Holders — by stockHoldings — by fund
Dalton Investments, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1388838
$111.0M
disclosed book value
16
positions
36.1%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 200,150 | $40.0M | 36.1% |
| 2 | MAKEMYTRIP LIMITED MAURITIUS | 418,796 | $22.3M | 20.1% |
| 3 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 301,038 | $11.7M | 10.5% |
| 4 | GENPACT LIMITED | 379,322 | $10.4M | 9.4% |
| 5 | TASKTASKUS INC | 2.1M | $10.0M | 9% |
| 6 | SESEA LTD | 44,600 | $4.3M | 3.9% |
| 7 | ANETARISTA NETWORKS INC | 17,300 | $2.9M | 2.6% |
| 8 | ISRGINTUITIVE SURGICAL INC | 4,100 | $1.6M | 1.5% |
| 9 | CHRDCHORD ENERGY CORPORATION | 13,280 | $1.5M | 1.4% |
| 10 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,910 | $1.4M | 1.3% |
| 11 | FRSHFRESHWORKS INC | 134,519 | $1.4M | 1.2% |
| 12 | EPSNEPSILON ENERGY LTD | 250,000 | $1.4M | 1.2% |
| 13 | SHGSHINHAN FINANCIAL GROUP CO L | 14,300 | $904,475 | 0.8% |
| 14 | KOSKOSMOS ENERGY LTD | 250,000 | $527,500 | 0.5% |
| 15 | AMPYAMPLIFY ENERGY CORP NEW | 89,410 | $355,852 | 0.3% |
| 16 | KVUEKENVUE INC | 15,000 | $286,650 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.