ARGA Investment Management, LP Diversified Active

CIK: 0001556915 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 9, 2017

Total Value ($000): $843,570 (100.0% shares, 0.0% debt)

Holdings (64)

BIDU BAIDU INC - SPON ADR 18.2%
Value ($000) $153,246 Shares 618,700 Est. Cost $174.38 Unrealized
BP BP PLC-SPONS ADR 12.0%
Value ($000) $101,482 Shares 2,640,688 Est. Cost $40.15 Unrealized
IBN ICICI BANK LTD-SPON ADR 11.1%
Value ($000) $93,587 Shares 10,933,110 Est. Cost $8.64 Unrealized
SIMO SILICON MOTION TECHNOL-ADR 10.5%
Value ($000) $88,365 Shares 1,839,779 Est. Cost $47.26 Unrealized
MICHAEL KORS HOLDINGS LTD 8.0%
Value ($000) $67,275 Shares 1,405,952 Est. Cost $40.30 Unrealized
MLCO MELCO RESORTS & ENTERT-ADR 6.9%
Value ($000) $58,096 Shares 2,408,621 Est. Cost $13.05 Unrealized
INFY INFOSYS LTD-SP ADR 5.4%
Value ($000) $45,436 Shares 3,114,200 Est. Cost $14.59 Unrealized
PBR PETROLEO BRASILEIRO-SPON ADR 5.0%
Value ($000) $42,449 Shares 4,228,000 Est. Cost $9.98 Unrealized
SIG SIGNET JEWELERS LTD 3.1%
Value ($000) $26,251 Shares 394,449 Est. Cost $51.24 Unrealized +0.5%
PBR/A PETROLEO BRASIL-SP PREF ADR 1.5%
Value ($000) $12,911 Shares 1,336,508 Est. Cost $8.06 Unrealized
YUMC YUM CHINA HOLDINGS INC 1.0%
Value ($000) $8,216 Shares 205,557 Est. Cost $34.70 Unrealized +7.4%
C CITIGROUP INC 1.0%
Value ($000) $8,089 Shares 111,202 Est. Cost $39.15 Unrealized +32.6%
KOF COCA-COLA FEMSA SAB-SP ADR 0.9%
Value ($000) $7,813 Shares 101,300 Est. Cost $74.55 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $7,326 Shares 76,700 Est. Cost $66.28 Unrealized +11.1%
CTSH COGNIZANT TECH SOLUTIONS-A 0.8%
Value ($000) $6,347 Shares 87,500 Est. Cost $48.32 Unrealized +29.3%
AAP ADVANCE AUTO PARTS INC 0.6%
Value ($000) $5,129 Shares 51,700 Est. Cost $129.80 Unrealized -31.7%
CNDT CONDUENT INC 0.6%
Value ($000) $5,001 Shares 319,143 Est. Cost $15.48 Unrealized +5.5%
SYNTEL INC 0.6%
Value ($000) $4,973 Shares 253,100 Est. Cost $16.86 Unrealized
ON ON SEMICONDUCTOR CORP 0.5%
Value ($000) $4,461 Shares 241,500 Est. Cost $15.03 Unrealized +7.1%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $4,264 Shares 52,629 Est. Cost $52.62 Unrealized +6.3%
MET METLIFE INC 0.5%
Value ($000) $4,186 Shares 80,575 Est. Cost $35.08 Unrealized +4.4%
APACHE CORP 0.5%
Value ($000) $4,032 Shares 88,029 Est. Cost $62.61 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,009 Shares 48,900 Est. Cost $56.60 Unrealized -4.0%
RL RALPH LAUREN CORP 0.4%
Value ($000) $3,743 Shares 42,400 Est. Cost $93.36 Unrealized -25.2%
WFC WELLS FARGO & CO 0.4%
Value ($000) $3,618 Shares 65,600 Est. Cost $39.68 Unrealized +6.2%
CIGNA CORP 0.4%
Value ($000) $3,561 Shares 19,049 Est. Cost $151.47 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,546 Shares 47,600 Est. Cost $56.77 Unrealized +17.5%
ETR ENTERGY CORP 0.4%
Value ($000) $3,451 Shares 45,200 Est. Cost $26.47 Unrealized +6.7%
STT STATE STREET CORP 0.4%
Value ($000) $3,325 Shares 34,800 Est. Cost $57.18 Unrealized +26.2%
AFL AFLAC INC 0.4%
Value ($000) $3,044 Shares 37,400 Est. Cost $29.47 Unrealized +12.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,847 Shares 21,900 Est. Cost $93.23 Unrealized +12.6%
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $2,813 Shares 45,824 Est. Cost $45.45 Unrealized +10.3%
SSL SASOL LTD-SPONSORED ADR 0.3%
Value ($000) $2,725 Shares 99,000 Est. Cost $29.35 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.3%
Value ($000) $2,537 Shares 62,400 Est. Cost $35.37 Unrealized -1.9%
DHR DANAHER CORP 0.3%
Value ($000) $2,531 Shares 29,500 Est. Cost $67.98 Unrealized +4.6%
MICROSEMI CORP 0.3%
Value ($000) $2,456 Shares 47,700 Est. Cost $46.79 Unrealized
QRVO QORVO INC 0.3%
Value ($000) $2,389 Shares 33,800 Est. Cost $69.76 Unrealized 0.0%
CMA COMERICA INC 0.3%
Value ($000) $2,372 Shares 31,100 Est. Cost $31.08 Unrealized +60.4%
GOOGL ALPHABET INC-CL A 0.3%
Value ($000) $2,241 Shares 2,301 Est. Cost $42.85 Unrealized +9.9%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $2,217 Shares 19,100 Est. Cost $114.79 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.3%
Value ($000) $2,201 Shares 27,200 Est. Cost $66.75 Unrealized +3.4%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $2,102 Shares 8,864 Est. Cost $165.22 Unrealized +13.8%
LIBERTY GLOBAL PLC LILAC - C 0.2%
Value ($000) $2,081 Shares 89,300 Est. Cost $22.18 Unrealized
EOG EOG RESOURCES INC 0.2%
Value ($000) $2,070 Shares 21,400 Est. Cost $70.35 Unrealized -4.1%
USB US BANCORP 0.2%
Value ($000) $2,052 Shares 38,300 Est. Cost $35.74 Unrealized +5.7%
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $1,835 Shares 21,362 Est. Cost $62.87 Unrealized +7.2%
SAN BANCO SANTANDER SA-SPON ADR 0.2%
Value ($000) $1,791 Shares 258,059 Est. Cost $6.94 Unrealized
REALOGY HOLDINGS CORP 0.2%
Value ($000) $1,783 Shares 54,100 Est. Cost $28.97 Unrealized
PG PROCTER & GAMBLE CO/THE 0.2%
Value ($000) $1,720 Shares 18,900 Est. Cost $68.27 Unrealized +7.0%
RNR RENAISSANCERE HOLDINGS LTD 0.2%
Value ($000) $1,673 Shares 12,380 Est. Cost $116.70 Unrealized +20.6%
TAP MOLSON COORS BREWING CO -B 0.2%
Value ($000) $1,608 Shares 19,700 Est. Cost $70.63 Unrealized 0.0%
BKR BAKER HUGHES A GE CO 0.2%
Value ($000) $1,479 Shares 40,400 Est. Cost $28.18 Unrealized 0.0%
DG DOLLAR GENERAL CORP 0.2%
Value ($000) $1,378 Shares 17,000 Est. Cost $64.52 Unrealized +4.3%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $1,181 Shares 18,400 Est. Cost $47.87 Unrealized +8.0%
DST SYSTEMS INC 0.1%
Value ($000) $1,032 Shares 18,800 Est. Cost $83.46 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.1%
Value ($000) $1,002 Shares 5,800 Est. Cost $99.72 Unrealized
BCS BARCLAYS PLC-SPONS ADR 0.1%
Value ($000) $890 Shares 86,021 Est. Cost $14.91 Unrealized
CREDIT SUISSE GROUP-SPON ADR 0.1%
Value ($000) $878 Shares 55,563 Est. Cost $27.45 Unrealized
CAKE CHEESECAKE FACTORY INC/THE 0.1%
Value ($000) $872 Shares 20,700 Est. Cost $37.13 Unrealized 0.0%
JD JD.COM INC-ADR 0.1%
Value ($000) $489 Shares 12,800 Est. Cost $39.22 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.1%
Value ($000) $444 Shares 7,306 Est. Cost $59.99 Unrealized 0.0%
KB KB FINANCIAL GROUP INC-ADR 0.0%
Value ($000) $285 Shares 5,814 Est. Cost $35.26 Unrealized
RDY DOCTOR REDDY S LAB-ADR 0.0%
Value ($000) $257 Shares 7,200 Est. Cost $42.08 Unrealized
ENEL AMERICAS SA-ADR 0.0%
Value ($000) $107 Shares 10,500 Est. Cost $9.43 Unrealized