Dumac

Dumac as of March 31, 2022

Portfolio Holdings for Dumac

Dumac holds 21 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Rigel Resource Acq Corp Unit 99/99/9999 (RRAC.U) 24.7 $10M 1.0M 10.11
Oscar Health Cl A (OSCR) 20.1 $8.2M 825k 9.97
Overseas Shipholding Group I Cl A New (OSG) 18.7 $7.7M 3.7M 2.09
Procept Biorobotics Corp (PRCT) 14.1 $5.8M 165k 34.99
Didi Global Sponsored Ads (DIDIY) 6.5 $2.6M 1.1M 2.50
Computer Programs & Systems (TBRG) 3.8 $1.6M 45k 34.45
Alibaba Group Hldg Sponsored Ads (BABA) 2.1 $840k 7.7k 108.85
Crowdstrike Hldgs Cl A (CRWD) 1.3 $527k 2.3k 226.96
Arcos Dorados Holdings Shs Class -a - (ARCO) 1.2 $495k 61k 8.13
Planet Labs Pbc Com Cl A (PL) 1.1 $468k 92k 5.08
Progyny (PGNY) 1.1 $460k 8.9k 51.43
Bigcommerce Hldgs Com Ser 1 (BIGC) 0.9 $377k 17k 21.91
Zto Express Cayman Sponsored Ads A (ZTO) 0.8 $317k 13k 25.00
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.7 $295k 3.5k 85.48
Cosan S A Ads (CSAN) 0.6 $256k 13k 19.78
Despegar Com Corp Ord Shs (DESP) 0.6 $255k 21k 12.18
Huazhu Group Sponsored Ads (HTHT) 0.6 $230k 7.0k 33.02
Yum China Holdings (YUMC) 0.5 $202k 4.9k 41.50
Vipshop Holdings Sponsored Ads A (VIPS) 0.4 $164k 18k 9.01
Mogu Spon Ads (MOGU) 0.1 $46k 13k 3.53
New Oriental Ed & Technology Spon Adr 0.0 $16k 14k 1.14