13F-HR filed by ARGA Investment Management, LP
ARGA Investment Management, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-31, with 121 holding rows worth $3,919,912,659.
- Accession
- 0001104659-26-088902
- Filer
- CIK 1556915
- Filed
- 2026-07-31
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 121 entries on the cover page, a total value of $3,919,912,659 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,919,912,659 with VALUE read as dollars as filed, 13F file number 028-15430. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| XP INC CL A | G98239109 | Stock | 24,643,382 | $400,701,391 | dollars as filed | |
| AERCAP HOLDINGS NV SHS | N00985106 | Stock | 2,520,884 | $367,494,470 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 611,651 | $292,106,168 | dollars as filed | |
| PETROLEO BRASILEIRO S A | 71654V408 | SPONSORED ADR | 17,311,405 | $279,752,305 | dollars as filed | |
| TRIP COM GROUP LTD ADS | 89677Q107 | ADR | 6,527,204 | $260,043,807 | dollars as filed | |
| BANCO BRADESCO S A | 059460303 | SP ADR PFD NEW | 70,717,908 | $245,391,141 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 1,568,225 | $243,363,601 | dollars as filed | |
| MAGNA INTL INC COM | 559222401 | Stock | 3,632,267 | $238,883,129 | dollars as filed | |
| TENCENT MUSIC ENTMT GROUP SPON ADS | 88034P109 | ADR | 18,186,510 | $151,857,358 | dollars as filed | |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 1,132,028 | $129,379,480 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 879,563 | $84,420,457 | dollars as filed | |
| ANGLOGOLD ASHANTI PLC | G0378L100 | COM SHS | 892,806 | $72,219,077 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 436,910 | $68,446,321 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 166,572 | $66,165,730 | dollars as filed | |
| MELCO RESORTS & ENTERTAINMENT | 585464100 | ADR | 12,405,022 | $65,374,466 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 4,696,279 | $62,366,585 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 159,970 | $61,865,198 | dollars as filed | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 7,509,138 | $61,349,657 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 1,039,409 | $59,474,983 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 1,264,351 | $58,400,373 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 149,973 | $41,344,557 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 128,599 | $36,140,177 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 315,093 | $35,822,923 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 1,320,988 | $34,121,120 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 66,519 | $33,285,442 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 271,188 | $32,903,240 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 166,344 | $30,738,708 | dollars as filed | |
| CANADIANNATLRYCOF | 136375102 | STOK | 253,298 | $30,232,408 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 199,748 | $25,667,618 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 112,585 | $24,026,765 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 447,455 | $23,330,304 | dollars as filed | |
| LCI INDS | 50189K103 | COM | 216,170 | $22,888,080 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 334,897 | $21,497,038 | dollars as filed | |
| SONOCO PRODS CO | 835495102 | COM | 341,685 | $19,253,950 | dollars as filed | |
| NUTRIEN LTD COM | 67077M108 | Stock | 305,118 | $19,225,369 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 277,756 | $18,831,857 | dollars as filed | |
| SILGAN HLDGS INC | 827048109 | COM | 397,056 | $18,419,428 | dollars as filed | |
| PATTERSON-UTI ENERGY INC | 703481101 | COM | 1,985,845 | $18,230,057 | dollars as filed | |
| OWENS CORNING NEW | 690742101 | COM | 110,797 | $17,612,291 | dollars as filed | |
| JBS N.V. | N4732M103 | CL A SHS | 952,116 | $11,282,575 | dollars as filed | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 279,700 | $11,059,142 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 31,843 | $6,594,785 | dollars as filed | |
| FMC CORP COM NEW | 302491303 | Stock | 499,539 | $5,744,698 | dollars as filed | |
| AMBEV SA SPONSORED ADR | 02319V103 | ADR | 1,234,108 | $3,875,099 | dollars as filed | |
| UBS GROUP AG SHS | H42097107 | Stock | 75,301 | $3,733,594 | dollars as filed | |
| SLM CORP COM | 78442P106 | Stock | 142,546 | $3,697,643 | dollars as filed | |
| RENAISSANCERE HLDGS LTD COM | G7496G103 | Stock | 11,457 | $3,630,723 | dollars as filed | |
| AVNET INC COM | 053807103 | Stock | 37,190 | $3,303,216 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 7,605 | $2,878,112 | dollars as filed | |
| CAPRI HOLDINGS LIMITED | G1890L107 | SHS | 154,545 | $2,869,901 | dollars as filed | |
| AXCELIS TECHNOLOGIES INC | 054540208 | COM NEW | 14,881 | $2,819,205 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 52,302 | $2,753,700 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 7,711 | $2,663,611 | dollars as filed | |
| COLUMBIA BKG SYS INC | 197236102 | COM | 82,893 | $2,656,721 | dollars as filed | |
| INTEGER HLDGS CORP | 45826H109 | COM | 26,915 | $2,515,207 | dollars as filed | |
| INSIGHT ENTERPRISES INC | 45765U103 | COM | 20,564 | $2,504,695 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 85,759 | $2,489,584 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 162,603 | $2,377,256 | dollars as filed | |
| DR REDDYS LABS LTD ADR | 256135203 | ADR | 163,426 | $2,368,043 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 11,643 | $2,177,666 | dollars as filed | |
| MANPOWERGROUP INC WIS COM | 56418H100 | Stock | 64,118 | $2,165,265 | dollars as filed | |
| BOISE CASCADE CO DEL | 09739D100 | COM | 27,231 | $2,113,943 | dollars as filed | |
| CALIFORNIA RES CORP | 13057Q305 | COM STOCK | 37,541 | $1,984,793 | dollars as filed | |
| WALKER&DUNLOPINC | 93148P102 | STOK | 35,629 | $1,948,906 | dollars as filed | |
| BANC OF CALIFORNIA INC | 05990K106 | COMMON STOCK | 95,387 | $1,948,756 | dollars as filed | |
| CONMED CORP COM | 207410101 | Stock | 57,334 | $1,876,542 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 39,312 | $1,852,775 | dollars as filed | |
| AVANTOR INC COM | 05352A100 | Stock | 186,599 | $1,847,330 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 20,412 | $1,826,466 | dollars as filed | |
| STRIDE INC | 86333M108 | COM | 20,892 | $1,801,726 | dollars as filed | |
| INSPERITY INC | 45778Q107 | COM | 42,734 | $1,765,342 | dollars as filed | |
| BAXTER INTL INC | 071813109 | COM | 80,961 | $1,726,089 | dollars as filed | |
| ABM INDS INC | 000957100 | COM | 38,396 | $1,698,639 | dollars as filed | |
| MSC INDL DIRECT INC CL A | 553530106 | Stock | 13,297 | $1,581,678 | dollars as filed | |
| WYNN RESORTS LTD | 983134107 | COM | 16,250 | $1,577,712 | dollars as filed | |
| PVH CORPORATION COM | 693656100 | Stock | 21,245 | $1,577,654 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 18,802 | $1,553,797 | dollars as filed | |
| ICHOR HOLDINGS | G4740B105 | SHS | 13,523 | $1,518,362 | dollars as filed | |
| CAESARS ENTERTAINMENT INC NE | 12769G100 | COM | 50,295 | $1,517,903 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 12,611 | $1,451,652 | dollars as filed | |
| FIRST AMERN FINL CORP | 31847R102 | COM | 21,116 | $1,448,346 | dollars as filed | |
| CHORD ENERGY CORPORATION | 674215207 | COM NEW | 11,923 | $1,362,799 | dollars as filed | |
| INVESCO LTD SHS | G491BT108 | Stock | 50,453 | $1,331,455 | dollars as filed | |
| WAYSTAR HLDG CORP | 946784105 | COM | 64,450 | $1,323,158 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 5,187 | $1,249,911 | dollars as filed | |
| OLIN CORP | 680665205 | COM PAR $1 | 61,373 | $1,216,413 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 39,844 | $1,176,593 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 50,043 | $1,157,495 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 23,465 | $1,132,186 | dollars as filed | |
| VICTORIAS SECRET AND CO COMMON STOCK | 926400102 | Stock | 12,341 | $1,030,227 | dollars as filed | |
| VERMILION ENERGY INC COM | 923725105 | Stock | 105,369 | $986,044 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 4,070 | $930,809 | dollars as filed | |
| MATTEL INC | 577081102 | COM | 66,664 | $925,296 | dollars as filed | |
| THOR INDS INC | 885160101 | COM | 12,155 | $913,570 | dollars as filed | |
| ENVISTA HOLDINGS CORPORATION | 29415F104 | COM | 33,916 | $893,687 | dollars as filed | |
| ATKORE INC | 047649108 | COMMON STOCK | 11,401 | $866,932 | dollars as filed | |
| ASSURED GUARANTY LTD COM | G0585R106 | Stock | 7,938 | $636,310 | dollars as filed | |
| MASTERBRAND INC | 57638P104 | COMMON STOCK | 61,813 | $636,056 | dollars as filed | |
| POWER SOLUTIONS INTERNATIONA | 73933G202 | COMMON STOCK | 16,238 | $631,496 | dollars as filed | |
| FIRST INTERSTATE BANCSYSTEM IN | 32055Y201 | COM CL A | 15,510 | $598,066 | dollars as filed | |
| UGI CORP NEW COM | 902681105 | Stock | 17,216 | $594,641 | dollars as filed | |
| POLARIS INC COM | 731068102 | Stock | 8,043 | $550,463 | dollars as filed | |
| DOUGLAS DYNAMICS INC | 25960R105 | COM | 10,193 | $549,912 | dollars as filed | |
| FOX FACTORY HLDG CORP | 35138V102 | COM | 30,487 | $516,602 | dollars as filed | |
| ULTRA CLEAN HLDGS INC COM | 90385V107 | Stock | 3,552 | $506,480 | dollars as filed | |
| KORN FERRY COM NEW | 500643200 | Stock | 7,251 | $482,772 | dollars as filed | |
| JANUS INTERNATIONAL GROUP IN | 47103N106 | COMMON STOCK | 79,052 | $438,739 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 20,150 | $413,478 | dollars as filed | |
| LA Z BOY INC | 505336107 | COM | 9,733 | $390,488 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 7,238 | $352,056 | dollars as filed | |
| ARTISAN PARTNERS ASSET MGMT I CL A | 04316A108 | Stock | 8,885 | $306,799 | dollars as filed | |
| SIMPLY GOOD FOODS CO COM | 82900L102 | Stock | 22,579 | $299,849 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 3,305 | $286,180 | dollars as filed | |
| EDGEWELL PERSONAL CARE CO | 28035Q102 | COM | 9,610 | $258,125 | dollars as filed | |
| TRINET GROUP INC COM | 896288107 | Stock | 4,978 | $246,361 | dollars as filed | |
| INDIVIOR PHARMACEUTICALS INC | 45579U109 | COM | 5,920 | $242,898 | dollars as filed | |
| RILEY EXPLORATION PERMIAN IN | 76665T102 | COM | 7,139 | $235,301 | dollars as filed | |
| UNUM GROUP COM | 91529Y106 | Stock | 2,506 | $224,036 | dollars as filed | |
| LEAR CORP COM NEW | 521865204 | Stock | 1,623 | $217,579 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 4,434 | $205,117 | dollars as filed | |
| BELLRING BRANDS INC COMMON STOCK | 07831C103 | Stock | 14,714 | $190,399 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-088902 | this filing | 2026-07-31 | acceptance time not in the bulk data set |