Institutional Fund
Dalton Investments, Inc.
El Segundo, CACIK 13888385 filings on record
Portfolio Value
$103.33M
Q1 2026
Holdings
17
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-23.3%
from $134.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation33.8%
- Cognizant Technology Solutio15.8%
- Makemytrip Limited Mauritius14.6%
- Taskus Inc9.9%
- Genpact Limited8.5%
- Sea Ltd4.6%
- Other12.8%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 200.2K | $34.91M | 33.8% | 0 | Held |
| 2 | Cognizant Technology Solutio | 266.8K | $16.37M | 15.8% | −21.3K | Reduced |
| 3 | Makemytrip Limited Mauritius | 405.6K | $15.12M | 14.6% | +156.7K | Added |
| 4 | Taskus Inc | 1.52M | $10.18M | 9.9% | +570.0K | Added |
| 5 | Genpact Limited | 236.5K | $8.81M | 8.5% | −58.9K | Reduced |
| 6 | Sea Ltd | 57.0K | $4.72M | 4.6% | +14.2K | Added |
| 7 | Arista Networks Inc | 17.3K | $2.12M | 2.1% | −7.8K | Reduced |
| 8 | Intuitive Surgical Inc | 4.1K | $1.89M | 1.8% | 0 | Held |
| 9 | Chord Energy Corporation | 13.3K | $1.89M | 1.8% | 0 | Held |
| 10 | Epsilon Energy Ltd | 250.0K | $1.54M | 1.5% | 0 | Held |
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