Dumac, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Dumac, Inc. reported 10 stock positions worth $31.2 million. Its top holding was Rigel Resource Acquisit Class A (RRACF) at 36.4% of the portfolio, followed by iShares MSCI India ETF (INDA, 19.0%) and Makemytrip (MMYT, 10.9%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in iShares MSCI India ETF (INDA) and the biggest sale an exit from Commerce.com (CMRC).
- Most Recent 13F
- Q2 2026
- Location
- DURHAM, NC
- CIK
- 0001584258
- Portfolio Value
- $31.2M (Q2 2024)
- SEC Filing
- 0001085146-24-003963 ↗ filed Aug 14, 2024
Holdings Value
Holdings 10 stocks · $31.2M
| RRACF Rigel Resource Acquisit Class A | 36.36% | 1,000,000 | $11.3M | No change |
| INDA iShares MSCI India ETF | 18.97% | 106,000 | $5.9M | New |
| MMYT Makemytrip Ltd. | 10.89% | 40,353 | $3.4M | No change |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 10.49% | 25,350 | $3.3M | No change |
| DESP Despegar.com Corp. | 9.25% | 217,872 | $2.9M | No change |
| ZTO Zto Express Cayman Inc.-ADR | 6.44% | 96,781 | $2.0M | Add +663.2% |
| LANZATECH GLOBAL INC | 2.60% | 438,485 | $811K | Reduce -21.3% |
| SGMT Sagimet Biosciences Inc. Class A | 2.08% | 189,394 | $648K | No change |
| ARCO Arcos Dorados Holdings Inc. Class A | 1.76% | 60,857 | $548K | No change |
| IHS Ihs Holding Ltd. | 1.15% | 112,000 | $358K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $128K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| RRAWF Rigel Resource Acquisi -CW23 | *W EXP 99/99/999 | 500,000 | $128K | No change |
Total filed on the 13F, all lines: $31.3M.
Portfolio Sells Q1 2024 → Q2 2024
| CMRC Commerce.com Inc. | Sold out | 0.00% | −12.58 |
| LANZATECH GLOBAL INC | Reduce -21.3% | 2.60% | −3.68 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 16 | $1.1B | VOO, SCHH, NVDA, GOOGL, INDA |
| Q1 2026 | 10 | $820.4M | VOO, SCHH, INDA, ZTO, KSPI |
| Q4 2025 | 10 | $651.0M | VOO, SCHH, INDA, MMYT, KSPI |
| Q2 2025 | 7 | $15.9M | INDA, MMYT, KSPI, ZTO, IHS |
| Q1 2025 | 9 | $25.1M | INDA, DESP, RBRK, MMYT, KSPI |
| Q4 2024 | 10 | $64.8M | UTI, INDA, DESP, MMYT, KSPI |
| Q3 2024 | 9 | $30.6M | RRACF, INDA, MMYT, DESP, KSPI |
| Q2 2024 | 10 | $31.2M | RRACF, INDA, MMYT, KSPI, DESP |
| Q1 2024 | 10 | $27.4M | RRACF, CMRC, KSPI, MMYT, DESP |