THORNBURG INVESTMENT MANAGEMENT INC Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$71.5B

Holdings

182

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (182 positions)

StockValue
TAT&T INC
$7.8B
TRVCCITIGROUP INC
$5.6B
AVGOBROADCOM INC
$5.0B
MRKMERCK & CO INC
$2.8B
CMECME GROUP INC
$2.7B
EQHEQUITABLE HLDGS INC
$2.5B
PFEPFIZER INC
$2.5B
HDHOME DEPOT INC
$1.9B
TRPTC ENERGY CORP
$1.8B
MDTMEDTRONIC PLC
$1.7B
ENBENBRIDGE INC
$1.6B
CSCOCISCO SYS INC
$1.5B
JPMJPMORGAN CHASE & CO.
$1.4B
LYBLYONDELLBASELL INDUSTRIES N
$1.4B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.3B
ALCALCON AG
$1.3B
LINLINDE PLC
$1.2B
PBRPETROLEO BRASILEIRO SA PETRO
$1.1B
CPCANADIAN PACIFIC KANSAS CITY
$1.1B
FCXFREEPORT-MCMORAN INC
$1.1B
RFREGIONS FINANCIAL CORP NEW
$998.7M
METAMETA PLATFORMS INC
$974.1M
FERFERROVIAL SE
$763.1M
GOOGLALPHABET INC
$760.2M
SLRCSLR INVESTMENT CORP
$737.2M
SCHWSCHWAB CHARLES CORP
$705.7M
ABBVABBVIE INC
$680.6M
BABAALIBABA GROUP HLDG LTD
$652.9M
MLB1MERCADOLIBRE INC
$638.7M
CIMCHIMERA INVT CORP
$634.9M
MAMASTERCARD INCORPORATED
$624.7M
NVONOVO-NORDISK A S
$498.5M
SESEA LTD
$482.4M
TJXTJX COS INC NEW
$469.6M
BKNGBOOKING HOLDINGS INC
$457.3M
BZKANZHUN LIMITED
$452.4M
ELMEELME COMMUNITIES
$383.8M
AZNASTRAZENECA PLC
$380.1M
MFICMIDCAP FINANCIAL INVSTMNT CO
$377.8M
RACEFERRARI N V
$362.7M
COFCAPITAL ONE FINL CORP
$340.6M
CA8ACACI INTL INC
$314.1M
CWSTCASELLA WASTE SYS INC
$312.1M
BLDRBUILDERS FIRSTSOURCE INC
$282.3M
LHXL3HARRIS TECHNOLOGIES INC
$267.5M
MRXMAREX GROUP PLC
$242.9M
FLUTFLUTTER ENTMT PLC
$234.4M
STVNSTEVANATO GROUP S P A
$226.6M
FTITECHNIPFMC PLC
$202.6M
NVDANVIDIA CORPORATION
$199.9M
AITAPPLIED INDL TECHNOLOGIES IN
$198.4M
SOBOSOUTH BOW CORP
$197.3M
TRUTRANSUNION
$187.4M
SNSHARKNINJA INC
$172.9M
ASMLASML HOLDING N V
$170.8M
SONYSONY GROUP CORP
$165.4M
TXNMTXNM ENERGY INC
$159.5M
AMDADVANCED MICRO DEVICES INC
$156.7M
PNFPPINNACLE FINL PARTNERS INC
$154.6M
BJBJS WHSL CLUB HLDGS INC
$152.4M
LPLALPL FINL HLDGS INC
$150.4M
NUNU HLDGS LTD
$148.0M
CCCCCC INTELLIGENT SOLUTIONS HL
$148.0M
VRTVERTIV HOLDINGS CO
$147.1M
TTENTOTALENERGIES SE
$146.7M
ICLRICON PLC
$144.0M
MUFGMITSUBISHI UFJ FINL GROUP IN
$143.8M
AGYSAGILYSYS INC
$141.0M
CLHCLEAN HARBORS INC
$139.0M
SHOPSHOPIFY INC
$136.9M
NTNXNUTANIX INC
$135.5M
GLOBGLOBANT S A
$133.1M
WCNWASTE CONNECTIONS INC
$130.0M
WEAWESTERN ALLIANCE BANCORP
$128.8M
UI2KEMPER CORP
$127.2M
AIZASSURANT INC
$125.1M
MYRGMYR GROUP INC DEL
$123.5M
ACWXISHARES TR
$119.6M
WHWYNDHAM HOTELS & RESORTS INC
$118.8M
PSTGPURE STORAGE INC
$117.3M
SSFSENSIENT TECHNOLOGIES CORP
$116.5M
ACAARCOSA INC
$115.2M
TECK/BTECK RESOURCES LTD
$114.7M
GPIGROUP 1 AUTOMOTIVE INC
$111.2M
ITTITT INC
$110.5M
WDWALKER & DUNLOP INC
$110.0M
CYTKCYTOKINETICS INC
$104.9M
XPOXPO INC
$102.7M
INGING GROEP N.V.
$102.1M
COHRCOHERENT CORP
$101.3M
CMCSA 2 10/15/29COMCAST HOLDINGS CORP
$96.3M
SOYSUNOPTA INC
$94.9M
THCTENET HEALTHCARE CORP
$94.4M
TLNTALEN ENERGY CORP
$90.1M
CLVTRIP COM GROUP LTD
$89.5M
KRGKITE RLTY GROUP TR
$88.6M
COSTCOSTCO WHSL CORP NEW
$88.5M
MTSIMACOM TECH SOLUTIONS HLDGS I
$84.8M
ALAIR LEASE CORP
$84.6M
SAPSAP SE
$84.1M
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