Dumac, Inc.
Net buyer this quarter
$1.1B
12
+$48.8M
5.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $11.8M | 1.07% | 0.00% | New | Q2 2026 |
 GOOGL | $11.4M | 1.04% | 0.00% | New | Q2 2026 |
 MSFT | $9.59M | 0.87% | 0.00% | New | Q2 2026 |
 AMZN | $9.22M | 0.84% | 0.00% | New | Q2 2026 |
 META | $6.86M | 0.62% | Not reported | New | Q2 2026 |
 KSPI | $2.73M | 0.25% | 0.02% | Not reported | Q1 2024 |
 TSLA | $2.16M | 0.20% | 0.00% | New | Q2 2026 |
 MMYT | $1.44M | 0.13% | Not reported | -33.0% | Q3 2023 |
 SKM | $691K | 0.06% | 0.01% | Not reported | Q4 2016 |
 SGMT | $550K | 0.05% | 0.23% | Not reported | Q3 2023 |
 ARCO | $491K | 0.04% | 0.03% | Not reported | Q1 2021 |
 NEXM | $72.5K | 0.01% | 0.12% | Not reported | Q4 2025 |
| Q1 2026 | |||||
 ZTO | $2.44M | 0.30% | 0.01% | Not reported | Q4 2018 |
| KSPI | $2.33M | 0.28% | 0.02% | Not reported | Q1 2024 |
| MMYT | $1.5M | 0.18% | Not reported | Not reported | Q3 2023 |
| ARCO | $502K | 0.06% | 0.03% | Not reported | Q1 2021 |
| SGMT | $372K | 0.05% | 0.23% | Not reported | Q3 2023 |
| NEXM | $77.9K | 0.01% | 0.12% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| MMYT | $3.31M | 0.51% | Not reported | Not reported | Q3 2023 |
| KSPI | $2.46M | 0.38% | 0.02% | Not reported | Q1 2024 |
| ZTO | $2.02M | 0.31% | 0.01% | Not reported | Q4 2018 |
 IHS | $836K | 0.13% | 0.03% | Not reported | Q2 2022 |
| ARCO | $447K | 0.07% | 0.03% | Not reported | Q1 2021 |
| SGMT | $421K | 0.06% | 0.23% | -5.1% | Q3 2023 |
| NEXM | $123K | 0.02% | 0.12% | New | Q4 2025 |
| Q2 2025 | |||||
| MMYT | $3.96M | 24.84% | Not reported | Not reported | Q3 2023 |
| KSPI | $2.67M | 16.80% | 0.02% | Not reported | Q1 2024 |
| ZTO | $1.72M | 10.79% | 0.01% | Not reported | Q4 2018 |
| IHS | $623K | 3.91% | 0.03% | Not reported | Q2 2022 |
| SGMT | $572K | 3.59% | 0.24% | -49.1% | Q3 2023 |
| ARCO | $480K | 3.02% | 0.03% | Not reported | Q1 2021 |