Dalton Investments, Inc.
El Segundo CA · SEC CIK 0001388838
$1.03亿2026Q1 申报市值
17持仓数
94.4%前十大占比 · 第一大 33.8%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MMYT 加仓+$584.38万
TASK 加仓+$382.47万
SE 加仓+$117.59万
TSM 新建仓+$95.64万
SHG 新建仓+$84.01万
2026Q1 卖出最多 按季末市值估算
GRAB 清仓-$537.72万
LNG 清仓-$228.29万
G 减仓-$219.25万
CTSH 减仓-$130.68万
ANET 减仓-$95.77万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -1,077,600 | -100.0% | -$537.72万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -11,744 | -100.0% | -$228.29万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -13,100 | -100.0% | -$85.63万 | 清仓 |
| — | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -5,471 | -100.0% | -$54.52万 | 清仓 |
| KVUE | KENVUE INC | $25.86万 | 0.25% | 15,000 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $55.79万 | 0.54% | 89,410 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD | $69.50万 | 0.67% | 250,000 | -250,000 | -50.0% | -$69.50万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $84.01万 | 0.81% | 13,700 | 13,700 | — | $84.01万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $95.64万 | 0.93% | 2,830 | 2,830 | — | $95.64万 | 新建仓 |
| FRSH | FRESHWORKS INC | $108.02万 | 1.05% | 134,519 | -116,000 | -46.3% | -$93.15万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $137.85万 | 1.33% | 54,100 | -12,700 | -19.0% | -$32.36万 | 减仓 |
| — | EPSILON ENERGY LTD | $154.00万 | 1.49% | 250,000 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $188.81万 | 1.83% | 13,280 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $189.01万 | 1.83% | 4,100 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $212.41万 | 2.06% | 17,300 | -7,800 | -31.1% | -$95.77万 | 减仓 |
| SE | SEA LTD | $472.02万 | 4.57% | 57,000 | 14,200 | 33.2% | $117.59万 | 加仓 |
| G | GENPACT LIMITED | $881.04万 | 8.53% | 236,522 | -58,858 | -19.9% | -$219.25万 | 减仓 |
| TASK | TASKUS INC | $1,018.43万 | 9.86% | 1,517,784 | 570,002 | 60.1% | $382.47万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1,512.47万 | 14.64% | 405,596 | 156,713 | 63.0% | $584.38万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,637.05万 | 15.84% | 266,838 | -21,300 | -7.4% | -$130.68万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,490.62万 | 33.78% | 200,150 | 0 | 0.0% | — | 不变 |