Dalton Investments, Inc. 13F Holdings
CIK 0001388838 · El Segundo, CA
As of Sep 30, 2025, Dalton Investments, Inc. reported 18 positions worth
CIK 0001388838 · El Segundo, CA
As of Sep 30, 2025, Dalton Investments, Inc. reported 18 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 217,050 | $40.5M | 27.15% |
| WNS (HOLDINGS) LTD | WNS | Technology | 395,646 | $30.2M | 20.23% |
| MAKEMYTRIP LTD | MMYT | Industrials | 248,883 | $23.3M | 15.62% |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | CTSH | Technology | 217,038 | 4.6M | 9.76% |
| GENPACT LTD | G | Technology | 295,380 | 2.4M | 8.29% |
| ARISTA NETWORKS INC | ANET | Technology | 41,200 | $6.0M | 4.02% |
| SEA LTD | SE | Consumer Cyclical | 27,800 | $5.0M | 3.33% |
| GRAB HOLDINGS LTD | GRAB | Technology | 709,200 | $4.3M | 2.86% |
| FRESHWORKS INC | FRSH | Technology | 236,292 | $2.8M | 1.86% |
| CHENIERE ENERGY INC | LNG | Energy | 11,744 | $2.8M | 1.85% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 4,100 | .8M | 1.23% |
| CHORD ENERGY CORP | CHRD | Energy | 13,280 | .3M | 0.88% |
| EPSILON ENERGY LTD | EPSN | Energy | 250,000 | .3M | 0.84% |
| AMERICA MOVIL SAB DE CV | AMX | Communication Services | 50,000 | .1M | 0.70% |
| GLOBANT SA | GLOB | Technology | 17,600 | .0M | 0.68% |
| AMPLIFY ENERGY CORP | AMPY | Energy | 89,410 | $469.4K | 0.31% |
| EXPAND ENERGY CORPORATION WT EXP 020926 C | EXEEL | Energy | 3,302 | $319.3K | 0.21% |
| KENVUE INC | KVUE | Consumer Defensive | 15,000 | $243.5K | 0.16% |