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CIK: 0001388838
Total reported value
$111.0M
$111.0M
20 檔
133.6%
As reported in its official Q2 2025 Form 13F filing, Dalton Investments, Inc.'s tracked investment portfolio stood at $111.0M with 20 total positions.
In Q2 2025, Dalton Investments, Inc. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 20.97% | — | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 18.16% | +2.32% | — | |
| 3 | ✓ | Wns Holdings LTD | Stock-Other | 17.48% | — | +0.19% | |
| 4 | MMYT | MakeMyTrip Limited | Stock-Other | 12.92% | +5.47% | — | |
| 5 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 8.99% | -5.33% | — | |
| 6 | G | Genpact Limited | Stock-Tech | 6.93% | +0.87% | — | |
| 7 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 3.32% | — | — | |
| 8 | ANET | Arista Networks Inc | Stock-Tech | 2.23% | +0.59% | — | |
| 9 | RDY | Dr. Reddy's Laboratories-adr | Stock-Other | 1.64% | — | — | |
| 10 | LNG | Cheniere Energy Inc | Stock-Energy | 1.51% | — | -1.66% | |
| 11 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.18% | -0.36% | +70.83% | |
| 12 | EPSN | Epsilon Energy LTD | Stock-Other | 0.98% | -0.27% | — | |
| 13 | FRSH | Freshworks Inc-cl A | Stock-Other | 0.95% | +0.18% | — | |
| 14 | AMX | America Movil Sab De Cv | Stock-Other | 0.91% | -1.33% | EXIT | |
| 15 | CHRD | Chord Energy CORP | Stock-Energy | 0.68% | -0.46% | — | |
| 16 | TX | Ternium Sa-sponsored Adr | Stock-Other | 0.38% | — | — | |
| 17 | DC8A | Durect Corporation | Stock-Other | 0.25% | — | +45.42% | |
| 18 | EXEEL | Chesapeake Energy CORP -cw26 | Stock-Other | 0.20% | — | — | |
| 19 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.17% | +0.01% | — | |
| 20 | AMPY | Amplify Energy CORP | Stock-Other | 0.15% | -0.22% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.5% | — | Unchanged |
| 2 | IBN | Icici Bank Ltd-spon Adr | +1.1% | — | Unchanged |
| 3 | ISRG | Intuitive Surgical Inc | +0.5% | +70.83% | Add |
| 4 | ANET | Arista Networks Inc | +0.5% | — | Unchanged |
| 5 | HDB | Hdfc Bank Ltd-adr | +0.4% | — | Unchanged |
| 6 | ✓ | Wns Holdings LTD | +0.3% | +0.19% | Add |
| 7 | RDY | Dr. Reddy's Laboratories-adr | +0.2% | — | Unchanged |
| 8 | AMX | America Movil Sab De Cv | +0.2% | -2.85% | Trim |
| 9 | CTSH | Cognizant Tech Solutions-a | +0.1% | — | Unchanged |
| 10 | FRSH | Freshworks Inc-cl A | 0% | — | Unchanged |
| 11 | LNG | Cheniere Energy Inc | 0% | -1.66% | Trim |
| 12 | EPSN | Epsilon Energy LTD | 0% | — | Unchanged |
| 13 | DC8A | Durect Corporation | 0% | +45.42% | Add |
| 14 | EXEEL | Chesapeake Energy CORP -cw26 | 0% | — | Unchanged |
| 15 | TX | Ternium Sa-sponsored Adr | 0% | — | Unchanged |
| 16 | KVUE | Kenvue Inc | 0% | — | Unchanged |
| 17 | AMPY | Amplify Energy CORP | 0% | — | Unchanged |
| 18 | CHRD | Chord Energy CORP | -0.1% | — | Unchanged |
| 19 | MMYT | MakeMyTrip Limited | -0.2% | — | Unchanged |
| 20 | G | Genpact Limited | -1.1% | — | Unchanged |
| 21 | GLOB | Globant S.A. | -2% | EXIT | Sold out |
| 22 | TASK | Taskus Inc-a | -5.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Dalton Investments, Inc. reported a total U.S. public equity portfolio value of $111.0M across 20 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IBN, NVDA, WNS HOLDINGS LTD) accounted for 133.6% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
TASK
前期市值: $10.2M
During Q2 2025, Dalton Investments, Inc.'s top holdings by market value included IBN (21.0%)、NVDA (18.2%)、WNS HOLDINGS LTD (17.5%). The largest single position, IBN, represented 21.0% of total portfolio value.
In Q2 2025, Dalton Investments, Inc. made 7 total portfolio adjustments, initiating 0 new buys, adding to 3 positions, trimming 2 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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