Dalton Investments, Inc.: 13F holdings
CIK 13888382026Q2
| Positions | 16 |
|---|
| Reported value | $111.0m |
|---|
| Filed | 2026-08-11 |
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Change since last quarter
| Positions | 16 (-1 vs prior quarter) |
|---|
| Reported value | $111.0m (+7.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 200,150 | $40.0m | 36.1% |
| MAKEMYTRIP LIMITED MAURITIUS | 418,796 | $22.3m | 20.1% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIO | 301,038 | $11.7m | 10.5% |
| GENPACT LIMITED | 379,322 | $10.4m | 9.4% |
| TASK TASKUS INC | 2,127,195 | $10.0m | 9.0% |
| SE SEA LTD | 44,600 | $4.3m | 3.9% |
| ANET ARISTA NETWORKS INC | 17,300 | $2.9m | 2.6% |
| ISRG INTUITIVE SURGICAL INC | 4,100 | $1.6m | 1.5% |
| CHRD CHORD ENERGY CORPORATION | 13,280 | $1.5m | 1.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 2,910 | $1.4m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1388838")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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