Dalton Investments, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$192.7B
Holdings
27
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IBNICICI BANK LIMITED | 1,126,742 | $33.6B | 17.46% | |
| 2 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 266,983 | $30.0B | 15.56% | |
| 3 | NVDANVIDIA CORPORATION | 217,050 | $29.1B | 15.13% | |
| 4 | —WNS HLDGS LTD | 521,202 | $24.7B | 12.82% | |
| 5 | GGENPACT LIMITED | 300,980 | $12.9B | 6.71% | |
| 6 | TASKTASKUS INC | 680,246 | $11.5B | 5.98% | |
| 7 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 148,538 | $11.4B | 5.93% | |
| 8 | HDBHDFC BANK LTD | 81,700 | $5.2B | 2.71% | |
| 9 | ANETARISTA NETWORKS INC | 41,200 | $4.6B | 2.36% | |
| 10 | GLOBGLOBANT S A | 19,954 | $4.3B | 2.22% | |
| 11 | INFYINFOSYS LTD | 187,400 | $4.1B | 2.13% | |
| 12 | LNGCHENIERE ENERGY INC | 15,542 | $3.3B | 1.73% | |
| 13 | RDYDR REDDYS LABS LTD | 205,900 | $3.3B | 1.69% | |
| 14 | FRSHFRESHWORKS INC | 145,792 | $2.4B | 1.22% | |
| 15 | MSFTMICROSOFT CORP | 5,400 | $2.3B | 1.18% | |
| 16 | AMXAMERICA MOVIL SAB DE CV | 110,700 | $1.6B | 0.82% | |
| 17 | CHRDCHORD ENERGY CORPORATION | 13,280 | $1.6B | 0.81% | |
| 18 | EPSNEPSILON ENERGY LTD | 250,000 | $1.6B | 0.81% | |
| 19 | NVONOVO-NORDISK A S | 11,300 | $972.0M | 0.50% | |
| 20 | ONON SEMICONDUCTOR CORP | 14,300 | $901.6M | 0.47% | |
| 21 | TXTERNIUM SA | 27,684 | $805.1M | 0.42% | |
| 22 | EXLSEXLSERVICE HOLDINGS INC | 17,335 | $769.3M | 0.40% | |
| 23 | AMPYAMPLIFY ENERGY CORP NEW | 89,410 | $536.5M | 0.28% | |
| 24 | ISRGINTUITIVE SURGICAL INC | 900 | $469.8M | 0.24% | |
| 25 | KVUEKENVUE INC | 15,000 | $320.3M | 0.17% | |
| 26 | EXEELEXPAND ENERGY CORPORATION | 3,302 | $285.6M | 0.15% | |
| 27 | DC8ADURECT CORP | 245,000 | $183.8M | 0.10% |