Dumac, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Dumac, Inc. reported 9 stock positions worth $30.6 million. Its top holding was Rigel Resource Acquisit Class A (RRACF) at 37.5% of the portfolio, followed by iShares MSCI India ETF (INDA, 20.3%) and Makemytrip (MMYT, 12.2%). Compared with Q2 2024, it sold out of 1. The biggest sale was an exit from Lanzatech Global.
- Most Recent 13F
- Q2 2026
- Location
- DURHAM, NC
- CIK
- 0001584258
- Portfolio Value
- $30.6M (Q3 2024)
- SEC Filing
- 0001085146-24-005920 ↗ filed Nov 14, 2024
Holdings Value
Holdings 9 stocks · $30.6M
| RRACF Rigel Resource Acquisit Class A | 37.54% | 1,000,000 | $11.5M | No change |
| INDA iShares MSCI India ETF | 20.25% | 106,000 | $6.2M | No change |
| MMYT Makemytrip Ltd. | 12.25% | 40,353 | $3.8M | No change |
| DESP Despegar.com Corp. | 8.82% | 217,872 | $2.7M | No change |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 8.77% | 25,350 | $2.7M | No change |
| ZTO Zto Express Cayman Inc.-ADR | 7.83% | 96,781 | $2.4M | No change |
| ARCO Arcos Dorados Holdings Inc. Class A | 1.73% | 60,857 | $531K | No change |
| SGMT Sagimet Biosciences Inc. Class A | 1.71% | 189,394 | $525K | No change |
| IHS Ihs Holding Ltd. | 1.09% | 112,000 | $335K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $175K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| RRAWF Rigel Resource Acquisi -CW23 | *W EXP 99/99/999 | 500,000 | $175K | No change |
Total filed on the 13F, all lines: $30.8M.
Portfolio Sells Q2 2024 → Q3 2024
| LANZATECH GLOBAL INC | Sold out | 0.00% | −2.60 |
Portfolio Buys Q2 2024 → Q3 2024
| None this quarter. | |||
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 |