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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 90 项
建仓 4
增持 52
减持 20
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
BIDU
BAIDU INC - SPON ADR
-$107.0M
8,354
-99%
减持
QCOM
QUALCOMM INC
-$71.1M
5,337
-99%
减持
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-$63.7M
840,260
-46%
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。
增持
TPR
TAPESTRY INC
+$46.4M
2,235,178
+115%
减持
—
JANUS HENDERSON GROUP PLC
-$45.1M
59,687
-96%
增持
AA
ALCOA CORP
+$40.3M
2,278,928
+53%
增持
NTR
NUTRIEN LTD
+$39.9M
4,819,771
+27%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$32.2M
302,372
增持
ALK
ALASKA AIR GROUP INC
+$26.7M
900,502
+301%
减持
WB
WEIBO CORP-SPON ADR
-$23.4M
4,505,202
-29%
减持
TCOM
TRIP.COM GROUP LTD-ADR
-$22.6M
4,015,360
-17%
增持
BABA
ALIBABA GROUP HOLDING-SP ADR
+$22.4M
3,911,332
+9%
清仓
EWT
ISHARES MSCI TAIWAN ETF
-$18.1M
0
-100%
减持
PBR
PETROLEO BRASILEIRO-SPON ADR
-$17.1M
12,734,955
-4%
增持
GILD
GILEAD SCIENCES INC
+$12.6M
861,827
+36%
增持
HDB
HDFC BANK LTD-ADR
+$10.8M
1,146,421
+2%
减持
MHK
MOHAWK INDUSTRIES INC
-$10.7M
493,687
-3%
减持
SLM
SLM CORP
-$10.5M
119,071
-80%
增持
HP
HELMERICH & PAYNE
+$10.4M
1,890,978
+37%
清仓
GS
GOLDMAN SACHS GROUP INC
-$9.1M
0
-100%
增持
—
LIBERTY GLOBAL LTD-A
+$8.7M
588,333
+522%
增持
MLCO
MELCO RESORTS & ENTERT-ADR
+$8.3M
29,468,018
+0%
清仓
WFC
WELLS FARGO & CO
-$8.2M
0
-100%
减持
PVH
PVH CORP
-$6.7M
14,393
-75%
清仓
VIPS
VIPSHOP HOLDINGS LTD - ADR
-$5.6M
0
-100%
减持
—
NXP SEMICONDUCTORS NV
+$5.1M
238,603
-0%
增持
—
CREDICORP LTD
-$4.3M
781,145
+2%
增持
—
GENPACT LTD
+$4.1M
521,615
+35%
增持
LEA
LEAR CORP
+$3.7M
437,433
+37%
增持
LVS
LAS VEGAS SANDS CORP
+$3.6M
3,946,704
+19%
增持
—
UBS GROUP AG-REG
+$3.3M
6,519,904
+6%
增持
MAN
MANPOWERGROUP INC
+$2.0M
82,555
+71%
建仓
TS
TENARIS SA-ADR
+$1.5M
49,118
增持
COLB
COLUMBIA BANKING SYSTEM INC
+$1.5M
149,070
+96%
增持
ARW
ARROW ELECTRONICS INC
+$1.4M
82,814
+25%
增持
BBD
BANCO BRADESCO-ADR
+$1.3M
25,363,071
+31%
减持
RTX
RTX CORP
-$1.2M
10,225
-55%
增持
OLN
OLIN CORP
+$1.2M
35,534
+307%
增持
BAX
BAXTER INTERNATIONAL INC
+$1.1M
361,298
+41%
建仓
CSCO
CISCO SYSTEMS INC
+$1.1M
22,885
增持
IPGP
IPG PHOTONICS CORP
+$1.0M
22,793
+132%
增持
NAVI
NAVIENT CORP
+$1.0M
99,170
+309%
增持
LCII
LCI INDUSTRIES
+$998.4K
26,072
+89%
清仓
KB
KB FINANCIAL GROUP INC-ADR
-$981.2K
0
-100%
增持
KFY
KORN FERRY
+$978.8K
22,745
+173%
清仓
TGT
TARGET CORP
-$959.1K
0
-100%
增持
PII
POLARIS INC
+$951.0K
24,623
+152%
减持
TRS
TRIMAS CORP
-$930.2K
13,710
-71%
建仓
AGCO
AGCO CORP
+$904.9K
9,245
增持
—
ICHOR HOLDINGS LTD
+$837.0K
48,765
+81%
增持
KELYA
KELLY SERVICES INC -A
+$796.5K
75,810
+130%
增持
ABCB
AMERIS BANCORP
+$766.2K
40,525
+54%
增持
DOW
DOW INC
+$619.6K
24,215
+111%
清仓
HOG
HARLEY-DAVIDSON INC
-$602.8K
0
-100%
增持
INGR
INGREDION INC
+$589.8K
13,448
+65%
清仓
COF
CAPITAL ONE FINANCIAL CORP
-$571.4K
0
-100%
增持
DLTR
DOLLAR TREE INC
+$551.5K
11,732
+123%
清仓
AX
AXOS FINANCIAL INC
-$548.0K
0
-100%
增持
CACI
CACI INTERNATIONAL INC -CL A
+$547.3K
3,602
+36%
减持
OPLN
OPENLANE INC
-$533.2K
27,619
-52%
减持
—
SIGNET JEWELERS LTD
-$528.4K
7,240
-38%
增持
VSXY
VICTORIA'S SECRET & CO
+$475.7K
106,053
+47%
清仓
ACCO
ACCO BRANDS CORP
-$452.9K
0
-100%
增持
CRC
CALIFORNIA RESOURCES CORP
+$449.6K
37,541
+34%
清仓
TXN
TEXAS INSTRUMENTS INC
-$447.4K
0
-100%
减持
—
AIR LEASE CORP
-$442.7K
45,920
-10%
清仓
COHR
COHERENT CORP
-$399.1K
0
-100%
增持
LZB
LA-Z-BOY INC
+$384.8K
29,246
+56%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$350.7K
168,068
+44%
增持
CC
CHEMOURS CO/THE
+$349.7K
91,679
+40%
增持
REZI
RESIDEO TECHNOLOGIES INC
+$336.2K
118,840
+34%
减持
—
INVESCO LTD
-$318.1K
98,803
-9%
增持
THO
THOR INDUSTRIES INC
+$301.5K
14,422
+62%
增持
—
JAZZ PHARMACEUTICALS PLC
+$281.2K
6,633
+87%
增持
FAF
FIRST AMERICAN FINANCIAL
+$279.3K
13,103
+87%
增持
—
AERCAP HOLDINGS NV
+$277.5K
11,836
+25%
增持
HRI
HERC HOLDINGS INC
+$245.1K
9,400
+57%
增持
DG
DOLLAR GENERAL CORP
+$243.0K
8,106
+53%
清仓
—
HELEN OF TROY LTD
-$218.1K
0
-100%
清仓
ZD
ZIFF DAVIS INC
-$217.5K
0
-100%
减持
—
GLOBAL SHIP LEASE INC-CL A
+$217.1K
50,169
-17%
减持
BAC
BANK OF AMERICA CORP
-$205.4K
234,707
-7%
减持
—
GRAFTECH INTERNATIONAL LTD
-$202.4K
378,090
-8%
增持
PBF
PBF ENERGY INC-CLASS A
+$146.7K
28,589
+41%
增持
GGB
GERDAU SA -SPON ADR
-$85.7K
223,471
+20%
增持
—
INTERPUBLIC GROUP OF COS INC
+$74.2K
21,307
+27%
增持
EOG
EOG RESOURCES INC
+$68.6K
14,315
+6%
增持
CVS
CVS HEALTH CORP
+$68.3K
31,338
+40%
增持
CTSH
COGNIZANT TECH SOLUTIONS-A
+$34.8K
31,623
+10%
增持
UGI
UGI CORP
+$11.7K
53,489
+8%
