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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 92 项
建仓 11
增持 36
减持 34
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
TCOM
TRIP.COM GROUP LTD-ADR
+$161.9M
5,899,404
+47%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$144.9M
1,287,882
-67%
建仓
—
SMURFIT WESTROCK PLC
+$92.1M
1,842,428
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
LVS
LAS VEGAS SANDS CORP
+$73.2M
4,924,340
+25%
减持
—
NXP SEMICONDUCTORS NV
-$44.6M
81,698
-66%
减持
SU
SUNCOR ENERGY INC
-$44.1M
338,610
-77%
建仓
MGA
MAGNA INTERNATIONAL INC
+$40.7M
992,538
清仓
WB
WEIBO CORP-SPON ADR
-$34.6M
0
-100%
减持
PBR
PETROLEO BRASILEIRO-SPON ADR
-$23.0M
11,211,037
-12%
增持
—
UBS GROUP AG-REG
+$20.3M
6,892,162
+6%
增持
—
CREDICORP LTD
+$16.5M
787,723
+1%
增持
FAF
FIRST AMERICAN FINANCIAL
+$15.7M
249,174
+1802%
减持
NTR
NUTRIEN LTD
-$14.4M
4,806,919
-0%
增持
HDB
HDFC BANK LTD-ADR
+$14.1M
1,405,019
+23%
增持
GILD
GILEAD SCIENCES INC
+$13.4M
864,786
+0%
增持
PTEN
PATTERSON-UTI ENERGY INC
+$13.3M
1,960,723
+1067%
增持
BBD
BANCO BRADESCO-ADR
+$13.1M
26,287,136
+4%
减持
HP
HELMERICH & PAYNE
-$11.0M
1,885,215
-0%
增持
—
GENPACT LTD
+$9.8M
677,504
+30%
减持
C
CITIGROUP INC
-$9.3M
739,074
-16%
减持
AVT
AVNET INC
-$8.5M
147,118
-54%
清仓
LDOS
LEIDOS HOLDINGS INC
-$8.1M
0
-100%
减持
MLCO
MELCO RESORTS & ENTERT-ADR
+$7.6M
29,196,307
-1%
增持
ALK
ALASKA AIR GROUP INC
+$7.2M
964,660
+7%
减持
TPR
TAPESTRY INC
+$5.1M
2,144,107
-4%
增持
CMCSA
COMCAST CORP-CLASS A
+$3.9M
260,458
+46%
增持
—
CAPRI HOLDINGS LTD
+$3.5M
91,401
+613%
建仓
WYNN
WYNN RESORTS LTD
+$2.2M
22,675
减持
—
LIBERTY GLOBAL LTD-A
+$2.1M
587,206
-0%
增持
NWL
NEWELL BRANDS INC
+$2.1M
852,506
+24%
减持
DIS
WALT DISNEY CO/THE
-$2.1M
416,297
-2%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$2.0M
306,299
+1%
建仓
—
TE CONNECTIVITY PLC
+$1.8M
12,179
清仓
—
TE CONNECTIVITY LTD
-$1.8M
0
-100%
增持
LEA
LEAR CORP
+$1.8M
473,881
+8%
建仓
CZR
CAESARS ENTERTAINMENT INC
+$1.7M
39,946
增持
UGI
UGI CORP
+$1.7M
115,254
+115%
减持
ABCB
AMERIS BANCORP
-$1.6M
7,536
-81%
清仓
CACI
CACI INTERNATIONAL INC -CL A
-$1.5M
0
-100%
清仓
INGR
INGREDION INC
-$1.5M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR-SP ADR
-$1.5M
832,279
-1%
建仓
—
BERRY GLOBAL GROUP INC
+$1.5M
21,922
建仓
—
AMDOCS LTD
+$1.5M
17,031
清仓
ONB
OLD NATIONAL BANCORP
-$1.4M
0
-100%
增持
AA
ALCOA CORP
-$1.4M
2,313,806
+2%
减持
—
AIR LEASE CORP
-$1.4M
17,826
-61%
减持
BAX
BAXTER INTERNATIONAL INC
+$1.2M
349,968
-3%
减持
PVH
PVH CORP
-$1.2M
3,619
-75%
清仓
DG
DOLLAR GENERAL CORP
-$1.1M
0
-100%
增持
PII
POLARIS INC
+$998.7K
35,162
+43%
减持
ARW
ARROW ELECTRONICS INC
-$949.8K
68,138
-18%
增持
CC
CHEMOURS CO/THE
+$929.7K
147,582
+61%
减持
MHK
MOHAWK INDUSTRIES INC
+$910.6K
354,671
-28%
增持
MAN
MANPOWERGROUP INC
+$869.8K
90,208
+9%
减持
SLM
SLM CORP
-$860.4K
70,619
-41%
减持
LZB
LA-Z-BOY INC
-$796.2K
6,851
-77%
减持
—
JANUS HENDERSON GROUP PLC
-$789.7K
32,108
-46%
建仓
REYN
REYNOLDS CONSUMER PRODUCTS I
+$750.6K
24,135
建仓
—
ALIGHT INC - CLASS A
+$750.4K
101,399
减持
COP
CONOCOPHILLIPS
-$726.8K
12,766
-29%
减持
NAVI
NAVIENT CORP
-$680.4K
48,972
-51%
增持
—
JAZZ PHARMACEUTICALS PLC
+$650.7K
12,195
+84%
增持
AGCO
AGCO CORP
+$650.2K
15,891
+72%
清仓
—
INTERPUBLIC GROUP OF COS INC
-$619.8K
0
-100%
建仓
VET
VERMILION ENERGY INC
+$612.8K
62,798
清仓
—
REV GROUP INC
-$564.9K
0
-100%
增持
LCII
LCI INDUSTRIES
+$562.9K
27,030
+4%
清仓
—
EVERI HOLDINGS INC
-$541.7K
0
-100%
增持
DLTR
DOLLAR TREE INC
+$509.9K
25,064
+114%
增持
MU
MICRON TECHNOLOGY INC
-$499.0K
22,405
+4%
减持
EOG
EOG RESOURCES INC
-$471.1K
10,825
-24%
增持
BIDU
BAIDU INC - SPON ADR
+$429.9K
10,945
+31%
增持
ABT
ABBOTT LABORATORIES
+$422.6K
8,465
+62%
增持
CSCO
CISCO SYSTEMS INC
+$402.1K
27,986
+22%
清仓
—
GRAFTECH INTERNATIONAL LTD
-$366.7K
0
-100%
增持
CRI
CARTER'S INC
+$351.0K
15,530
+46%
减持
—
SIGNET JEWELERS LTD
-$275.0K
3,622
-50%
增持
OLN
OLIN CORP
+$274.4K
40,638
+14%
增持
DOW
DOW INC
+$267.1K
28,404
+17%
增持
—
INVESCO LTD
+$261.8K
99,080
+0%
建仓
UCTT
ULTRA CLEAN HOLDINGS INC
+$260.5K
6,524
减持
HLX
HELIX ENERGY SOLUTIONS GROUP
-$259.4K
62,101
-22%
减持
IFF
INTL FLAVORS & FRAGRANCES
-$171.5K
6,068
-29%
减持
WCC
WESCO INTERNATIONAL INC
-$141.8K
11,151
-12%
增持
PBF
PBF ENERGY INC-CLASS A
-$141.6K
37,935
+33%
减持
—
STEELCASE INC-CL A
-$140.9K
15,938
-42%
减持
AMRC
AMERESCO INC-CL A
-$140.4K
18,879
-37%
增持
IPGP
IPG PHOTONICS CORP
-$136.8K
24,040
+5%
减持
TSN
TYSON FOODS INC-CL A
-$55.3K
121,856
-5%
减持
BAC
BANK OF AMERICA CORP
-$41.6K
234,190
-0%
减持
CTSH
COGNIZANT TECH SOLUTIONS-A
+$29.0K
28,238
-11%
增持
QCOM
QUALCOMM INC
+$14.8K
6,338
+19%
