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 MMYT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,124,674 | 405,596 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $20,438,271 | 248,883 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,295,448 | 248,883 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,395,511 | 248,883 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $24,388,045 | 248,883 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $29,976,851 | 266,983 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,904,387 | 332,484 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,819,214 | 461,584 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $36,120,683 | 508,384 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,883,880 | 508,384 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,687,289 | 633,941 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,265,608 | 639,941 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,446,489 | 753,841 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,783,396 | 753,841 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $26,454,619 | 861,714 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,128,815 | 861,714 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $24,307,201 | 905,971 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,854,489 | 788,686 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,332,090 | 711,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,365,550 | 711,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,280,676 | 642,200 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,454,364 | 658,800 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,205,248 | 599,300 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $925,328 | 60,400 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $722,384 | 60,400 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||