Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 17
- −4 vs. Q1 2022
- Portfolio value
- $27.9M
- −$13.0M (−31.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MOGUMOGU Inc. | SPON ADS | 13,041 | $29.0K | 0.1% | 00.0% | Unchanged | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 18,208 | $180.0K | 0.6% | 00.0% | Unchanged | History |
| CSANYCosan S.A. | ADS | 12,940 | $180.0K | 0.6% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 4,867 | $236.0K | 0.8% | 00.0% | Unchanged | History |
| HTHTH World Group Ltd | SPONSORED ADS | 6,966 | $265.0K | 0.9% | 00.0% | Unchanged | History |
| TMDXTransMedics Group, Inc. | COM | 8,753 | $275.0K | 1.0% | +8,753 | New | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 3,451 | $288.0K | 1.0% | 00.0% | Unchanged | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 12,681 | $348.0K | 1.2% | 00.0% | Unchanged | History |
| PLPlanet Labs PBC | COM CL A | 92,163 | $399.0K | 1.4% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 60,857 | $410.0K | 1.5% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,095 | $522.0K | 1.9% | +773+33.3% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 7,717 | $877.0K | 3.1% | 00.0% | Unchanged | History |
| IHSIHS Holding Ltd | ORD SHS | 106,199 | $1.11M | 4.0% | +106,199 | New | History |
| Despegar Com CorpG27358103 | ORD SHS | 217,872 | $1.76M | 6.3% | +196,942+941.0% | Added | – |
| OSCROscar Health, Inc. | CL A | 825,260 | $3.51M | 12.6% | 00.0% | Unchanged | History |
| Overseas Shipholding Group Inc69036R863 | CL A NEW | 3,660,567 | $7.50M | 26.9% | 00.0% | Unchanged | – |
| Rigel Resource Acq CorpG7573M122 | UNIT 99/99/9999 | 1,000,000 | $10.0M | 35.9% | 00.0% | Unchanged | – |
Sold out since Q1 2022 (6)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| PRCTPROCEPT BioRobotics Corp | COM | 165,179 | $5.78M | 14.1% | History |
| DIDIYDiDi Global Inc. | SPONSORED ADS | 1,059,149 | $2.65M | 6.5% | History |
| TBRGTruBridge, Inc. | COM | 45,136 | $1.55M | 3.8% | History |
| PGNYProgyny, Inc. | COM | 8,945 | $460.0K | 1.1% | History |
| CMRCCommerce.com, Inc. | COM SER 1 | 17,208 | $377.0K | 0.9% | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 14,000 | $16.0K | <0.1% | History |