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ARGA Investment Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ARGA Investment Management, LP
报告期 2026-03-31 · CIK 0001556915
持仓数
109
前50大市值合计
$2.99B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 118 项
建仓 44
增持 68
减持 2
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BIDU
BAIDU INC - SPON ADR
+$318.8M
9,236,409
+70%
增持
MLCO
MELCO RESORTS & ENTERT-ADR
+$242.8M
88,711,023
+71%
增持
PBR
PETROLEO BRASILEIRO-SPON ADR
+$238.9M
48,163,950
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+79%
增持
TCOM
TRIP.COM GROUP LTD-ADR
+$108.7M
15,440,208
+23%
增持
—
CAPRI HOLDINGS LTD
+$75.2M
5,722,023
+64%
增持
WB
WEIBO CORP-SPON ADR
+$73.3M
13,729,425
+92%
建仓
META
META PLATFORMS INC-CLASS A
+$71.3M
787,743
增持
—
RENAISSANCERE HOLDINGS LTD
+$71.1M
1,791,777
+45%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$62.3M
1,027,635
+5877%
增持
—
UBS GROUP AG-REG
+$55.7M
12,231,579
+54%
增持
BABA
ALIBABA GROUP HOLDING-SP ADR
+$53.1M
3,670,380
+46%
增持
MU
MICRON TECHNOLOGY INC
+$47.4M
2,102,532
+154%
增持
LVS
LAS VEGAS SANDS CORP
+$46.5M
3,103,038
+68%
建仓
COHR
COHERENT CORP
+$45.3M
1,950,846
增持
—
TECHNIPFMC PLC
+$45.2M
15,997,722
+20%
增持
—
AERCAP HOLDINGS NV
+$41.6M
2,744,040
+57%
增持
MOMO
HELLO GROUP INC -SPN ADR
+$38.5M
20,554,209
+110%
增持
CI
CIGNA CORP
+$33.0M
339,756
+50%
清仓
—
II-VI INC
-$32.6M
0
-100%
增持
—
JANUS HENDERSON GROUP PLC
+$27.5M
4,748,388
+52%
增持
GILD
GILEAD SCIENCES INC
+$23.9M
1,476,402
+24%
增持
AVT
AVNET INC
+$23.3M
2,307,810
+53%
建仓
GS
GOLDMAN SACHS GROUP INC
+$14.8M
75,771
增持
EWT
ISHARES MSCI TAIWAN ETF
+$13.3M
1,116,933
+50%
增持
MCHI
ISHARES MSCI CHINA ETF
+$12.5M
1,275,981
+50%
增持
INDA
ISHARES MSCI INDIA ETF
+$11.6M
826,188
+50%
增持
GE
GENERAL ELECTRIC CO
+$8.4M
404,259
+55%
增持
NOV
NOV INC
+$6.6M
1,065,183
+84%
增持
WFC
WELLS FARGO & CO
+$5.7M
401,892
+55%
增持
LEA
LEAR CORP
+$5.5M
145,338
+50%
增持
SU
SUNCOR ENERGY INC
+$5.1M
722,649
+50%
增持
SABR
SABRE CORP
+$4.6M
2,767,302
+64%
增持
AA
ALCOA CORP
+$4.5M
579,420
+56%
增持
BAC
BANK OF AMERICA CORP
+$3.1M
192,960
+279%
增持
C
CITIGROUP INC
+$2.6M
203,133
+56%
增持
COP
CONOCOPHILLIPS
+$2.4M
63,054
+50%
建仓
WCC
WESCO INTERNATIONAL INC
+$1.7M
21,396
增持
AWK
AMERICAN WATER WORKS CO INC
+$1.7M
27,108
+204%
增持
—
BURFORD CAPITAL LTD
+$1.6M
945,576
+50%
增持
CTSH
COGNIZANT TECH SOLUTIONS-A
+$1.5M
92,091
+56%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
31,047
+113%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.3M
34,167
+199%
建仓
—
AIR LEASE CORP
+$1.3M
62,394
增持
BRK/B
BERKSHIRE HATHAWAY INC-CL B
+$1.3M
14,811
+50%
增持
INTC
INTEL CORP
+$1.3M
270,165
+50%
增持
PKX
POSCO HOLDINGS INC -SPON ADR
+$1.3M
144,156
+42%
清仓
CMCSA
COMCAST CORP-CLASS A
-$1.2M
0
-100%
增持
ALL
ALLSTATE CORP
+$1.2M
30,285
+50%
增持
MMM
3M CO
+$1.2M
48,243
+35%
增持
CASY
CASEY'S GENERAL STORES INC
+$1.2M
20,511
+23%
增持
MDLZ
MONDELEZ INTERNATIONAL INC-A
+$1.2M
63,414
+78%
增持
—
LIBERTY GLOBAL PLC-A
+$1.2M
232,491
+94%
增持
MET
METLIFE INC
+$1.1M
47,289
+91%
增持
CNQ
CANADIAN NATURAL RESOURCES
+$1.1M
72,939
+70%
增持
CVS
CVS HEALTH CORP
+$1.1M
40,758
+27%
建仓
RMBS
RAMBUS INC
+$1.1M
65,040
建仓
ONTO
ONTO INNOVATION INC
+$1.1M
25,437
建仓
IBOC
INTERNATIONAL BANCSHARES CRP
+$1.1M
37,455
建仓
WSFS
WSFS FINANCIAL CORP
+$1.0M
32,544
建仓
SLM
SLM CORP
+$1.0M
108,069
建仓
—
AXIS CAPITAL HOLDINGS LTD
+$1.0M
30,507
建仓
VSXY
VICTORIA'S SECRET & CO
+$993.1K
51,132
建仓
HP
HELMERICH & PAYNE
+$949.6K
38,508
增持
LLY
ELI LILLY & CO
+$945.2K
10,581
+28%
增持
BIIB
BIOGEN INC
+$865.6K
7,866
+50%
建仓
STBA
S & T BANCORP INC
+$857.8K
43,878
增持
—
TE CONNECTIVITY LTD
+$765.4K
21,348
+50%
增持
BEN
FRANKLIN RESOURCES INC
+$758.6K
115,356
+50%
清仓
PFE
PFIZER INC
-$755.7K
0
-100%
建仓
HCC
WARRIOR MET COAL INC
+$745.4K
39,297
建仓
MSM
MSC INDUSTRIAL DIRECT CO-A
+$722.6K
14,880
增持
—
NXP SEMICONDUCTORS NV
+$720.2K
14,100
+57%
建仓
VSH
VISHAY INTERTECHNOLOGY INC
+$718.4K
60,546
增持
IBN
ICICI BANK LTD-SPON ADR
+$712.6K
88,332
+50%
建仓
—
AMERICAN EQUITY INVT LIFE HL
+$708.6K
28,488
建仓
ASB
ASSOCIATED BANC-CORP
+$698.1K
52,122
建仓
HMN
HORACE MANN EDUCATORS
+$692.7K
29,430
建仓
FNB
FNB CORP
+$689.0K
89,055
建仓
TRS
TRIMAS CORP
+$687.8K
41,130
增持
—
INTERPUBLIC GROUP OF COS INC
+$683.9K
71,766
+83%
建仓
—
GRAFTECH INTERNATIONAL LTD
+$675.0K
234,792
建仓
ABCB
AMERIS BANCORP
+$674.2K
22,608
增持
MAN
MANPOWERGROUP INC
+$659.7K
37,371
+50%
增持
—
INVESCO LTD
+$647.4K
122,490
+110%
建仓
—
AMERICAN WOODMARK CORP
+$635.2K
21,714
建仓
HOPE
HOPE BANCORP INC
+$634.0K
75,201
建仓
OPLN
KAR AUCTION SERVICES INC
+$617.3K
82,857
增持
ETR
ENTERGY CORP
+$600.4K
20,328
+50%
建仓
—
EQUITRANS MIDSTREAM CORP
+$590.6K
118,383
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$579.1K
14,337
建仓
MPAA
MOTORCAR PARTS OF AMERICA IN
+$573.2K
56,466
清仓
WBD
WARNER BROS DISCOVERY INC
-$560.3K
0
-100%
建仓
—
TRINSEO PLC
+$534.7K
43,755
建仓
SCSC
SCANSOURCE INC
+$526.4K
29,880
建仓
KMT
KENNAMETAL INC
+$502.7K
36,621
建仓
—
REV GROUP INC
+$500.9K
68,091
建仓
—
ASSURED GUARANTY LTD
+$493.2K
15,261
建仓
SPH
SUBURBAN PROPANE PARTNERS LP
+$491.1K
48,918
增持
ABT
ABBOTT LABORATORIES
+$478.3K
16,908
+50%
建仓
GGB
GERDAU SA -SPON ADR
+$466.9K
154,872
建仓
—
FOOT LOCKER INC
+$432.7K
20,838
增持
VYX
NCR CORPORATION
+$410.2K
61,395
+160%
增持
IFF
INTL FLAVORS & FRAGRANCES
+$391.4K
18,783
+50%
增持
MHK
MOHAWK INDUSTRIES INC
+$365.6K
18,828
+50%
增持
—
LYONDELLBASELL INDU-CL A
+$365.6K
17,385
+50%
建仓
KELYA
KELLY SERVICES INC -A
+$336.2K
37,095
建仓
—
ANYWHERE REAL ESTATE INC
+$334.5K
61,842
建仓
ACCO
ACCO BRANDS CORP
+$321.0K
98,229
增持
TPR
TAPESTRY INC
+$316.0K
35,991
+50%
建仓
UVE
UNIVERSAL INSURANCE HOLDINGS
+$300.3K
45,711
增持
VIPS
VIPSHOP HOLDINGS LTD - ADR
+$300.2K
129,981
+50%
减持
CC
CHEMOURS CO/THE
-$273.2K
35,058
-34%
建仓
—
STEELCASE INC-CL A
+$263.2K
60,528
增持
SKM
SK TELECOM CO LTD-SPON ADR
+$225.8K
41,820
+50%
减持
MCK
MCKESSON CORP
+$198.5K
4,527
-11%
增持
BBD
BANCO BRADESCO-ADR
+$165.9K
121,368
+50%
建仓
—
QURATE RETAIL INC-SERIES A
+$143.0K
106,683
增持
HIMX
HIMAX TECHNOLOGIES INC-ADR
+$61.9K
84,567
+50%
