ARGA Investment Management, LP Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$3.7B
Holdings
123
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (123 positions)
| Stock | Value |
|---|---|
LVSLAS VEGAS SANDS CORP | $436.9M |
BBDBANCO BRADESCO-ADR | $391.9M |
NTRNUTRIEN LTD | $384.1M |
CLVTRIP.COM GROUP LTD-ADR | $354.4M |
UBSUBS GROUP AG-REG | $246.7M |
MLCOMELCO RESORTS & ENTERT-ADR | $215.6M |
BAPCREDICORP LTD | $154.1M |
TSMTAIWAN SEMICONDUCTOR-SP ADR | $151.3M |
PBRPETROLEO BRASILEIRO-SPON ADR | $138.1M |
MGAMAGNA INTERNATIONAL INC | $120.4M |
AAALCOA CORP | $89.1M |
EPAMEPAM SYSTEMS INC | $84.5M |
PTENPATTERSON-UTI ENERGY INC | $78.5M |
HDBHDFC BANK LTD-ADR | $78.4M |
ARWARROW ELECTRONICS INC | $72.8M |
NXPINXP SEMICONDUCTORS NV | $62.0M |
LEALEAR CORP | $57.3M |
ALKALASKA AIR GROUP INC | $54.4M |
BABAALIBABA GROUP HOLDING-SP ADR | $51.4M |
TROWT ROWE PRICE GROUP INC | $46.0M |
TRVCCITIGROUP INC | $42.8M |
MRKMERCK & CO. INC. | $41.5M |
LCIILCI INDUSTRIES | $38.7M |
QCOMQUALCOMM INC | $27.6M |
MANMANPOWERGROUP INC | $24.9M |
BAXBAXTER INTERNATIONAL INC | $24.2M |
CVSCVS HEALTH CORP | $19.9M |
BACBANK OF AMERICA CORP | $17.7M |
LBTYALIBERTY GLOBAL LTD-A | $15.1M |
HUMHUMANA INC | $13.2M |
CTSHCOGNIZANT TECH SOLUTIONS-A | $10.1M |
DYHTARGET CORP | $7.2M |
WCCWESCO INTERNATIONAL INC | $4.7M |
RYROYAL BANK OF CANADA | $4.2M |
CPRICAPRI HOLDINGS LTD | $3.8M |
MHKMOHAWK INDUSTRIES INC | $3.2M |
WYNNWYNN RESORTS LTD | $2.4M |
UGIUGI CORP | $2.4M |
COLBCOLUMBIA BANKING SYSTEM INC | $2.1M |
FAFFIRST AMERICAN FINANCIAL | $2.1M |
JPMJPMORGAN CHASE & CO | $2.0M |
TELTE CONNECTIVITY PLC | $2.0M |
KFYKORN FERRY | $2.0M |
BRK/BBERKSHIRE HATHAWAY INC-CL B | $1.9M |
AWCAMERICAN WATER WORKS CO INC | $1.8M |
MUMICRON TECHNOLOGY INC | $1.8M |
PBFPBF ENERGY INC-CLASS A | $1.7M |
CRCCALIFORNIA RESOURCES CORP | $1.7M |
IPGPIPG PHOTONICS CORP | $1.7M |
IVZINVESCO LTD | $1.6M |
VSCOVICTORIAS SECRET & CO | $1.6M |
SYFSYNCHRONY FINANCIAL | $1.6M |
CZRCAESARS ENTERTAINMENT INC | $1.6M |
PIIPOLARIS INC | $1.6M |
GILDGILEAD SCIENCES INC | $1.6M |
AMATAPPLIED MATERIALS INC | $1.5M |
RNRRENAISSANCERE HOLDINGS LTD | $1.4M |
CSCOCISCO SYSTEMS INC | $1.4M |
CMCSACOMCAST CORP-CLASS A | $1.4M |
EOGEOG RESOURCES INC | $1.4M |
DOWDOW INC | $1.3M |
DGDOLLAR GENERAL CORP | $1.3M |
GLOBGLOBANT SA | $1.3M |
ACLSAXCELIS TECHNOLOGIES INC | $1.3M |
COPCONOCOPHILLIPS | $1.3M |
THOTHOR INDUSTRIES INC | $1.3M |
KELYAKELLY SERVICES INC -A | $1.2M |
JHGJANUS HENDERSON GROUP PLC | $1.2M |
ONTOONTO INNOVATION INC | $1.2M |
REZIRESIDEO TECHNOLOGIES INC | $1.2M |
RTXRTX CORP | $1.2M |
OLNOLIN CORP | $1.2M |
JBLJABIL INC | $1.2M |
AERAERCAP HOLDINGS NV | $1.2M |
RHIROBERT HALF INC | $1.2M |
CHRDCHORD ENERGY CORP | $1.2M |
ABTABBOTT LABORATORIES | $1.2M |
BENFRANKLIN RESOURCES INC | $1.1M |
NWLNEWELL BRANDS INC | $1.1M |
JAZZJAZZ PHARMACEUTICALS PLC | $1.1M |
ALAIR LEASE CORP | $1.0M |
ICHRICHOR HOLDINGS LTD | $958K |
KLICKULICKE & SOFFA INDUSTRIES | $914K |
DOXAMDOCS LTD | $908K |
ETRENTERGY CORP | $899K |
CITHE CIGNA GROUP | $892K |
CCCHEMOURS CO/THE | $880K |
SHGSHINHAN FINANCIAL GROUP-ADR | $732K |
TPRTAPESTRY INC | $706K |
NAVINAVIENT CORP | $691K |
LYBLYONDELLBASELL INDU-CL A | $684K |
GGBGERDAU SA -SPON ADR | $661K |
ATKRATKORE INC | $611K |
AGOASSURED GUARANTY LTD | $597K |
SLMSLM CORP | $594K |
BIIBBIOGEN INC | $519K |
REYNREYNOLDS CONSUMER PRODUCTS I | $517K |
WDWALKER & DUNLOP INC | $508K |
OPLNOPENLANE INC | $491K |
ABCBAMERIS BANCORP | $488K |
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