13F HOLDINGS REPORT
Dalton Investments LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001172661-25-004612
Total Value
$149.2M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 217,050 | $40.5M | 27.15% |
| 2 | WNS HLDGS LTD | G98196101 | 395,646 | $30.2M | 20.23% |
| 3 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 248,883 | $23.3M | 15.62% |
| 4 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 217,038 | $14.6M | 9.76% |
| 5 | GENPACT LIMITED | G | 295,380 | $12.4M | 8.29% |
| 6 | ARISTA NETWORKS INC | ANET | 41,200 | $6.0M | 4.02% |
| 7 | SEA LTD | SE | 27,800 | $5.0M | 3.33% |
| 8 | GRAB HOLDINGS LIMITED | GRABW | 709,200 | $4.3M | 2.86% |
| 9 | FRESHWORKS INC | FRSH | 236,292 | $2.8M | 1.86% |
| 10 | CHENIERE ENERGY INC | LNG | 11,744 | $2.8M | 1.85% |
| 11 | INTUITIVE SURGICAL INC | ISRG | 4,100 | $1.8M | 1.23% |
| 12 | CHORD ENERGY CORPORATION | CHRD | 13,280 | $1.3M | 0.88% |
| 13 | EPSILON ENERGY LTD | EPSN | 250,000 | $1.3M | 0.84% |
| 14 | AMERICA MOVIL SAB DE CV | AMXOF | 50,000 | $1.1M | 0.70% |
| 15 | GLOBANT S A | GLOB | 17,600 | $1.0M | 0.68% |
| 16 | AMPLIFY ENERGY CORP NEW | AMPY | 89,410 | $469,403 | 0.31% |
| 17 | EXPAND ENERGY CORPORATION | EXE | 3,302 | $319,337 | 0.21% |
| 18 | KENVUE INC | KVUE | 15,000 | $243,450 | 0.16% |