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Doma Perpetual Capital Management LLC

Q2 2025 · Filed 2025-08-12
Market Value
$256M
+3.8%
Holdings
9
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BBD 17.58% 13.17% +4.41% $45M
NSSC 13.62% 10.96% +2.66% $35M
HIFS 8.49% 8.43% +0.05% $22M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INMD 12.62% 16.09% -3.48% $32M
DVA 16.03% 17.87% -1.84% $41M
PCRX 16.83% 18.16% -1.34% $43M
SIRI 10.38% 10.58% -0.20% $27M
AFYA 4.13% 4.30% -0.17% $11M
IMXI 0.32% 0.42% -0.10% $823K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $86M 33.6%
Mid Cap 1 $27M 10.4%
Small Cap 6 $144M 56.0%

Portfolio Analytics

Avg Market Cap
$7.2B
Median Market Cap
$1.3B
Avg P/E
37.2
Median P/E
14.8
Avg Dividend Yield
0.01%
Avg Beta
0.88
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BBD 17.58% 14,580,430 $45M $3.09 $13M
2 PCRX 16.83% 1,804,069 $43M $23.90 -$2M
3 DVA 16.03% 288,360 $41M $142.45 -$3M
4 NSSC 13.62% 1,175,655 $35M $29.69 $8M
5 INMD 12.62% 2,239,323 $32M $14.44 -$7M
6 SIRI 10.38% 1,158,398 $27M $22.97 $492K
7 HIFS 8.49% 87,547 $22M $248.35 $924K
8 AFYA 4.13% 592,220 $11M $17.86 -$41K
9 IMXI 0.32% 81,526 $823K $10.09 -$206K
View SEC EDGAR Filings for Doma Perpetual Capital Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms