DI
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Dalton Investments, Inc.13F | |
| Dalton Investments, Inc. | |
| Last update 2025-05-12 | 22 Stocks (0 new) |
| Value $186.00 Mil | Turnover 5 % |
Dalton Investments, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBN | ICICI Bank Ltd | 1,176,842 | 37,094.1 | +4.45% | 19.900 | +0.85% | 0.030 | +3.49% | +15.10% | 122,640.4 | Banks | |
WNS | WNS (Holdings) Ltd | 520,902 | 32,030.3 | -0.06% | 17.180 | -0.01% | 1.190 | +24.83% | +57.94% | 3,264.7 | Software | |
MMYT | MakeMyTrip Ltd | 248,883 | 24,388.0 | -6.78% | 13.080 | -1.05% | 0.230 | -3.24% | -8.65% | 9,759.3 | Travel & Leisure | |
NVDA | NVIDIA Corp | 217,050 | 23,523.9 | 0% | 12.620 | 0% | 0.000 | +62.47% | +28.78% | 4,216,852.5 | Semiconductors | |
CTSH | Cognizant Technology Solutions Corp | 217,638 | 16,649.3 | +46.52% | 8.930 | +2.84% | 0.040 | +6.46% | +0.19% | 37,705.1 | Software | |
G | Genpact Ltd | 297,180 | 14,971.9 | -1.26% | 8.030 | -0.08% | 0.170 | -5.53% | +5.54% | 7,869.3 | Software | |
TASK | TaskUs Inc | 750,146 | 10,224.5 | +10.28% | 5.480 | +0.51% | 0.830 | +26.69% | +0.89% | 1,517.6 | Software | |
HDB | HDFC Bank Ltd | 81,700 | 5,428.1 | 0% | 2.910 | 0% | 0.000 | +10.14% | +24.18% | 200,766.7 | Banks | |
GLOB | Globant SA | 31,654 | 3,726.3 | +58.63% | 2.000 | +0.74% | 0.070 | -25.45% | -58.85% | 3,886.9 | Software | |
ANET | Arista Networks Inc | 41,200 | 3,192.2 | 0% | 1.710 | 0% | 0.000 | +50.84% | +2.75% | 142,635.0 | Hardware |
Dalton Investments, Inc.'s Historical Top Holdings Breakdowns
Dalton Investments, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CTSH | Cognizant Technology Solutions Corp | 2025-03-31 | Add Add | +2.84% | 75.32 ($81.41) 90.7 | $76.47 | -6.07% | Add 46.52% | 217,638 | 69,100 | |
INFY | Infosys Ltd | 2025-03-31 | Sold Out Sold Out | -2.13% | 18.06 ($20.76) 22.89 | $17.76 | -14.45% | Sold Out | 0 | -187,400 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -1.18% | 375.39 ($407.71) 447.2 | $511.49 | 25.45% | Sold Out | 0 | -5,400 | |
MMYT | MakeMyTrip Ltd | 2025-03-31 | Reduce Reduce | -1.05% | 84.95 ($103.19) 119.85 | $102.57 | -0.60% | Reduce -6.78% | 248,883 | -18,100 | |
IBN | ICICI Bank Ltd | 2025-03-31 | Add Add | +0.85% | 27.55 ($29.02) 31.67 | $34.37 | 18.42% | Add 4.45% | 1,176,842 | 50,100 | |
GLOB | Globant SA | 2025-03-31 | Add Add | +0.74% | 117.72 ($179.36) 228.73 | $88.33 | -50.75% | Add 58.63% | 31,654 | 11,700 | |
TASK | TaskUs Inc | 2025-03-31 | Add Add | +0.51% | 12.9 ($15.04) 17.21 | $17.09 | 13.63% | Add 10.28% | 750,146 | 69,900 | |
NVO | Novo Nordisk AS | 2025-03-31 | Sold Out Sold Out | -0.50% | 69.3 ($82.59) 90.95 | $70.38 | -14.78% | Sold Out | 0 | -11,300 | |
ON | ON Semiconductor Corp | 2025-03-31 | Sold Out Sold Out | -0.47% | 40.69 ($50.33) 64.51 | $55.49 | 10.25% | Sold Out | 0 | -14,300 | |
LNG | Cheniere Energy Inc | 2025-03-31 | Reduce Reduce | -0.40% | 209.32 ($225.16) 253.66 | $227.12 | 0.87% | Reduce -23.16% | 11,942 | -3,600 |
Dalton Investments, Inc. Total Holding History ($B)
Dalton Investments, Inc.'s Asset Allocation
Dalton Investments, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Dalton Investments, Inc.'s Hypothetical Growth since 2025-03-31
Dalton Investments, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Dalton Investments, Inc.'s Holdings Heat Map
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Dalton Investments, Inc.'s Holdings Bubble Chart
Dalton Investments, Inc. News
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