Dalton Investments, Inc. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$188.8B
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBNICICI BANK LIMITED | 1,176,842 | $39.6B | 20.97% | |
| 2 | NVDANVIDIA CORPORATION | 217,050 | $34.3B | 18.16% | |
| 3 | —WNS HLDGS LTD | 521,902 | $33.0B | 17.48% | |
| 4 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 248,883 | $24.4B | 12.92% | |
| 5 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 217,638 | $17.0B | 8.99% | |
| 6 | GGENPACT LIMITED | 297,180 | $13.1B | 6.93% | |
| 7 | HDBHDFC BANK LTD | 81,700 | $6.3B | 3.32% | |
| 8 | ANETARISTA NETWORKS INC | 41,200 | $4.2B | 2.23% | |
| 9 | RDYDR REDDYS LABS LTD | 205,900 | $3.1B | 1.64% | |
| 10 | LNGCHENIERE ENERGY INC | 11,744 | $2.9B | 1.51% | |
| 11 | ISRGINTUITIVE SURGICAL INC | 4,100 | $2.2B | 1.18% | |
| 12 | EPSNEPSILON ENERGY LTD | 250,000 | $1.8B | 0.98% | |
| 13 | FRSHFRESHWORKS INC | 120,292 | $1.8B | 0.95% | |
| 14 | AMXAMERICA MOVIL SAB DE CV | 95,400 | $1.7B | 0.91% | |
| 15 | CHRDCHORD ENERGY CORPORATION | 13,280 | $1.3B | 0.68% | |
| 16 | TXTERNIUM SA | 23,584 | $709.9M | 0.38% | |
| 17 | DC8ADURECT CORP | 745,000 | $473.2M | 0.25% | |
| 18 | EXEELEXPAND ENERGY CORPORATION | 3,302 | $376.5M | 0.20% | |
| 19 | KVUEKENVUE INC | 15,000 | $313.9M | 0.17% | |
| 20 | AMPYAMPLIFY ENERGY CORP NEW | 89,410 | $286.1M | 0.15% |