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ARGA INVESTMENT MANAGEMENT, LP

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STAMFORD CT Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Arga Investment Management is based out of Stamford. Arga Investment Management is a hedge fund with 48 clients and discretionary assets under management (AUM) of $10,337,045,607 (Form ADV from 2023-09-06). Their last reported 13F filing for Q1 2024 included $2,984,623,987 in managed 13F securities and a top 10 holdings concentration of 63.55%. Arga Investment Management's largest holding is Alibaba Group Holding Ltd ADR with shares held of 3,582,005. Whalewisdom has at least 55 13F filings, and 3 13G filings

2024-03-31

Top Buys (13F)

Name % Change
NTR Nutrien Ltd 3.53%
HDB HDFC Bank Ltd ADR 2.11%
BABA Alibaba Group Holdin 1.77%
TCOM Trip.com Group Ltd 1.34%
DIS Walt Disney Co. (The 1.13%

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
BABA Alibaba Group Holdin 8.68%
MLCO Melco Resorts & Ente 7.09%
TCOM Trip.com Group Ltd 7.08%
TSM Taiwan Semiconductor 7.03%
NTR Nutrien Ltd 6.88%

2024-03-31

13F Activity

Market Value $2.98b, Prior: $2.88b
New Purchases 16 stocks
Added To 30 stocks
Sold out of 22 stocks
Reduced holdings in 26 stocks
Top 10 Holdings % 63.55%
Turnover %[1] 27.54%
Turnover Alt %[2] 15.48%
Time Held Top 20 5.7 quarters
Time Held Top 10 7 quarters
Time Held All 7.64 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance