THORNBURG INVESTMENT MANAGEMENT INC Q2 2023 Filing

Filed August 8, 2023

Portfolio Value

$6.2M

Holdings

184

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (184 positions)

StockValue
CMECME GROUP INC
$309.0M
PFEPFIZER INC
$280.0M
JPMJPMORGAN CHASE & CO
$258.0M
QCOMQUALCOMM INC
$229.0M
RFREGIONS FINANCIAL CORP NEW
$209.0M
LYBLYONDELLBASELL INDUSTRIES N
$180.0M
TRVCCITIGROUP INC
$173.0M
MRKMERCK & CO INC
$171.0M
HDHOME DEPOT INC
$158.0M
EQHEQUITABLE HLDGS INC
$147.0M
ABBVABBVIE INC
$135.0M
ENBENBRIDGE INC
$131.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$121.0M
CSCOCISCO SYS INC
$119.0M
CPCANADIAN PACIFIC KANSAS CITY
$114.0M
PBRPETROLEO BRASILEIRO SA PETRO
$110.0M
METAMETA PLATFORMS INC
$101.0M
CIMCHIMERA INVT CORP
$98.0M
LINLINDE PLC
$90.0M
NVDANVIDIA CORPORATION
$70.0M
GOOGLALPHABET INC
$67.0M
STLASTELLANTIS N.V
$66.0M
BABAALIBABA GROUP HLDG LTD
$62.0M
SLRCSLR INVESTMENT CORP
$61.0M
MDTMEDTRONIC PLC
$60.0M
UBSUBS GROUP AG
$57.0M
SCHWSCHWAB CHARLES CORP
$56.0M
NVONOVO-NORDISK A S
$55.0M
MAMASTERCARD INCORPORATED
$52.0M
TJXTJX COS INC NEW
$51.0M
HDBHDFC BANK LTD
$50.0M
YUMCYUM CHINA HLDGS INC
$44.0M
AZNASTRAZENECA PLC
$41.0M
CA8ACACI INTL INC
$40.0M
RACEFERRARI N V
$39.0M
ELMEELME COMMUNITIES
$38.0M
ICLRICON PLC
$37.0M
COFCAPITAL ONE FINL CORP
$36.0M
MFICMIDCAP FINANCIAL INVSTMNT CO
$36.0M
ATVIEURACTIVISION BLIZZARD INC
$33.0M
QRVOQORVO INC
$32.0M
FCXFREEPORT-MCMORAN INC
$32.0M
CWSTCASELLA WASTE SYS INC
$31.0M
ALCALCON AG
$30.0M
VVISA INC
$30.0M
AONAON PLC
$29.0M
FISFIDELITY NATL INFORMATION SV
$28.0M
TECK/BTECK RESOURCES LTD
$28.0M
FTITECHNIPFMC PLC
$25.0M
TTENTOTALENERGIES SE
$23.0M
BMRNBIOMARIN PHARMACEUTICAL INC
$22.0M
GTLSCHART INDS INC
$22.0M
TDYTELEDYNE TECHNOLOGIES INC
$21.0M
DEODIAGEO PLC
$20.0M
AGYSAGILYSYS INC
$19.0M
LHXL3HARRIS TECHNOLOGIES INC
$19.0M
GLOBGLOBANT S A
$19.0M
AVTRAVANTOR INC
$18.0M
AITAPPLIED INDL TECHNOLOGIES IN
$18.0M
ENQENTEGRIS INC
$17.0M
CLHCLEAN HARBORS INC
$17.0M
VODVODAFONE GROUP PLC NEW
$17.0M
INSPINSPIRE MED SYS INC
$17.0M
LPLALPL FINL HLDGS INC
$15.0M
BLDRBUILDERS FIRSTSOURCE INC
$15.0M
POOLPOOL CORP
$15.0M
CCCCCC INTELLIGENT SOLUTIONS HL
$14.0M
AIZASSURANT INC
$14.0M
BJBJS WHSL CLUB HLDGS INC
$14.0M
MYRGMYR GROUP INC DEL
$14.0M
SONYSONY GROUP CORPORATION
$14.0M
MUMICRON TECHNOLOGY INC
$14.0M
ITTITT INC
$13.0M
SSFSENSIENT TECHNOLOGIES CORP
$13.0M
CCKCROWN HLDGS INC
$13.0M
INFYINFOSYS LTD
$13.0M
AESAES CORP
$13.0M
TTEKTETRA TECH INC NEW
$12.0M
TRUTRANSUNION
$12.0M
RPAYREPAY HLDGS CORP
$12.0M
HLITHARMONIC INC
$12.0M
KRGKITE RLTY GROUP TR
$11.0M
ACMAECOM
$11.0M
BSYBENTLEY SYS INC
$11.0M
LWLAMB WESTON HLDGS INC
$11.0M
CNMDCONMED CORP
$11.0M
WCNWASTE CONNECTIONS INC
$10.0M
YETIYETI HLDGS INC
$10.0M
NVSTENVISTA HOLDINGS CORPORATION
$10.0M
EXECHESAPEAKE ENERGY CORP
$10.0M
MTDRMATADOR RES CO
$10.0M
ACHCACADIA HEALTHCARE COMPANY IN
$10.0M
PETQEURPETIQ INC
$10.0M
INGING GROEP N.V.
$10.0M
VRTVERTIV HOLDINGS CO
$10.0M
IRTINDEPENDENCE RLTY TR INC
$10.0M
SWAVUSDSHOCKWAVE MED INC
$10.0M
MOALTRIA GROUP INC
$10.0M
SOYSUNOPTA INC
$9.0M
WDWALKER & DUNLOP INC
$9.0M
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