HoldingsChannel.com
ARGA Investment Management LP Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
CAPRI HOLDINGS LTD 3,391,415 -400,142 $129,382
     CPRI3,391,415-400,142$129,382
TAIWAN SEMICONDUCTOR SP ADR 2,062,756 -322,145 $119,846
     TSM2,062,756-322,145$119,846
ICICI BANK LTD SPON ADR 5,543,743 -169,818 $83,655
     IBN5,543,743-169,818$83,655
NXP SEMICONDUCTORS NV 584,608 +13,328 $74,397
     NXPI584,608+13,328$74,397
CANADIAN NATURAL RESOURCES 2,191,595 -216,100 $70,882
     CNQ2,191,595-216,100$70,882
COGNIZANT TECH SOLUTIONS A 1,129,226 +103,222 $70,035
     CTSH1,129,226+103,222$70,035
SILICON MOTION TECHNOL ADR 1,241,953 -23,739 $62,979
     SIMO1,241,953-23,739$62,979
KULICKE & SOFFA INDUSTRIES 1,326,933 +368 $36,093
     KLIC1,326,933+368$36,093
CNH INDUSTRIAL NV 2,671,571 UNCH $29,333
     CNHI2,671,571UNCH$29,333
NUTRIEN LTD 606,910 +557,272 $29,056
     NTR606,910+557,272$29,056
RENAISSANCERE HOLDINGS LTD 146,576 -49,763 $28,732
     RNR146,576-49,763$28,732
BAIDU INC SPON ADR 220,878 +591 $27,919
     BIDU220,878+591$27,919
JOYY INC 384,146 UNCH $20,279
     YY384,146UNCH$20,279
SASOL LTD SPONSORED ADR 876,252 +4,043 $18,936
     SSL876,252+4,043$18,936
ISHARES MSCI TAIWAN ETF (EWT) 207,766 UNCH $8,545
     EWT207,766UNCH$8,545
ON SEMICONDUCTOR CORP 223,621 -1,827 $5,452
     ON223,621-1,827$5,452
CVS HEALTH CORP 67,279 UNCH $4,998
     CVS67,279UNCH$4,998
GILEAD SCIENCES INC 67,876 +29,200 $4,411
     GILD67,876+29,200$4,411
CONDUENT INC 706,562 -43,912 $4,381
     CNDT706,562-43,912$4,381
CITIGROUP INC 48,325 -9,438 $3,861
     C48,325-9,438$3,861
ISHARES MSCI INDIA ETF (INDA) 107,869 UNCH $3,792
     INDA107,869UNCH$3,792
MYLAN NV 181,721 -822 $3,653
     MYL181,721-822$3,653
BANK OF AMERICA CORP 100,460 -26,919 $3,538
     BAC100,460-26,919$3,538
ISHARES CORE MSCI EMERGING (IEMG) 54,249 -31,425 $2,916
     IEMG54,249-31,425$2,916
FRANKLIN RESOURCES INC 108,050 UNCH $2,807
     BEN108,050UNCH$2,807
BAKER HUGHES CO 108,108 +108,108 $2,771
     BHGE108,108+108,108$2,771
TAPESTRY INC 92,293 -867 $2,489
     TPR92,293-867$2,489
MOSAIC CO THE 102,806 +9,765 $2,225
     MOS102,806+9,765$2,225
LIBERTY GLOBAL PLC A 74,064 +11,777 $1,684
     LBTYA74,064+11,777$1,684
LEAR CORP 11,688 +11,688 $1,604
     LEA11,688+11,688$1,604
UBS GROUP AG REG 113,537 UNCH $1,434
     UBS113,537UNCH$1,434
DISCOVERY INC A 43,138 +43,138 $1,412
     DISCA43,138+43,138$1,412
FEDEX CORP 8,905 +8,905 $1,347
     FDX8,905+8,905$1,347
SLM CORP 149,950 +149,950 $1,336
     SLM149,950+149,950$1,336
CHEMOURS CO THE 73,819 +73,819 $1,335
     CC73,819+73,819$1,335
FLUOR CORP 69,591 +69,591 $1,314
     FLR69,591+69,591$1,314
CANADIAN PACIFIC RAILWAY LTD 5,041 +300 $1,285
     CP5,041+300$1,285
METLIFE INC 24,905 UNCH $1,269
     MET24,905UNCH$1,269
HEWLETT PACKARD ENTERPRISE 78,997 UNCH $1,253
     HPE78,997UNCH$1,253
LIBERTY LATIN AMERIC CL C 63,379 -6,096 $1,233
     LILAK63,379-6,096$1,233
QORVO INC 7,888 UNCH $917
     QRVO7,888UNCH$917
POSCO SPON ADR 15,323 +3,247 $776
     PKX15,323+3,247$776
KB FINANCIAL GROUP INC ADR 14,843 +5,679 $614
     KB14,843+5,679$614
BP PLC SPONS ADR 12,499 +12,499 $472
     BP12,499+12,499$472
JD.COM INC ADR 12,800 UNCH $451
     JD12,800UNCH$451
DR. REDDY S LABORATORIES ADR 9,225 UNCH $374
     RDY9,225UNCH$374
AMERICAN INTERNATIONAL GROUP 6,670 -368 $342
     AIG6,670-368$342
ALIBABA GROUP HOLDING SP ADR 1,609 -3,981 $341
     BABA1,609-3,981$341
CIGNA CORP 1,521 -98 $311
     CI1,521-98$311
LINDE PLC 1,278 UNCH $272
     LIN1,278UNCH$272

See Full List: All Stocks Held By ARGA Investment Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By ARGA Investment Management LP

Size ($ in 1000's)
At 12/31/2019: $880,219
At 09/30/2019: $802,585

ARGA Investment Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ARGA Investment Management LP 13F filings. Link to 13F filings: SEC filings

ARGA Investment Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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