ARGA Investment Management, LP has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 126 separate positions held by the firm.
The report indicates that the firm holds a significant position in XP Inc - Class A, with 57,030,647 shares valued at approximately $27,163,927. Other notable holdings include Tencent Music Entertainment with 142,095,933 shares valued at $17,918,781, and Petroleo Brasileiro (Petrobras) with 356,924,271 shares valued at $17,102,265.
The portfolio also includes positions in major technology and industrial companies such as Nokia Corp (221,211,097 shares), Taiwan Semiconductor (274,163,803 shares), and Magna International Inc (256,705,617 shares). Additionally, the filing lists holdings in Wells Fargo & Co (14,945,175 shares), Oracle Corp (30,701,653 shares), and Salesforce Inc (6,192,192 shares).
The filing was signed by Neda Clark, the Chief Compliance Officer of ARGA Investment Management, on October 30, 2026.
