Dalton Investments, Inc.
Net buyer this quarter
$111M
16
+$6.29M
95.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $40M | 36.10% | 0.00% | Not reported | Q2 2022 |
 MMYT | $22.3M | 20.11% | Not reported | +3.3% | Q1 2020 |
 CTSH | $11.7M | 10.51% | 0.07% | +12.8% | Q3 2016 |
 G | $10.4M | 9.40% | 0.23% | +60.4% | Q3 2014 |
 TASK | $9.96M | 8.97% | Not reported | +40.2% | Q4 2023 |
 SE | $4.27M | 3.85% | 0.03% | -21.8% | Q3 2025 |
 ANET | $2.94M | 2.65% | 0.00% | Not reported | Q2 2022 |
 ISRG | $1.63M | 1.47% | 0.00% | Not reported | Q4 2024 |
 CHRD | $1.52M | 1.37% | 0.02% | Not reported | Q3 2022 |
 TSM | $1.39M | 1.25% | 0.00% | +2.8% | Q1 2019 |
 FRSH | $1.36M | 1.23% | 0.09% | Not reported | Q3 2022 |
 EPSN | $1.35M | 1.22% | 0.83% | Not reported | Q2 2022 |
 SHG | $904K | 0.82% | 0.00% | +4.4% | Q1 2026 |
 KOS | $528K | 0.48% | 0.04% | Not reported | Q4 2025 |
 AMPY | $356K | 0.32% | 0.22% | Not reported | Q3 2019 |
 KVUE | $287K | 0.26% | 0.00% | Not reported | Q3 2023 |
| Q1 2026 | |||||
| NVDA | $34.9M | 33.78% | 0.00% | Not reported | Q2 2022 |
| CTSH | $16.4M | 15.84% | 0.06% | -7.4% | Q3 2016 |
| MMYT | $15.1M | 14.64% | Not reported | +63.0% | Q1 2020 |
| TASK | $10.2M | 9.86% | Not reported | +60.1% | Q4 2023 |
| G | $8.81M | 8.53% | 0.14% | -19.9% | Q3 2014 |
| SE | $4.72M | 4.57% | 0.03% | +33.2% | Q3 2025 |
| ANET | $2.12M | 2.06% | 0.00% | -31.1% | Q2 2022 |
| ISRG | $1.89M | 1.83% | 0.00% | Not reported | Q4 2024 |
| CHRD | $1.89M | 1.83% | 0.02% | Not reported | Q3 2022 |
| EPSN | $1.54M | 1.49% | 0.83% | Not reported | Q2 2022 |
 AMX | $1.38M | 1.33% | 0.00% | -19.0% | Q1 2018 |
| FRSH | $1.08M | 1.05% | 0.09% | -46.3% | Q3 2022 |
| TSM | $956K | 0.93% | 0.00% | Not reported | Q1 2019 |
| SHG | $840K | 0.81% | 0.00% | New | Q1 2026 |
| KOS | $695K | 0.67% | 0.05% | -50.0% | Q4 2025 |
| AMPY | $558K | 0.54% | 0.22% | Not reported | Q3 2019 |
| KVUE | $259K | 0.25% | 0.00% | Not reported | Q3 2023 |
| Q4 2025 | |||||
| NVDA | $37.3M | 27.70% | 0.00% | -7.8% | Q2 2022 |
| CTSH | $23.9M | 17.75% | 0.06% | +32.8% | Q3 2016 |
| MMYT | $20.4M | 15.17% | Not reported | Not reported | Q1 2020 |
| G | $13.8M | 10.25% | 0.17% | Not reported | Q3 2014 |
| TASK | $11.2M | 8.29% | Not reported | Not reported | Q4 2023 |
| SE | $5.46M | 4.05% | 0.02% | +54.0% | Q3 2025 |
 GRAB | $5.38M | 3.99% | Not reported | +52.0% | Q3 2025 |
| ANET | $3.29M | 2.44% | 0.00% | -39.1% | Q2 2022 |
| FRSH | $3.07M | 2.28% | 0.16% | +6.0% | Q3 2022 |
| ISRG | $2.32M | 1.72% | 0.00% | Not reported | Q4 2024 |
 LNG | $2.28M | 1.69% | 0.01% | Not reported | Q1 2016 |
| AMX | $1.38M | 1.02% | 0.00% | +33.6% | Q1 2018 |
| CHRD | $1.23M | 0.91% | 0.02% | Not reported | Q3 2022 |
| EPSN | $1.16M | 0.86% | 0.83% | Not reported | Q2 2022 |
 GLOB | $856K | 0.64% | 0.03% | -25.6% | Q3 2024 |
| KOS | $454K | 0.34% | 0.10% | New | Q4 2025 |
| AMPY | $409K | 0.30% | 0.22% | Not reported | Q3 2019 |
| KVUE | $259K | 0.19% | 0.00% | Not reported | Q3 2023 |
| Q3 2025 | |||||
| NVDA | $40.5M | 27.15% | 0.00% | Not reported | Q2 2022 |
| WNS | $30.2M | 20.23% | 0.92% | -24.2% | Q3 2016 |
| MMYT | $23.3M | 15.62% | Not reported | Not reported | Q1 2020 |
| CTSH | $14.6M | 9.76% | 0.04% | -0.3% | Q3 2016 |
| G | $12.4M | 8.29% | 0.17% | -0.6% | Q3 2014 |
| ANET | $6M | 4.02% | 0.00% | Not reported | Q2 2022 |
| SE | $4.97M | 3.33% | 0.02% | New | Q3 2025 |
| GRAB | $4.27M | 2.86% | Not reported | New | Q3 2025 |
| FRSH | $2.78M | 1.86% | 0.15% | +96.4% | Q3 2022 |
| LNG | $2.76M | 1.85% | 0.01% | Not reported | Q1 2016 |
| ISRG | $1.83M | 1.23% | 0.00% | Not reported | Q4 2024 |
| CHRD | $1.32M | 0.88% | 0.02% | Not reported | Q3 2022 |
| EPSN | $1.26M | 0.84% | 1.13% | Not reported | Q2 2022 |
| AMX | $1.05M | 0.70% | 0.00% | -47.6% | Q1 2018 |
| GLOB | $1.01M | 0.68% | 0.04% | Not reported | Q3 2024 |
| AMPY | $469K | 0.31% | 0.22% | Not reported | Q3 2019 |
| KVUE | $243K | 0.16% | 0.00% | Not reported | Q3 2023 |