THORNBURG INVESTMENT MANAGEMENT INC Q2 2016 Filing

Filed August 12, 2016

Portfolio Value

$12.9B

Holdings

260

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (260 positions)

StockValue
JPMJPMORGAN CHASE & CO COM
$520.5M
RDS/AROYAL DUTCH SHELL PLC SPONS AD
$436.6M
CMECME GROUP INC
$412.6M
ALLERGAN PLC
$397.0M
HDHOME DEPOT INC COM
$380.0M
TAT&T INC COM
$324.3M
MRKMERCK & CO INC COM
$296.4M
DYHTARGET CORP COM
$270.4M
WBAWALGREENS BOOTS ALLIANCE INC
$264.7M
DELPHI AUTOMOTIVE PLC
$257.3M
MFAUSDMFA FINANCIAL INC
$243.8M
PFEPFIZER INC COM
$237.4M
ARCCARES CAPITAL CORP
$217.4M
TWOTWO HARBORS INVESTMENT CORP
$205.1M
ARCPEURVEREIT INC
$203.5M
JDJD.COM INC-ADR
$202.8M
MDLZMONDELEZ INTERNATIONAL INC-A
$200.6M
IVREURINVESCO MORTGAGE CAPITAL INC C
$198.3M
BIDUNBAIDU INC SPON ADR REP A
$193.2M
8CWCROWN CASTLE INTL CORP
$187.8M
LEVEL 3 COMMUNICATIONS COM
$186.0M
TMUST-MOBILE US INC
$184.6M
OKEONEOK INC
$173.0M
ELMEWASHINGTON REIT
$169.9M
SUSUNCOR ENERGY INC (SU CN)
$169.0M
QCOMQUALCOMM INC COM
$157.0M
CTRPUSDCTRIP.COM INTERNATIONAL ADR
$155.1M
LVSLAS VEGAS SANDS CORP
$149.8M
TRVCCITIGROUP INC COM
$146.6M
GOOGLALPHABET INC CLASS A
$143.3M
BXUSDBLACKSTONE GROUP LP/THE
$140.4M
APOLLO INVESTMENT CORP
$139.1M
AAPLAPPLE INC COM
$133.8M
LAMRLAMAR ADVERTISING CO-A
$112.1M
INTERXION HOLDING NV
$104.9M
LYBLYONDELLBASELL INDU-CL A
$100.4M
KHCKRAFT HEINZ CO
$99.2M
CIMCHIMERA INVT CORP COM
$97.4M
WMBWILLIAMS COS INC
$95.6M
METAFACEBOOK INC-A
$93.3M
SLRCSOLAR CAPITAL LTD
$87.9M
KKR & CO LP
$86.4M
CFCF INDUSTRIES HOLDINGS INC
$85.4M
APOAPOLLO GLOBAL MANAGEMENT - A
$83.0M
DDOMINION RES VA NEW COM
$80.8M
WYNNWYNN RESORTS LTD
$79.3M
EXPRESS SCRIPTS INC COM
$79.0M
GOOGALPHABET INC CLASS C
$71.5M
TMOTHERMO FISHER SCIENTIFIC INC
$69.4M
SATSECHOSTAR CORP-A
$68.1M
WMTWAL-MART STORES INC COM
$66.1M
ITC HOLDINGS CORP
$62.3M
COFCAPITAL ONE FINL CORP COM
$60.2M
TLVGRUPO TELEVISA SA-SPON ADR
$54.4M
MDTMEDTRONIC INC COM
$52.5M
PRGOPERRIGO CO
$51.6M
ATVIEURACTIVISION BLIZZARD INC
$49.6M
IFFINTL FLAVORS & FRAGRANCES
$47.8M
FMXFOMENTO ECONOM MEX S A SPON AD
$47.4M
MAMASTERCARD INC-CLASS A
$46.1M
STAPLES INC COM
$45.7M
BKNGPRICELINE COM INC COM NEW
$45.6M
GSKGLAXOSMITHKLINE PLC SPONSORED
$44.4M
NTTYYNIPPON TELEGRAPH & TELE-ADR
$43.3M
7HPHP INC
$40.9M
TTENTOTAL S A SPONSORED ADR
$40.7M
NVSNNOVARTIS A G SPONSORED ADR
$40.6M
EPDENTERPRISE PRODUCTS PARTNERS
$40.4M
NOKNOKIA CORP-SPON ADR
$39.3M
RKUNYRAKUTEN INC-ADR
$37.5M
GKDGRAND CANYON EDUCATION INC
$37.3M
HFCUSDHOLLYFRONTIER CORP
$37.0M
RHPRYMAN HOSPITALITY PROPERTIES
$36.9M
WTWISDOMTREE INVESTMENTS INC
$36.5M
PMTPENNYMAC MORTGAGE INVESTMENT
$35.5M
EJPRYEAST JAPAN RAILWAY-UNSP ADR
$35.5M
HKXCYHONG KONG EXCHANGES-UNSP ADR
$35.4M
CFGCITIZENS FINANCIAL GROUP
$35.3M
ARMKARAMARK
$34.5M
TPHTRI POINTE GROUP
$34.4M
FLEETMATICS GROUP PLC
$33.9M
MOBILEYE NV
$33.0M
AVIVA PLC - SPON ADR
$32.7M
VVISA INC
$32.5M
UBSUBS GROUP AG
$32.5M
JPXGYJAPAN EXCHANGE GROUP INC-ADR
$32.1M
HEINYHEINEKEN NV-SPN ADR
$31.7M
SNPUSDCHINA PETE & CHEM CORP SPON AD
$31.1M
CVXCHEVRON CORP
$31.0M
NSRGYNESTLE S A SPONSORED ADR
$30.8M
RYAAYRYANAIR HOLDINGS PLC-SP ADR
$30.8M
SONYSONY CORP ADR NEW
$30.6M
OAKTREE CAPITAL GROUP LLC
$30.4M
DYNEX CAPITAL INC
$30.0M
CFRUYCOMPAGNIE FIN RICHEMONTAG SWI
$30.0M
HDBHDFC BANK LTD-ADR
$29.9M
HPHELMERICH & PAYNE
$29.7M
TMTOYOTA MOTOR CORP-SPON ADR
$29.7M
GILDGILEAD SCIENCES INC COM
$29.4M
JAPAN AIRPORT TERMI-UNSP ADR
$29.3M
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