Dalton Investments LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $173 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Make My Trip LTD with a value of $38.8M, Icici Bank LTD with a value of $38.1M, Nvidia Corp with a value of $26.8M, Genpact LTD with a value of $11.1M, and Infosys LTD with a value of $9.33M.

Examining the 13F form we can see an increase of $12.3M in the current position value, from $161M to 173M.

Below you can find more details about Dalton Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
Technology: $70.1 Million
Financial Services: $42.9 Million
Consumer Cyclical: $39.1 Million
Energy: $14.7 Million
Healthcare: $5.39 Million
Basic Materials: $1.21 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $173 Million
  • Prior Value $161 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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