Doma Perpetual Capital Management LLC
Miami FL · SEC CIK 0001962221
$3.72亿2026Q1 申报市值
11持仓数
97.1%前十大占比 · 第一大 16.9%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTU 新建仓+$1,902.47万
ROP 新建仓+$1,073.26万
NOMD 加仓+$468.47万
INMD 加仓+$313.27万
AFYA 加仓+$300.13万
2026Q1 卖出最多 按季末市值估算
BBD 清仓-$667.81万
KNSL 减仓-$205.00万
SIRI 清仓-$127.39万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PLGO | FIDELIS INSURANCE HOLDINGS L | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBD | BANCO BRADESCO S A | $0 | 0.00% | 0 | -2,005,430 | -100.0% | -$667.81万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -63,712 | -100.0% | -$127.39万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $1,073.26万 | 2.88% | 30,330 | 30,330 | — | $1,073.26万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $1,710.04万 | 4.59% | 50,051 | -6,000 | -10.7% | -$205.00万 | 减仓 |
| INTU | INTUIT | $1,902.47万 | 5.11% | 44,000 | 44,000 | — | $1,902.47万 | 新建仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $2,473.42万 | 6.64% | 627,931 | 0 | 0.0% | — | 不变 |
| NOMD | NOMAD FOODS LTD | $3,210.06万 | 8.62% | 3,340,330 | 487,482 | 17.1% | $468.47万 | 加仓 |
| HIFS | HINGHAM INSTN SVGS MASS | $3,354.45万 | 9.01% | 117,354 | 0 | 0.0% | — | 不变 |
| AFYA | AFYA LTD | $3,397.93万 | 9.12% | 2,285,093 | 201,835 | 9.7% | $300.13万 | 加仓 |
| INMD | INMODE LTD | $4,196.25万 | 11.27% | 3,067,431 | 229,000 | 8.1% | $313.27万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $4,787.01万 | 12.85% | 1,115,594 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $4,856.99万 | 13.04% | 316,025 | 13,142 | 4.3% | $201.98万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $6,277.81万 | 16.86% | 2,777,794 | 0 | 0.0% | — | 不变 |