Dumac as of Dec. 31, 2023
Portfolio Holdings for Dumac
Dumac holds 15 positions in its portfolio as reported in the December 2023 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) | 37.2 | $12M | 1.0M | 12.04 | |
| Lanzatech Global (LNZA) | 16.3 | $5.3M | 1.0M | 5.03 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 15.0 | $4.9M | 501k | 9.73 | |
| Oscar Health Cl A (OSCR) | 7.8 | $2.5M | 278k | 9.15 | |
| Despegar Com Corp Ord Shs (DESP) | 6.4 | $2.1M | 218k | 9.46 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 5.9 | $1.9M | 40k | 46.98 | |
| Sagimet Biosciences Com Ser A (SGMT) | 3.4 | $1.1M | 204k | 5.42 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 2.4 | $772k | 61k | 12.69 | |
| Ihs Holding Ord Shs (IHS) | 1.6 | $515k | 112k | 4.60 | |
| Arm Holdings Sponsored Adr (ARM) | 1.2 | $376k | 5.0k | 75.14 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.8 | $270k | 13k | 21.28 | |
| H World Group Sponsored Ads (HTHT) | 0.7 | $233k | 7.0k | 33.44 | |
| Yum China Holdings (YUMC) | 0.6 | $207k | 4.9k | 42.43 | |
| Cosan S A Ads (CSAN) | 0.6 | $203k | 13k | 15.66 | |
| Mogu Spon Ads (MOGU) | 0.1 | $31k | 16k | 1.91 |
