Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 4, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 7
- −2 vs. Q1 2025
- Portfolio value
- $15.9M
- −$9.15M (−36.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares MSCI India ETF46429B598 | ETF | 106,000 | $5.90M | 37.1% | 00.0% | Unchanged | – |
| MMYTMakeMyTrip Ltd | Stock | 40,353 | $3.96M | 24.8% | 00.0% | Unchanged | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 31,510 | $2.67M | 16.8% | 00.0% | Unchanged | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 96,781 | $1.72M | 10.8% | 00.0% | Unchanged | History |
| IHSIHS Holding Ltd | ORD SHS | 112,000 | $622.7K | 3.9% | 00.0% | Unchanged | History |
| SGMTSagimet Biosciences Inc. | COM SER A | 75,000 | $571.5K | 3.6% | −72,351−49.1% | Reduced | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 60,857 | $480.2K | 3.0% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.