THORNBURG INVESTMENT MANAGEMENT INC Q2 2020 Filing

Filed August 7, 2020

Portfolio Value

$7.8B

Holdings

159

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (159 positions)

StockValue
ALXNALEXION PHARMACEUTICALS INC
$10.9M
SAPSAP SE-SPONSORED ADR
$10.5M
EPAMEPAM SYSTEMS INC
$10.2M
GPMTGRANITE POINT MORTGAGE TRUST
$10.2M
WHWYNDHAM HOTELS & RESORTS INC
$9.8M
DC4DEXCOM INC
$9.6M
MHKMOHAWK INDUSTRIES INC
$9.3M
FNDFLOOR & DECOR HOLDINGS INC-A
$9.2M
TXNTEXAS INSTRUMENTS INC
$8.7M
HTHTHUAZHU GROUP LTD-ADR
$8.6M
NAVINAVIENT CORP
$8.5M
DVNDEVON ENERGY CORP
$8.1M
ABJAABB LTD-SPON ADR
$7.7M
UBSUBS GROUP AG-REG
$7.5M
LINLINDE PLC
$7.4M
PTCPTC INC
$7.2M
CSGPCOSTAR GROUP INC
$7.1M
ALCALCON INC
$6.9M
CRWDCROWDSTRIKE HOLDINGS INC - A
$6.8M
BKNGBOOKING HOLDINGS INC
$6.7M
CHLUSDCHINA MOBILE LTD-SPON ADR
$5.1M
SESEA LTD-ADR
$4.8M
ZMZOOM VIDEO COMMUNICATIONS-A
$4.7M
XPXP INC - CLASS A
$4.5M
WORKSLACK TECHNOLOGIES INC- CL A
$4.0M
ACWXISHARES MSCI ACWI EX US INDX
$2.4M
HDBHDFC BANK LTD-ADR
$2.2M
STLAFIAT CHRYSLER AUTOMOBILES NV
$1.6M
ORANYORANGE-SPON ADR
$1.5M
APIAGORA INC-ADR
$1.0M
NTBBANK OF N.T. BUTTERFIELD&SON
$933K
NVSNNOVARTIS AG-SPONSORED ADR
$818K
CYRUSONE INC
$763K
ATLAS CORP
$738K
EQIXEQUINIX INC
$726K
IBNICICI BANK LTD-SPON ADR
$682K
VODVODAFONE GROUP PLC-SP ADR
$660K
NTRNUTRIEN LTD
$647K
WFCWELLS FARGO & CO
$560K
DBBINVESCO DB BASE METALS FUND
$544K
CARGCARGURUS INC
$473K
NEENEXTERA ENERGY INC
$459K
ARCCARES CAPITAL CORP
$435K
BSXBOSTON SCIENTIFIC CORP
$428K
GQ9SPDR GOLD SHARES
$421K
ELESTEE LAUDER COMPANIES-CL A
$398K
APHAMPHENOL CORP-CL A
$330K
LVSLAS VEGAS SANDS CORP
$241K
NKENIKE INC -CL B
$199K
EFAISHARES MSCI EAFE ETF
$194K
PGPROCTER & GAMBLE CO/THE
$155K
DBAINVESCO DB AGRICULTURE FUND
$151K
MOALTRIA GROUP INC
$149K
BACVERIZON COMMUNICATIONS INC
$143K
DDOMINION ENERGY INC
$143K
LMTLOCKHEED MARTIN CORP
$141K
NVDANVIDIA CORP
$107K
ELANELANCO ANIMAL HEALTH INC
$82K
ACWIISHARES MSCI ACWI ETF
$21K
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