ARGA Investment Management, LP — 13F holdings

ARGA Investment Management, LP reported 121 holdings worth $3.92B in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. XP XP INC — $401M (10.2%)
2. AER AERCAP HOLDINGS NV — $367M (9.4%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $292M (7.5%)
4. PBR PETROLEO BRASILEIRO SA PETRO — $280M (7.1%)
5. TCOM TRIP COM GROUP LTD — $260M (6.6%)
6. BBD BANCO BRADESCO S A — $245M (6.3%)
7. AEM AGNICO EAGLE MINES LTD — $243M (6.2%)
8. MGA MAGNA INTL INC — $239M (6.1%)
9. TME TENCENT MUSIC ENTMT GROUP — $152M (3.9%)
10. BIDU BAIDU INC — $129M (3.3%)