Filed: 7/31/2026ACC: 0001104659-26-088902
📋 What this filing means
ARGA INVESTMENT MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $3.92B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$3.92B
Total AUM (reported)
189.60M
Total Shares
Allocation by class
COMMON STOCKS$2.25B57.3%
EQUITY DEPOSITARY RECEIPTS$1.67B42.7%
Portfolio Concentration
Top 3$1.06B27.0%
4–10$1.55B39.5%
11–25$840.80M21.4%
Rest$470.14M12.0%
Top 3 weight
27.0%
Top 10 weight
66.6%
Voting Authority Distribution
Total shares with voting rights: 189.60M
Sole
Full voting authority
130.99M
shares
% of voting shares69.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
58.61M
shares
% of voting shares30.9%
Investment Discretion (by position count)
Sole121
Shared0
Other0
Dominant voting typeSole · 69.1% of voting shares
Institutional Holdings121
Rows:
XP INC - CLASS A
SOLEShares24.64M
TypeSH
Market value$400.70M
10.22%
Sole
18.26M
Shared
0.00
None
6.38M
AERCAP HOLDINGS NV
SOLEShares2.52M
TypeSH
Market value$367.49M
9.38%
Sole
1.72M
Shared
0.00
None
799.51K
TAIWAN SEMICONDUCTOR-SP ADR
SOLEShares611.65K
TypeSH
Market value$292.11M
7.45%
Sole
354.07K
Shared
0.00
None
257.58K
PETROLEO BRASILEIRO-SPON ADR
SOLEShares17.31M
TypeSH
Market value$279.75M
7.14%
Sole
12M
Shared
0.00
None
5.31M
TRIP.COM GROUP LTD-ADR
SOLEShares6.53M
TypeSH
Market value$260.04M
6.63%
Sole
4.51M
Shared
0.00
None
2.01M
BANCO BRADESCO-ADR
SOLEShares70.72M
TypeSH
Market value$245.39M
6.26%
Sole
52.61M
Shared
0.00
None
18.11M
AGNICO EAGLE MINES LTD
SOLEShares1.57M
TypeSH
Market value$243.36M
6.21%
Sole
968.68K
Shared
0.00
None
599.54K
MAGNA INTERNATIONAL INC
SOLEShares3.63M
TypeSH
Market value$238.88M
6.09%
Sole
2.35M
Shared
0.00
None
1.28M
TENCENT MUSIC ENTERTAINM-ADR
SOLEShares18.19M
TypeSH
Market value$151.86M
3.87%
Sole
12.66M
Shared
0.00
None
5.52M
BAIDU INC - SPON ADR
SOLEShares1.13M
TypeSH
Market value$129.38M
3.30%
Sole
796.29K
Shared
0.00
None
335.74K
ALIBABA GROUP HOLDING-SP ADR
SOLEShares879.56K
TypeSH
Market value$84.42M
2.15%
Sole
475.40K
Shared
0.00
None
404.16K
ANGLOGOLD ASHANTI PLC
SOLEShares892.81K
TypeSH
Market value$72.22M
1.84%
Sole
418.99K
Shared
0.00
None
473.82K
SALESFORCE INC
SOLEShares436.91K
TypeSH
Market value$68.45M
1.75%
Sole
150.61K
Shared
0.00
None
286.30K
HUMANA INC
SOLEShares166.57K
TypeSH
Market value$66.17M
1.69%
Sole
47.34K
Shared
0.00
None
119.23K
MELCO RESORTS & ENTERT-ADR
SOLEShares12.41M
TypeSH
Market value$65.37M
1.67%
Sole
8.19M
Shared
0.00
None
4.22M
NOKIA CORP-SPON ADR
SOLEShares4.70M
TypeSH
Market value$62.37M
1.59%
Sole
934.38K
Shared
0.00
None
3.76M
ELEVANCE HEALTH INC
SOLEShares159.97K
TypeSH
Market value$61.87M
1.58%
Sole
62.27K
Shared
0.00
None
97.70K
ITAU UNIBANCO H-SPON PRF ADR
SOLEShares7.51M
TypeSH
Market value$61.35M
1.57%
Sole
6.65M
Shared
0.00
None
863.79K
BIOMARIN PHARMACEUTICAL INC
SOLEShares1.04M
TypeSH
Market value$59.47M
1.52%
Sole
381.78K
Shared
0.00
None
657.63K
LAS VEGAS SANDS CORP
SOLEShares1.26M
TypeSH
Market value$58.40M
1.49%
Sole
468.63K
Shared
0.00
None
795.72K
THE CIGNA GROUP
SOLEShares149.97K
TypeSH
Market value$41.34M
1.05%
Sole
57.79K
Shared
0.00
None
92.19K
NXP SEMICONDUCTORS NV
SOLEShares128.60K
TypeSH
Market value$36.14M
0.92%
Sole
47.65K
Shared
0.00
None
80.95K
T ROWE PRICE GROUP INC
SOLEShares315.09K
TypeSH
Market value$35.82M
0.91%
Sole
92.22K
Shared
0.00
None
222.88K
HDFC BANK LTD-ADR
SOLEShares1.32M
TypeSH
Market value$34.12M
0.87%
Sole
876.66K
Shared
0.00
None
444.33K
BERKSHIRE HATHAWAY INC-CL B
SOLEShares66.52K
TypeSH
Market value$33.29M
0.85%
Sole
19.65K
Shared
0.00
None
46.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
XP INC - CLASS ASOLE | Common Stocks | 24.64M | SH | $400.70M 10.22% | 18.26M | 0.00 | 6.38M |
AERCAP HOLDINGS NVSOLE | Common Stocks | 2.52M | SH | $367.49M 9.38% | 1.72M | 0.00 | 799.51K |
TAIWAN SEMICONDUCTOR-SP ADRSOLE | Equity Depositary Receipts | 611.65K | SH | $292.11M 7.45% | 354.07K | 0.00 | 257.58K |
PETROLEO BRASILEIRO-SPON ADRSOLE | Equity Depositary Receipts | 17.31M | SH | $279.75M 7.14% | 12M | 0.00 | 5.31M |
TRIP.COM GROUP LTD-ADRSOLE | Equity Depositary Receipts | 6.53M | SH | $260.04M 6.63% | 4.51M | 0.00 | 2.01M |
BANCO BRADESCO-ADRSOLE | Equity Depositary Receipts | 70.72M | SH | $245.39M 6.26% | 52.61M | 0.00 | 18.11M |
AGNICO EAGLE MINES LTDSOLE | Common Stocks | 1.57M | SH | $243.36M 6.21% | 968.68K | 0.00 | 599.54K |
MAGNA INTERNATIONAL INCSOLE | Common Stocks | 3.63M | SH | $238.88M 6.09% | 2.35M | 0.00 | 1.28M |
TENCENT MUSIC ENTERTAINM-ADRSOLE | Equity Depositary Receipts | 18.19M | SH | $151.86M 3.87% | 12.66M | 0.00 | 5.52M |
BAIDU INC - SPON ADRSOLE | Equity Depositary Receipts | 1.13M | SH | $129.38M 3.30% | 796.29K | 0.00 | 335.74K |
ALIBABA GROUP HOLDING-SP ADRSOLE | Equity Depositary Receipts | 879.56K | SH | $84.42M 2.15% | 475.40K | 0.00 | 404.16K |
ANGLOGOLD ASHANTI PLCSOLE | Common Stocks | 892.81K | SH | $72.22M 1.84% | 418.99K | 0.00 | 473.82K |
SALESFORCE INCSOLE | Common Stocks | 436.91K | SH | $68.45M 1.75% | 150.61K | 0.00 | 286.30K |
HUMANA INCSOLE | Common Stocks | 166.57K | SH | $66.17M 1.69% | 47.34K | 0.00 | 119.23K |
MELCO RESORTS & ENTERT-ADRSOLE | Equity Depositary Receipts | 12.41M | SH | $65.37M 1.67% | 8.19M | 0.00 | 4.22M |
NOKIA CORP-SPON ADRSOLE | Equity Depositary Receipts | 4.70M | SH | $62.37M 1.59% | 934.38K | 0.00 | 3.76M |
ELEVANCE HEALTH INCSOLE | Common Stocks | 159.97K | SH | $61.87M 1.58% | 62.27K | 0.00 | 97.70K |
ITAU UNIBANCO H-SPON PRF ADRSOLE | Equity Depositary Receipts | 7.51M | SH | $61.35M 1.57% | 6.65M | 0.00 | 863.79K |
BIOMARIN PHARMACEUTICAL INCSOLE | Common Stocks | 1.04M | SH | $59.47M 1.52% | 381.78K | 0.00 | 657.63K |
LAS VEGAS SANDS CORPSOLE | Common Stocks | 1.26M | SH | $58.40M 1.49% | 468.63K | 0.00 | 795.72K |
THE CIGNA GROUPSOLE | Common Stocks | 149.97K | SH | $41.34M 1.05% | 57.79K | 0.00 | 92.19K |
NXP SEMICONDUCTORS NVSOLE | Common Stocks | 128.60K | SH | $36.14M 0.92% | 47.65K | 0.00 | 80.95K |
T ROWE PRICE GROUP INCSOLE | Common Stocks | 315.09K | SH | $35.82M 0.91% | 92.22K | 0.00 | 222.88K |
HDFC BANK LTD-ADRSOLE | Equity Depositary Receipts | 1.32M | SH | $34.12M 0.87% | 876.66K | 0.00 | 444.33K |
BERKSHIRE HATHAWAY INC-CL BSOLE | Common Stocks | 66.52K | SH | $33.29M 0.85% | 19.65K | 0.00 | 46.87K |
Page 1 of 5
…