THORNBURG INVESTMENT MANAGEMENT INC Q1 2019 Filing

Filed May 7, 2019

Portfolio Value

$10.3B

Holdings

175

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (175 positions)

StockValue
RDS/AROYAL DUTCH SHELL PLC
$571.9M
CMECME GROUP INC
$511.4M
JPMJPMORGAN CHASE & CO
$463.7M
BABAALIBABA GROUP HLDG LTD
$379.3M
WBAWALGREENS BOOTS ALLIANCE INC
$373.6M
MRKMERCK & CO INC
$303.6M
QCOMQUALCOMM INC
$301.6M
HDHOME DEPOT INC
$295.6M
ARCCARES CAP CORP
$272.3M
AVGOBROADCOM INC
$257.7M
MFAUSDMFA FINL INC
$254.5M
LVSLAS VEGAS SANDS CORP
$242.1M
AXA EQUITABLE HLDGS INC
$223.5M
8CWCROWN CASTLE INTL CORP NEW
$199.4M
CIMCHIMERA INVT CORP
$166.8M
TALTAL EDUCATION GROUP
$163.2M
METAFACEBOOK INC
$162.8M
VLOVALERO ENERGY CORP NEW
$157.5M
COFCAPITAL ONE FINL CORP
$156.8M
LYBLYONDELLBASELL INDUSTRIES N
$149.9M
RYAAYRYANAIR HLDGS PLC
$145.7M
TRVCCITIGROUP INC
$135.4M
LAMRLAMAR ADVERTISING CO NEW
$128.6M
TAT&T INC
$125.0M
MFICAPOLLO INVT CORP
$124.0M
GOOGLALPHABET INC
$123.4M
CP.TOCANADIAN PAC RY LTD
$119.8M
ATVIEURACTIVISION BLIZZARD INC
$109.1M
GOOGALPHABET INC
$103.2M
PFEPFIZER INC
$97.4M
SLRCSOLAR CAP LTD
$96.1M
TMOTHERMO FISHER SCIENTIFIC INC
$94.5M
TMUST MOBILE US INC
$92.4M
ELMEWASHINGTON REAL ESTATE INVT
$89.2M
VVISA INC
$85.7M
CMCSACOMCAST CORP NEW
$85.1M
USFDUS FOODS HLDG CORP
$84.6M
GILDGILEAD SCIENCES INC
$82.9M
CFCF INDS HLDGS INC
$81.0M
NBISYANDEX N V
$76.4M
NTRNUTRIEN LTD
$75.3M
ZAYOEURZAYO GROUP HLDGS INC
$74.4M
OUTOUTFRONT MEDIA INC
$74.3M
AGOASSURED GUARANTY LTD
$73.6M
FMXFOMENTO ECONOMICO MEXICANO S
$73.3M
NOMDNOMAD FOODS LTD
$63.7M
MAMASTERCARD INC
$62.1M
GDSGDS HLDGS LTD
$60.0M
WPWORLDPAY INC
$59.1M
ALLERGAN PLC
$57.1M
TEEKAY LNG PARTNERS L P
$56.8M
SATSECHOSTAR CORP
$55.6M
CCKCROWN HOLDINGS INC
$54.4M
MDTMEDTRONIC PLC
$53.4M
SBUXSTARBUCKS CORP
$52.8M
TEVATEVA PHARMACEUTICAL INDS LTD
$52.3M
OAKTREE CAP GROUP LLC
$51.4M
LAZLAZARD LTD
$44.4M
EPDENTERPRISE PRODS PARTNERS L
$43.5M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$43.0M
PMTPENNYMAC MTG INVT TR
$42.9M
AAPLAPPLE INC
$41.5M
ALKSALKERMES PLC
$41.4M
UPSUNITED PARCEL SERVICE INC
$40.4M
AMZNAMAZON COM INC
$38.7M
BIDUNBAIDU INC
$38.6M
IBNICICI BK LTD
$38.1M
FMSFRESENIUS MED CARE AG&CO KGA
$38.0M
PSTGPURE STORAGE INC
$37.5M
BTUPEABODY ENERGY CORP NEW
$36.5M
EXPEEXPEDIA GROUP INC
$35.0M
DVNDEVON ENERGY CORP NEW
$34.5M
BKNGBOOKING HLDGS INC
$34.4M
HUNHUNTSMAN CORP
$34.2M
KMXCARMAX INC
$31.4M
SSNCSS&C TECHNOLOGIES HLDGS INC
$31.3M
UNUSDUNILEVER N V
$30.4M
FTCHQFARFETCH LTD
$30.3M
7HPHP INC
$28.6M
AZNASTRAZENECA PLC
$28.6M
NVSNNOVARTIS A G
$27.6M
GPMTGRANITE PT MTG TR INC
$26.3M
FLT1EURFLEETCOR TECHNOLOGIES INC
$25.6M
HTHTHUAZHU GROUP LTD
$23.1M
TJXTJX COS INC NEW
$20.9M
NAVINAVIENT CORPORATION
$20.4M
SAPSAP SE
$20.3M
ITUBITAU UNIBANCO HLDG SA
$19.9M
ANETEURARISTA NETWORKS INC
$18.5M
FTSFORTIS INC
$18.1M
APOAPOLLO GLOBAL MGMT LLC
$17.8M
AZULQAZUL S A
$17.5M
FLEXFLEX LTD
$17.3M
MHKMOHAWK INDS INC
$17.2M
NXPINXP SEMICONDUCTORS N V
$15.8M
MUMICRON TECHNOLOGY INC
$15.7M
BCSBARCLAYS PLC
$15.5M
ITTITT INC
$15.4M
ALXNALEXION PHARMACEUTICALS INC
$14.6M
NFLXNETFLIX INC
$14.0M
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