THORNBURG INVESTMENT MANAGEMENT INC Q1 2023 Filing

Filed May 9, 2023

Portfolio Value

$6.1M

Holdings

185

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (185 positions)

StockValue
CMECME GROUP INC
$319.0M
PFEPFIZER INC
$304.0M
JPMJPMORGAN CHASE & CO
$257.0M
QCOMQUALCOMM INC
$246.0M
RFREGIONS FINANCIAL CORP NEW
$211.0M
LYBLYONDELLBASELL INDUSTRIES N
$184.0M
MRKMERCK & CO INC
$160.0M
ABBVABBVIE INC
$159.0M
HDHOME DEPOT INC
$150.0M
ENBENBRIDGE INC
$134.0M
EQHEQUITABLE HLDGS INC
$132.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$124.0M
CSCOCISCO SYS INC
$120.0M
STLASTELLANTIS N.V
$109.0M
CP.TOCANADIAN PAC RY LTD
$107.0M
UBSUBS GROUP AG
$102.0M
CIMCHIMERA INVT CORP
$96.0M
TRVCCITIGROUP INC
$96.0M
LINLINDE PLC
$85.0M
METAMETA PLATFORMS INC
$78.0M
PBRPETROLEO BRASILEIRO SA PETRO
$72.0M
SLRCSLR INVESTMENT CORP
$65.0M
BABAALIBABA GROUP HLDG LTD
$64.0M
GOOGLALPHABET INC
$57.0M
NVDANVIDIA CORPORATION
$52.0M
YUMCYUM CHINA HLDGS INC
$51.0M
NVONOVO-NORDISK A S
$50.0M
HDBHDFC BANK LTD
$49.0M
MAMASTERCARD INCORPORATED
$48.0M
AZNASTRAZENECA PLC
$47.0M
TJXTJX COS INC NEW
$47.0M
ELMEELME COMMUNITIES
$42.0M
SCHWSCHWAB CHARLES CORP
$42.0M
COFCAPITAL ONE FINL CORP
$42.0M
ATVIEURACTIVISION BLIZZARD INC
$34.0M
CA8ACACI INTL INC
$34.0M
VVISA INC
$33.0M
FCXFREEPORT-MCMORAN INC
$33.0M
ICLRICON PLC
$33.0M
MFICMIDCAP FINANCIAL INVSTMNT CO
$33.0M
RACEFERRARI N V
$33.0M
AONAON PLC
$33.0M
QRVOQORVO INC
$32.0M
CWSTCASELLA WASTE SYS INC
$30.0M
TTENTOTALENERGIES SE
$26.0M
GLOBGLOBANT S A
$24.0M
ALCALCON AG
$24.0M
TECK/BTECK RESOURCES LTD
$24.0M
MUMICRON TECHNOLOGY INC
$24.0M
TDYTELEDYNE TECHNOLOGIES INC
$24.0M
AGYSAGILYSYS INC
$23.0M
FTITECHNIPFMC PLC
$22.0M
LHXL3HARRIS TECHNOLOGIES INC
$19.0M
AVTRAVANTOR INC
$19.0M
DEODIAGEO PLC
$19.0M
FISFIDELITY NATL INFORMATION SV
$18.0M
CLHCLEAN HARBORS INC
$18.0M
AESAES CORP
$18.0M
GTLSCHART INDS INC
$18.0M
COSTCOSTCO WHSL CORP NEW
$18.0M
VODVODAFONE GROUP PLC NEW
$18.0M
MDTMEDTRONIC PLC
$17.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$17.0M
DECKDECKERS OUTDOOR CORP
$16.0M
AITAPPLIED INDL TECHNOLOGIES IN
$16.0M
BJBJS WHSL CLUB HLDGS INC
$16.0M
LPLALPL FINL HLDGS INC
$15.0M
SSFSENSIENT TECHNOLOGIES CORP
$15.0M
POOLPOOL CORP
$14.0M
ENQENTEGRIS INC
$14.0M
AIZASSURANT INC
$14.0M
BMRNBIOMARIN PHARMACEUTICAL INC
$14.0M
INFYINFOSYS LTD
$14.0M
SONYSONY GROUP CORPORATION
$14.0M
AZPN1USDASPEN TECHNOLOGY INC
$13.0M
MSFTMICROSOFT CORP
$13.0M
ITTITT INC
$13.0M
CCKCROWN HLDGS INC
$13.0M
BLDRBUILDERS FIRSTSOURCE INC
$13.0M
NVSTENVISTA HOLDINGS CORPORATION
$13.0M
ABJAABB LTD
$12.0M
LWLAMB WESTON HLDGS INC
$12.0M
EXECHESAPEAKE ENERGY CORP
$12.0M
JDJD.COM INC
$12.0M
CCCCCC INTELLIGENT SOLUTIONS HL
$11.0M
SOYSUNOPTA INC
$11.0M
KRGKITE RLTY GROUP TR
$11.0M
HLITHARMONIC INC
$11.0M
ACMAECOM
$11.0M
RADIGUSDRADIUS GLOBAL INFRASTRCTRE I
$11.0M
MTDRMATADOR RES CO
$11.0M
WCNWASTE CONNECTIONS INC
$10.0M
TTEKTETRA TECH INC NEW
$10.0M
YETIYETI HLDGS INC
$10.0M
BSYBENTLEY SYS INC
$10.0M
RPAYREPAY HLDGS CORP
$9.0M
INGING GROEP N.V.
$9.0M
WDWALKER & DUNLOP INC
$9.0M
IRTINDEPENDENCE RLTY TR INC
$9.0M
SESEA LTD
$9.0M
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