Dalton Investments, Inc. Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$134.8M
Holdings
19
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 200,150 | $37.3M | 27.70% | |
| 2 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 288,138 | $23.9M | 17.75% | |
| 3 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 248,883 | $20.4M | 15.17% | |
| 4 | GGENPACT LIMITED | 295,380 | $13.8M | 10.25% | |
| 5 | TASKTASKUS INC | 947,782 | $11.2M | 8.29% | |
| 6 | SESEA LTD | 42,800 | $5.5M | 4.05% | |
| 7 | GRABGRAB HOLDINGS LIMITED | 1,077,600 | $5.4M | 3.99% | |
| 8 | ANETARISTA NETWORKS INC | 25,100 | $3.3M | 2.44% | |
| 9 | FRSHFRESHWORKS INC | 250,519 | $3.1M | 2.28% | |
| 10 | ISRGINTUITIVE SURGICAL INC | 4,100 | $2.3M | 1.72% | |
| 11 | LNGCHENIERE ENERGY INC | 11,744 | $2.3M | 1.69% | |
| 12 | AMXAMERICA MOVIL SAB DE CV | 66,800 | $1.4M | 1.02% | |
| 13 | CHRDCHORD ENERGY CORPORATION | 13,280 | $1.2M | 0.91% | |
| 14 | EPSNEPSILON ENERGY LTD | 250,000 | $1.2M | 0.86% | |
| 15 | GLOBGLOBANT S A | 13,100 | $856K | 0.64% | |
| 16 | EXEELEXPAND ENERGY CORPORATION | 5,471 | $545K | 0.40% | |
| 17 | KOSKOSMOS ENERGY LTD | 500,000 | $453K | 0.34% | |
| 18 | AMPYAMPLIFY ENERGY CORP NEW | 89,410 | $408K | 0.30% | |
| 19 | KVUEKENVUE INC | 15,000 | $258K | 0.19% |