Dalton Investments LLC 13F Holdings
CIK 02812151 · Santa Monica, CA
As of Sep 30, 2022, Dalton Investments LLC reported 27 positions worth
CIK 02812151 · Santa Monica, CA
As of Sep 30, 2022, Dalton Investments LLC reported 27 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ICICI BANK LTD | IBN | Financial Services | 1,762,490 | $37.0K | 30.37% |
| MAKEMYTRIP LTD | MMYT | Industrials | 861,714 | $26.5K | 21.74% |
| INFOSYS LTD | INFY | Technology | 916,468 | 5.6K | 12.78% |
| GENPACT LTD | G | Technology | 232,381 | 0.2K | 8.36% |
| CHENIERE ENERGY INC | LNG | Energy | 40,342 | $6.7K | 5.50% |
| EXLSERVICE HOLDINGS INC | EXLS | Technology | 30,163 | $4.4K | 3.65% |
| DR REDDYS LABORATORIES LTD | RDY | Healthcare | 53,700 | $2.8K | 2.31% |
| NVIDIA CORP | NVDA | Technology | 21,705 | $2.6K | 2.17% |
| MICROSOFT CORP | MSFT | Technology | 8,500 | $2.0K | 1.63% |
| CHORD ENERGY CORP | CHRD | Energy | 13,280 | .8K | 1.49% |
| EPSILON ENERGY LTD | EPSN | Energy | 250,000 | .6K | 1.30% |
| WNS HOLDINGS LTD | WNS | Technology | 17,401 | .4K | 1.17% |
| TURQUOISE HILL RES LTD | — | — | 40,316 | .2K | 0.98% |
| FRESHWORKS INC | FRSH | Technology | 83,800 | .1K | 0.89% |
| TERNIUM SA | TX | Basic Materials | 37,721 | .0K | 0.85% |
| ARISTA NETWORKS INC | ANET | Technology | 8,900 | .0K | 0.83% |
| RESOLUTE FST PRODS INC | RFP | Basic Materials | 50,000 | .0K | 0.82% |
| AMPLIFY ENERGY CORP | AMPY | Energy | 89,410 | $587.0 | 0.48% |
| AIRBNB INC | ABNB | Industrials | 5,450 | $572.0 | 0.47% |
| IMMUNOCORE HOLDINGS PLC | IMCR | Healthcare | 10,000 | $469.0 | 0.39% |
| Durect Corp | DRRX | Healthcare | 750,000 | $434.0 | 0.36% |
| CUMULUS MEDIA INC | — | — | 59,900 | $421.0 | 0.35% |
| MICRON TECHNOLOGY INC | MU | Technology | 7,760 | $389.0 | 0.32% |
| ANTERO RESOURCES CORP | AR | Energy | 10,000 | $305.0 | 0.25% |
| ZILLOW GROUP INC | ZG | Communication Services | 10,000 | $286.0 | 0.24% |