THORNBURG INVESTMENT MANAGEMENT INC Q1 2020 Filing

Filed May 13, 2020

Portfolio Value

$7.0B

Holdings

163

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (163 positions)

StockValue
BABAALIBABA GROUP HOLDING-SP ADR
$388.5M
CMECME GROUP INC
$331.6M
JPMJPMORGAN CHASE & CO
$322.0M
WBAWALGREENS BOOTS ALLIANCE INC
$294.5M
RDS/AROYAL DUTCH SHELL-SPON ADR-A
$290.6M
MRKMERCK & CO. INC.
$285.8M
HDHOME DEPOT INC
$273.8M
ABBVABBVIE INC
$262.6M
AVGOBROADCOM INC
$236.8M
QCOMQUALCOMM INC
$200.6M
8CWCROWN CASTLE INTL CORP
$182.3M
EQHEQUITABLE HOLDINGS INC
$170.4M
PFEPFIZER INC
$142.8M
ATVIEURACTIVISION BLIZZARD INC
$132.4M
METAFACEBOOK INC-CLASS A
$119.4M
VLOVALERO ENERGY CORP
$110.8M
NFLXNETFLIX INC
$96.7M
GOOGALPHABET INC-CL C
$93.0M
LAMRLAMAR ADVERTISING CO-A
$83.7M
RFREGIONS FINANCIAL CORP
$81.6M
LYBLYONDELLBASELL INDU-CL A
$79.8M
CIMCHIMERA INVESTMENT CORP
$78.7M
TMOTHERMO FISHER SCIENTIFIC INC
$76.7M
COFCAPITAL ONE FINANCIAL CORP
$67.5M
CMCSACOMCAST CORP-CLASS A
$66.0M
GOOGLALPHABET INC-CL A
$65.3M
TRVCCITIGROUP INC
$65.1M
ELMEWASHINGTON REIT
$65.1M
VVISA INC-CLASS A SHARES
$62.5M
NOMDNOMAD FOODS LTD
$62.5M
QRVOQORVO INC
$59.5M
AAPLAPPLE INC
$59.2M
CP.TOCANADIAN PACIFIC RAILWAY LTD
$59.1M
TALTAL EDUCATION GROUP- ADR
$58.5M
MAMASTERCARD INC - A
$57.8M
CCKCROWN HOLDINGS INC
$54.6M
SLRCSOLAR CAPITAL LTD
$54.1M
GDSGDS HOLDINGS LTD - ADR
$53.9M
MFAUSDMFA FINANCIAL INC
$51.0M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$50.6M
TMUST-MOBILE US INC
$48.2M
NBISYANDEX NV-A
$47.7M
FMXFOMENTO ECONOMICO MEX-SP ADR
$47.1M
WIXWIX.COM LTD
$46.9M
MUMICRON TECHNOLOGY INC
$46.7M
DVADAVITA INC
$45.8M
AMZNAMAZON.COM INC
$45.6M
MDTMEDTRONIC PLC
$44.6M
OUTOUTFRONT MEDIA INC
$40.7M
GILDGILEAD SCIENCES INC
$40.0M
MSFTMICROSOFT CORP
$35.4M
USFDUS FOODS HOLDING CORP
$35.3M
SESEA LTD-ADR
$35.2M
SCHWSCHWAB (CHARLES) CORP
$35.2M
AZNASTRAZENECA PLC-SPONS ADR
$34.7M
TEAMATLASSIAN CORP PLC-CLASS A
$34.1M
COOCOOPER COS INC/THE
$34.0M
MFICAPOLLO INVESTMENT CORP
$33.2M
AGOASSURED GUARANTY LTD
$30.5M
MLB1MERCADOLIBRE INC
$29.7M
UNUSDUNILEVER N V -NY SHARES
$27.4M
RYAAYRYANAIR HOLDINGS PLC-SP ADR
$26.4M
CFCF INDUSTRIES HOLDINGS INC
$25.9M
SBUXSTARBUCKS CORP
$25.6M
PSTGPURE STORAGE INC - CLASS A
$25.4M
HUNHUNTSMAN CORP
$23.3M
HUYAHUYA INC-ADR
$22.4M
EPDENTERPRISE PRODUCTS PARTNERS
$21.8M
BAMBROOKFIELD ASSET MANAGE-CL A
$21.5M
TEEKAY LNG PARTNERS LP
$20.1M
FMSFRESENIUS MEDICAL CARE-ADR
$19.4M
KMXCARMAX INC
$19.3M
ASMLASML HOLDING NV-NY REG SHS
$18.7M
CRMSALESFORCE.COM INC
$18.4M
PMTPENNYMAC MORTGAGE INVESTMENT
$18.2M
FTSFORTIS INC
$17.8M
FNVFRANCO-NEVADA CORP
$16.4M
SPYSPDR S&P 500 ETF TRUST
$16.3M
BAPCREDICORP LTD
$16.1M
SQMQUIMICA Y MINERA CHIL-SP ADR
$16.0M
PYPLPAYPAL HOLDINGS INC
$15.5M
ALKSALKERMES PLC
$15.2M
FLEXFLEX LTD
$14.9M
SPLKCHFSPLUNK INC
$14.2M
XYZSQUARE INC - A
$13.7M
WDAYWORKDAY INC-CLASS A
$13.5M
ZZILLOW GROUP INC - C
$13.4M
HYGISHARES IBOXX HIGH YLD CORP
$12.6M
IPGPIPG PHOTONICS CORP
$12.4M
HTHTHUAZHU GROUP LTD-ADR
$12.1M
WHWYNDHAM HOTELS & RESORTS INC
$12.1M
NOWSERVICENOW INC
$11.9M
NAVINAVIENT CORP
$11.7M
ITTITT INC
$11.5M
AVLRUSDAVALARA INC
$11.4M
PFPTPROOFPOINT INC
$11.3M
ERICERICSSON (LM) TEL-SP ADR
$11.1M
ACWXISHARES MSCI ACWI EX US INDX
$10.8M
FLT1EURFLEETCOR TECHNOLOGIES INC
$9.6M
AGNALLERGAN PLC
$9.6M
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