Dalton Investments, Inc.
CIK 0001388838 · EL SEGUNDO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$111.0M
2026 Q2
Positions
16
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
95.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
36.1%
MMYT
MAKEMYTRIP LIMITED MAURITIUS
20.1%
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
10.5%
G
GENPACT LIMITED
9.4%
TASK
TASKUS INC
9.0%
SE
SEA LTD
3.9%
ANET
ARISTA NETWORKS INC
2.6%
ISRG
INTUITIVE SURGICAL INC
1.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.