Equal-WT
WhaleScore 2.0
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Arga Investment Management is based out of Stamford. Arga Investment Management is a hedge fund with 54 clients and discretionary assets under management (AUM) of $13,569,828,746 (Form ADV from 2024-03-28). Their last reported 13F filing for Q4 2024 included $3,063,607,630 in managed 13F securities
and a top 10 holdings concentration of 65.54%. Arga Investment Management's largest holding is Las Vegas Sands Corp with shares held of 6,501,382. Whalewisdom has at least 58 13F filings, and 3 13G filings
Investment Strategy
Several investment strategies are described, each focusing on equity and equity-linked securities of companies trading at a discount to their perceived intrinsic value. These strategies vary in their geographical focus, including emerging markets, a global sector-neutral approach, a global concentrated portfolio, global small-cap equities in developed markets, and US small-cap equities. The securities may be traded on exchanges, recognized markets, or over the counter, depending on the specific strategy.
These strategies generally do not tailor to individual fund investors, but for Separate Accounts, reasonable client-imposed guidelines and restrictions may be agreed upon. All strategies carry the risk of capital loss, which may be increased by the nature of the securities and investment techniques employed. The success of each strategy depends on the market eventually recognizing the value in the price of the security, which is not guaranteed.
Owners
- 2009 KRISHNA FAMILY TRUST - MEMBER
- CARMAN, PETER - NONEXECUTIVE CHAIRMAN
- KRISHNA, A. RAMA - CHIEF INVESTMENT OFFICER
- CLARK, NEDA - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| CVS CVS Health Corp | 3.46% |
| BBD Banco Bradesco S.A. | 2.85% |
| LVS Las Vegas Sands Corp | 2.69% |
| PTEN Patterson-UTI Energy | 2.26% |
| MGA Magna International | 2.15% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| TPR Tapestry Inc | 3.31% |
| TCOM Trip.com Group Ltd | 1.97% |
| GILD Gilead Sciences Inc | 1.86% |
| MHK Mohawk Industries In | 1.84% |
| C Citigroup, Inc | 1.53% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| LVS Las Vegas Sands Corp | 10.9% |
| TCOM Trip.com Group Ltd | 9.64% |
| NTR Nutrien Ltd | 8.83% |
| UBS UBS Group AG | 7.32% |
| MLCO Melco Resorts & Ente | 5.6% |
2024-12-31
13F Activity
| Market Value | $3.06b, Prior: $3.02b |
| Inflows (Outflows) as % of Total MV | +2.1069% |
| New Purchases | 4 stocks |
| Added To | 43 stocks |
| Sold out of | 10 stocks |
| Reduced holdings in | 24 stocks |
| Top 10 Holdings % | 65.54% |
| Turnover %[1] | 10.61% |
| Turnover Alt %[2] | 17.17% |
| Time Held Top 20 | 5.95 quarters |
| Time Held Top 10 | 7.6 quarters |
| Time Held All | 10.02 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.
2024-12-31
13F Sector Allocation Over Time
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2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31