Fund HoldingsDalton Investments, Inc.

Total Portfolio Value
$169.63M
Total Bought
$6.99M
Total Sold
$20.78M
Net Transaction
-$13.79M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
GLOBANT S A
COM
020,200+20,20004,0022.36%+4,002
GENPACT LIMITED
SHS
344,180339,380-4,80011,07913,3077.84%+2,228
INFOSYS LTD(INFY)501,018495,018-6,0009,32911,0246.50%+1,695
HDFC BANK LTD(HDB)57,50081,700+24,2003,6995,1113.01%+1,412
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)45,20052,700+7,5003,0744,0672.40%+994
TASKUS INC636,458687,958+51,5008,4718,8885.24%+417
ARISTA NETWORKS INC11,30011,30003,9604,3372.56%+377
DR REDDYS LABS LTD(RDY)53,70053,70004,0914,2662.52%+175
FRESHWORKS INC(FRSH)135,200164,200+29,0001,7161,8851.11%+169
EXLSERVICE HOLDINGS INC(EXLS)24,64124,64107739400.55%+167
CHENIERE ENERGY INC(LNG)31,24231,24205,4625,6193.31%+157
EPSILON ENERGY LTD250,000250,00001,3631,4650.86%+103
KENVUE INC(KVUE)15,00015,00002733470.20%+74
LITHIA MTRS INC(LAD)1,0001,00002523180.19%+65
ON SEMICONDUCTOR CORP(ON)14,30014,30009801,0380.61%+58
DURECT CORP225,000225,00002903020.18%+11
AMPLIFY ENERGY CORP NEW89,41089,41006065840.34%-22
MICRON TECHNOLOGY INC(MU)2,2602,26002972340.14%-63
AMERICA MOVIL SAB DE CV(AMX)110,700110,70001,8821,8111.07%-71
MICROSOFT CORP(MSFT)8,1008,10003,6203,4852.05%-135
TERNIUM SA(TX)32,18427,684-4,5001,2091,0220.60%-187
NOVO-NORDISK A S(NVO)9,1009,10001,2991,0840.64%-215
NVIDIA CORPORATION(NVDA)217,050217,050026,81426,35915.54%-456
CHORD ENERGY CORPORATION(CHRD)13,28013,28002,2271,7291.02%-497
TRUPANION INC(TRUP)35,0000-35,0001,0290-1,029
ICICI BANK LIMITED(IBN)1,323,7211,189,221-134,50038,13635,49820.93%-2,638
TOTALENERGIES SE(TTE)76,3200-76,3205,0890-5,089
MAKEMYTRIP LIMITED MAURITIUS
SHS
461,584332,484-129,10038,81930,90418.22%-7,915
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