Dalton Investments, Inc.

Q1 2026 13F-HR Holdings

Location
El Segundo, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$103,325
Net value change ($000)
-31,443 (-23.3%)
New positions
2
Sold out positions
3
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 956 NEW
SHG 840 NEW
CHRD 657 53.4%
EPSN 380 32.8%
KOS 241 53.1%
AMPY 149 36.4%
Top Reduces (Value $000, Stocks/ETFs)
CTSH -7,544 -31.5%
GRAB HOLDINGS LIMITED -5,377 -100.0%
MMYT -5,313 -26.0%
G -5,008 -36.2%
NVDA -2,422 -6.5%
LNG -2,283 -100.0%
FRSH -1,989 -64.8%
ANET -1,165 -35.4%
TASK -990 -8.9%
GLOB -856 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type