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Dumac, Inc.

SEC CIK
0001584258
Latest filing
Aug 11, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
10
−1 vs. Q2 2024
Portfolio value
$30.8M
−$484.1K (−1.5%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Dumac, Inc. in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Rigel Resource Acq CorpG7573M106CL A ORD SHS1,000,000$11.5M37.3%00.0%Unchanged–
iShares MSCI India ETF46429B598ETF106,000$6.20M20.1%00.0%Unchanged–
MMYTMakeMyTrip LtdStock40,353$3.75M12.2%00.0%UnchangedHistory
Despegar Com CorpG27358103ORD SHS217,872$2.70M8.8%00.0%Unchanged–
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS25,350$2.69M8.7%00.0%UnchangedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A96,781$2.40M7.8%00.0%UnchangedHistory
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -60,857$530.7K1.7%00.0%UnchangedHistory
SGMTSagimet Biosciences Inc.COM SER A189,394$524.6K1.7%00.0%UnchangedHistory
IHSIHS Holding LtdORD SHS112,000$334.9K1.1%00.0%UnchangedHistory
Rigel Resource Acq CorpG7573M114*W EXP 99/99/999500,000$175.0K0.6%00.0%Unchanged–

Sold out since Q2 2024 (1)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Dumac, Inc. sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
LNZALanzaTech Global, Inc.COMMON STOCK438,485$811.2K2.6%History