DUMAC Inc’s ZTO Express ZTO Stock Holding History

DUMAC Inc’s Portfolio ZTO Stock Details ZTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-96,781	Closed	-$2.44M	–	17
2026 Q1	$2.44M	Hold	96,781	–	–	0.3%	4
2025 Q4	$2.02M	Buy	+96,781	New	+$1.92M	0.31%	6
2025 Q2	$1.72M	Hold	96,781	–	–	10.79%	4
2025 Q1	$1.92M	Hold	96,781	–	–	7.66%	6
2024 Q4	$1.89M	Hold	96,781	–	–	2.92%	6
2024 Q3	$2.4M	Hold	96,781	–	–	7.78%	6
2024 Q2	$2.01M	Buy	96,781 +84,100	+663%	+$1.84M	6.42%	6
2024 Q1	$266K	Hold	12,681	–	–	0.96%	10
2023 Q4	$270K	Hold	12,681	–	–	0.83%	11
2023 Q3	$307K	Hold	12,681	–	–	0.82%	11
2023 Q2	$318K	Hold	12,681	–	–	1.04%	6
2023 Q1	$363K	Hold	12,681	–	–	1.26%	6
2022 Q4	$341K	Hold	12,681	–	–	2.12%	5
2022 Q3	$305K	Hold	12,681	–	–	1.72%	6
2022 Q2	$348K	Hold	12,681	–	–	1.25%	10
2022 Q1	$317K	Hold	12,681	–	–	0.77%	13
2021 Q4	$358K	Hold	12,681	–	–	1.14%	16
2021 Q3	$389K	Hold	12,681	–	–	0.67%	15
2021 Q2	$385K	Hold	12,681	–	–	0.43%	19
2021 Q1	$370K	Hold	12,681	–	–	0.51%	20
2020 Q4	$370K	Buy	+12,681	New	+$372K	0.29%	26
2018 Q4	$88K	Buy	+5,537	New	+$89.2K	0.68%	29

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

DUMAC Inc's ZTO Position: Q2 2026 in Review

DUMAC Inc sold out of ZTO Express (ZTO) in Q2 2026, closing a stake of 96,781 shares — an estimated $2.44M sold.

DUMAC Inc first reported a position in ZTO in Q4 2018 and held it in 22 quarters. The position peaked at $2.44M in Q1 2026. 197 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

DUMAC Inc reported no remaining ZTO Express position as of Q2 2026 after selling out during the quarter.
DUMAC Inc sold 96,781 ZTO Express shares in Q2 2026, an estimated $2.44M.
DUMAC Inc first reported a position in ZTO Express in Q4 2018 and held it in 22 quarters.
DUMAC Inc's ZTO Express position peaked at $2.44M in Q1 2026.
197 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

Based on DUMAC Inc's 13F filing for Q2 2026, filed 11 Aug 2026.