Dumac
Latest statistics and disclosures from Dumac's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SCHH, INDA, MMYT, KSPI, and represent 99.41% of Dumac's stock portfolio.
- Added to shares of these 4 stocks: VOO (+$467M), SCHH (+$164M), INDA (+$5.2M), NEXM.
- Started 3 new stock positions in SCHH, VOO, NEXM.
- Reduced shares in these 1 stock: SGMT.
- Dumac was a net buyer of stock by $636M.
- Dumac has $651M in assets under management (AUM), dropping by 3987.82%.
- Central Index Key (CIK): 0001584258
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Positions held by Dumac consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Dumac
Dumac holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 71.7 | $467M | NEW | 744k | 627.13 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 25.2 | $164M | NEW | 7.8M | 20.89 |
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| Ishares Tr Msci India Etf (INDA) | 1.7 | $11M | +90% | 202k | 54.05 |
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| Makemytrip Limited Mauritius SHS (MMYT) | 0.5 | $3.3M | 40k | 82.12 |
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.4 | $2.5M | 32k | 78.13 |
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| Zto Express Cayman Sponsored Ads A (ZTO) | 0.3 | $2.0M | 97k | 20.89 |
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| Ihs Holding Ord Shs (IHS) | 0.1 | $836k | 112k | 7.46 |
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| Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.1 | $447k | 61k | 7.34 |
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| Sagimet Biosciences Com Ser A (SGMT) | 0.1 | $422k | -5% | 71k | 5.92 |
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| Nexmetals Mining Corp. Com New (NEXM) | 0.0 | $123k | NEW | 43k | 2.85 |
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Past Filings by Dumac
SEC 13F filings are viewable for Dumac going back to 2016
- Dumac 2025 Q4 filed Feb. 10, 2026
- Dumac 2025 Q2 filed Aug. 4, 2025
- Dumac 2025 Q1 filed May 15, 2025
- Dumac 2024 Q4 filed Feb. 14, 2025
- Dumac 2024 Q3 filed Nov. 14, 2024
- Dumac 2024 Q2 filed Aug. 14, 2024
- Dumac 2024 Q1 filed May 15, 2024
- Dumac 2023 Q4 filed Feb. 14, 2024
- Dumac 2023 Q3 filed Nov. 14, 2023
- Dumac 2023 Q2 filed Aug. 14, 2023
- Dumac 2023 Q1 filed May 15, 2023
- Dumac 2022 Q4 filed Feb. 14, 2023
- Dumac 2022 Q3 filed Nov. 14, 2022
- Dumac 2022 Q2 filed Aug. 15, 2022
- Dumac 2022 Q1 filed May 16, 2022
- Dumac 2021 Q4 filed Feb. 14, 2022