# Dalton Investments, Inc.: Form 13F holdings

An institutional investment manager in El Segundo, CA. SEC CIK 1388838.

- Quarter ended: 2026-06-30
- Filed: 2026-08-11
- Reported value: $111.0m
- Positions: 16 (16 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1388838/000117266126003265/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $40.0m | 36.1% | 200,150 |  | Unchanged |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | $22.3m | 20.1% | 418,796 |  | Added +13,200 |
| [COGNIZANT TECHNOLOGY SOLUTIO (CTSH)](/companies/ctsh.md) | CL A | $11.7m | 10.5% | 301,038 |  | Added +34,200 |
| GENPACT LIMITED | SHS | $10.4m | 9.4% | 379,322 |  | Added +142,800 |
| [TASKUS INC (TASK)](/companies/task.md) | CLASS A COM | $10.0m | 9.0% | 2,127,195 |  | Added +609,411 |
| [SEA LTD (SE)](/companies/se.md) | SPONSORD ADS | $4.3m | 3.9% | 44,600 |  | Reduced −12,400 |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $2.9m | 2.6% | 17,300 |  | Unchanged |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $1.6m | 1.5% | 4,100 |  | Unchanged |
| [CHORD ENERGY CORPORATION (CHRD)](/companies/chrd.md) | COM NEW | $1.5m | 1.4% | 13,280 |  | Unchanged |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $1.4m | 1.3% | 2,910 |  | Added +80 |
| [FRESHWORKS INC (FRSH)](/companies/frsh.md) | CLASS A COM | $1.4m | 1.2% | 134,519 |  | Unchanged |
| [EPSILON ENERGY LTD (EPSN)](/companies/epsn.md) | COM | $1.4m | 1.2% | 250,000 |  | Unchanged |
| [SHINHAN FINANCIAL GROUP CO L (SHG)](/companies/shg.md) | SPN ADR RESTRD | $904.5k | 0.8% | 14,300 |  | Added +600 |
| [KOSMOS ENERGY LTD (KOS)](/companies/kos.md) | COM | $527.5k | 0.5% | 250,000 |  | Unchanged |
| [AMPLIFY ENERGY CORP NEW (AMPY)](/companies/ampy.md) | COM | $355.9k | 0.3% | 89,410 |  | Unchanged |
| [KENVUE INC (KVUE)](/companies/kvue.md) | COM | $286.6k | 0.3% | 15,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMERICA MOVIL SAB DE CV (AMX)](/companies/amx.md) | SPON ADS RP CL B | $0 | 0.0% | 0 |  | Sold out −54,100 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003265. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.