THORNBURG INVESTMENT MANAGEMENT INC Q3 2020 Filing

Filed November 5, 2020

Portfolio Value

$7.6B

Holdings

164

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (164 positions)

StockValue
BABAALIBABA GROUP HOLDING-SP ADR
$451.9M
JPMJPMORGAN CHASE & CO
$331.8M
CMECME GROUP INC
$326.2M
ABBVABBVIE INC
$324.8M
HDHOME DEPOT INC
$319.6M
AVGOBROADCOM INC
$309.9M
QCOMQUALCOMM INC
$250.1M
WBAWALGREENS BOOTS ALLIANCE INC
$211.2M
EQHEQUITABLE HOLDINGS INC
$200.5M
TRVCCITIGROUP INC
$200.0M
MRKMERCK & CO. INC.
$174.9M
ATVIEURACTIVISION BLIZZARD INC
$167.4M
MAMASTERCARD INC - A
$156.4M
METAFACEBOOK INC-CLASS A
$136.4M
RFREGIONS FINANCIAL CORP
$136.3M
PFEPFIZER INC
$125.2M
CIMCHIMERA INVESTMENT CORP
$119.9M
LAMRLAMAR ADVERTISING CO-A
$103.2M
GOOGALPHABET INC-CL C
$92.3M
8CWCROWN CASTLE INTL CORP
$91.8M
COFCAPITAL ONE FINANCIAL CORP
$87.9M
VVISA INC-CLASS A SHARES
$86.1M
CSCOCISCO SYSTEMS INC
$83.6M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$83.4M
CP.TOCANADIAN PACIFIC RAILWAY LTD
$77.5M
NBISYANDEX NV-A
$74.7M
LYBLYONDELLBASELL INDU-CL A
$73.8M
SLRCSOLAR CAPITAL LTD
$73.7M
FNVFRANCO-NEVADA CORP
$73.0M
NFLXNETFLIX INC
$69.4M
MLB1MERCADOLIBRE INC
$68.5M
QRVOQORVO INC
$67.8M
CMCSACOMCAST CORP-CLASS A
$67.6M
MFAUSDMFA FINANCIAL INC
$66.3M
VLOVALERO ENERGY CORP
$64.8M
TMOTHERMO FISHER SCIENTIFIC INC
$64.5M
GDSGDS HOLDINGS LTD - ADR
$60.8M
AMZNAMAZON.COM INC
$60.5M
LHXL3HARRIS TECHNOLOGIES INC
$60.2M
GOOGLALPHABET INC-CL A
$60.0M
NOMDNOMAD FOODS LTD
$59.5M
ELMEWASHINGTON REIT
$58.7M
WIXWIX.COM LTD
$57.1M
DISWALT DISNEY CO/THE
$57.0M
AAPLAPPLE INC
$56.7M
TALTAL EDUCATION GROUP- ADR
$56.6M
MUMICRON TECHNOLOGY INC
$51.3M
TJXTJX COMPANIES INC
$50.7M
TEAMATLASSIAN CORP PLC-CLASS A
$47.9M
TMUST-MOBILE US INC
$46.3M
SCHWSCHWAB (CHARLES) CORP
$45.5M
VNET21VIANET GROUP INC-ADR
$45.5M
MSFTMICROSOFT CORP
$44.4M
DVADAVITA INC
$43.2M
CCKCROWN HOLDINGS INC
$43.1M
AZNASTRAZENECA PLC-SPONS ADR
$41.6M
MFICAPOLLO INVESTMENT CORP
$40.7M
COOCOOPER COS INC/THE
$39.9M
RACEFERRARI NV
$39.2M
AGOASSURED GUARANTY LTD
$38.6M
PWRQUANTA SERVICES INC
$36.1M
MDTMEDTRONIC PLC
$34.0M
RYAAYRYANAIR HOLDINGS PLC-SP ADR
$32.4M
PYPLPAYPAL HOLDINGS INC
$30.0M
NIONIO INC - ADR
$28.3M
ASMLASML HOLDING NV-NY REG SHS
$28.1M
CFCF INDUSTRIES HOLDINGS INC
$26.0M
BILIBILIBILI INC-SPONSORED ADR
$25.6M
FMSFRESENIUS MEDICAL CARE-ADR
$25.1M
SBUXSTARBUCKS CORP
$24.8M
HUNHUNTSMAN CORP
$21.6M
SPGIS&P GLOBAL INC
$21.5M
SQMQUIMICA Y MINERA CHIL-SP ADR
$20.2M
PMTPENNYMAC MORTGAGE INVESTMENT
$19.7M
HUYAHUYA INC-ADR
$19.7M
BAPCREDICORP LTD
$19.4M
NOWSERVICENOW INC
$18.9M
HAEHAEMONETICS CORP/MASS
$18.6M
PSTGPURE STORAGE INC - CLASS A
$18.2M
BAMBROOKFIELD ASSET MANAGE-CL A
$17.9M
KMXCARMAX INC
$17.1M
EPDENTERPRISE PRODUCTS PARTNERS
$16.9M
GLOBGLOBANT SA
$15.8M
FLEXFLEX LTD
$15.0M
TEEKAY LNG PARTNERS LP
$14.7M
WDAYWORKDAY INC-CLASS A
$14.7M
UNHUNITEDHEALTH GROUP INC
$14.6M
ERICERICSSON (LM) TEL-SP ADR
$13.6M
FLT1EURFLEETCOR TECHNOLOGIES INC
$13.5M
XYZSQUARE INC - A
$13.2M
FNDFLOOR & DECOR HOLDINGS INC-A
$11.9M
APIAGORA INC-ADR
$11.8M
HEIHEICO CORP
$11.8M
SPLKCHFSPLUNK INC
$11.7M
PFPTPROOFPOINT INC
$11.6M
SAPSAP SE-SPONSORED ADR
$11.4M
ITTITT INC
$11.2M
WHWYNDHAM HOTELS & RESORTS INC
$11.1M
PPGPPG INDUSTRIES INC
$10.6M
FOXFFOX FACTORY HOLDING CORP
$10.6M
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