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Midas Edge

13-F holdings, Q3 2026

Dalton Investments, Inc.

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$149.1M
Positions
14
Filed
Data as of

These holdings are as of , 38 days ago.

13-Fs for Q4 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. NVDA$45.7M
    200,150 shares30.7% of the book
  2. TASK$33.7M
    4,302,805 shares22.6% of the book
  3. CTSH$22.4M
    390,738 shares15.1% of the book
  4. G$16.3M
    499,722 shares10.9% of the book
  5. HDB$15.8M
    709,000 shares10.6% of the book
  6. SE$4.3M
    44,600 shares2.9% of the book
  7. ANET$2.9M
    14,200 shares1.9% of the book
  8. CHRD$1.8M
    13,280 shares1.2% of the book
  9. FRSH$1.7M
    134,519 shares1.2% of the book
  10. ISRG$1.7M
    4,100 shares1.1% of the book

What changed this quarter

1 new position and 3 sold out, against Q2 2026. A buy or sell is the change in shares at the Q3 2026 price, with Q2 2026 shares adjusted for stock splits.

Largest buys

  • TASK

    TASKUS INC

    +$17M

    +102.3% shares

  • HDB

    HDFC BANK LTD

    +$15.8M

    New

  • CTSH

    COGNIZANT TECHNOLOGY SOLUTIO

    +$5.2M

    +29.8% shares

  • G

    GENPACT LIMITED

    +$3.9M

    +31.7% shares

Largest sells

  • MMYT

    MAKEMYTRIP LIMITED MAURITIUS

    −$22.3M

    Sold out, was 20.1% of the book

  • TSM

    TAIWAN SEMICONDUCTOR MANUFAC

    −$1.4M

    Sold out, was 1.3% of the book

  • SHG

    SHINHAN FINANCIAL GROUP CO L

    −$904.5K

    Sold out, was 0.82% of the book

  • ANET

    ARISTA NETWORKS INC

    −$631.1K

    -17.9% shares

What was sold out, by size

  • 3 real positions, 0.25% of the book or more

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.