ARGA Investment Management, LP

CIK 0001556915 · Q2 2026

13F Equity AUM

$3.9B

+28.7% QoQ

Positions

121

+12 QoQ

AUM Rank

#1,687

Top 13%

Skill Alpha (FF)

+21.0%/yr^ns

No Clear Edge

Rank #135 · Top 2%

vs S&P +10.8%/yr (unadj.)

Quarters Tracked

~14 years

Portfolio Concentration

Top 5: 40.8%Top 10: 66.6%Top 20: 83.4%

XP10.2%

AER9.4%

TSM7.5%

PBR7.1%

CLV6.6%

BBD6.3%

AEM6.2%

MGA6.1%

TME3.9%

BIDUN3.3%

Others (111)33.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Consumer Cyclical20.8%

Financial Services19.9%

Technology14.0%

Industrials10.2%

Basic Materials9.4%

Energy8.8%

Healthcare7.5%

Communication Services7.2%

Other2.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 121Median: 0.06%Avg: 0.83%

0–0.5%

88(6.6%)

0.5–1%

12(8.9%)

1–3%

11(17.9%)

3–5%

2(7.2%)

5%+

8(59.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 121vs 20 funds

0%Low

121

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New35Increased28Decreased36Exited23

New Positions

AEM6.2%

+1.6M

TME3.9%

+18.2M

BIDUN3.3%

+1.1M

AU1.8%

+893K

CRM1.8%

+437K

BVXB1.6%

+7.5M

BMRN1.5%

+1.0M

CI1.1%

+150K

BRK/B0.8%

+67K

QCOM0.8%

+166K

Increased

XP10.2%

+3.9M(+19%)

CLV6.6%

+3.7M(+128%)

AER9.4%

+2.5M(+15629%)

BABA2.1%

+707K(+409%)

ABEV0.1%

+267K(+28%)

NTR0.5%

+262K(+615%)

CNR0.8%

+226K(+845%)

CRC0.3%

+145K(+108%)

SLGN0.5%

+89K(+29%)

SLM0.1%

+74K(+109%)

Decreased

NOK1.6%

-15,691,923(-77%)

BBD6.3%

-4,422,031(-6%)

LVS1.5%

-2,484,330(-66%)

MLCO1.7%

-2,103,092(-15%)

PTEN0.5%

-1,922,463(-49%)

BBWI0.0%

-495,491(-91%)

PBR7.1%

-368,824(-2%)

ARW0.6%

-220,680(-66%)

FMC0.1%

-161,855(-24%)

AA0.6%

-150,549(-25%)

Exited

-1,187,329

-1,105,070

-1,356,984

-1,395,997

-890,033

-729,463

-263,115

-101,727

-67,813

VSH

-25,563

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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