD | COM | $240.0k | <0.1% | 9,855 |  | New +9,855 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003340. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.