Doma Perpetual Capital Management LLC holds a concentrated book of 11 stocks worth $372.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Intuit Inc and trimmed Kinsale Capital Group Inc. Their largest long position is Pacira Biosciences Inc at 17% of the equity book.
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Use Arkolith to show Doma Perpetual Capital Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pacira Biosciences Inc COM | $62.8M | 2.78M | 16.9% | —Held | |
| 2 | Davita Inc COM | $48.6M | 316.0K | 13.0% | ▲+4.3% Added · +13K sh | |
| 3 | Merchants Bancorp Ind COM | $47.9M | 1.12M | 12.9% | —Held | |
| 4 | Inmode Ltd SHS | $42.0M | 3.07M | 11.3% | ▲+8.1% Added · +229K sh | |
| 5 | Afya Ltd CL A COM | $34.0M | 2.29M | 9.1% | ▲+9.7% Added · +202K sh | |
| 6 | Hingham Instn SVGS Mass COM | $33.5M | 117.4K | 9.0% | —Held | |
| 7 | Nomad Foods Ltd USD ORD SHS | $32.1M | 3.34M | 8.6% | ▲+17% Added · +487K sh | |
| 8 | Napco Sec Technologies Inc COM | $24.7M | 627.9K | 6.6% | —Held | |
| 9 | Intuit COM | $19.0M | 44.0K | 5.1% | ▲New New position | |
| 10 | Kinsale Cap Group Inc COM | $17.1M | 50.1K | 4.6% | ▼−11% Reduced · −6K sh | |
| 11 | Roper Technologies Inc COM | $10.7M | 30.3K | 2.9% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.