ARGA Investment Management, LP Q1 2023 Filing
Filed May 4, 2023
Portfolio Value
$2.7B
Holdings
120
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (120 positions)
| Stock | Value |
|---|---|
BIDUNBAIDU INC - SPON ADR | $451.8M |
MLCOMELCO RESORTS & ENTERT-ADR | $361.9M |
TSMTAIWAN SEMICONDUCTOR-SP ADR | $236.1M |
PBRPETROLEO BRASILEIRO-SPON ADR | $194.8M |
BABAALIBABA GROUP HOLDING-SP ADR | $173.2M |
RNRRENAISSANCERE HOLDINGS LTD | $146.2M |
CLVTRIP.COM GROUP LTD-ADR | $129.7M |
WBWEIBO CORP-SPON ADR | $120.9M |
CPRICAPRI HOLDINGS LTD | $117.7M |
UBSUBS GROUP AG-REG | $93.2M |
MOMOHELLO GROUP INC -SPN ADR | $60.0M |
LVSLAS VEGAS SANDS CORP | $58.1M |
AMATAPPLIED MATERIALS INC | $49.2M |
AERAERCAP HOLDINGS NV | $47.7M |
MUMICRON TECHNOLOGY INC | $44.8M |
GILDGILEAD SCIENCES INC | $37.8M |
NXPINXP SEMICONDUCTORS NV | $37.6M |
JHGJANUS HENDERSON GROUP PLC | $34.5M |
COFCAPITAL ONE FINANCIAL CORP | $29.1M |
DOWDOW INC | $26.4M |
AVTAVNET INC | $26.4M |
MCHIISHARES MSCI CHINA ETF | $21.2M |
METAMETA PLATFORMS INC-CLASS A | $18.1M |
EWTISHARES MSCI TAIWAN ETF | $16.9M |
GEGENERAL ELECTRIC CO | $13.8M |
INDAISHARES MSCI INDIA ETF | $10.8M |
AAALCOA CORP | $8.5M |
GSGOLDMAN SACHS GROUP INC | $8.1M |
LEALEAR CORP | $7.8M |
METMETLIFE INC | $7.5M |
SUSUNCOR ENERGY INC | $5.9M |
PKXPOSCO HOLDINGS INC -SPON ADR | $4.8M |
BBDBANCO BRADESCO-ADR | $4.3M |
SABRSABRE CORP | $3.8M |
BURBURFORD CAPITAL LTD | $3.3M |
BACBANK OF AMERICA CORP | $3.2M |
GEHCGE HEALTHCARE TECHNOLOGY | $3.1M |
WFCWELLS FARGO & CO | $2.8M |
TRVCCITIGROUP INC | $2.8M |
MMM3M CO | $2.3M |
CTSHCOGNIZANT TECH SOLUTIONS-A | $2.3M |
CMCSACOMCAST CORP-CLASS A | $1.9M |
AWCAMERICAN WATER WORKS CO INC | $1.6M |
COPCONOCOPHILLIPS | $1.5M |
LBTYBLIBERTY GLOBAL PLC-A | $1.5M |
BRK/BBERKSHIRE HATHAWAY INC-CL B | $1.5M |
JPMJPMORGAN CHASE & CO | $1.5M |
XOMEXXON MOBIL CORP | $1.5M |
ALSALLSTATE CORP | $1.5M |
CVSCVS HEALTH CORP | $1.5M |
MDLZMONDELEZ INTERNATIONAL INC-A | $1.5M |
RTXRAYTHEON TECHNOLOGIES CORP | $1.5M |
TELTE CONNECTIVITY LTD | $1.3M |
LLYELI LILLY & CO | $1.2M |
WCCWESCO INTERNATIONAL INC | $1.1M |
MANMANPOWERGROUP INC | $1.0M |
COHRCOHERENT CORP | $1.0M |
ALAIR LEASE CORP | $954K |
CITHE CIGNA GROUP | $917K |
GGBGERDAU SA -SPON ADR | $896K |
LYBLYONDELLBASELL INDU-CL A | $850K |
RMBS*RAMBUS INC | $828K |
VSCOVICTORIA'S SECRET & CO | $766K |
IFFINTL FLAVORS & FRAGRANCES | $766K |
CASYCASEY'S GENERAL STORES INC | $752K |
ONTOONTO INNOVATION INC | $745K |
ETRENTERGY CORP | $730K |
BIIBBIOGEN INC | $729K |
BENFRANKLIN RESOURCES INC | $727K |
VIPSVIPSHOP HOLDINGS LTD - ADR | $658K |
ACLSAXCELIS TECHNOLOGIES INC | $629K |
AXSAXIS CAPITAL HOLDINGS LTD | $554K |
IBOCINTERNATIONAL BANCSHARES CRP | $535K |
ABTABBOTT LABORATORIES | $529K |
FTITECHNIPFMC PLC | $527K |
VYXNCR CORPORATION | $483K |
IVZINVESCO LTD | $461K |
VSHVISHAY INTERTECHNOLOGY INC | $457K |
SLMSLM CORP | $446K |
MSMMSC INDUSTRIAL DIRECT CO-A | $417K |
REZIRESIDEO TECHNOLOGIES INC | $413K |
WSFSWSFS FINANCIAL CORP | $408K |
TPRTAPESTRY INC | $407K |
MPMP MATERIALS CORP | $403K |
CRCCALIFORNIA RESOURCES CORP | $401K |
TRSTRIMAS CORP | $382K |
EAFEURGRAFTECH INTERNATIONAL LTD | $380K |
OPLNKAR AUCTION SERVICES INC | $378K |
AMWDAMERICAN WOODMARK CORP | $377K |
VALEVALE SA-SP ADR | $376K |
EEFTEURONET WORLDWIDE INC | $371K |
QCOMQUALCOMM INC | $368K |
HPHELMERICH & PAYNE | $363K |
CCCHEMOURS CO/THE | $351K |
AELUSDAMERICAN EQUITY INVT LIFE HL | $347K |
KMTKENNAMETAL INC | $337K |
HMNHORACE MANN EDUCATORS | $328K |
ASBASSOCIATED BANC-CORP | $312K |
SCSCSCANSOURCE INC | $303K |
PVHPVH CORP | $297K |
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