ARGA Investment Management, LP Q2 2024 Filing

Filed July 31, 2024

Portfolio Value

$2.8B

Holdings

128

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (128 positions)

StockValue
BABAALIBABA GROUP HOLDING-SP ADR
$281.6M
NTRNUTRIEN LTD
$245.4M
MLCOMELCO RESORTS & ENTERT-ADR
$219.8M
UBSUBS GROUP AG-REG
$192.0M
CLVTRIP.COM GROUP LTD-ADR
$188.7M
PBRPETROLEO BRASILEIRO-SPON ADR
$184.5M
LVSLAS VEGAS SANDS CORP
$174.6M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$146.0M
BAPCREDICORP LTD
$126.0M
TPRTAPESTRY INC
$95.6M
AAALCOA CORP
$90.7M
HDBHDFC BANK LTD-ADR
$73.7M
HPHELMERICH & PAYNE
$68.3M
NXPINXP SEMICONDUCTORS NV
$64.2M
GILDGILEAD SCIENCES INC
$59.1M
BBDBANCO BRADESCO-ADR
$56.8M
SUSUNCOR ENERGY INC
$56.6M
MHKMOHAWK INDUSTRIES INC
$56.1M
TRVCCITIGROUP INC
$55.6M
LEALEAR CORP
$50.0M
DISWALT DISNEY CO/THE
$42.1M
ALKALASKA AIR GROUP INC
$36.4M
WBWEIBO CORP-SPON ADR
$34.6M
AWMSKYWORKS SOLUTIONS INC
$32.2M
GGENPACT LTD
$16.8M
AVTAVNET INC
$16.5M
BAXBAXTER INTERNATIONAL INC
$12.1M
LBTYALIBERTY GLOBAL LTD-A
$10.3M
ARWARROW ELECTRONICS INC
$10.0M
BACBANK OF AMERICA CORP
$9.3M
LDOSLEIDOS HOLDINGS INC
$8.1M
TSNTYSON FOODS INC-CL A
$7.3M
CMCSACOMCAST CORP-CLASS A
$7.0M
MANMANPOWERGROUP INC
$5.8M
NWLNEWELL BRANDS INC
$4.4M
COLBCOLUMBIA BANKING SYSTEM INC
$3.0M
MUMICRON TECHNOLOGY INC
$2.8M
LCIILCI INDUSTRIES
$2.7M
SLMSLM CORP
$2.5M
REZIRESIDEO TECHNOLOGIES INC
$2.3M
ALAIR LEASE CORP
$2.2M
CTSHCOGNIZANT TECH SOLUTIONS-A
$2.2M
COPCONOCOPHILLIPS
$2.1M
CCCHEMOURS CO/THE
$2.1M
ABCBAMERIS BANCORP
$2.0M
WCCWESCO INTERNATIONAL INC
$2.0M
JHGJANUS HENDERSON GROUP PLC
$2.0M
CRCCALIFORNIA RESOURCES CORP
$2.0M
BRK/BBERKSHIRE HATHAWAY INC-CL B
$2.0M
PIIPOLARIS INC
$1.9M
IPGPIPG PHOTONICS CORP
$1.9M
ICHRICHOR HOLDINGS LTD
$1.9M
VSCOVICTORIA'S SECRET & CO
$1.9M
CVSCVS HEALTH CORP
$1.9M
TELTE CONNECTIVITY LTD
$1.8M
AWCAMERICAN WATER WORKS CO INC
$1.8M
EOGEOG RESOURCES INC
$1.8M
PTENPATTERSON-UTI ENERGY INC
$1.7M
OLNOLIN CORP
$1.7M
KELYAKELLY SERVICES INC -A
$1.6M
CA8ACACI INTERNATIONAL INC -CL A
$1.5M
INGRINGREDION INC
$1.5M
KFYKORN FERRY
$1.5M
PVHPVH CORP
$1.5M
TSTENARIS SA-ADR
$1.5M
IVZINVESCO LTD
$1.5M
GSLGLOBAL SHIP LEASE INC-CL A
$1.4M
NAVINAVIENT CORP
$1.4M
ON1OLD NATIONAL BANCORP
$1.4M
JPMJPMORGAN CHASE & CO
$1.4M
THOTHOR INDUSTRIES INC
$1.3M
PBFPBF ENERGY INC-CLASS A
$1.3M
TROWT ROWE PRICE GROUP INC
$1.3M
DOWDOW INC
$1.3M
HRIHERC HOLDINGS INC
$1.3M
DLTRDOLLAR TREE INC
$1.3M
UGIUGI CORP
$1.2M
RNRRENAISSANCERE HOLDINGS LTD
$1.2M
AERAERCAP HOLDINGS NV
$1.1M
LZBLA-Z-BOY INC
$1.1M
CSCOCISCO SYSTEMS INC
$1.1M
DGDOLLAR GENERAL CORP
$1.1M
QCOMQUALCOMM INC
$1.1M
BENFRANKLIN RESOURCES INC
$1.0M
RTXRTX CORP
$1.0M
CTVHELIX ENERGY SOLUTIONS GROUP
$949K
AGCOAGCO CORP
$905K
CITHE CIGNA GROUP
$892K
LYBLYONDELLBASELL INDU-CL A
$890K
AMRCAMERESCO INC-CL A
$857K
ETRENTERGY CORP
$836K
IFFINTL FLAVORS & FRAGRANCES
$808K
JDJD.COM INC-ADR
$743K
GGBGERDAU SA -SPON ADR
$737K
BIDUNBAIDU INC - SPON ADR
$722K
JAZZJAZZ PHARMACEUTICALS PLC
$708K
WDWALKER & DUNLOP INC
$708K
FAFFIRST AMERICAN FINANCIAL
$707K
CRICARTER'S INC
$658K
DFSEURDISCOVER FINANCIAL SERVICES
$650K
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