Dumac, Inc. reported 16 holdings worth US$1.1B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Dumac, Inc. reported 16 holdings worth US$1.1B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Microsoft Corp. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$1.1B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 58,868 | US$11.8M | 1.1% |
| Alphabet Inc (google) Class C | 31,935 | US$11.4M | 1.0% |
| Microsoft Corp. | 25,702 | US$9.59M | 0.87% |
| Amazon.com, Inc. | 38,679 | US$9.22M | 0.84% |
| Meta Platforms, Inc. | 12,180 | US$6.86M | 0.62% |
| Tesla, Inc. | 5,146 | US$2.16M | 0.20% |
| Sk Telecom Co., Ltd. | 21,500 | US$691K | 0.06% |
| Sagimet Biosciences Inc. - Series A | 71,192 | US$550K | 0.05% |
| Arcos Dorados Holdings Inc. | 60,857 | US$491K | 0.04% |
| Nexmetals Mining Corp. | 43,223 | US$72,534 | <0.01% |
| Zto Express (cayman), Inc. Class A | 0 | US$0 | 0.00% |