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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 94 项
建仓 16
增持 30
减持 26
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
—
NXP SEMICONDUCTORS NV
-$131.8M
238,636
-71%
增持
NTR
NUTRIEN LTD
+$108.7M
3,780,881
+120%
减持
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-$63.2M
1,541,924
-41%
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。
建仓
HDB
HDFC BANK LTD-ADR
+$63.0M
1,124,895
增持
BABA
ALIBABA GROUP HOLDING-SP ADR
+$59.8M
3,582,005
+39%
增持
TCOM
TRIP.COM GROUP LTD-ADR
+$45.8M
4,814,510
+5%
减持
MU
MICRON TECHNOLOGY INC
-$38.9M
21,460
-96%
减持
—
AERCAP HOLDINGS NV
-$36.5M
9,500
-98%
增持
DIS
WALT DISNEY CO/THE
+$34.5M
423,977
+120%
增持
MLCO
MELCO RESORTS & ENTERT-ADR
-$33.7M
29,336,228
+6%
增持
AA
ALCOA CORP
+$33.6M
1,491,544
+202%
增持
LEA
LEAR CORP
+$31.0M
319,156
+197%
减持
CMCSA
COMCAST CORP-CLASS A
-$29.6M
178,822
-79%
减持
DOW
DOW INC
-$26.4M
11,479
-98%
增持
HP
HELMERICH & PAYNE
+$25.9M
1,378,705
+55%
增持
—
CREDICORP LTD
+$20.6M
769,315
+5%
减持
PBR
PETROLEO BRASILEIRO-SPON ADR
-$20.4M
13,253,773
-5%
增持
LVS
LAS VEGAS SANDS CORP
+$18.0M
3,308,987
+6%
减持
WB
WEIBO CORP-SPON ADR
-$16.7M
6,384,315
-6%
增持
MHK
MOHAWK INDUSTRIES INC
+$15.0M
510,283
+2%
清仓
MOMO
HELLO GROUP INC -SPN ADR
-$14.3M
0
-100%
增持
AVT
AVNET INC
+$13.5M
320,990
+584%
建仓
BAX
BAXTER INTERNATIONAL INC
+$11.0M
256,223
建仓
ALK
ALASKA AIR GROUP INC
+$9.7M
224,567
增持
SU
SUNCOR ENERGY INC
+$8.7M
1,484,872
+3%
增持
ARW
ARROW ELECTRONICS INC
+$7.6M
66,300
+768%
增持
—
GENPACT LTD
+$6.8M
385,043
+127%
增持
BIDU
BAIDU INC - SPON ADR
-$6.6M
1,022,883
+7%
清仓
WHR
WHIRLPOOL CORP
-$6.5M
0
-100%
清仓
SABR
SABRE CORP
-$5.7M
0
-100%
增持
BBD
BANCO BRADESCO-ADR
-$4.5M
19,423,378
+13%
减持
QCOM
QUALCOMM INC
+$4.0M
426,066
-10%
增持
SLM
SLM CORP
+$3.5M
594,514
+20%
增持
—
UBS GROUP AG-REG
+$3.4M
6,130,386
+3%
清仓
—
NEW YORK COMMUNITY BANCORP
-$3.1M
0
-100%
增持
TSN
TYSON FOODS INC-CL A
+$2.8M
127,984
+47%
清仓
ALL
ALLSTATE CORP
-$2.7M
0
-100%
清仓
MCHI
ISHARES MSCI CHINA ETF
-$2.5M
0
-100%
清仓
LLY
ELI LILLY & CO
-$1.5M
0
-100%
建仓
PTEN
PATTERSON-UTI ENERGY INC
+$1.4M
116,460
建仓
TROW
T ROWE PRICE GROUP INC
+$1.4M
11,331
建仓
—
GLOBAL SHIP LEASE INC-CL A
+$1.2M
60,455
减持
WFC
WELLS FARGO & CO
+$1.2M
141,752
-0%
减持
C
CITIGROUP INC
+$1.1M
875,827
-17%
建仓
THO
THOR INDUSTRIES INC
+$1.0M
8,916
增持
LCII
LCI INDUSTRIES
+$987.2K
13,789
+144%
增持
NWL
NEWELL BRANDS INC
+$953.2K
687,707
+31%
建仓
HLX
HELIX ENERGY SOLUTIONS GROUP
+$861.3K
79,456
减持
PVH
PVH CORP
-$848.2K
58,320
-21%
减持
COHR
COHERENT CORP
-$846.3K
6,584
-77%
清仓
—
MASONITE INTERNATIONAL CORP
-$829.9K
0
-100%
清仓
—
EXXON MOBIL CORP
-$725.4K
0
-100%
清仓
—
TECHNIPFMC PLC
-$724.3K
0
-100%
建仓
AMRC
AMERESCO INC-CL A
+$717.5K
29,734
减持
EWT
ISHARES MSCI TAIWAN ETF
-$694.9K
372,311
-9%
减持
GS
GOLDMAN SACHS GROUP INC
+$680.0K
21,750
-0%
增持
BEN
FRANKLIN RESOURCES INC
+$648.9K
46,598
+110%
建仓
—
EVERI HOLDINGS INC
+$648.1K
64,488
清仓
RMBS
RAMBUS INC
-$623.4K
0
-100%
增持
MAN
MANPOWERGROUP INC
+$620.0K
48,396
+23%
减持
HRI
HERC HOLDINGS INC
-$587.1K
5,988
-44%
清仓
—
AXIS CAPITAL HOLDINGS LTD
-$563.1K
0
-100%
清仓
CASY
CASEY'S GENERAL STORES INC
-$557.7K
0
-100%
建仓
—
PATTERSON COS INC
+$464.9K
16,812
建仓
TXN
TEXAS INSTRUMENTS INC
+$447.4K
2,568
清仓
VYX
NCR VOYIX CORP
-$446.6K
0
-100%
清仓
—
EQUITRANS MIDSTREAM CORP
-$401.7K
0
-100%
清仓
SCSC
SCANSOURCE INC
-$394.5K
0
-100%
清仓
EEFT
EURONET WORLDWIDE INC
-$336.3K
0
-100%
减持
—
STEELCASE INC-CL A
-$289.7K
27,460
-43%
清仓
SPH
SUBURBAN PROPANE PARTNERS LP
-$289.6K
0
-100%
清仓
BXC
BLUELINX HOLDINGS INC
-$279.9K
0
-100%
建仓
—
AIR TRANSPORT SERVICES GROUP
+$249.3K
18,117
清仓
NATL
NCR ATLEOS CORP
-$248.5K
0
-100%
建仓
EPC
EDGEWELL PERSONAL CARE CO
+$237.2K
6,139
减持
ACCO
ACCO BRANDS CORP
-$237.0K
80,724
-29%
增持
CRI
CARTER'S INC
+$222.4K
10,620
+17%
建仓
—
HELEN OF TROY LTD
+$218.1K
1,893
建仓
ZD
ZIFF DAVIS INC
+$217.5K
3,450
清仓
—
FOOT LOCKER INC
-$216.4K
0
-100%
减持
—
AIR LEASE CORP
+$216.1K
51,036
-11%
增持
CTSH
COGNIZANT TECH SOLUTIONS-A
+$210.4K
28,865
+14%
清仓
KLIC
KULICKE & SOFFA INDUSTRIES
-$206.9K
0
-100%
增持
WD
WALKER & DUNLOP INC
+$202.4K
7,205
+52%
增持
ETR
ENTERGY CORP
+$139.6K
7,809
+15%
增持
—
INVESCO LTD
-$115.6K
108,269
+1%
减持
—
RENAISSANCERE HOLDINGS LTD
+$94.1K
5,450
-10%
减持
JPM
JPMORGAN CHASE & CO
+$76.0K
6,950
-10%
减持
INGR
INGREDION INC
+$55.8K
8,153
-1%
增持
—
LIBERTY GLOBAL LTD-A
-$52.1K
94,600
+2%
减持
—
TE CONNECTIVITY LTD
+$46.9K
12,179
-1%
减持
REZI
RESIDEO TECHNOLOGIES INC
+$41.6K
88,684
-14%
减持
RTX
RTX CORP
-$5.6K
22,616
-14%
减持
PBF
PBF ENERGY INC-CLASS A
+$2.1K
20,306
-24%
