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Livermore
Livermore
ZHEN

Doma Perpetual Capital Management LLC

SEC CIK
0001962221
Latest filing
Aug 12, 2026

The latest 13F from Doma Perpetual Capital Management LLC covers Q2 2026 (filed Aug 12, 2026): 13 long positions worth $430.8M. The top 10 holdings make up 90.8% of the portfolio, and the largest is Pacira BioSciences, Inc. (PCRX) at 16.4%. Livermore has 13 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$28.1M
Added
5
Est. +$47.7M
Reduced
3
Est. −$55.0M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. PCRXPacira BioSciences, Inc.
    16.4%$70.5MHistory
  2. NOMDNomad Foods Ltd
    9.7%$41.9MHistory
  3. MBINMerchants Bancorp
    9.4%$40.5MHistory
  4. INMDInMode Ltd.
    9.3%$39.9MHistory
  5. Hingham Instn SVGS Mass433323102
    8.8%$37.9M

Share of portfolio

Top 5 holdings and the other 8 positions, by share of portfolio value

  1. PCRX16.4%
  2. NOMD9.7%
  3. MBIN9.4%
  4. INMD9.3%
  5. Hingham Instn SVGS Mass8.8%
  6. Other 8 positions46.4%

Biggest buys

New and added positions, by estimated amount bought

  1. SSNCSS&C Technologies Holdings Inc
    +$27.8MNewHistory
  2. INTUIntuit Inc.
    +$26.0MAddedHistory
  3. ROPRoper Technologies Inc
    +$12.7MAddedHistory
  4. NOMDNomad Foods Ltd
    +$5.36MAddedHistory
  5. Hingham Instn SVGS Mass433323102
    +$1.87MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SSNCSS&C Technologies Holdings Inc
    +6.46 pp0.0% → 6.5%History
  2. INTUIntuit Inc.
    +3.60 pp5.1% → 8.7%History
  3. ROPRoper Technologies Inc
    +2.45 pp2.9% → 5.3%History
  4. NOMDNomad Foods Ltd
    +1.11 pp8.6% → 9.7%History
  5. PLGOPelagos Insurance Capital Ltd
    +0.06 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. DVADavita Inc.
    −$34.8MReducedHistory
  2. MBINMerchants Bancorp
    −$15.3MReducedHistory
  3. INMDInMode Ltd.
    −$4.92MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. DVADavita Inc.
    −4.80 pp13.0% → 8.2%History
  2. MBINMerchants Bancorp
    −3.45 pp12.9% → 9.4%History
  3. INMDInMode Ltd.
    −2.00 pp11.3% → 9.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$430.8M
+$58.4M (+15.7%) vs. prior quarter
Positions
13
+2 vs. prior quarter
Top 10 concentration
90.8%
Top 10 as share of value
Turnover
13.7%
Q2 2026, one quarter
Average holding period
7.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $430.8M (Q2 2026)

Q4 2023: $101.5MQ1 2024: $150.3MQ2 2024: $215.6MQ3 2024: $198.0MQ4 2024: $201.0MQ1 2025: $254.4MQ2 2025: $264.0MQ3 2025: $297.8MQ4 2025: $355.6MQ1 2026: $372.4MQ2 2026: $430.8M
Q4 2023Q2 2026
13F filings of Doma Perpetual Capital Management LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 202613$430.8MPCRXNOMDMBINvs. Q1 2026SEC
Q1 2026May 15, 202611$372.4MPCRXDVAMBINvs. Q4 2025SEC
Q4 2025Feb 17, 202612$355.6MPCRXINMDMBINvs. Q3 2025SEC
Q3 2025Nov 14, 202512$297.8MPCRXNSSCDVAvs. Q2 2025SEC
Q2 2025Aug 12, 202510$264.0MBBDPCRXDVAvs. Q1 2025SEC
Q1 2025May 15, 202510$254.4MPCRXDVAINMDvs. Q4 2024SEC
Q4 2024Feb 14, 20258$201.0MINMDPCRXSIRIvs. Q3 2024SEC
Q3 2024Nov 14, 20248$198.0MINMDBBDNSSCvs. Q2 2024SEC
Q2 2024Sep 10, 2024Amended9$215.6MDVAINMDPCRXvs. Q1 2024SEC
Q1 2024Sep 10, 2024Amended9$150.3MDVALiberty Media CorpPCRXvs. Q4 2023SEC
Q4 2023Feb 14, 20248$101.5MDVALiberty Media CorpBBD–SEC

13D and 13G filings

Companies where Doma Perpetual Capital Management LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

3 companies, largest stake first.

Companies where Doma Perpetual Capital Management LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
PCRXPacira BioSciences, Inc.13D/A7.30%2.94M shares+0.47 ppfrom 6.83%Aug 8, 20254 filingsMar 12, 2026SEC
Hingham Institution for SavingsCommon Stock13G5.38%117.4K sharesNewJan 8, 20261 filingJan 8, 2026SEC
AFYAAfya Ltd13G5.14%2.72M sharesNewAug 13, 20261 filingAug 13, 2026SEC

Latest filings

6 filings on file made by Doma Perpetual Capital Management LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Doma Perpetual Capital Management LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
AFYAAfya LtdAug 13, 20266:32 AM ET13G5.14%2.72M sharesNewAug 10, 2026SEC
PCRXPacira BioSciences, Inc.Mar 12, 20267:57 PM ET13D/A7.30%2.94M shares+0.47 ppfrom 6.83%Mar 11, 2026SEC
Hingham Institution for SavingsCommon StockJan 8, 20261:41 PM ET13G5.38%117.4K sharesNewDec 31, 2025SEC
PCRXPacira BioSciences, Inc.Jan 2, 202612:18 PM ET13D/A6.83%2.94M shares0.00 ppfrom 6.83%Dec 30, 2025SEC
PCRXPacira BioSciences, Inc.Nov 10, 20258:00 PM ET13D/A6.83%2.94M shares+1.13 ppfrom 5.70%Nov 6, 2025SEC
PCRXPacira BioSciences, Inc.Aug 8, 20251:26 PM ET13D5.70%2.70M sharesNewAug 1, 2025SEC