Dumac, Inc.
- SEC CIK
- 0001584258
- Latest filing
- Aug 11, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 16
- +6 vs. Q1 2026
- Portfolio value
- $1.10B
- +$280.1M (+34.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NEXMNexMetals Mining Corp. | COM NEW | 43,223 | $72.5K | <0.1% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 60,857 | $490.5K | <0.1% | 00.0% | Unchanged | History |
| SGMTSagimet Biosciences Inc. | COM SER A | 71,192 | $550.3K | 0.1% | 00.0% | Unchanged | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 21,500 | $691.4K | 0.1% | +21,500 | New | History |
| MMYTMakeMyTrip Ltd | Stock | 27,037 | $1.44M | 0.1% | −13,316−33.0% | Reduced | History |
| TSLATesla, Inc. | Stock | 5,146 | $2.16M | 0.2% | +5,146 | New | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 31,510 | $2.73M | 0.2% | 00.0% | Unchanged | History |
| iShares Inc464286640 | MSCI CHILE ETF | 137,000 | $5.44M | 0.5% | +88,000+179.6% | Added | – |
| METAMeta Platforms, Inc. | Stock | 12,180 | $6.86M | 0.6% | +12,180 | New | History |
| AMZNAmazon Com Inc | Stock | 38,679 | $9.22M | 0.8% | +38,679 | New | History |
| MSFTMicrosoft Corp | Stock | 25,702 | $9.59M | 0.9% | +25,702 | New | History |
| iShares MSCI India ETF46429B598 | ETF | 201,973 | $9.98M | 0.9% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 31,935 | $11.4M | 1.0% | +31,935 | New | History |
| NVDANVIDIA Corp | Stock | 58,868 | $11.8M | 1.1% | +58,868 | New | History |
| Schwab U.S. REIT ETF808524847 | ETF | 7,929,093 | $187.8M | 17.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,223,510 | $840.3M | 76.4% | +166,930+15.8% | Added | – |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.