ARGA Investment Management, LP Q1 2024 Filing

Filed April 12, 2024

Portfolio Value

$3.0B

Holdings

138

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (138 positions)

StockValue
BABAALIBABA GROUP HOLDING-SP ADR
$259.2M
MLCOMELCO RESORTS & ENTERT-ADR
$211.5M
CLVTRIP.COM GROUP LTD-ADR
$211.3M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$209.8M
NTRNUTRIEN LTD
$205.4M
PBRPETROLEO BRASILEIRO-SPON ADR
$201.6M
UBSUBS GROUP AG-REG
$188.7M
LVSLAS VEGAS SANDS CORP
$171.1M
BAPCREDICORP LTD
$130.3M
BIDUNBAIDU INC - SPON ADR
$107.7M
QCOMQUALCOMM INC
$72.1M
MHKMOHAWK INDUSTRIES INC
$66.8M
HDBHDFC BANK LTD-ADR
$63.0M
NXPINXP SEMICONDUCTORS NV
$59.1M
WBWEIBO CORP-SPON ADR
$58.0M
HPHELMERICH & PAYNE
$58.0M
BBDBANCO BRADESCO-ADR
$55.6M
TRVCCITIGROUP INC
$55.4M
SUSUNCOR ENERGY INC
$54.8M
DISWALT DISNEY CO/THE
$51.9M
AAALCOA CORP
$50.4M
TPRTAPESTRY INC
$49.3M
JHGJANUS HENDERSON GROUP PLC
$47.2M
GILDGILEAD SCIENCES INC
$46.5M
LEALEAR CORP
$46.2M
EWTISHARES MSCI TAIWAN ETF
$18.1M
AVTAVNET INC
$15.9M
SLMSLM CORP
$13.0M
GGENPACT LTD
$12.7M
BAXBAXTER INTERNATIONAL INC
$11.0M
ALKALASKA AIR GROUP INC
$9.7M
BACBANK OF AMERICA CORP
$9.5M
GSGOLDMAN SACHS GROUP INC
$9.1M
ARWARROW ELECTRONICS INC
$8.6M
WFCWELLS FARGO & CO
$8.2M
PVHPVH CORP
$8.2M
CMCSACOMCAST CORP-CLASS A
$7.8M
TSNTYSON FOODS INC-CL A
$7.5M
LDOSLEIDOS HOLDINGS INC
$7.3M
VIPSVIPSHOP HOLDINGS LTD - ADR
$5.6M
NWLNEWELL BRANDS INC
$5.5M
MANMANPOWERGROUP INC
$3.8M
ALAIR LEASE CORP
$2.6M
MUMICRON TECHNOLOGY INC
$2.5M
COPCONOCOPHILLIPS
$2.3M
RTXRTX CORP
$2.2M
WCCWESCO INTERNATIONAL INC
$2.2M
CTSHCOGNIZANT TECH SOLUTIONS-A
$2.1M
BRK/BBERKSHIRE HATHAWAY INC-CL B
$2.1M
REZIRESIDEO TECHNOLOGIES INC
$2.0M
IVZINVESCO LTD
$1.8M
CVSCVS HEALTH CORP
$1.8M
TELTE CONNECTIVITY LTD
$1.8M
EOGEOG RESOURCES INC
$1.7M
AWCAMERICAN WATER WORKS CO INC
$1.7M
CCCHEMOURS CO/THE
$1.7M
LCIILCI INDUSTRIES
$1.7M
LBTYALIBERTY GLOBAL LTD-A
$1.6M
CRCCALIFORNIA RESOURCES CORP
$1.5M
COLBCOLUMBIA BANKING SYSTEM INC
$1.5M
ON1OLD NATIONAL BANCORP
$1.4M
VSCOVICTORIA'S SECRET & CO
$1.4M
JPMJPMORGAN CHASE & CO
$1.4M
PTENPATTERSON-UTI ENERGY INC
$1.4M
TROWT ROWE PRICE GROUP INC
$1.4M
BENFRANKLIN RESOURCES INC
$1.3M
RNRRENAISSANCERE HOLDINGS LTD
$1.3M
TRSTRIMAS CORP
$1.3M
ABCBAMERIS BANCORP
$1.3M
GSLGLOBAL SHIP LEASE INC-CL A
$1.2M
UGIUGI CORP
$1.2M
SIGSIGNET JEWELERS LTD
$1.2M
PBFPBF ENERGY INC-CLASS A
$1.2M
THOTHOR INDUSTRIES INC
$1.0M
ICHRICHOR HOLDINGS LTD
$1.0M
HRIHERC HOLDINGS INC
$1.0M
CA8ACACI INTERNATIONAL INC -CL A
$1.0M
OPLNOPENLANE INC
$991K
KBIAKB FINANCIAL GROUP INC-ADR
$981K
CITHE CIGNA GROUP
$980K
PIIPOLARIS INC
$977K
DYHTARGET CORP
$959K
INGRINGREDION INC
$953K
LYBLYONDELLBASELL INDU-CL A
$952K
CRICARTER'S INC
$899K
IPGPIPG PHOTONICS CORP
$891K
CTVHELIX ENERGY SOLUTIONS GROUP
$861K
DGDOLLAR GENERAL CORP
$829K
KELYAKELLY SERVICES INC -A
$827K
AERAERCAP HOLDINGS NV
$826K
ETRENTERGY CORP
$825K
GGBGERDAU SA -SPON ADR
$823K
JDJD.COM INC-ADR
$787K
AMWDAMERICAN WOODMARK CORP
$747K
IFFINTL FLAVORS & FRAGRANCES
$730K
WDWALKER & DUNLOP INC
$728K
AMRCAMERESCO INC-CL A
$717K
LZBLA-Z-BOY INC
$705K
DLTRDOLLAR TREE INC
$701K
DOWDOW INC
$665K
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