Dalton Investments, Inc.

Q3 2026 13F-HR Holdings

Location
El Segundo, CA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$149,068
Net value change ($000)
+38,117 (34.4%)
New positions
1
Sold out positions
3
Turnover %
27.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
TASK 23,736 238.4%
HDB 15,839 NEW
CTSH 10,785 92.5%
G 5,825 55.8%
NVDA 5,662 14.1%
FRSH 359 26.4%
CHRD 262 17.3%
KOS 107 20.3%
EPSN 97 7.2%
SE 68 1.6%
Top Reduces (Value $000, Stocks/ETFs)
MMYT -22,318 -100.0%
TSM -1,390 -100.0%
SHG -904 -100.0%
ANET -48 -1.6%
KVUE -22 -7.7%
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