Portfolio (Quarterly) Guide ↗

DUMAC, INC.

· CIK 0001584258

13F Portfolio $820M AUM 10 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 2 Added 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IHS	IHS HOLDING LIMITED	Communication Services	112,000	$836K	0.13%	SOLD

Sector Allocation

Industrials 49.8%

Consumer Cyclical 41.0%

Healthcare 7.6%

Basic Materials 1.6%