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
LBRTLIBERTY ENERGY INC
$9.0M
AZPN1USDASPEN TECHNOLOGY INC
$9.0M
ORANYORANGE
$8.0M
CMCSA 2 10/15/29COMCAST HOLDINGS CORP
$8.0M
WHWYNDHAM HOTELS & RESORTS INC
$8.0M
CELHCELSIUS HLDGS INC
$8.0M
WSCWILLSCOT MOBIL MINI HLDNG CO
$8.0M
PNFPPINNACLE FINL PARTNERS INC
$8.0M
ELLAUDER ESTEE COS INC
$7.0M
FWONALIBERTY MEDIA CORP DEL
$7.0M
JDJD.COM INC
$7.0M
SOVOSOVOS BRANDS INC
$7.0M
RYANRYAN SPECIALTY HOLDINGS INC
$7.0M
ONONON HLDG AG
$7.0M
CALXCALIX INC
$7.0M
SHELSHELL PLC
$7.0M
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$6.0M
FOURSHIFT4 PMTS INC
$6.0M
MCDMCDONALDS CORP
$6.0M
INSTRUCTURE HLDGS INC
$6.0M
FRPTFRESHPET INC
$6.0M
FOXFFOX FACTORY HLDG CORP
$5.0M
MSFTMICROSOFT CORP
$5.0M
LTHM1EURLIVENT CORP
$5.0M
QA4AGENTHERM INC
$5.0M
CHRCHURCHILL DOWNS INC
$5.0M
ENPHENPHASE ENERGY INC
$5.0M
MXLMAXLINEAR INC
$5.0M
PAYCPAYCOM SOFTWARE INC
$5.0M
SAIASAIA INC
$5.0M
RGENREPLIGEN CORP
$5.0M
GPIGROUP 1 AUTOMOTIVE INC
$5.0M
ATRCATRICURE INC
$5.0M
EFAISHARES TR
$4.0M
NOWSERVICENOW INC
$4.0M
FNDFLOOR & DECOR HLDGS INC
$4.0M
GXOGXO LOGISTICS INCORPORATED
$4.0M
PJTPJT PARTNERS INC
$4.0M
RMBS*RAMBUS INC DEL
$4.0M
AMBAAMBARELLA INC
$4.0M
WOWWIDEOPENWEST INC
$4.0M
IBNICICI BANK LIMITED
$4.0M
SGRYSURGERY PARTNERS INC
$3.0M
GOGROCERY OUTLET HLDG CORP
$3.0M
WHDCACTUS INC
$3.0M
CYTKCYTOKINETICS INC
$3.0M
KRBNKRANESHARES TR
$2.0M
SESEA LTD
$2.0M
TWTRADEWEB MKTS INC
$2.0M
KVUEKENVUE INC
$2.0M
ENICENEL CHILE S.A.
$1.0M
WBDWARNER BROS DISCOVERY INC
$1.0M
PTIP T TELEKOMUNIKASI INDONESIA
$1.0M
SHOPSHOPIFY INC
$1.0M
CPNGCOUPANG INC
$1.0M
PWRQUANTA SVCS INC
$1.0M
ACWXISHARES TR
$1.0M
AMZNAMAZON COM INC
$1.0M
AAPLAPPLE INC
$1.0M
FANGDIAMONDBACK ENERGY INC
$1.0M
PRTAPROTHENA CORP PLC
$1.0M
ASAIYSENDAS DISTRIBUIDORA S A
$973K
GQ9SPDR GOLD TR
$948K
MMYTMAKEMYTRIP LIMITED MAURITIUS
$936K
LILI AUTO INC
$911K
CENTRAIS ELETRICAS BRASILEIR
$840K
NVSNNOVARTIS AG
$748K
SCISERVICE CORP INTL
$725K
BAHBOOZ ALLEN HAMILTON HLDG COR
$663K
DBBINVESCO DB MULTI-SECTOR COMM
$618K
HTHTH WORLD GROUP LTD
$550K
OTISOTIS WORLDWIDE CORP
$539K
AVGOBROADCOM INC
$449K
DBAINVESCO DB MULTI-SECTOR COMM
$418K
FMFFORMFACTOR INC
$404K
BHPBHP GROUP LTD
$291K
OLLIOLLIES BARGAIN OUTLET HLDGS
$249K
EEMISHARES TR
$226K
BKNGBOOKING HOLDINGS INC
$69K
MLB1MERCADOLIBRE INC
$54K
ASMLASML HOLDING N V
$33K
COSTCOSTCO WHSL CORP NEW
$20K
DECKDECKERS OUTDOOR CORP
$17K
MPWRMONOLITHIC PWR SYS INC
$5K
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