Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 18
- +5 vs. Q2 2023
- Portfolio value
- $37.3M
- +$6.80M (+22.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Rigel Resource Acq CorpG7573M122 | UNIT 99/99/9999 | 1,000,000 | $11.4M | 30.6% | +1,000,000 | New | – |
| OSCROscar Health, Inc. | CL A | 1,045,042 | $5.82M | 15.6% | 00.0% | Unchanged | History |
| CMRCCommerce.com, Inc. | COM SER 1 | 523,117 | $5.16M | 13.9% | −532,671−50.5% | Reduced | History |
| LNZALanzaTech Global, Inc. | COMMON STOCK | 1,048,956 | $4.90M | 13.1% | +1,048,956 | New | History |
| Overseas Shipholding Group Inc69036R863 | CL A NEW | 451,030 | $1.98M | 5.3% | −1,581,174−77.8% | Reduced | – |
| SGMTSagimet Biosciences Inc. | COM SER A | 204,123 | $1.80M | 4.8% | +204,123 | New | History |
| MMYTMakeMyTrip Ltd | Stock | 40,353 | $1.64M | 4.4% | +40,353 | New | History |
| Despegar Com CorpG27358103 | ORD SHS | 196,942 | $1.43M | 3.8% | +176,012+841.0% | Added | – |
| BABAAlibaba Group Holding Ltd | ADR | 7,717 | $669.4K | 1.8% | 00.0% | Unchanged | History |
| IHSIHS Holding Ltd | ORD SHS | 112,000 | $621.6K | 1.7% | +112,000 | New | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 12,681 | $306.5K | 0.8% | 00.0% | Unchanged | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 18,208 | $291.5K | 0.8% | 00.0% | Unchanged | History |
| HTHTH World Group Ltd | SPONSORED ADS | 6,966 | $274.7K | 0.7% | 00.0% | Unchanged | History |
| YUMCYum China Holdings, Inc. | COM | 4,867 | $271.2K | 0.7% | 00.0% | Unchanged | History |
| ARMArm Holdings PLC | ADR | 5,000 | $267.6K | 0.7% | +5,000 | New | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 3,451 | $205.9K | 0.6% | 00.0% | Unchanged | History |
| CSANCosan S.A. | ADS | 12,940 | $175.9K | 0.5% | 00.0% | Unchanged | History |
| MOGUMOGU Inc. | SPON ADS | 16,300 | $34.2K | 0.1% | −20.0% | Reduced | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.