Dalton Investments, Inc.
16 holdingsFiling period: 2026-06-30Current AUM: $125.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 200.2K | $40.0M | $37.4M | 29.90% | -- | 2026-06-30 |
| 2 | — | Makemytrip Limited Mauritius | 418.8K | $22.3M | $22.3M | 17.86% | +13.2K | 2026-06-30 |
| 3 | CTSH | Cognizant Technology Solutio | 301.0K | $11.7M | $19.5M | 15.59% | +34.2K | 2026-06-30 |
| 4 | — | Genpact Limited | 379.3K | $10.4M | $10.4M | 8.35% | +142.8K | 2026-06-30 |
| 5 | TASK | Taskus Inc | 2.13M | $10.0M | $19.3M | 15.47% | +609.4K | 2026-06-30 |
| 6 | SE | Sea Ltd | 44.6K | $4.3M | $3.4M | 2.70% | -12,400 | 2026-06-30 |
| 7 | ANET | Arista Networks Inc | 17.3K | $2.9M | $3.0M | 2.36% | -- | 2026-06-30 |
| 8 | ISRG | Intuitive Surgical Inc | 4.1K | $1.6M | $1.9M | 1.49% | -- | 2026-06-30 |
| 9 | CHRD | Chord Energy Corporation | 13.3K | $1.5M | $1.8M | 1.45% | -- | 2026-06-30 |
| 10 | TSM | Taiwan Semiconductor Manufac | 2.9K | $1.4M | $1.1M | 0.87% | +80 | 2026-06-30 |
| 11 | FRSH | Freshworks Inc | 134.5K | $1.4M | $1.6M | 1.30% | -- | 2026-06-30 |
| 12 | EPSN | Epsilon Energy Ltd | 250.0K | $1.4M | $1.3M | 1.03% | -- | 2026-06-30 |
| 13 | SHG | Shinhan Financial Group Co L | 14.3K | $904K | $908K | 0.73% | +600 | 2026-06-30 |
| 14 | KOS | Kosmos Energy Ltd | 250.0K | $527K | $527K | 0.42% | -- | 2026-06-30 |
| 15 | AMPY | Amplify Energy Corp New | 89.4K | $355K | $297K | 0.24% | -- | 2026-06-30 |
| 16 | KVUE | Kenvue Inc | 15.0K | $286K | $286K | 0.23% | -- | 2026-06-30 |
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