Dalton Investments, Inc. — 13F holdings

Dalton Investments, Inc. reported 16 holdings worth $111M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $40.0M (36.1%)
2. MMYT MAKEMYTRIP LIMITED MAURITIUS — $22.3M (20.1%)
3. CTSH COGNIZANT TECHNOLOGY SOLUTIO — $11.7M (10.5%)
4. G GENPACT LIMITED — $10.4M (9.4%)
5. TASK TASKUS INC — $9.96M (9.0%)
6. SE SEA LTD — $4.27M (3.9%)
7. ANET ARISTA NETWORKS INC — $2.94M (2.6%)
8. ISRG INTUITIVE SURGICAL INC — $1.63M (1.5%)
9. CHRD CHORD ENERGY CORPORATION — $1.52M (1.4%)
10. TSM TAIWAN SEMICONDUCTOR MFG LTD — $1.39M (1.3%)