Doma Perpetual Capital Management LLC
Net buyer this quarter
$431M
12
+$18.9M
87.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PCRX | $70.5M | 16.36% | 6.98% | Not reported | Q4 2023 |
 NOMD | $41.9M | 9.73% | 2.69% | +14.7% | Q3 2025 |
 MBIN | $40.5M | 9.40% | 1.76% | -27.4% | Q3 2025 |
 INMD | $39.9M | 9.27% | 4.31% | -11.0% | Q4 2023 |
 INTU | $37.5M | 8.71% | 0.05% | +226.6% | Q1 2026 |
 AFYA | $35.6M | 8.27% | Not reported | +5.1% | Q4 2023 |
 DVA | $35.5M | 8.25% | 0.25% | -49.5% | Q4 2023 |
 SSNC | $27.8M | 6.46% | 0.19% | New | Q2 2026 |
 NSSC | $23.8M | 5.54% | 1.76% | Not reported | Q4 2023 |
 ROP | $23M | 5.33% | 0.07% | +123.6% | Q1 2026 |
 KNSL | $16.5M | 3.83% | 0.22% | Not reported | Q4 2025 |
 PLGO | $240K | 0.06% | 0.01% | Not reported | Q1 2025 |
| Q1 2026 | |||||
| PCRX | $62.8M | 16.86% | 7.07% | Not reported | Q4 2023 |
| DVA | $48.6M | 13.04% | 0.47% | +4.3% | Q4 2023 |
| MBIN | $47.9M | 12.85% | 2.43% | Not reported | Q3 2025 |
| INMD | $42M | 11.27% | 4.84% | +8.1% | Q4 2023 |
| AFYA | $34M | 9.12% | Not reported | +9.7% | Q4 2023 |
| NOMD | $32.1M | 8.62% | 2.35% | +17.1% | Q3 2025 |
| NSSC | $24.7M | 6.64% | 1.76% | Not reported | Q4 2023 |
| INTU | $19M | 5.11% | 0.02% | New | Q1 2026 |
| KNSL | $17.1M | 4.59% | 0.22% | -10.7% | Q4 2025 |
| ROP | $10.7M | 2.88% | 0.03% | New | Q1 2026 |
| Q4 2025 | |||||
| PCRX | $71.9M | 20.21% | 6.76% | +2.8% | Q4 2023 |
| INMD | $41.7M | 11.72% | 4.48% | Not reported | Q4 2023 |
| MBIN | $38M | 10.68% | 2.43% | +1088.9% | Q3 2025 |
| NOMD | $35.7M | 10.04% | 2.00% | +1633.2% | Q3 2025 |
| DVA | $34.4M | 9.68% | 0.44% | -14.8% | Q4 2023 |
| AFYA | $32.1M | 9.03% | Not reported | +133.6% | Q4 2023 |
| NSSC | $26.2M | 7.36% | 1.76% | -46.1% | Q4 2023 |
| KNSL | $21.9M | 6.16% | 0.24% | New | Q4 2025 |
| PLGO | $12.5M | 3.50% | 0.66% | Not reported | Q1 2025 |
 BBD | $6.68M | 1.88% | 0.07% | Not reported | Q4 2023 |
 SIRI | $1.27M | 0.36% | 0.02% | -94.5% | Q3 2024 |
| Q3 2025 | |||||
| PCRX | $69.6M | 23.38% | 6.29% | +49.7% | Q4 2023 |
| NSSC | $50.1M | 16.81% | 3.27% | -0.9% | Q4 2023 |
| DVA | $47.2M | 15.87% | 0.50% | +23.3% | Q4 2023 |
| INMD | $42.3M | 14.20% | 4.08% | +26.8% | Q4 2023 |
| SIRI | $27M | 9.05% | 0.34% | Not reported | Q3 2024 |
| AFYA | $13.9M | 4.67% | Not reported | +50.6% | Q4 2023 |
| PLGO | $11.6M | 3.88% | 0.62% | +36.7% | Q1 2025 |
| BBD | $6.78M | 2.28% | 0.07% | -86.3% | Q4 2023 |
| MBIN | $2.98M | 1.00% | 0.20% | New | Q3 2025 |
| NOMD | $2.16M | 0.73% | 0.11% | New | Q3 2025 |
 IMXI | $1.14M | 0.38% | 0.27% | Not reported | Q1 2025 |