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Dalton Investments, Inc.

Q2 2026 · Filed 2026-08-11
Market Value
$111M
+7.4%
Holdings
17
-3
New Purchases
0
Added To
6
Closed
1
Reduced
1
Top 10 Concentration
95.7%
Turnover
5.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MMYT 20.11% 14.64% +5.48% $22M
NVDA 36.10% 33.78% +2.31% $40M
G 9.40% 8.53% +0.87% $10M
ANET 2.65% 2.06% +0.59% $3M
TSM 1.25% 0.93% +0.33% $1M
FRSH 1.23% 1.05% +0.18% $1M
KVUE 0.26% 0.25% +0.01% $287K
SHG 0.82% 0.81% +0.00% $904K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CTSH 10.51% 15.84% -5.34% $12M
AMX 0.00% 1.33% -1.33% $0
TASK 8.97% 9.86% -0.88% $10M
SE 3.85% 4.57% -0.72% $4M
CHRD 1.37% 1.83% -0.46% $2M
ISRG 1.47% 1.83% -0.36% $2M
EPSN 1.22% 1.49% -0.27% $1M
AMPY 0.32% 0.54% -0.22% $356K
KOS 0.48% 0.67% -0.20% $528K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $44M 40.0%
Large Cap 6 $19M 16.9%
Mid Cap 4 $36M 32.1%
Small Cap 2 $10M 9.4%
Micro Cap 2 $2M 1.5%

Portfolio Analytics

Avg Market Cap
$515.2B
Median Market Cap
$26.4B
Avg P/E
29.2
Median P/E
19.5
Avg Dividend Yield
0.04%
Avg Beta
0.91
# Stocks
17
# ETFs / Funds
0

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 36.10% 200,150 $40M $200.09 $5M — —
2 MMYT 20.11% 418,796 $22M $53.29 $7M +13,200 +3.2%
3 CTSH 10.51% 301,038 $12M $38.73 -$5M +34,200 +12.8%
4 G 9.40% 379,322 $10M $27.50 $2M +142,800 +60.4%
5 TASK 8.97% 2,127,195 $10M $4.68 -$229K +609,411 +40.1%
6 SE 3.85% 44,600 $4M $95.83 -$446K -12,400 -21.8%
7 ANET 2.65% 17,300 $3M $169.88 $815K — —
8 ISRG 1.47% 4,100 $2M $397.68 -$260K — —
9 CHRD 1.37% 13,280 $2M $114.30 -$370K — —
10 TSM 1.25% 2,910 $1M $477.57 $433K +80 +2.8%
11 FRSH 1.23% 134,519 $1M $10.12 $281K — —
12 EPSN 1.22% 250,000 $1M $5.41 -$188K — —
13 SHG 0.82% 14,300 $904K $63.25 $64K +600 +4.4%
14 KOS 0.48% 250,000 $528K $2.11 -$168K — —
15 AMPY 0.32% 89,410 $356K $3.98 -$202K — —
16 KVUE 0.26% 15,000 $287K $19.11 $28K — —
17 AMX —% — — — -$1M -54,100 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
AMX — —%
View SEC EDGAR Filings for Dalton Investments, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms