Doma Perpetual Capital Management
Doma Perpetual Capital Management reported 13 stocks worth $431M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are PCRX (16.4%), NOMD (9.7%) and MBIN (9.4%). Compared with Q1 2026, the fund opened new positions in SSNC and PLGO, added to NOMD, HIFS and INTU and trimmed MBIN, INMD and DVA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PCRX Pacira Biosciences Inc | $70.5M | 16.4% | 2.8M | No change | 8 of 8 | |
| 2 |  NOMD Nomad Foods Ltd Usd Ord Shs | $41.9M | 9.7% | 3.8M | +489K (+15%) | 4 of 8 | |
| 3 |  MBIN Merchants Bancorp Ind | $40.5M | 9.4% | 810K | −306K (−27%) | 4 of 8 | |
| 4 |  INMD Inmode Ltd | $39.9M | 9.3% | 2.7M | −337K (−11%) | 8 of 8 | |
| 5 |  HIFS Hingham Instn Svgs Mass | $37.9M | 8.8% | 123K | +6,083 (+5%) | 8 of 8 | |
| 6 |  INTU Intuit | $37.5M | 8.7% | 144K | +100K (+227%) | 2 of 8 | |
| 7 |  AFYA Afya Ltd | $35.6M | 8.3% | 2.4M | +116K (+5%) | 8 of 8 | |
| 8 |  DVA Davita Inc | $35.5M | 8.3% | 160K | −156K (−49%) | 8 of 8 | |
| 9 |  SSNC Ss&C Technologies Hldgs Inc | $27.8M | 6.5% | 449K | New position | 1 of 8 | |
| 10 |  NSSC Napco Sec Technologies Inc | $23.8M | 5.5% | 628K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Doma Perpetual Capital Management 13F FAQ
What does Doma Perpetual Capital Management own?
Doma Perpetual Capital Management reported 13 stocks worth $431M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are PCRX (16.4%), NOMD (9.7%) and MBIN (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Doma Perpetual Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 5 added to, 3 trimmed and 0 sold out. New positions include SSNC and PLGO.
When will Doma Perpetual Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Doma Perpetual Capital Management's portfolio worth?
The Q2 2026 filing reports $431M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.