Doma Perpetual Capital Management LLC: AFYA LTD (AFYA): Quarterly 13F Position History
As of Q1 2026, Doma Perpetual Capital Management LLC reported 2,285,093 shares of AFYA LTD (AFYA), worth $34.0M and representing 9.1% of its 13F equity book. Quarter-over-quarter share count change: + 201,835 (+9.7%) . The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.
- 2,285,093Shares Held (Latest Filing)
- $34.0MReported Market Value (Latest Filing)
- 9.1%Portfolio Weight (% of 13F Equity Book)
- +201,835Quarter-over-Quarter Share Change
- +$1.9MQuarter-over-Quarter Value Change
- 2,285,093Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,285,093 | +201,835 | +9.7% | $34.0M | 9.1% | $14.9 |
| Q4 2025 | 2,083,258 | +1,191,619 | +133.6% | $32.1M | 9.0% | $15.4 |
| Q3 2025 | 891,639 | +299,419 | +50.6% | $13.9M | 4.7% | $15.6 |
| Q2 2025 | 592,220 | 0 | — | $10.6M | 4.0% | $17.9 |
| Q1 2025 | 592,220 | +25,111 | +4.4% | $10.6M | 4.2% | $17.9 |
| Q4 2024 | 567,109 | +272,200 | +92.3% | $9.0M | 4.5% | $15.9 |
| Q3 2024 | 294,909 | 0 | — | $5.0M | 2.5% | $17.1 |
| Q2 2024 | 294,909 | 0 | — | $5.2M | 2.4% | $17.6 |
| Q1 2024 | 294,909 | 0 | — | $5.5M | 3.2% | $18.6 |
| Q4 2023 | 294,909 | — | — | $6.5M | 6.4% | $21.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Doma Perpetual Capital Management LLC first disclose a AFYA position in 13F-HR filings?
Doma Perpetual Capital Management LLC first reported AFYA LTD (AFYA) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Doma Perpetual Capital Management LLC's most recent quarter-over-quarter share-count change in AFYA?
Between Q4 2025 and Q1 2026, Doma Perpetual Capital Management LLC added 201,835 shares of AFYA (+9.7%), bringing the total reported position to 2,285,093 shares at a market value of $34.0M.
Does the implied price-per-share represent Doma Perpetual Capital Management LLC's cost basis in AFYA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.