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Institutional Investment Manager
DUMAC, INC.
DUMAC, INC. (CIK: 0001584258). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Original 13F HR (0001584258-17-000008) filed in 2017.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 PDC ENERGY INC 1,041,151 64,916 60.26%
2 YAHOO INC 110,000 5,105 4.74%
3 MONSANTO CO NEW 28,500 3,226 2.99%
4 YY INC 63,000 2,905 2.70%
5 SYNGENTA AG 30,000 2,655 2.46%
6 VALSPAR CORP 20,000 2,219 2.06%
7 JUMEI INTL HLDG LTD 545,000 2,011 1.87%
8 ALERE INC 50,000 1,987 1.84%
9 RITE AID CORP 450,000 1,913 1.78%
10 AUTOHOME INC 59,266 1,883 1.75%
11 HEADWATERS INC COM 75,000 1,761 1.63%
12 WHITEWAVE FOODS CO 30,000 1,685 1.56%
13 FAIRPOINT COMMUNICATIONS INC COM NEW 100,000 1,660 1.54%
14 INVENSENSE INC 117,936 1,490 1.38%
15 STILLWATER MNG CO 75,000 1,295 1.20%
16 CTRIP COM INTL LTD 23,641 1,162 1.08%
17 IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 45,195 1,108 1.03%
18 ZHAOPIN LTD 62,500 1,077 1.00%
19 HOLLYSYS AUTOMATION TECHNOLO 54,966 931 0.86%
20 21VIANET GROUP INC 156,000 856 0.79%
21 VIPSHOP HLDGS LTD 63,000 840 0.78%
22 FANG HLDGS LIMITED ADR 202,750 661 0.61%
23 GENWORTH FINL INC 110,000 453 0.42%
24 CABELAS INC 7,500 398 0.37%
25 JD COM INC 11,138 347 0.32%
26 FOMENTO ECONOMICO MEXICANO S 3,333 295 0.27%
27 NEW ORIENTAL ED & TECH GRP I 4,106 248 0.23%
28 CHINA LODGING GROUP LTD 3,575 222 0.21%
29 ALIBABA GROUP HLDG LTD 2,017 217 0.20%
30 TELECOM ARGENTINA 9,592 213 0.20%
31 BANCO MACRO SA 2,404 208 0.19%
32 SK TELECOM LTD 7,600 191 0.18%
33 SOCIEDAD QUIMICA Y MINERA DE 5,200 179 0.17%
34 COCA COLA FEMSA S A B DE C V 2,400 172 0.16%
35 IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 7,023 172 0.16%
36 COSAN LTD 16,578 142 0.13%
37 SOUTHERN COPPER CORP 3,942 141 0.13%
38 CREDICORP LTD 824 135 0.13%
39 COPA HOLDINGS SA 1,060 119 0.11%
40 CHINA BIOLOGIC PRODS INC 932 93 0.09%
41 QIWI PLC 5,445 93 0.09%
42 MERCADOLIBRE INC 339 72 0.07%
43 COPA HOLDINGS SA 570 64 0.06%
44 BANCO MACRO SA 615 53 0.05%
45 BANCOLOMBIA S A 1,040 41 0.04%
46 SOHU COM INC 996 39 0.04%
47 PRICESMART INC 352 32 0.03%
48 LIBERTY GLOBAL PLC 618 22 0.02%
49 LIBERTY GLOBAL PLC 250 9 0.01%
50 LIBERTY GLOBAL PLC 143 3 0.00%
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