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Dalton Investments, Inc.

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13F filer, CIK 1388838, El Segundo, CA

Dalton Investments, Inc. reported $186,424,257 across 22 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 91.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001704

Period
2025-03-31
Reported value
$186M
Holdings
22
Top 10 weight
91.85%
New
0
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CTSHadded+69,100$5.29M
IBNadded+50,100$1.58M
GLOBadded+11,700$1.38M
TASKadded+69,900$953K
ISRGadded+1,500$743K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
INFYexited-187,400-$4.11M
MSFTexited-5,400-$2.28M
MMYTreduced-18,100-$1.77M
NVOexited-11,300-$972K
ONexited-14,300-$902K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001704, largest first. % of portfolio is the value over $186,424,257, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189,221 shares; 2024Q4: 1,126,742 shares; 2025Q1: 1,176,842 shares 1,176,842$37.1M19.9%+50,100Timeline
WNS HLDGS LTD COM SHSWNS HLDGS LTD COM SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 521,202 shares; 2025Q1: 520,902 shares 520,902$32M17.18%-300
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,484 shares; 2024Q4: 266,983 shares; 2025Q1: 248,883 shares 248,883$24.4M13.08%-18,100Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,050 shares; 2024Q4: 217,050 shares; 2025Q1: 217,050 shares 217,050$23.5M12.62%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,700 shares; 2024Q4: 148,538 shares; 2025Q1: 217,638 shares 217,638$16.6M8.93%+69,100Timeline
GGENPACT LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,380 shares; 2024Q4: 300,980 shares; 2025Q1: 297,180 shares 297,180$15M8.03%-3,800Timeline
TASKTASKUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,958 shares; 2024Q4: 680,246 shares; 2025Q1: 750,146 shares 750,146$10.2M5.48%+69,900Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,700 shares; 2024Q4: 81,700 shares; 2025Q1: 81,700 shares 81,700$5.43M2.91%0Timeline
GLOBGLOBANT S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 19,954 shares; 2025Q1: 31,654 shares 31,654$3.73M2%+11,700Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,200 shares; 2025Q1: 41,200 shares 41,200$3.19M1.71%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,242 shares; 2024Q4: 15,542 shares; 2025Q1: 11,942 shares 11,942$2.76M1.48%-3,600Timeline
RDYDR REDDYS LABS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,700 shares; 2024Q4: 205,900 shares; 2025Q1: 205,900 shares 205,900$2.72M1.46%0Timeline
EPSNEPSILON ENERGY LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares 250,000$1.76M0.95%0Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,200 shares; 2024Q4: 145,792 shares; 2025Q1: 120,292 shares 120,292$1.7M0.91%-25,500Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,280 shares; 2024Q4: 13,280 shares; 2025Q1: 13,280 shares 13,280$1.5M0.8%0Timeline
AMXAMERICA MOVIL SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,700 shares; 2024Q4: 110,700 shares; 2025Q1: 98,200 shares 98,200$1.4M0.75%-12,500Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 2,400 shares 2,400$1.19M0.64%+1,500Timeline
TXTERNIUM SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,684 shares; 2024Q4: 27,684 shares; 2025Q1: 23,584 shares 23,584$735K0.39%-4,100Timeline
DURECT CORPDURECT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,000 shares; 2024Q4: 245,000 shares; 2025Q1: 512,312 shares 512,312$411K0.22%+267,312
KVUEKENVUE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares 15,000$360K0.19%0Timeline
AMPYAMPLIFY ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,410 shares; 2024Q4: 89,410 shares; 2025Q1: 89,410 shares 89,410$334K0.18%0Timeline
EXEELCHESAPEAKE ENERGY CORP -CW26Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,302 shares; 2025Q1: 3,302 shares 3,302$332K0.18%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
INFYINFOSYS LTD187,400$4.11Mshares
MSFTMICROSOFT CORP5,400$2.28Mshares
NVONOVO-NORDISK A S11,300$972Kshares
ONON SEMICONDUCTOR CORP14,300$902Kshares
EXLSEXLSERVICE HLDGS INC17,335$769Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-001704 base2025-05-12acceptance time not in the bulk data set