Doma Perpetual Capital Management LLC

报告期 2026-03-31 · CIK 0001962221

持仓数

前50大市值合计

$372.4M

报告期

2026-03-31

当前持仓调仓

前 11 大持仓

标的

类型

市值

股数

占比*

PCRX PACIRA BIOSCIENCES INC

COM

$62.8M

2,777,794

16.9%

DVA DAVITA INC

COM

$48.6M

316,025

13.0%

MBIN MERCHANTS BANCORP IND

COM

$47.9M

1,115,594

12.9%

— INMODE LTD

SHS

$42.0M

3,067,431

11.3%

— AFYA LTD

CL A COM

$34.0M

2,285,093

9.1%

HIFS HINGHAM INSTN SVGS MASS

COM

$33.5M

117,354

9.0%

— NOMAD FOODS LTD

USD ORD SHS

$32.1M

3,340,330

8.6%

NSSC NAPCO SEC TECHNOLOGIES INC

COM

$24.7M

627,931

6.6%

INTU INTUIT

COM

$19.0M

44,000

5.1%

KNSL KINSALE CAP GROUP INC

COM

$17.1M

50,051

4.6%

ROP ROPER TECHNOLOGIES INC

COM

$10.7M

30,330

2.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

72%前 6 大占比

PCRX16.9%DVA13.0%MBIN12.9%INMODE LTD11.3%AFYA LTD9.1%HIFS9.0%