THORNBURG INVESTMENT MANAGEMENT INC Q3 2018 Filing

Filed November 2, 2018

Portfolio Value

$12.0B

Holdings

161

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (161 positions)

StockValue
RDS/AROYAL DUTCH SHELL-SPON ADR-A
$788.0M
CMECME GROUP INC
$615.3M
JPMJPMORGAN CHASE & CO
$529.7M
WBAWALGREENS BOOTS ALLIANCE INC
$467.3M
QCOMQUALCOMM INC
$407.0M
HDHOME DEPOT INC
$311.1M
MRKMERCK & CO. INC.
$310.2M
TAT&T INC
$296.1M
BABAALIBABA GROUP HOLDING-SP ADR
$288.4M
ARCCARES CAPITAL CORP
$262.2M
OKEONEOK INC
$261.4M
MFAUSDMFA FINANCIAL INC
$251.7M
8CWCROWN CASTLE INTL CORP
$239.1M
LVSLAS VEGAS SANDS CORP
$231.6M
AXA EQUITABLE HOLDINGS INC
$206.9M
METAFACEBOOK INC-CLASS A
$199.9M
CP.TOCANADIAN PACIFIC RAILWAY LTD
$187.3M
TRVCCITIGROUP INC
$182.8M
VLOVALERO ENERGY CORP
$182.7M
LYBLYONDELLBASELL INDU-CL A
$182.6M
RYAAYRYANAIR HOLDINGS PLC-SP ADR
$181.5M
BIDUNBAIDU INC - SPON ADR
$181.4M
COFCAPITAL ONE FINANCIAL CORP
$165.2M
TALTAL EDUCATION GROUP- ADR
$159.0M
CIMCHIMERA INVESTMENT CORP
$147.3M
TMUST-MOBILE US INC
$143.5M
APOLLO INVESTMENT CORP
$132.8M
PFEPFIZER INC
$130.2M
LAMRLAMAR ADVERTISING CO-A
$126.2M
CFCF INDUSTRIES HOLDINGS INC
$117.2M
AVGOBROADCOM INC
$109.9M
NXPINXP SEMICONDUCTORS NV
$104.4M
SLRCSOLAR CAPITAL LTD
$98.6M
ZAYOEURZAYO GROUP HOLDINGS INC
$96.0M
GILDGILEAD SCIENCES INC
$92.9M
ELMEWASHINGTON REIT
$91.2M
SATSECHOSTAR CORP-A
$87.1M
TEVATEVA PHARMACEUTICAL-SP ADR
$86.8M
TMOTHERMO FISHER SCIENTIFIC INC
$84.0M
SUSUNCOR ENERGY INC
$83.0M
VVISA INC-CLASS A SHARES
$81.1M
AGOASSURED GUARANTY LTD
$77.0M
USFDUS FOODS HOLDING CORP
$75.1M
CMCSACOMCAST CORP-CLASS A
$72.1M
FMXFOMENTO ECONOMICO MEX-SP ADR
$67.9M
CTRPUSDCTRIP.COM INTERNATIONAL-ADR
$65.5M
NBISYANDEX NV-A
$63.9M
AGNALLERGAN PLC
$62.7M
OUTOUTFRONT MEDIA INC
$61.5M
NOMDNOMAD FOODS LTD
$60.9M
AAPLAPPLE INC
$58.6M
MAMASTERCARD INC - A
$58.4M
LAZLAZARD LTD-CL A
$56.7M
MDTMEDTRONIC PLC
$55.6M
DVNDEVON ENERGY CORP
$53.5M
WPWORLDPAY INC-CLASS A
$52.0M
TEEKAY LNG PARTNERS LP
$51.7M
ALKSALKERMES PLC
$50.1M
HALHALLIBURTON CO
$50.0M
EPDENTERPRISE PRODUCTS PARTNERS
$47.3M
BTUPEABODY ENERGY CORP
$46.5M
ATVIEURACTIVISION BLIZZARD INC
$45.8M
PMTPENNYMAC MORTGAGE INVESTMENT
$42.2M
OAKTREE CAPITAL GROUP LLC
$41.6M
7HPHP INC
$40.8M
SBUXSTARBUCKS CORP
$40.6M
UPSUNITED PARCEL SERVICE-CL B
$39.7M
EXPEEXPEDIA GROUP INC
$38.2M
UNUSDUNILEVER N V -NY SHARES
$35.8M
IBNICICI BANK LTD-SPON ADR
$33.3M
CTSHCOGNIZANT TECH SOLUTIONS-A
$31.4M
SAPSAP SE-SPONSORED ADR
$31.1M
PANWPALO ALTO NETWORKS INC
$31.1M
ARRIS INTERNATIONAL PLC
$30.8M
NVSNNOVARTIS AG-SPONSORED ADR
$30.2M
CIKCREDIT SUISSE GROUP-SPON ADR
$29.3M
TPHTRI POINTE GROUP INC
$29.1M
ITUBITAU UNIBANCO H-SPON PRF ADR
$28.0M
GPMTGRANITE POINT MORTGAGE TRUST
$27.3M
CHINA UNICOM HONG KONG-ADR
$27.0M
ARMKARAMARK
$26.9M
AZNASTRAZENECA PLC-SPONS ADR
$26.2M
KMXCARMAX INC
$26.1M
FLEXFLEX LTD
$25.1M
FLT1EURFLEETCOR TECHNOLOGIES INC
$25.1M
FMSFRESENIUS MEDICAL CARE-ADR
$24.8M
OIEUROWENS-ILLINOIS INC
$24.4M
BCSBARCLAYS PLC-SPONS ADR
$24.2M
SSNCSS&C TECHNOLOGIES HOLDINGS
$23.7M
PSTGPURE STORAGE INC - CLASS A
$23.4M
ITTITT INC
$23.0M
APOAPOLLO GLOBAL MANAGEMENT - A
$22.9M
ORLYO'REILLY AUTOMOTIVE INC
$22.8M
TJXTJX COMPANIES INC
$22.0M
NAVINAVIENT CORP
$21.2M
ADTADT INC
$21.0M
SNPUSDCHINA PETROLEUM & CHEM-ADR
$20.4M
MCDERMOTT INTL INC
$20.1M
CASA1EURCASA SYSTEMS INC
$19.0M
ALXNALEXION PHARMACEUTICALS INC
$18.4M
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