13F HOLDINGS REPORT
DUMAC, INC.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001085146-23-003421
Total Value
$30.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BIGCOMMERCE HLDGS INC | CMRC | 1,055,788 | $10.5M | 34.48% |
| 2 | OVERSEAS SHIPHOLDING GROUP I | 69036R863 | 2,032,204 | $8.5M | 27.82% |
| 3 | OSCAR HEALTH INC | OSCR | 1,045,042 | $8.4M | 27.65% |
| 4 | ALIBABA GROUP HLDG LTD | BBAAY | 7,717 | $643,212 | 2.11% |
| 5 | ARCOS DORADOS HOLDINGS INC | ARCO | 60,857 | $623,784 | 2.05% |
| 6 | ZTO EXPRESS CAYMAN INC | ZTOEF | 12,681 | $318,039 | 1.04% |
| 7 | VIPSHOP HOLDINGS LIMITED | VIPS | 18,208 | $300,432 | 0.99% |
| 8 | YUM CHINA HLDGS INC | YUMC | 4,867 | $274,986 | 0.90% |
| 9 | H WORLD GROUP LTD | HWLDF | 6,966 | $270,141 | 0.89% |
| 10 | SOCIEDAD QUIMICA Y MINERA DE | 833635105 | 3,451 | $250,612 | 0.82% |
| 11 | COSAN S A | CSAN | 12,940 | $193,065 | 0.63% |
| 12 | DESPEGAR COM CORP | G27358103 | 20,930 | $147,557 | 0.48% |
| 13 | MOGU INC | MOGU | 16,302 | $39,124 | 0.13% |