Doma Perpetual Capital Management LLC
Top Portfolio Positions
10 positions ·
$338,852,442 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PCRX |
Pacira BioSciences, Inc.
Healthcare
|
2,777,794 | $62,778,144 | 18.53% | |
| DVA |
Davita Inc.
Healthcare
|
316,025 | $48,569,882 | 14.33% | |
| MBIN |
Merchants Bancorp
Financial Services
|
1,115,594 | $47,870,138 | 14.13% | |
| INMD |
InMode Ltd.
Healthcare
|
3,067,431 | $41,962,456 | 12.38% | |
| AFYA |
Afya Ltd
Consumer Defensive
|
2,285,093 | $33,979,332 | 10.03% | |
| NOMD |
Nomad Foods Ltd
Consumer Defensive
|
3,340,330 | $32,100,571 | 9.47% | |
| NSSC |
Napco Security Technologies, Inc
Industrials
|
627,931 | $24,734,202 | 7.30% | |
| INTU |
Intuit Inc.
Technology
|
44,000 | $19,024,720 | 5.61% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
50,051 | $17,100,424 | 5.05% | |
| ROP |
Roper Technologies Inc
Technology
|
30,330 | $10,732,573 | 3.17% |
Portfolio Trend
10 quarters · across all stocks
Holdings in NSSC
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,734,202 | 627,931 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,184,722 | 627,931 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,051,653 | 1,165,347 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,905,196 | 1,175,655 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,063,578 | 1,175,655 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,257,877 | 766,532 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,606,676 | 707,036 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,364,752 | 199,514 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $8,012,482 | 199,514 | Shares | Sole | 2024-09-10 | |
| 2023-12-31 | $6,833,354 | 199,514 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||