Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 11
- 0 vs. Q1 2024
- Portfolio value
- $31.3M
- +$3.73M (+13.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Rigel Resource Acq CorpG7573M106 | CL A ORD SHS | 1,000,000 | $11.3M | 36.2% | 00.0% | Unchanged | – |
| iShares MSCI India ETF46429B598 | ETF | 106,000 | $5.91M | 18.9% | +106,000 | New | – |
| MMYTMakeMyTrip Ltd | Stock | 40,353 | $3.39M | 10.8% | 00.0% | Unchanged | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 25,350 | $3.27M | 10.5% | 00.0% | Unchanged | History |
| Despegar Com CorpG27358103 | ORD SHS | 217,872 | $2.88M | 9.2% | 00.0% | Unchanged | – |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 96,781 | $2.01M | 6.4% | +84,100+663.2% | Added | History |
| LNZALanzaTech Global, Inc. | COMMON STOCK | 438,485 | $811.2K | 2.6% | −118,635−21.3% | Reduced | History |
| SGMTSagimet Biosciences Inc. | COM SER A | 189,394 | $647.7K | 2.1% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 60,857 | $547.7K | 1.8% | 00.0% | Unchanged | History |
| IHSIHS Holding Ltd | ORD SHS | 112,000 | $358.4K | 1.1% | 00.0% | Unchanged | History |
| Rigel Resource Acq CorpG7573M114 | *W EXP 99/99/999 | 500,000 | $127.5K | 0.4% | 00.0% | Unchanged | – |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.