DI

Dalton Investments, Inc.

13F
Dalton Investments, Inc.
Last update 2025-05-12 22 Stocks (0 new)
Value $186.00 Mil Turnover 5 %
Countries:
Top Holdings: IBN(19.90%)WNS(17.18%)MMYT(13.08%)NVDA(12.62%)CTSH(8.93%)
Summary Stock Picks Current Portfolio
Dalton Investments, Inc. Top Holdings of 2025-03-31 View Full List
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
+22.81%
+14.67%
122,101.2
Banks
WNS 		WNS (Holdings) Ltd
520,902
32,030.3
-0.06%
17.180
-0.01%
1.190
+1.97%
+22.37%
2,529.3
Software
MMYT 		MakeMyTrip Ltd
248,883
24,388.0
-6.78%
13.080
-1.05%
0.230
+5.64%
-9.43%
11,163.8
Travel & Leisure
NVDA 		NVIDIA Corp
217,050
23,523.9
0%
12.620
0%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
CTSH 		Cognizant Technology Solutions Corp
217,638
16,649.3
+46.52%
8.930
+2.84%
0.040
-2.44%
+6.08%
39,923.4
Software
G 		Genpact Ltd
297,180
14,971.9
-1.26%
8.030
-0.08%
0.170
-18.83%
+0.57%
7,528.3
Software
TASK 		TaskUs Inc
750,146
10,224.5
+10.28%
5.480
+0.51%
0.830
+17.65%
-2.01%
1,474.1
Software
HDB 		HDFC Bank Ltd
81,700
5,428.1
0%
2.910
0%
0.000
+22.35%
+18.06%
192,516.7
Banks
GLOB 		Globant SA
31,654
3,726.3
+58.63%
2.000
+0.74%
0.070
-34.84%
-54.25%
4,321.2
Software
ANET 		Arista Networks Inc
41,200
3,192.2
0%
1.710
0%
0.000
-6.89%
-21.61%
108,813.0
Hardware

Dalton Investments, Inc.'s Historical Top Holdings Breakdowns

Dalton Investments, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CTSH 		Cognizant Technology Solutions Corp2025-03-31Add
+2.84%
●
75.32 ($81.41) 90.7
$80.99
-0.52%
Add 46.52%
217,638
69,100
INFY 		Infosys Ltd2025-03-31Sold Out
-2.13%
●
18.06 ($20.76) 22.89
$18.19
-12.38%
Sold Out
0
-187,400
MSFT 		Microsoft Corp2025-03-31Sold Out
-1.18%
●
375.39 ($407.71) 447.2
$460.36
12.91%
Sold Out
0
-5,400
MMYT 		MakeMyTrip Ltd2025-03-31Reduce
-1.05%
●
84.95 ($103.19) 119.85
$101.69
-1.45%
Reduce -6.78%
248,883
-18,100
IBN 		ICICI Bank Ltd2025-03-31Add
+0.85%
●
27.55 ($29.02) 31.67
$34.24
17.99%
Add 4.45%
1,176,842
50,100
GLOB 		Globant SA2025-03-31Add
+0.74%
●
117.72 ($179.36) 228.73
$98.09
-45.31%
Add 58.63%
31,654
11,700
TASK 		TaskUs Inc2025-03-31Add
+0.51%
●
12.9 ($15.04) 17.21
$16.60
10.37%
Add 10.28%
750,146
69,900
NVO 		Novo Nordisk AS2025-03-31Sold Out
-0.50%
●
69.3 ($82.59) 90.95
$71.50
-13.43%
Sold Out
0
-11,300
ON 		ON Semiconductor Corp2025-03-31Sold Out
-0.47%
●
40.69 ($50.33) 64.51
$42.02
-16.51%
Sold Out
0
-14,300
LNG 		Cheniere Energy Inc2025-03-31Reduce
-0.40%
●
209.32 ($225.16) 253.66
$236.99
5.25%
Reduce -23.16%
11,942
-3,600

Dalton Investments, Inc. Total Holding History ($B)

To

Dalton Investments, Inc.'s Asset Allocation

To

Dalton Investments, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Dalton Investments, Inc.'s Holdings Bubble Chart

Dalton Investments, Inc. News

  • 1

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