Doma Perpetual Capital Management LLC

CIK: 0001962221Latest portfolio: $355.6M · Q4 2025

Holdings

12

Total Value

$355.6M

New Positions

1

Closed Positions

1

Top Holdings

#StockSharesValue% PortfolioChangeType
1
PCRXPACIRA BIOSCIENCES INC
2,777,794$71.9M20.21%+76K
2
INMDINMODE LTD
2,838,431$41.7M11.72%
3
MBINMERCHANTS BANCORP IND
1,115,594$38.0M10.68%+1.0M
4
NOMDNOMAD FOODS LTD
2,852,848$35.7M10.04%+2.7M
5
DVADAVITA INC
302,883$34.4M9.68%-52,691
6
HIFSHINGHAM INSTN SVGS MASS
117,354$33.3M9.37%+30K
7
AFYAAFYA LTD
2,083,258$32.1M9.03%+1.2M
8
NSSCNAPCO SEC TECHNOLOGIES INC
627,931$26.2M7.36%-537,416
9
KNSLKINSALE CAP GROUP INC
56,051$21.9M6.16%NEW
10
FIHLFIDELIS INSURANCE HOLDINGS L
636,912$12.5M3.50%
11
BBDBANCO BRADESCO S A
2,005,430$6.7M1.88%
12
SIRISIRIUSXM HOLDINGS INC
63,712$1.3M0.36%-1,094,686

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
NOMD2.9M+2.7M
PCRX2.8M+76K
NSSC628K+-537416
SIRI64K+-1094686

Decreased Positions

NameSharesChange
DVA303K-52691
HIFS117K30K
MBIN1.1M1.0M
AFYA2.1M1.2M

Sector Breakdown

Financial Services0.0% ($379973332321922.1T)
Healthcare0.0% ($718894.2T)
Consumer Defensive0.0% ($3.6T)
Industrials0.0% ($26.2M)
Communication Services0.0% ($1.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$355.6M12
Q3 2025Nov 14, 2025$297.8B12
Q2 2025Aug 12, 2025$264.0B10
Q1 2025May 15, 2025$254.4B10
Q4 2024Feb 14, 2025$201.0B8

Fund Information

CIK0001962221
Most Recent FilingFeb 17, 2026
Number of Filings5

Doma Perpetual Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $355.6M across 12 holdings. The largest position is PACIRA BIOSCIENCES INC (PCRX), representing 20.2% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.