ARGA Investment Management, LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$2.8B
Holdings
123
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (123 positions)
| Stock | Value |
|---|---|
BIDUNBAIDU INC - SPON ADR | $414.0M |
MLCOMELCO RESORTS & ENTERT-ADR | $339.0M |
PBRPETROLEO BRASILEIRO-SPON ADR | $258.0M |
TSMTAIWAN SEMICONDUCTOR-SP ADR | $256.0M |
BABAALIBABA GROUP HOLDING-SP ADR | $140.0M |
RNRRENAISSANCERE HOLDINGS LTD | $137.0M |
CLVTRIP.COM GROUP LTD-ADR | $124.0M |
NXPINXP SEMICONDUCTORS NV | $124.0M |
NTRNUTRIEN LTD | $113.0M |
UBSUBS GROUP AG-REG | $89.0M |
WBWEIBO CORP-SPON ADR | $74.0M |
CPRICAPRI HOLDINGS LTD | $68.0M |
MOMOHELLO GROUP INC -SPN ADR | $63.0M |
LVSLAS VEGAS SANDS CORP | $61.0M |
AMATAPPLIED MATERIALS INC | $59.0M |
AERAERCAP HOLDINGS NV | $54.0M |
MUMICRON TECHNOLOGY INC | $45.0M |
CMCSACOMCAST CORP-CLASS A | $44.0M |
GILDGILEAD SCIENCES INC | $36.0M |
JHGJANUS HENDERSON GROUP PLC | $35.0M |
COFCAPITAL ONE FINANCIAL CORP | $33.0M |
AVTAVNET INC | $29.0M |
DOWDOW INC | $26.0M |
MCHIISHARES MSCI CHINA ETF | $19.0M |
EWTISHARES MSCI TAIWAN ETF | $17.0M |
GEGENERAL ELECTRIC CO | $17.0M |
INDAISHARES MSCI INDIA ETF | $12.0M |
WHRWHIRLPOOL CORP | $11.0M |
LEALEAR CORP | $8.0M |
GSGOLDMAN SACHS GROUP INC | $7.0M |
AAALCOA CORP | $6.0M |
BBDBANCO BRADESCO-ADR | $6.0M |
MCKMCKESSON CORP | $5.0M |
METMETLIFE INC | $4.0M |
TRVCCITIGROUP INC | $4.0M |
ARWARROW ELECTRONICS INC | $4.0M |
SUSUNCOR ENERGY INC | $3.0M |
GEHCGE HEALTHCARE TECHNOLOGY | $3.0M |
BACBANK OF AMERICA CORP | $2.0M |
EQTEQT CORP | $2.0M |
MMM3M CO | $2.0M |
CTSHCOGNIZANT TECH SOLUTIONS-A | $2.0M |
ALSALLSTATE CORP | $1.0M |
BRK/BBERKSHIRE HATHAWAY INC-CL B | $1.0M |
HPHELMERICH & PAYNE | $1.0M |
CITHE CIGNA GROUP | $1.0M |
LLYELI LILLY & CO | $1.0M |
ALAIR LEASE CORP | $1.0M |
PXDEURPIONEER NATURAL RESOURCES CO | $1.0M |
EOGEOG RESOURCES INC | $1.0M |
JPMJPMORGAN CHASE & CO | $1.0M |
LBTYBLIBERTY GLOBAL PLC-A | $1.0M |
SABRSABRE CORP | $1.0M |
CVSCVS HEALTH CORP | $1.0M |
XOMEXXON MOBIL CORP | $1.0M |
WCCWESCO INTERNATIONAL INC | $1.0M |
COPCONOCOPHILLIPS | $1.0M |
MDLZMONDELEZ INTERNATIONAL INC-A | $1.0M |
AWCAMERICAN WATER WORKS CO INC | $1.0M |
TELTE CONNECTIVITY LTD | $1.0M |
RTXRAYTHEON TECHNOLOGIES CORP | $1.0M |
MANMANPOWERGROUP INC | $989K |
ONTOONTO INNOVATION INC | $971K |
GGBGERDAU SA -SPON ADR | $949K |
COHRCOHERENT CORP | $901K |
CASYCASEY'S GENERAL STORES INC | $848K |
ABEVAMBEV SA-ADR | $835K |
LYBLYONDELLBASELL INDU-CL A | $832K |
BIIBBIOGEN INC | $747K |
BENFRANKLIN RESOURCES INC | $721K |
ACLSAXCELIS TECHNOLOGIES INC | $678K |
IFFINTL FLAVORS & FRAGRANCES | $663K |
ETRENTERGY CORP | $660K |
PBFPBF ENERGY INC-CLASS A | $655K |
FTITECHNIPFMC PLC | $642K |
PKXPOSCO HOLDINGS INC -SPON ADR | $617K |
RMBS*RAMBUS INC | $609K |
VSHVISHAY INTERTECHNOLOGY INC | $593K |
SLMSLM CORP | $588K |
QCOMQUALCOMM INC | $578K |
ABTABBOTT LABORATORIES | $569K |
AMWDAMERICAN WOODMARK CORP | $561K |
AXSAXIS CAPITAL HOLDINGS LTD | $547K |
VYXNCR CORPORATION | $516K |
AELUSDAMERICAN EQUITY INVT LIFE HL | $495K |
CRCCALIFORNIA RESOURCES CORP | $485K |
CCCHEMOURS CO/THE | $483K |
MSMMSC INDUSTRIAL DIRECT CO-A | $473K |
IVZINVESCO LTD | $472K |
MPMP MATERIALS CORP | $459K |
OPLNOPENLANE INC | $420K |
TPRTAPESTRY INC | $404K |
ATVIEURACTIVISION BLIZZARD INC | $403K |
REZIRESIDEO TECHNOLOGIES INC | $399K |
EAFEURGRAFTECH INTERNATIONAL LTD | $394K |
VSCOVICTORIA'S SECRET & CO | $391K |
EEFTEURONET WORLDWIDE INC | $389K |
ICHRICHOR HOLDINGS LTD | $379K |
ETRNUSDEQUITRANS MIDSTREAM CORP | $377K |
TRSTRIMAS CORP | $377K |
Page 1 of 2Next