Long-term investor

Arga Investment Management, LP @argainvestmentmanagement

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001556915).

Record

  • Tracked since 2025-06-30 (441 days), 126 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.5% · 6 months n/a · 1 year +13.1% · all +13.1%
  • Max drawdown n/a · win rate 33% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • XP · 10.2% · long · since 2025-09-30
  • N00985106 · 9.4% · long · since 2025-06-30
  • TSM · 7.5% · long · since 2025-06-30
  • PBR · 7.1% · long · since 2025-06-30
  • TCOM · 6.6% · long · since 2025-06-30
  • BBD · 6.3% · long · since 2025-06-30
  • AEM · 6.2% · long · since 2026-06-30
  • MGA · 6.1% · long · since 2025-06-30
  • TME · 3.9% · long · since 2026-06-30
  • BIDU · 3.3% · long · since 2025-09-30
  • 01609W102 · 2.2% · long · since 2025-06-30
  • AU · 1.8% · long · since 2026-06-30

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