THORNBURG INVESTMENT MANAGEMENT INC Q1 2017 Filing

Filed May 9, 2017

Portfolio Value

$12.3B

Holdings

265

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (265 positions)

StockValue
JPMJPMORGAN CHASE & CO COM
$540.2M
CMECME GROUP INC
$451.6M
RDS/AROYAL DUTCH SHELL PLC SPONS AD
$394.3M
HDHOME DEPOT INC COM
$309.2M
WBAWALGREENS BOOTS ALLIANCE INC
$298.8M
MRKMERCK & CO INC COM
$298.0M
MFAUSDMFA FINANCIAL INC
$270.9M
ARCCARES CAPITAL CORP
$265.9M
LVSLAS VEGAS SANDS CORP
$239.0M
TAT&T INC COM
$228.7M
CTRPUSDCTRIP.COM INTERNATIONAL ADR
$224.7M
LEVEL 3 COMMUNICATIONS COM
$214.9M
CVSCVS HEALTH CORP
$212.9M
TRVCCITIGROUP INC COM
$198.0M
BABAALIBABA GROUP HOLDING-SP ADR
$195.0M
OKEONEOK INC
$193.5M
8CWCROWN CASTLE INTL CORP
$192.8M
CP.TOCANADIAN PACIFIC RAILWAY LTD
$190.4M
BIDUNBAIDU INC SPON ADR REP A
$186.2M
QCOMQUALCOMM INC COM
$168.1M
TMUST-MOBILE US INC
$166.4M
APOLLO INVESTMENT CORP
$162.8M
TWOTWO HARBORS INVESTMENT CORP
$160.2M
LYBLYONDELLBASELL INDU-CL A
$157.5M
CTLEURCENTURYLINK INC
$153.7M
DYHTARGET CORP COM
$143.7M
GOOGLALPHABET INC CLASS A
$140.6M
NBISYANDEX NV-A
$136.7M
ELMEWASHINGTON REIT
$135.3M
YUMCYUM CHINA HOLDINGS INC
$131.0M
MDLZMONDELEZ INTERNATIONAL INC-A
$126.0M
POT1EURPOTASH CORP OF SASKATCHEWAN
$125.0M
LAMRLAMAR ADVERTISING CO-A
$124.0M
IVREURINVESCO MORTGAGE CAPITAL INC C
$118.3M
WYNNWYNN RESORTS LTD
$115.7M
METAFACEBOOK INC-A
$112.7M
PTCPTC INC
$109.2M
DELPHI AUTOMOTIVE PLC
$107.8M
CIMCHIMERA INVT CORP COM
$106.2M
SLRCSOLAR CAPITAL LTD
$104.3M
KHCKRAFT HEINZ CO
$104.0M
RYAAYRYANAIR HOLDINGS PLC-SP ADR
$100.4M
COFCAPITAL ONE FINL CORP COM
$94.6M
CFCF INDUSTRIES HOLDINGS INC
$94.2M
SATSECHOSTAR CORP-A
$93.9M
NXPINXP SEMICONDUCTORS NV
$83.5M
AAPLAPPLE INC COM
$81.5M
WMTWAL-MART STORES INC COM
$81.4M
GOOGALPHABET INC CLASS C
$79.0M
WMBWILLIAMS COS INC
$78.6M
PFEPFIZER INC COM
$78.5M
GILDGILEAD SCIENCES INC COM
$70.2M
TMOTHERMO FISHER SCIENTIFIC INC
$65.1M
GKDGRAND CANYON EDUCATION INC
$62.0M
COLONY NORTHSTAR INC-CLASS A
$61.9M
ATVIEURACTIVISION BLIZZARD INC
$58.8M
MDTMEDTRONIC INC COM
$54.4M
INTERXION HOLDING NV
$51.5M
IFFINTL FLAVORS & FRAGRANCES
$49.7M
ALLERGAN PLC
$49.3M
FMXFOMENTO ECONOM MEX S A SPON AD
$43.2M
AGOASSURED GUARANTY LTD
$42.7M
EPDENTERPRISE PRODUCTS PARTNERS
$42.3M
NVSNNOVARTIS AG-SPONSORED ADR
$41.6M
ARMKARAMARK
$40.6M
MAMASTERCARD INC-CLASS A
$39.3M
APOAPOLLO GLOBAL MANAGEMENT - A
$39.3M
CRTOCRITEO SA-SPON ADR
$38.5M
PMTPENNYMAC MORTGAGE INVESTMENT
$38.4M
IBNICICI BANK LTD-SPON ADR
$37.9M
EXPEEXPEDIA INC
$37.6M
BNPQYBNP PARIBAS-ADR
$37.5M
ZTOZTO EXPRESS CAYMAN INC-ADR
$36.6M
UBSUBS GROUP AG
$35.6M
ISNPYINTESA SANPAOLO S P A SPON ADR
$34.1M
SHECYSHIN-ETSU CHEM-UNSPON ADR
$33.8M
BKNGPRICELINE COM INC COM NEW
$33.7M
SNPUSDCHINA PETE & CHEM CORP SPON AD
$32.9M
PANWPALO ALTO NETWORKS INC
$32.7M
OAKTREE CAPITAL GROUP LLC
$32.4M
TPHTRI POINTE GROUP
$32.2M
FERROVIAL SA-UNSPONSORED ADR
$31.4M
HDBHDFC BANK LTD-ADR
$31.3M
INGING GROEP N V SPONSORED ADR
$31.0M
7HPHP INC
$30.3M
MUFGMITSUBISHI UFJ FINL-SPON ADR
$29.7M
KMTUYKOMATSU LTD -SPONS ADR
$29.4M
GOLFACUSHNET HOLDINGS CORP
$27.8M
DKILYDAIKIN INDUSTRIES-UNSPON ADR
$27.5M
IBDRYIBERDROLA SA-SPONSORED ADR
$27.2M
EJPRYEAST JAPAN RAILWAY-UNSP ADR
$26.9M
LAFARGEHOLCIM LTD-UNSP ADR
$26.9M
NFLXNETFLIX INC
$26.5M
PAHCPHIBRO ANIMAL HEALTH CORP-A
$26.3M
CODYYCOMPAGNIE DE SAINT-UNSP ADR
$26.1M
OMRNYOMRON CORP- SPONSORED ADR
$26.1M
OLYMPUS CORP-SPON ADR
$26.1M
VVISA INC
$26.0M
CRZBYCOMMERZBANK AG-SPONS ADR
$25.7M
RECKITT BENCKISER-SPON ADR
$25.6M
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