13FBOX
Doma Perpetual Capital Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Doma Perpetual Capital Management LLC

No.4679 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.31亿
环比变动 Q1 2026
+$5,841.4万+15.7%
持仓股票数
13
新买入
2
加仓
5
减仓
3
清仓
0
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PACIRA BIOSCIENCESPCRX
16.36%16.86%$7,047.3万277.8万股$6,277.8万277.8万股00.00%持仓不变
NOMAD FOODS LTD USD ORD SHSNOMD
9.73%8.62%$4,193.6万383.0万股$3,210.1万334.0万股+48.9万股+14.65%加仓
Merchants Bancorp Ordinary SharesMBIN
9.4%12.85%$4,050.4万81.0万股$4,787.0万111.6万股-30.6万股-27.39%减仓
INMODEINMD
9.27%11.27%$3,992.6万273.1万股$4,196.2万306.7万股-33.7万股-10.97%减仓
HINGHAM INSTN SVGS MASS COMHIFS
8.8%9.01%$3,791.4万12.3万股$3,354.4万11.7万股+6,083股+5.18%加仓
财捷INTU
8.71%5.11%$3,750.8万14.4万股$1,902.5万4.4万股+10.0万股+226.61%加仓
AFYAAFYA
8.27%9.12%$3,562.8万240.1万股$3,397.9万228.5万股+11.6万股+5.06%加仓
达维塔DVA
8.25%13.04%$3,552.3万16.0万股$4,857.0万31.6万股-15.6万股-49.48%减仓
SSS&C TECHSSNC
6.46%$2,784.9万44.9万股$00股+44.9万股新买入
NAPCO SEC TECHNOLOGIESNSSC
5.54%6.64%$2,384.9万62.8万股$2,473.4万62.8万股00.00%持仓不变
Roper科技ROP
5.33%2.88%$2,295.3万6.8万股$1,073.3万3.0万股+3.8万股+123.64%加仓
KKINSALE CAPKNSL
3.83%4.59%$1,650.7万5.0万股$1,710.0万5.0万股00.00%持仓不变
PPELAGOS INS CAP LTD COMPLGO
0.06%$24.0万9,855股$00股+9,855股新买入

🧭 机构资金流板块热力图

净流出 净流入