ARGA Investment Management, LP
Q3 2026 13F filing
Updated 6 days ago126 disclosed positions worth $3.9B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P XP INC - CLASS A | $570.3M | 27.16M | 14.49% | — |
| 2 | P PETROLEO BRASILEIRO-SPON ADR | $356.9M | 17.10M | 9.07% | — |
| 3 | B BANCO BRADESCO-ADR | $289.5M | 82.24M | 7.35% | — |
| 4 | A AGNICO EAGLE MINES LTD | $275.8M | 1.51M | 7.01% | — |
| 5 | T TAIWAN SEMICONDUCTOR-SP ADR | $274.2M | 601.0K | 6.96% | — |
| 6 | M MAGNA INTERNATIONAL INC | $256.7M | 4.03M | 6.52% | — |
| 7 | N NOKIA CORP-SPON ADR | $221.2M | 21.82M | 5.62% | — |
| 8 | E ISHARES MSCI EMERGING MARKET | $147.2M | 2.20M | 3.74% | — |
| 9 | T TENCENT MUSIC ENTERTAINM-ADR | $142.1M | 17.92M | 3.61% | — |
| 10 | T TRIP.COM GROUP LTD-ADR | $113.5M | 2.90M | 2.88% | — |
| 11 | A ANGLOGOLD ASHANTI PLC | $106.8M | 1.14M | 2.71% | — |
| 12 | B BAIDU INC - SPON ADR | $97.3M | 1.12M | 2.47% | — |
| 13 | B ALIBABA GROUP HOLDING-SP ADR | $93.5M | 869.4K | 2.37% | — |
| 14 | I ITAU UNIBANCO H-SPON PRF ADR | $73.5M | 8.61M | 1.87% | — |
| 15 | Q QUALCOMM INC | $66.8M | 363.0K | 1.70% | — |
| 16 | M MELCO RESORTS & ENTERT-ADR | $54.2M | 12.11M | 1.38% | — |
| 17 | G ALPHABET INC-CL A | $48.1M | 139.9K | 1.22% | — |
| 18 | M META PLATFORMS INC-CLASS A | $47.9M | 66.0K | 1.22% | — |
| 19 | H HUMANA INC | $47.7M | 125.0K | 1.21% | — |
| 20 | B BIOMARIN PHARMACEUTICAL INC | $44.3M | 737.5K | 1.12% | — |
| 21 | L LAS VEGAS SANDS CORP | $38.8M | 1.03M | 0.99% | — |
| 22 | M MOHAWK INDUSTRIES INC | $33.1M | 265.5K | 0.84% | — |
| 23 | O ORACLE CORP | $30.7M | 223.6K | 0.78% | — |
| 24 | T T ROWE PRICE GROUP INC | $30M | 288.7K | 0.76% | — |
| 25 | H HDFC BANK LTD-ADR | $27.3M | 1.22M | 0.69% | — |
| 26 | A ARCH CAPITAL GROUP LTD | $26.7M | 288.6K | 0.68% | — |
| 27 | C COMCAST CORP-CLASS A | $23.6M | 1.09M | 0.60% | — |
| 28 | C CENTENE CORP | $23M | 369.6K | 0.58% | — |
| 29 | N NXP SEMICONDUCTORS NV | $22.6M | 95.2K | 0.57% | — |
| 30 | C THE CIGNA GROUP | $22M | 81.1K | 0.56% | — |
| 31 | E ELEVANCE HEALTH INC | $21.9M | 56.2K | 0.56% | — |
| 32 | A ARROW ELECTRONICS INC | $18.3M | 80.5K | 0.46% | — |
| 33 | S SLM CORP | $18.2M | 806.1K | 0.46% | — |
| 34 | L LYONDELLBASELL INDU-CL A | $16.8M | 292.5K | 0.43% | — |
| 35 | B BERKSHIRE HATHAWAY INC-CL B | $16.5M | 33.2K | 0.42% | — |
| 36 | L LCI INDUSTRIES | $16.2M | 193.5K | 0.41% | — |
| 37 | D DEVON ENERGY CORP | $15.4M | 334.0K | 0.39% | — |
| 38 | W WELLS FARGO & CO | $14.9M | 186.7K | 0.38% | — |
| 39 | A ALCOA CORP | $14.9M | 355.5K | 0.38% | — |
| 40 | S SILGAN HOLDINGS INC | $14.8M | 427.2K | 0.38% | — |
| 41 | S SONOCO PRODUCTS CO | $14.2M | 291.6K | 0.36% | — |
| 42 | O OWENS CORNING | $12M | 103.2K | 0.31% | — |
| 43 | ? N/A JBS NV-A | $10.4M | 920.5K | 0.26% | — |
| 44 | R ROYAL BANK OF CANADA | $6.3M | 31.8K | 0.16% | — |
| 45 | C SALESFORCE INC | $6.2M | 27.0K | 0.16% | — |
| 46 | C CANADIAN NATURAL RESOURCES | $4.8M | 101.3K | 0.12% | — |
| 47 | A AMBEV SA-ADR | $3.8M | 1.30M | 0.10% | — |
| 48 | R RENAISSANCERE HOLDINGS LTD | $3.7M | 11.5K | 0.09% | — |
| 49 | A AXCELIS TECHNOLOGIES INC | $3.3M | 25.1K | 0.08% | — |
| 50 | C CAPRI HOLDINGS LTD | $3.3M | 231.3K | 0.08% | — |