ARGA Investment Management, LP Diversified Active

CIK: 0001556915 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 12, 2018

Total Value ($000): $898,384 (100.0% shares, 0.0% debt)

Holdings (64)

BIDU BAIDU INC - SPON ADR 18.3%
Value ($000) $164,118 Shares 700,729 Est. Cost $181.38 Unrealized
IBN ICICI BANK LTD-SPON ADR 14.8%
Value ($000) $132,635 Shares 13,631,501 Est. Cost $8.86 Unrealized
SIMO SILICON MOTION TECHNOL-ADR 12.3%
Value ($000) $110,621 Shares 2,088,771 Est. Cost $47.94 Unrealized
BP BP PLC-SPONS ADR 12.2%
Value ($000) $109,608 Shares 2,607,855 Est. Cost $40.15 Unrealized
MLCO MELCO RESORTS & ENTERT-ADR 5.8%
Value ($000) $51,663 Shares 1,779,027 Est. Cost $13.05 Unrealized
INFY INFOSYS LTD-SP ADR 5.6%
Value ($000) $50,631 Shares 3,121,500 Est. Cost $14.59 Unrealized
PBR PETROLEO BRASILEIRO-SPON ADR 4.8%
Value ($000) $43,503 Shares 4,227,655 Est. Cost $9.98 Unrealized
SIG SIGNET JEWELERS LTD 4.6%
Value ($000) $41,031 Shares 725,574 Est. Cost $51.32 Unrealized +0.2%
PBR/A PETROLEO BRASIL-SP PREF ADR 2.8%
Value ($000) $25,438 Shares 2,587,808 Est. Cost $8.92 Unrealized
KOF COCA-COLA FEMSA SAB-SP ADR 1.7%
Value ($000) $15,009 Shares 215,579 Est. Cost $71.94 Unrealized
RNR RENAISSANCERE HOLDINGS LTD 1.6%
Value ($000) $13,985 Shares 111,351 Est. Cost $132.31 Unrealized +1.5%
SYNTEL INC 1.4%
Value ($000) $12,977 Shares 564,475 Est. Cost $20.24 Unrealized
SSL SASOL LTD-SPONSORED ADR 0.9%
Value ($000) $8,525 Shares 249,200 Est. Cost $32.28 Unrealized
C CITIGROUP INC 0.7%
Value ($000) $6,589 Shares 88,552 Est. Cost $39.15 Unrealized +44.2%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,190 Shares 57,884 Est. Cost $66.28 Unrealized +22.7%
CNDT CONDUENT INC 0.6%
Value ($000) $5,413 Shares 334,968 Est. Cost $15.49 Unrealized +1.1%
ON ON SEMICONDUCTOR CORP 0.5%
Value ($000) $4,495 Shares 214,650 Est. Cost $15.03 Unrealized +35.7%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4,433 Shares 53,000 Est. Cost $56.64 Unrealized +0.8%
MICROSEMI CORP 0.5%
Value ($000) $4,430 Shares 85,775 Est. Cost $48.95 Unrealized
ETR ENTERGY CORP 0.4%
Value ($000) $3,679 Shares 45,200 Est. Cost $26.47 Unrealized +16.7%
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,580 Shares 41,850 Est. Cost $56.77 Unrealized +32.6%
RL RALPH LAUREN CORP 0.4%
Value ($000) $3,481 Shares 33,575 Est. Cost $93.36 Unrealized -15.7%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $3,473 Shares 48,479 Est. Cost $52.62 Unrealized +6.2%
STT STATE STREET CORP 0.4%
Value ($000) $3,397 Shares 34,800 Est. Cost $57.18 Unrealized +30.2%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,060 Shares 21,900 Est. Cost $93.23 Unrealized +19.0%
CTSH COGNIZANT TECH SOLUTIONS-A 0.3%
Value ($000) $2,805 Shares 39,500 Est. Cost $48.32 Unrealized +34.8%
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $2,768 Shares 21,700 Est. Cost $116.32 Unrealized
DHR DANAHER CORP 0.3%
Value ($000) $2,738 Shares 29,500 Est. Cost $67.98 Unrealized +15.1%
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $2,730 Shares 45,824 Est. Cost $45.45 Unrealized +9.4%
WFC WELLS FARGO & CO 0.3%
Value ($000) $2,694 Shares 44,400 Est. Cost $39.68 Unrealized +13.6%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.3%
Value ($000) $2,671 Shares 62,400 Est. Cost $35.37 Unrealized -2.5%
EOG EOG RESOURCES INC 0.3%
Value ($000) $2,628 Shares 24,350 Est. Cost $70.96 Unrealized +6.3%
MET METLIFE INC 0.3%
Value ($000) $2,623 Shares 51,875 Est. Cost $35.08 Unrealized +13.7%
CIGNA CORP 0.3%
Value ($000) $2,526 Shares 12,438 Est. Cost $151.47 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.3%
Value ($000) $2,489 Shares 27,200 Est. Cost $66.75 Unrealized +13.4%
AAP ADVANCE AUTO PARTS INC 0.3%
Value ($000) $2,472 Shares 24,800 Est. Cost $129.80 Unrealized -37.8%
LIBERTY GLOBAL PLC LILAC - C 0.3%
Value ($000) $2,352 Shares 118,272 Est. Cost $21.61 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $2,258 Shares 8,864 Est. Cost $165.22 Unrealized +24.2%
APACHE CORP 0.3%
Value ($000) $2,258 Shares 53,479 Est. Cost $62.61 Unrealized
USB US BANCORP 0.2%
Value ($000) $2,052 Shares 38,300 Est. Cost $35.74 Unrealized +9.3%
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $2,027 Shares 21,362 Est. Cost $62.87 Unrealized +22.2%
YUMC YUM CHINA HOLDINGS INC 0.2%
Value ($000) $1,964 Shares 49,072 Est. Cost $34.70 Unrealized +18.5%
MYLAN NV 0.2%
Value ($000) $1,962 Shares 46,375 Est. Cost $42.31 Unrealized
QRVO QORVO INC 0.2%
Value ($000) $1,931 Shares 29,000 Est. Cost $69.76 Unrealized +4.5%
AFL AFLAC INC 0.2%
Value ($000) $1,826 Shares 20,800 Est. Cost $29.47 Unrealized +19.8%
GOOGL ALPHABET INC-CL A 0.2%
Value ($000) $1,818 Shares 1,726 Est. Cost $42.85 Unrealized +19.6%
INTERPUBLIC GROUP OF COS INC 0.2%
Value ($000) $1,779 Shares 88,250 Est. Cost $14.43 Unrealized 0.0%
PG PROCTER & GAMBLE CO/THE 0.2%
Value ($000) $1,737 Shares 18,900 Est. Cost $68.27 Unrealized +6.4%
SAN BANCO SANTANDER SA-SPON ADR 0.2%
Value ($000) $1,700 Shares 259,874 Est. Cost $6.94 Unrealized
TAP MOLSON COORS BREWING CO -B 0.2%
Value ($000) $1,617 Shares 19,700 Est. Cost $70.63 Unrealized -7.6%
LBTYAUSD LIBERTY GLOBAL PLC-A 0.1%
Value ($000) $1,210 Shares 33,775 Est. Cost $35.83 Unrealized
DST SYSTEMS INC 0.1%
Value ($000) $1,167 Shares 18,800 Est. Cost $83.46 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.1%
Value ($000) $1,000 Shares 5,800 Est. Cost $99.72 Unrealized
CAKE CHEESECAKE FACTORY INC/THE 0.1%
Value ($000) $997 Shares 20,700 Est. Cost $37.13 Unrealized +2.7%
CREDIT SUISSE GROUP-SPON ADR 0.1%
Value ($000) $992 Shares 55,563 Est. Cost $27.45 Unrealized
CMP COMPASS MINERALS INTERNATION 0.1%
Value ($000) $972 Shares 13,450 Est. Cost $53.16 Unrealized 0.0%
BCS BARCLAYS PLC-SPONS ADR 0.1%
Value ($000) $938 Shares 86,021 Est. Cost $14.91 Unrealized
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $921 Shares 9,900 Est. Cost $64.52 Unrealized +20.0%
JD JD.COM INC-ADR 0.1%
Value ($000) $530 Shares 12,800 Est. Cost $39.22 Unrealized
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $428 Shares 7,306 Est. Cost $59.99 Unrealized -1.4%
KB KB FINANCIAL GROUP INC-ADR 0.0%
Value ($000) $340 Shares 5,814 Est. Cost $35.26 Unrealized
RDY DOCTOR REDDY S LAB-ADR 0.0%
Value ($000) $270 Shares 7,200 Est. Cost $42.08 Unrealized
ENEL AMERICAS SA-ADR 0.0%
Value ($000) $117 Shares 10,500 Est. Cost $9.43 Unrealized
ENSCO PLC-CL A 0.0%
Value ($000) $113 Shares 19,200 Est. Cost $5.89 Unrealized