ARGA Investment Management, LP Diversified Active

CIK: 0001556915 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 7, 2018

Total Value ($000): $877,705 (100.0% shares, 0.0% debt)

Holdings (65)

BIDU BAIDU INC - SPON ADR 17.9%
Value ($000) $156,909 Shares 703,029 Est. Cost $181.38 Unrealized
IBN ICICI BANK LTD-SPON ADR 13.8%
Value ($000) $120,996 Shares 13,671,851 Est. Cost $8.86 Unrealized
BP BP PLC-SPONS ADR 11.9%
Value ($000) $104,677 Shares 2,582,070 Est. Cost $40.15 Unrealized
SIMO SILICON MOTION TECHNOL-ADR 11.5%
Value ($000) $101,049 Shares 2,099,946 Est. Cost $47.94 Unrealized
PBR PETROLEO BRASILEIRO-SPON ADR 6.8%
Value ($000) $59,779 Shares 4,227,655 Est. Cost $9.98 Unrealized
INFY INFOSYS LTD-SP ADR 6.4%
Value ($000) $55,892 Shares 3,131,200 Est. Cost $14.59 Unrealized
RNR RENAISSANCERE HOLDINGS LTD 6.3%
Value ($000) $55,185 Shares 398,416 Est. Cost $130.53 Unrealized -0.5%
PBR/A PETROLEO BRASIL-SP PREF ADR 3.8%
Value ($000) $33,616 Shares 2,587,808 Est. Cost $8.92 Unrealized
SIG SIGNET JEWELERS LTD 3.2%
Value ($000) $28,080 Shares 728,974 Est. Cost $51.32 Unrealized -18.2%
KOF COCA-COLA FEMSA SAB-SP ADR 1.6%
Value ($000) $14,321 Shares 215,579 Est. Cost $71.94 Unrealized
SYNTEL INC 1.1%
Value ($000) $9,597 Shares 375,900 Est. Cost $20.24 Unrealized
MLCO MELCO RESORTS & ENTERT-ADR 1.1%
Value ($000) $9,579 Shares 330,525 Est. Cost $13.05 Unrealized
SSL SASOL LTD-SPONSORED ADR 1.0%
Value ($000) $8,480 Shares 249,200 Est. Cost $32.28 Unrealized
CNDT CONDUENT INC 0.8%
Value ($000) $6,673 Shares 357,993 Est. Cost $15.62 Unrealized +12.6%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $6,313 Shares 57,409 Est. Cost $66.28 Unrealized +37.9%
C CITIGROUP INC 0.7%
Value ($000) $5,930 Shares 87,852 Est. Cost $39.15 Unrealized +47.2%
ON ON SEMICONDUCTOR CORP 0.6%
Value ($000) $5,250 Shares 214,650 Est. Cost $15.03 Unrealized +60.5%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $3,990 Shares 53,475 Est. Cost $56.64 Unrealized -1.6%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $3,988 Shares 52,904 Est. Cost $53.15 Unrealized +10.9%
MYLAN NV 0.4%
Value ($000) $3,933 Shares 95,525 Est. Cost $41.72 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $3,820 Shares 41,850 Est. Cost $56.77 Unrealized +48.5%
CTSH COGNIZANT TECH SOLUTIONS-A 0.4%
Value ($000) $3,691 Shares 45,850 Est. Cost $51.41 Unrealized +37.3%
ETR ENTERGY CORP 0.4%
Value ($000) $3,561 Shares 45,200 Est. Cost $26.47 Unrealized +9.0%
STT STATE STREET CORP 0.4%
Value ($000) $3,373 Shares 33,825 Est. Cost $57.18 Unrealized +43.3%
INTERPUBLIC GROUP OF COS INC 0.4%
Value ($000) $3,153 Shares 136,925 Est. Cost $15.13 Unrealized +8.4%
DHR DANAHER CORP 0.3%
Value ($000) $2,888 Shares 29,500 Est. Cost $67.98 Unrealized +24.0%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $2,883 Shares 22,500 Est. Cost $93.63 Unrealized +15.7%
MICROSEMI CORP 0.3%
Value ($000) $2,768 Shares 42,775 Est. Cost $48.95 Unrealized
UNITED TECHNOLOGIES CORP 0.3%
Value ($000) $2,730 Shares 21,700 Est. Cost $116.32 Unrealized
RL RALPH LAUREN CORP 0.3%
Value ($000) $2,728 Shares 24,400 Est. Cost $93.36 Unrealized -0.8%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.3%
Value ($000) $2,604 Shares 62,400 Est. Cost $35.37 Unrealized +1.4%
EOG EOG RESOURCES INC 0.3%
Value ($000) $2,563 Shares 24,350 Est. Cost $70.96 Unrealized +13.9%
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $2,524 Shares 46,374 Est. Cost $45.48 Unrealized +5.7%
WFC WELLS FARGO & CO 0.3%
Value ($000) $2,390 Shares 45,600 Est. Cost $39.89 Unrealized +19.6%
MET METLIFE INC 0.3%
Value ($000) $2,381 Shares 51,875 Est. Cost $35.08 Unrealized +5.6%
AAP ADVANCE AUTO PARTS INC 0.3%
Value ($000) $2,279 Shares 19,225 Est. Cost $129.80 Unrealized -22.6%
AWK AMERICAN WATER WORKS CO INC 0.3%
Value ($000) $2,234 Shares 27,200 Est. Cost $66.75 Unrealized +5.3%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $2,232 Shares 8,864 Est. Cost $165.22 Unrealized +32.2%
LBTYAUSD LIBERTY GLOBAL PLC-A 0.3%
Value ($000) $2,209 Shares 70,550 Est. Cost $33.47 Unrealized
APACHE CORP 0.2%
Value ($000) $2,153 Shares 55,954 Est. Cost $61.55 Unrealized
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $2,148 Shares 21,362 Est. Cost $62.87 Unrealized +32.7%
CIGNA CORP 0.2%
Value ($000) $2,086 Shares 12,438 Est. Cost $151.47 Unrealized
QRVO QORVO INC 0.2%
Value ($000) $2,043 Shares 29,000 Est. Cost $69.76 Unrealized +8.0%
USB US BANCORP 0.2%
Value ($000) $1,934 Shares 38,300 Est. Cost $35.74 Unrealized +11.7%
PG PROCTER & GAMBLE CO/THE 0.2%
Value ($000) $1,827 Shares 23,050 Est. Cost $68.19 Unrealized -0.5%
AFL AFLAC INC 0.2%
Value ($000) $1,820 Shares 41,600 Est. Cost $33.13 Unrealized +11.0%
GOOGL ALPHABET INC-CL A 0.2%
Value ($000) $1,790 Shares 1,726 Est. Cost $42.85 Unrealized +28.4%
SAN BANCO SANTANDER SA-SPON ADR 0.2%
Value ($000) $1,671 Shares 255,124 Est. Cost $6.94 Unrealized
TAP MOLSON COORS BREWING CO -B 0.2%
Value ($000) $1,484 Shares 19,700 Est. Cost $70.63 Unrealized -8.2%
LIBERTY INTERACTIVE CORP Q-A 0.2%
Value ($000) $1,381 Shares 54,875 Est. Cost $25.17 Unrealized
JBL JABIL INC 0.1%
Value ($000) $1,101 Shares 38,325 Est. Cost $25.92 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING-SP ADR 0.1%
Value ($000) $1,065 Shares 5,800 Est. Cost $99.72 Unrealized
CAKE CHEESECAKE FACTORY INC/THE 0.1%
Value ($000) $1,027 Shares 21,300 Est. Cost $37.22 Unrealized +8.9%
BCS BARCLAYS PLC-SPONS ADR 0.1%
Value ($000) $1,017 Shares 86,021 Est. Cost $14.91 Unrealized
NEM NEWMONT MINING CORP 0.1%
Value ($000) $1,003 Shares 25,675 Est. Cost $30.65 Unrealized 0.0%
EAT BRINKER INTERNATIONAL INC 0.1%
Value ($000) $989 Shares 27,400 Est. Cost $33.55 Unrealized 0.0%
CREDIT SUISSE GROUP-SPON ADR 0.1%
Value ($000) $933 Shares 55,563 Est. Cost $27.45 Unrealized
CMP COMPASS MINERALS INTERNATION 0.1%
Value ($000) $811 Shares 13,450 Est. Cost $53.16 Unrealized +0.9%
JD JD.COM INC-ADR 0.1%
Value ($000) $518 Shares 12,800 Est. Cost $39.22 Unrealized
LILAK LIBERTY LATIN AMERIC-CL C 0.1%
Value ($000) $502 Shares 26,297 Est. Cost $20.25 Unrealized 0.0%
BHF BRIGHTHOUSE FINANCIAL INC 0.0%
Value ($000) $376 Shares 7,306 Est. Cost $59.99 Unrealized -3.7%
KB KB FINANCIAL GROUP INC-ADR 0.0%
Value ($000) $337 Shares 5,814 Est. Cost $35.26 Unrealized
RDY DOCTOR REDDY S LAB-ADR 0.0%
Value ($000) $235 Shares 7,200 Est. Cost $42.08 Unrealized
ENEL AMERICAS SA-ADR 0.0%
Value ($000) $122 Shares 10,500 Est. Cost $9.43 Unrealized
ENSCO PLC-CL A 0.0%
Value ($000) $84 Shares 19,200 Est. Cost $5.89 Unrealized