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Dumac, Inc. Top Holdings and 13F Report (2025)

About Dumac, Inc.

Investment Activity

  • Dumac, Inc. has $15.92 million in total holdings as of June 30, 2025.
  • Dumac, Inc. owns shares of 7 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • About 61.63% of the portfolio was sold this quarter.
  • This quarter, Dumac, Inc. has purchased 9 new stocks and bought additional shares in 0 stocks.
  • Dumac, Inc. sold shares of 1 stock and completely divested from 2 stocks this quarter.

Largest Holdings

MakeMyTrip
$3,955,401
KASPI KZ JSC
$2,674,884
IHS
$622,720

Largest Sales this Quarter

SAGIMET BIOSCIENCES INC
72,351 shares (about $551.31K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDumac, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$5,902,0800.0%106,00037.1%ETF
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$3,955,4010.0%40,35324.8%Computer and Technology
KASPI KZ JSC
$2,674,8840.0%31,51016.8%SPONSORED ADS
ZTO Express (Cayman) Inc. stock logo
ZTO
ZTO Express (Cayman)
$1,717,8630.0%96,78110.8%Transportation
IHS Holding Limited stock logo
IHS
IHS
$622,7200.0%112,0003.9%Computer and Technology
SAGIMET BIOSCIENCES INC
$571,500$551,315 -49.1%75,0003.6%COM SER A
Arcos Dorados Holdings Inc. stock logo
ARCO
Arcos Dorados
$480,1620.0%60,8573.0%Retail/Wholesale
Despegar.com, Corp. stock logo
DESP
Despegar.com
$0$4,768,188 -100.0%00.0%Transportation
RUBRIK INC.
$0$4,494,592 -100.0%00.0%CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data