13F HOLDINGS REPORT
Doma Perpetual Capital Management LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001172661-25-003034
Total Value
$264.0M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BANCO BRADESCO S A | 059460303 | 14,580,430 | $45.1M | 17.07% |
| 2 | PACIRA BIOSCIENCES INC | PCRX | 1,804,069 | $43.1M | 16.33% |
| 3 | DAVITA INC | DVA | 288,360 | $41.1M | 15.56% |
| 4 | NAPCO SEC TECHNOLOGIES INC | 630402105 | 1,175,655 | $34.9M | 13.22% |
| 5 | INMODE LTD | INMD | 2,239,323 | $32.3M | 12.25% |
| 6 | SIRIUSXM HOLDINGS INC | 829933100 | 1,158,398 | $26.6M | 10.08% |
| 7 | HINGHAM INSTN SVGS MASS | 433323102 | 87,547 | $21.7M | 8.24% |
| 8 | AFYA LTD | AFYA | 592,220 | $10.6M | 4.01% |
| 9 | FIDELIS INSURANCE HOLDINGS L | FIHL | 466,085 | $7.7M | 2.93% |
| 10 | INTERNATIONAL MNY EXPRESS IN | INTR | 81,526 | $822,597 | 0.31% |