DUMAC, INC.

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
10
Quarter
2025 Q4
Top Holding
VOO (71.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-10 of 10
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 71.66% #1
Prev: #—
10.0 743,880 no change
NEW
743,880 $466,509,464 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHH
SCHWAB STRATEGI...
ETF 25.18% #2
Prev: #—
10.0 7,846,742 no change
NEW
7,846,742 $163,918,440 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INDA
ISHARES TR
ETF 1.68% 37.06% #3 2
Prev: #1
2.9 95,973 90.5%
P
S
201,973 $10,916,641 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MMYT
MAKEMYTRIP LIMI...
Consumer Cyclical 0.51% 24.84% #4 2
Prev: #2
0.2 no change no change
P
S
40,353 $3,313,788 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KSPI
KASPI KZ JSC
Technology 0.38% 16.80% #5 2
Prev: #3
0.2 no change no change
P
S
31,510 $2,461,876 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZTO
ZTO EXPRESS CAY...
Industrials 0.31% 10.79% #6 2
Prev: #4
0.1 no change no change
P
S
96,781 $2,021,755 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IHS
IHS HOLDING LIM...
Real Estate 0.13% 3.91% #7 2
Prev: #5
0.1 no change no change
P
S
112,000 $835,520 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCO
ARCOS DORADOS H...
Consumer Cyclical 0.07% 3.02% #8 1
Prev: #7
0.0 no change no change
P
S
60,857 $446,690 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SGMT
SAGIMET BIOSCIE...
Healthcare 0.06% 3.59% #9 3
Prev: #6
0.0 -3,808 -5.1%
P
S
71,192 $421,457 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEXM
NEXMETALS MININ...
Basic Materials 0.02% #10
Prev: #—
2.0 43,223 no change
NEW
43,223 $123,372 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-10 of 10 holdings

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