Dumac

Latest statistics and disclosures from Dumac's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Dumac consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Dumac

Companies in the Dumac portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palantir Technologies Cl A (PLTR) 51.9 $67M NEW 2.8M 23.55
Computer Programs & Systems (CPSI) 13.9 $18M NEW 665k 26.84
Reata Pharmaceuticals Cl A (RETA) 7.3 $9.4M NEW 76k 123.62
Overseas Shipholding Group I Cl A New (OSG) 6.1 $7.8M NEW 3.7M 2.14
Zoom Video Communications In Cl A (ZM) 2.7 $3.5M NEW 10k 337.29
Lemonade (LMND) 1.7 $2.1M NEW 17k 122.49
Alibaba Group Hldg Sponsored Ads (BABA) 1.4 $1.8M +233% 7.7k 232.73
Twilio Cl A (TWLO) 1.3 $1.7M NEW 4.9k 338.46
Dada Nexus Ads (DADA) 1.3 $1.7M NEW 45k 36.49
Progyny (PGNY) 1.1 $1.4M NEW 33k 42.40
Pampa Energia S A Spons Adr Lvl I (PAM) 1.0 $1.3M +658% 93k 13.78
Cloudera (CLDR) 1.0 $1.3M NEW 92k 13.91
Black Stone Minerals Com Unit (BSM) 0.9 $1.2M +24% 177k 6.68
1life Healthcare (ONEM) 0.9 $1.1M NEW 26k 43.67

Setup an alert

Dumac will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Asana Cl A (ASAN) 0.9 $1.1M NEW 38k 29.55
MercadoLibre (MELI) 0.9 $1.1M -45% 661.00 1674.74
Ocular Therapeutix (OCUL) 0.6 $778k NEW 38k 20.71
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.5 $667k +67% 8.8k 75.80
Douyu Intl Hldgs Sponsored Ads (DOYU) 0.5 $586k NEW 53k 11.06
Loma Negra Corp Sponsored Ads (LOMA) 0.5 $586k +23% 95k 6.15
Credicorp (BAP) 0.4 $562k 3.4k 164.09
Vipshop Holdings Sponsored Ads A (VIPS) 0.4 $512k NEW 18k 28.12
Pagseguro Digital Com Cl A (PAGS) 0.3 $426k +11% 7.5k 56.86
Crowdstrike Hldgs Cl A (CRWD) 0.3 $394k NEW 1.9k 211.71
Southern Copper Corporation (SCCO) 0.3 $391k +54% 6.0k 65.06
Zto Express Cayman Sponsored Ads A (ZTO) 0.3 $370k +129% 13k 29.18
Pagerduty (PD) 0.3 $340k NEW 8.2k 41.65
Huazhu Group Sponsored Ads (HTHT) 0.2 $314k +113% 7.0k 45.08
Yum China Holdings (YUMC) 0.2 $278k -8% 4.9k 57.12
Despegar Com Corp Ord Shs (DESP) 0.2 $268k +76% 21k 12.80
Stoneco Com Cl A (STNE) 0.2 $260k -54% 3.1k 83.87
Burning Rock Biotech Sponsored Ads (BNR) 0.2 $248k NEW 11k 23.13
Cosan Shs A 0.1 $184k NEW 10k 18.40
Qiwi Spon Adr Rep B (QIWI) 0.1 $107k +22% 10k 10.30
Independence Contract Drilli (ICD) 0.0 $58k NEW 20k 2.96

Past Filings by Dumac

SEC 13F filings are viewable for Dumac going back to 2016