THORNBURG INVESTMENT MANAGEMENT INC Q2 2022 Filing

Filed August 5, 2022

Portfolio Value

$6.5B

Holdings

201

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (201 positions)

StockValue
CMECME GROUP INC
$433.3M
ABBVABBVIE INC
$402.8M
AVGOBROADCOM INC
$348.0M
PFEPFIZER INC
$344.4M
QCOMQUALCOMM INC
$250.9M
JPMJPMORGAN CHASE & CO
$204.7M
RFREGIONS FINANCIAL CORP NEW
$203.8M
MRKMERCK & CO. INC
$167.5M
CIMCHIMERA INVT CORP
$152.9M
LYBLYONDELLBASELL INDUSTRIES N
$152.2M
EQHEQUITABLE HLDGS INC
$147.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$143.0M
HDHOME DEPOT INC
$141.0M
MAMASTERCARD INCORPORATED
$128.3M
BKNGBOOKING HOLDINGS INC
$113.4M
CSCOCISCO SYS INC
$100.6M
CP.TOCANADIAN PAC RY LTD
$93.4M
PBRPETROLEO BRASILEIRO SA PETRO
$93.4M
TRVCCITIGROUP INC
$91.5M
ENBENBRIDGE INC
$88.4M
LINLINDE PLC
$83.6M
UBSUBS GROUP AG
$68.9M
STLASTELLANTIS N.V
$65.7M
SLRCSLR INVESTMENT CORP
$63.5M
GOOGLALPHABET INC
$61.8M
VVISA INC
$59.0M
ATVIEURACTIVISION BLIZZARD INC
$57.5M
AZNASTRAZENECA PLC
$53.2M
COFCAPITAL ONE FINL CORP
$49.9M
OTISOTIS WORLDWIDE CORP
$48.6M
ELMEWASHINGTON REAL ESTATE INVT
$48.4M
ACWXISHARES TR
$46.2M
BZKANZHUN LIMITED
$45.7M
MUMICRON TECHNOLOGY INC
$45.4M
BABAALIBABA GROUP HLDG LTD
$45.2M
HDBHDFC BANK LTD
$44.3M
METAFACEBOOK INC
$42.9M
YUMCYUM CHINA HLDGS INC
$40.4M
TJXTJX COS INC NEW
$40.3M
SCHWSCHWAB CHARLES CORP
$39.3M
WBAWALGREENS BOOTS ALLIANCE INC
$37.6M
TTENTOTAL SE
$36.5M
RACEFERRARI N V
$36.2M
CA8ACACI INTL INC
$33.3M
GLOBGLOBANT S A
$32.6M
AVTRAVANTOR INC
$32.3M
MFICAPOLLO INVT CORP
$31.6M
ASMLASML HOLDING N V
$31.5M
CWSTCASELLA WASTE SYS INC
$28.5M
QRVOQORVO INC
$27.9M
EXECHESAPEAKE ENERGY CORP
$26.4M
LHXL3HARRIS TECHNOLOGIES INC
$25.7M
AONAON PLC
$25.6M
MLB1MERCADOLIBRE INC
$25.2M
IXUSISHARES TR
$24.7M
GTLSCHART INDS INC
$24.2M
JDJD.COM INC
$23.7M
TTMCHFTATA MTRS LTD
$21.8M
BKIEURBLACK KNIGHT INC
$21.4M
BAHBOOZ ALLEN HAMILTON HLDG COR
$21.1M
TDYTELEDYNE TECHNOLOGIES INC
$21.0M
INFYINFOSYS LTD
$20.1M
LPLALPL FINL HLDGS INC
$19.8M
ESTCELASTIC N V
$19.7M
HTHTHUAZHU GROUP LTD
$19.6M
FCXFREEPORT-MCMORAN INC
$19.4M
XPXP INC
$19.2M
AESAES CORP
$17.9M
CFCF INDS HLDGS INC
$17.0M
TQJSIGNATURE BK NEW YORK N Y
$16.5M
SSFSENSIENT TECHNOLOGIES CORP
$16.5M
CCKCROWN HLDGS INC
$16.4M
PNFPPINNACLE FINL PARTNERS INC
$15.5M
LWLAMB WESTON HLDGS INC
$15.4M
RPAYREPAY HLDGS CORP
$15.3M
AIZASSURANT INC
$15.2M
POOLPOOL CORP
$15.2M
$15.2M
BLDRBUILDERS FIRSTSOURCE INC
$14.5M
BJBJS WHSL CLUB HLDGS INC
$14.4M
LTHM1EURLIVENT CORP
$13.9M
DEODIAGEO PLC
$13.8M
AZTAAZENTA INC
$13.6M
GPMTGRANITE PT MTG TR INC
$13.6M
RADIGUSDRADIUS GLOBAL INFRASTRCTRE I
$13.5M
NVSTENVISTA HOLDINGS CORPORATION
$13.1M
SOYSUNOPTA INC
$13.1M
HSKAEURHESKA CORP
$13.0M
MTDRMATADOR RES CO
$13.0M
CNMDCONMED CORP
$12.8M
JLLJONES LANG LASALLE INC
$12.7M
SONYSONY GROUP CORPORATION
$12.6M
WDWALKER & DUNLOP INC
$12.5M
SONOSONOS INC
$12.4M
FMFFORMFACTOR INC
$12.3M
CLHCLEAN HARBORS INC
$11.9M
MSFTMICROSOFT CORP
$11.9M
IRTINDEPENDENCE RLTY TR INC
$11.9M
LBRTLIBERTY ENERGY INC
$11.6M
AZPN1USDASPEN TECHNOLOGY INC
$11.6M
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