Dalton Investments, Inc.
Top Portfolio Positions
17 positions ·
$103,325,247 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
200,150 | $34,906,160 | 33.78% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
266,838 | $16,370,511 | 15.84% | |
| MMYT |
MakeMyTrip Ltd
Consumer Cyclical
|
405,596 | $15,124,674 | 14.64% | |
| TASK |
TaskUs, Inc.
Technology
|
1,517,784 | $10,184,330 | 9.86% | |
| G |
Genpact LTD
Technology
|
236,522 | $8,810,444 | 8.53% | |
| SE |
Sea Ltd
Consumer Cyclical
|
57,000 | $4,720,170 | 4.57% | |
| ANET |
Arista Networks, Inc.
Technology
|
17,300 | $2,124,094 | 2.06% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
4,100 | $1,890,059 | 1.83% | |
| CHRD |
Chord Energy Corp
Energy
|
13,280 | $1,888,150 | 1.83% | |
| EPSN |
Epsilon Energy Ltd.
Energy
|
250,000 | $1,540,000 | 1.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMX
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,378,468 | 54,100 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,380,756 | 66,800 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,050,000 | 50,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,711,476 | 95,400 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,396,404 | 98,200 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $1,811,052 | 110,700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,881,900 | 110,700 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,289,758 | 176,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,655,768 | 143,400 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||