Dalton Investments, Inc. Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$186.4B
Holdings
22
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBNICICI BANK LIMITED | 1,176,842 | $37.1B | 19.90% | |
| 2 | —WNS HLDGS LTD | 520,902 | $32.0B | 17.18% | |
| 3 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 248,883 | $24.4B | 13.08% | |
| 4 | NVDANVIDIA CORPORATION | 217,050 | $23.5B | 12.62% | |
| 5 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 217,638 | $16.6B | 8.93% | |
| 6 | GGENPACT LIMITED | 297,180 | $15.0B | 8.03% | |
| 7 | TASKTASKUS INC | 750,146 | $10.2B | 5.48% | |
| 8 | HDBHDFC BANK LTD | 81,700 | $5.4B | 2.91% | |
| 9 | GLOBGLOBANT S A | 31,654 | $3.7B | 2.00% | |
| 10 | ANETARISTA NETWORKS INC | 41,200 | $3.2B | 1.71% | |
| 11 | LNGCHENIERE ENERGY INC | 11,942 | $2.8B | 1.48% | |
| 12 | RDYDR REDDYS LABS LTD | 205,900 | $2.7B | 1.46% | |
| 13 | EPSNEPSILON ENERGY LTD | 250,000 | $1.8B | 0.95% | |
| 14 | FRSHFRESHWORKS INC | 120,292 | $1.7B | 0.91% | |
| 15 | CHRDCHORD ENERGY CORPORATION | 13,280 | $1.5B | 0.80% | |
| 16 | AMXAMERICA MOVIL SAB DE CV | 98,200 | $1.4B | 0.75% | |
| 17 | ISRGINTUITIVE SURGICAL INC | 2,400 | $1.2B | 0.64% | |
| 18 | TXTERNIUM SA | 23,584 | $734.9M | 0.39% | |
| 19 | DC8ADURECT CORP | 512,312 | $410.9M | 0.22% | |
| 20 | KVUEKENVUE INC | 15,000 | $359.7M | 0.19% | |
| 21 | AMPYAMPLIFY ENERGY CORP NEW | 89,410 | $334.4M | 0.18% | |
| 22 | EXEELEXPAND ENERGY CORPORATION | 3,302 | $332.3M | 0.18% |