Dalton Investments, Inc.
El Segundo CA · SEC CIK 0001388838
$1.11亿2026Q2 申报市值
16持仓数
95.7%前十大占比 · 第一大 36.1%
0 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
G 加仓+$392.70万
TASK 加仓+$285.20万
CTSH 加仓+$132.46万
MMYT 加仓+$70.34万
TSM 加仓+$3.82万
2026Q2 卖出最多 按季末市值估算
AMX 清仓-$137.85万
SE 减仓-$118.83万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4,004.80万 | 36.10% | 200,150 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $2,231.76万 | 20.11% | 418,796 | 13,200 | 3.3% | $70.34万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,165.92万 | 10.51% | 301,038 | 34,200 | 12.8% | $132.46万 | 加仓 |
| G | GENPACT LIMITED | $1,043.14万 | 9.40% | 379,322 | 142,800 | 60.4% | $392.70万 | 加仓 |
| TASK | TASKUS INC | $995.53万 | 8.97% | 2,127,195 | 609,411 | 40.2% | $285.20万 | 加仓 |
| SE | SEA LTD | $427.40万 | 3.85% | 44,600 | -12,400 | -21.8% | -$118.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $293.89万 | 2.65% | 17,300 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $163.05万 | 1.47% | 4,100 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $151.79万 | 1.37% | 13,280 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $138.97万 | 1.25% | 2,910 | 80 | 2.8% | $3.82万 | 加仓 |
| FRSH | FRESHWORKS INC | $136.13万 | 1.23% | 134,519 | 0 | 0.0% | — | 不变 |
| — | EPSILON ENERGY LTD | $135.25万 | 1.22% | 250,000 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $90.45万 | 0.82% | 14,300 | 600 | 4.4% | $3.79万 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $52.75万 | 0.48% | 250,000 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $35.59万 | 0.32% | 89,410 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $28.66万 | 0.26% | 15,000 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $0 | 0.00% | 0 | -54,100 | -100.0% | -$137.85万 | 清仓 |