Dalton Investments LLC Top Holdings and 13F Report (2024) About Dalton Investments LLCInvestment ActivityDalton Investments LLC has $169.63 million in total holdings as of September 30, 2024.Dalton Investments LLC owns shares of 26 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 4.18% of the portfolio was purchased this quarter.About 13.34% of the portfolio was sold this quarter.This quarter, Dalton Investments LLC has purchased 27 new stocks and bought additional shares in 4 stocks.Dalton Investments LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings ICICI Bank $35,498,247MakeMyTrip $30,904,388NVIDIA $26,358,552Genpact $13,307,090Infosys $11,024,051 Largest New Holdings this Quarter Globant $4,002,428 Holding Largest Purchases this Quarter Globant 20,200 shares (about $4.00M)HDFC Bank 24,200 shares (about $1.51M)TaskUs 51,500 shares (about $665.38K)Cognizant Technology Solutions 7,500 shares (about $578.85K)Freshworks 29,000 shares (about $332.92K) Largest Sales this Quarter MakeMyTrip 129,100 shares (about $12.00M)ICICI Bank 134,500 shares (about $4.01M)Genpact 4,800 shares (about $188.21K)Ternium 4,500 shares (about $166.09K)Infosys 6,000 shares (about $133.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDalton Investments LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIBNICICI Bank$35,498,247$4,014,825 ▼-10.2%1,189,22120.9%FinanceMMYTMakeMyTrip$30,904,388$11,999,845 ▼-28.0%332,48418.2%Computer and TechnologyNVDANVIDIA$26,358,5520.0%217,05015.5%Computer and TechnologyGGenpact$13,307,090$188,208 ▼-1.4%339,3807.8%Business ServicesINFYInfosys$11,024,051$133,620 ▼-1.2%495,0186.5%Computer and TechnologyTASKTaskUs$8,888,417$665,380 ▲8.1%687,9585.2%Computer and TechnologyCHENIERE ENERGY INC$5,618,5610.0%31,2423.3%COM NEWHDBHDFC Bank$5,111,152$1,513,952 ▲42.1%81,7003.0%FinanceANETArista Networks$4,337,1660.0%11,3002.6%Computer and TechnologyRDYDr. Reddy's Laboratories$4,266,4650.0%53,7002.5%MedicalCTSHCognizant Technology Solutions$4,067,386$578,850 ▲16.6%52,7002.4%Computer and TechnologyGLOBGlobant$4,002,428$4,002,428 ▲New Holding20,2002.4%Computer and TechnologyMSFTMicrosoft$3,485,4300.0%8,1002.1%Computer and TechnologyFRSHFreshworks$1,885,016$332,920 ▲21.4%164,2001.1%Computer and TechnologyAMXAmérica Móvil$1,811,0520.0%110,7001.1%Computer and TechnologyCHRDChord Energy$1,729,4540.0%13,2801.0%Oils/EnergyEPSNEpsilon Energy$1,465,0000.0%250,0000.9%Oils/EnergyNVONovo Nordisk A/S$1,083,5370.0%9,1000.6%MedicalONOnsemi$1,038,3230.0%14,3000.6%Computer and TechnologyTXTernium$1,021,816$166,095 ▼-14.0%27,6840.6%Basic MaterialsEXLSExlService$940,0540.0%24,6410.6%Business ServicesAMPYAmplify Energy$583,8470.0%89,4100.3%Oils/EnergyKVUEKenvue$346,9500.0%15,0000.2%Consumer StaplesLADLithia Motors$317,6400.0%1,0000.2%Retail/WholesaleDRRXDURECT$301,5000.0%225,0000.2%MedicalMUMicron Technology$234,3850.0%2,2600.1%Computer and TechnologyTTETotalEnergies$0$5,089,018 ▼-100.0%00.0%Oils/EnergyTRUPTrupanion$0$1,029,000 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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