THORNBURG INVESTMENT MANAGEMENT INC Q2 2024 Filing

Filed August 8, 2024

Portfolio Value

$7.1B

Holdings

189

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (189 positions)

StockValue
AVGOBROADCOM INC
$579.1M
TAT&T INC
$477.5M
TRVCCITIGROUP INC
$444.5M
PFEPFIZER INC
$274.3M
CMECME GROUP INC
$247.3M
MRKMERCK & CO INC
$231.7M
EQHEQUITABLE HLDGS INC
$215.3M
JPMJPMORGAN CHASE & CO
$202.7M
LYBLYONDELLBASELL INDUSTRIES N
$188.0M
HDHOME DEPOT INC
$175.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$162.7M
MDTMEDTRONIC PLC
$143.8M
ABBVABBVIE INC
$138.5M
TRPTC ENERGY CORP
$136.1M
ENBENBRIDGE INC
$127.4M
METAMETA PLATFORMS INC
$121.8M
RFREGIONS FINANCIAL CORP NEW
$115.4M
LINLINDE PLC
$112.2M
PBRPETROLEO BRASILEIRO SA PETRO
$110.8M
CPCANADIAN PACIFIC KANSAS CITY
$106.6M
NVONOVO-NORDISK A S
$105.7M
GOOGLALPHABET INC
$99.7M
CSCOCISCO SYS INC
$99.6M
SCHWSCHWAB CHARLES CORP
$73.6M
SLRCSLR INVESTMENT CORP
$69.8M
FCXFREEPORT-MCMORAN INC
$66.9M
BKNGBOOKING HOLDINGS INC
$66.6M
MLB1MERCADOLIBRE INC
$57.7M
NVDANVIDIA CORPORATION
$56.4M
MAMASTERCARD INCORPORATED
$50.2M
ALCALCON AG
$50.0M
HDBHDFC BANK LTD
$49.5M
TJXTJX COS INC NEW
$49.5M
ASMLASML HOLDING N V
$45.1M
MFICMIDCAP FINANCIAL INVSTMNT CO
$44.5M
N1UANEW ORIENTAL ED & TECHNOLOGY
$43.1M
STLASTELLANTIS N.V
$42.4M
CA8ACACI INTL INC
$39.4M
ELMEELME COMMUNITIES
$39.1M
ICLRICON PLC
$38.5M
AZNASTRAZENECA PLC
$38.3M
BABAALIBABA GROUP HLDG LTD
$34.2M
AMDADVANCED MICRO DEVICES INC
$33.0M
RACEFERRARI N V
$32.5M
NUNU HLDGS LTD
$31.6M
CWSTCASELLA WASTE SYS INC
$30.6M
COFCAPITAL ONE FINL CORP
$30.2M
BLDRBUILDERS FIRSTSOURCE INC
$29.6M
MBLYMOBILEYE GLOBAL INC
$29.5M
LHXL3HARRIS TECHNOLOGIES INC
$29.1M
MUMICRON TECHNOLOGY INC
$28.8M
VRTVERTIV HOLDINGS CO
$27.6M
GLOBGLOBANT S A
$27.0M
SHOPSHOPIFY INC
$24.5M
PDDPDD HOLDINGS INC
$24.3M
TTENTOTALENERGIES SE
$24.2M
ELLAUDER ESTEE COS INC
$23.7M
TECK/BTECK RESOURCES LTD
$22.6M
AGYSAGILYSYS INC
$22.2M
FTITECHNIPFMC PLC
$21.7M
PSTGPURE STORAGE INC
$20.8M
SESEA LTD
$20.3M
AITAPPLIED INDL TECHNOLOGIES IN
$19.6M
CCCCCC INTELLIGENT SOLUTIONS HL
$18.4M
TRUTRANSUNION
$18.0M
MYRGMYR GROUP INC DEL
$17.5M
SNSHARKNINJA INC
$17.3M
CLHCLEAN HARBORS INC
$17.2M
AVTRAVANTOR INC
$16.4M
SONYSONY GROUP CORP
$16.3M
OWLBLUE OWL CAPITAL INC
$15.8M
COHRCOHERENT CORP
$14.9M
PETQEURPETIQ INC
$14.6M
LPLALPL FINL HLDGS INC
$14.1M
RPAYREPAY HLDGS CORP
$13.9M
ACAARCOSA INC
$13.8M
TMETENCENT MUSIC ENTMT GROUP
$13.7M
CYTKCYTOKINETICS INC
$13.7M
STVNSTEVANATO GROUP S P A
$13.7M
TBBBBBB FOODS INC
$13.4M
BMRNBIOMARIN PHARMACEUTICAL INC
$13.3M
TTEKTETRA TECH INC NEW
$13.3M
BJBJS WHSL CLUB HLDGS INC
$13.2M
CLVTRIP COM GROUP LTD
$13.0M
DBRGDIGITALBRIDGE GROUP INC
$12.4M
WCNWASTE CONNECTIONS INC
$12.3M
BAPCREDICORP LTD
$12.3M
MUFGMITSUBISHI UFJ FINL GROUP IN
$12.0M
ITTITT INC
$12.0M
VVISA INC
$11.8M
PNFPPINNACLE FINL PARTNERS INC
$11.5M
POOLPOOL CORP
$11.4M
ENQENTEGRIS INC
$11.3M
SSFSENSIENT TECHNOLOGIES CORP
$11.2M
WHWYNDHAM HOTELS & RESORTS INC
$11.1M
UI2KEMPER CORP
$11.1M
VTMXVESTA REAL ESTATE CORP
$11.0M
XPOXPO INC
$10.9M
COSTCOSTCO WHSL CORP NEW
$10.9M
DECKDECKERS OUTDOOR CORP
$10.8M
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