ARGA Investment Management, LP Buys JOYY Inc, Weibo Corp, Cognizant Technology Solutions Corp, Sells Taiwan Semiconductor Manufacturing Co, ICICI Bank, Canadian Natural Resources

• New Purchases: YY, WB, ERUS, MCK, SJM, FTI, ABEV,
• Added Positions: CTSH, RNR, CPRI, KLIC, SIMO, BIDU, CNHI, EWT, FDX, WFC, INDA, BEN, BABA, TPR, MOS,
• Reduced Positions: TSM, IBN, CNQ, NXPI, ON, BKR, CP, NTR, LBTYA, SLM, KB, LEA,
• Sold Out: 0YYA, SSL, CNDT, C, MYL, DISCA, FLR, LILAK, MET, QRVO, BP, AIG, LIN, OXY, ETR, QRTEA,

For the details of ARGA Investment Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/arga+investment+management%2C+lp/current-portfolio/portfolio

1. Cognizant Technology Solutions Corp (CTSH) - 1,742,314 shares, 13.97% of the total portfolio. Shares added by 54.29%
2. Silicon Motion Technology Corp (SIMO) - 1,587,913 shares, 10.05% of the total portfolio. Shares added by 27.86%
3. Capri Holdings Ltd (CPRI) - 5,232,233 shares, 9.74% of the total portfolio. Shares added by 54.28%
4. RenaissanceRe Holdings Ltd (RNR) - 331,686 shares, 8.55% of the total portfolio. Shares added by 126.29%
5. NXP Semiconductors NV (NXPI) - 566,353 shares, 8.10% of the total portfolio. Shares reduced by 3.12%

ARGA Investment Management, LP initiated holding in JOYY Inc. The purchase prices were between $42.01 and $66.83, with an estimated average price of $58.14. The stock is now traded at around $60.87. The impact to a portfolio due to this purchase was 7.65%. The holding were 832,881 shares as of .

ARGA Investment Management, LP initiated holding in Weibo Corp. The purchase prices were between $30.33 and $51.69, with an estimated average price of $42.51. The stock is now traded at around $37.39. The impact to a portfolio due to this purchase was 6.16%. The holding were 1,078,677 shares as of .

ARGA Investment Management, LP initiated holding in iShares MSCI Russia. The purchase prices were between $22 and $45.27, with an estimated average price of $37.74. The stock is now traded at around $30.92. The impact to a portfolio due to this purchase was 2.01%. The holding were 419,829 shares as of .

ARGA Investment Management, LP initiated holding in McKesson Corp. The purchase prices were between $115.75 and $170.96, with an estimated average price of $146.83. The stock is now traded at around $141.69. The impact to a portfolio due to this purchase was 0.44%. The holding were 18,796 shares as of .

ARGA Investment Management, LP initiated holding in JM Smucker Co. The purchase prices were between $95.79 and $118.86, with an estimated average price of $106.89. The stock is now traded at around $115.24. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,786 shares as of .

ARGA Investment Management, LP initiated holding in TechnipFMC PLC. The purchase prices were between $5.01 and $21.73, with an estimated average price of $14.97. The stock is now traded at around $8.85. The impact to a portfolio due to this purchase was 0.06%. The holding were 49,169 shares as of .

ARGA Investment Management, LP added to a holding in Cognizant Technology Solutions Corp by 54.29%. The purchase prices were between $41.61 and $71.42, with an estimated average price of $59.81. The stock is now traded at around $57.87. The impact to a portfolio due to this purchase was 4.92%. The holding were 1,742,314 shares as of .

ARGA Investment Management, LP added to a holding in RenaissanceRe Holdings Ltd by 126.29%. The purchase prices were between $119.71 and $202.18, with an estimated average price of $178.76. The stock is now traded at around $147.55. The impact to a portfolio due to this purchase was 4.77%. The holding were 331,686 shares as of .

ARGA Investment Management, LP added to a holding in Capri Holdings Ltd by 54.28%. The purchase prices were between $7.52 and $38.28, with an estimated average price of $26.63. The stock is now traded at around $15.36. The impact to a portfolio due to this purchase was 3.43%. The holding were 5,232,233 shares as of .

ARGA Investment Management, LP added to a holding in Kulicke & Soffa Industries Inc by 49.67%. The purchase prices were between $18.21 and $28.28, with an estimated average price of $24.64. The stock is now traded at around $25.00. The impact to a portfolio due to this purchase was 2.37%. The holding were 1,986,005 shares as of .

ARGA Investment Management, LP added to a holding in Silicon Motion Technology Corp by 27.86%. The purchase prices were between $29.88 and $52.56, with an estimated average price of $43.46. The stock is now traded at around $44.80. The impact to a portfolio due to this purchase was 2.19%. The holding were 1,587,913 shares as of .

ARGA Investment Management, LP added to a holding in Baidu Inc by 52.40%. The purchase prices were between $83.62 and $144.51, with an estimated average price of $122.37. The stock is now traded at around $100.78. The impact to a portfolio due to this purchase was 2.01%. The holding were 336,615 shares as of .

ARGA Investment Management, LP sold out a holding in JOYY Inc. The sale prices were between $38.8 and $60.4, with an estimated average price of $52.53.

ARGA Investment Management, LP sold out a holding in Sasol Ltd. The sale prices were between $1.34 and $22.48, with an estimated average price of $13.04.

ARGA Investment Management, LP sold out a holding in Conduent Inc. The sale prices were between $1.54 and $6.2, with an estimated average price of $4.03.

ARGA Investment Management, LP sold out a holding in Citigroup Inc. The sale prices were between $35.39 and $81.91, with an estimated average price of $67.72.

ARGA Investment Management, LP sold out a holding in Mylan NV. The sale prices were between $13.26 and $22.85, with an estimated average price of $19.25.

ARGA Investment Management, LP sold out a holding in Discovery Inc. The sale prices were between $18.49 and $32.77, with an estimated average price of $27.65.