Dalton Investments LLC Portfolio Holdings by Sector

Dalton Investments LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA 1 stocks	$40,497 36.98% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology CTSH G GLOB 3 stocks	$27,938 25.51% of portfolio	1	2	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT 1 stocks	$21,426 19.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology GRAB FRSH 2 stocks	$7,050 6.44% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE 1 stocks	$4,968 4.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHRD EPSN AMPY 3 stocks	$3,035 2.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy LNG 1 stocks	$2,759 2.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$1,833 1.67% of portfolio	-	-	-	-	0 Calls 0 Puts

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