Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 9
- −1 vs. Q4 2024
- Portfolio value
- $25.1M
- −$39.7M (−61.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares MSCI India ETF46429B598 | ETF | 106,000 | $5.46M | 21.8% | 00.0% | Unchanged | – |
| Despegar Com CorpG27358103 | ORD SHS | 253,762 | $4.77M | 19.0% | 00.0% | Unchanged | – |
| RBRKRubrik, Inc. | Stock | 73,706 | $4.49M | 17.9% | +73,706 | New | History |
| MMYTMakeMyTrip Ltd | Stock | 40,353 | $3.95M | 15.8% | 00.0% | Unchanged | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 31,510 | $2.93M | 11.7% | 00.0% | Unchanged | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 96,781 | $1.92M | 7.7% | 00.0% | Unchanged | History |
| IHSIHS Holding Ltd | ORD SHS | 112,000 | $584.6K | 2.3% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 60,857 | $490.5K | 2.0% | 00.0% | Unchanged | History |
| SGMTSagimet Biosciences Inc. | COM SER A | 147,351 | $480.4K | 1.9% | −16,163−9.9% | Reduced | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.