THORNBURG INVESTMENT MANAGEMENT INC Q3 2019 Filing

Filed November 12, 2019

Portfolio Value

$10.4B

Holdings

170

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (170 positions)

StockValue
CMECME GROUP INC
$581.9M
JPMJPMORGAN CHASE & CO
$513.3M
RDS/AROYAL DUTCH SHELL-SPON ADR-A
$461.8M
BABAALIBABA GROUP HOLDING-SP ADR
$360.5M
HDHOME DEPOT INC
$357.6M
QCOMQUALCOMM INC
$328.6M
MRKMERCK & CO. INC.
$307.3M
ARCCARES CAPITAL CORP
$295.0M
WBAWALGREENS BOOTS ALLIANCE INC
$275.7M
AXA EQUITABLE HOLDINGS INC
$254.8M
AVGOBROADCOM INC
$248.9M
MFAUSDMFA FINANCIAL INC
$245.1M
LVSLAS VEGAS SANDS CORP
$229.4M
ABBVABBVIE INC
$207.2M
8CWCROWN CASTLE INTL CORP
$205.0M
VLOVALERO ENERGY CORP
$195.9M
CIMCHIMERA INVESTMENT CORP
$172.9M
LYBLYONDELLBASELL INDU-CL A
$167.7M
TRVCCITIGROUP INC
$147.2M
COFCAPITAL ONE FINANCIAL CORP
$139.4M
METAFACEBOOK INC-CLASS A
$136.6M
LAMRLAMAR ADVERTISING CO-A
$132.9M
MFICAPOLLO INVESTMENT CORP
$131.7M
RYAAYRYANAIR HOLDINGS PLC-SP ADR
$121.0M
ATVIEURACTIVISION BLIZZARD INC
$118.4M
TAT&T INC
$109.2M
TALTAL EDUCATION GROUP- ADR
$97.4M
SLRCSOLAR CAPITAL LTD
$95.3M
TMUST-MOBILE US INC
$94.7M
PFEPFIZER INC
$94.3M
USFDUS FOODS HOLDING CORP
$88.9M
TMOTHERMO FISHER SCIENTIFIC INC
$88.7M
CMCSACOMCAST CORP-CLASS A
$88.6M
ELMEWASHINGTON REIT
$86.1M
NTRNUTRIEN LTD
$84.9M
CP.TOCANADIAN PACIFIC RAILWAY LTD
$84.9M
OUTOUTFRONT MEDIA INC
$83.8M
DVADAVITA INC
$81.3M
GDSGDS HOLDINGS LTD - ADR
$80.1M
GILDGILEAD SCIENCES INC
$79.4M
VVISA INC-CLASS A SHARES
$78.1M
FMXFOMENTO ECONOMICO MEX-SP ADR
$73.3M
CCKCROWN HOLDINGS INC
$72.5M
NFLXNETFLIX INC
$70.8M
QRVOQORVO INC
$68.9M
TRGPTARGA RESOURCES CORP
$65.9M
MDTMEDTRONIC PLC
$61.4M
EXPEEXPEDIA GROUP INC
$59.5M
HTHTHUAZHU GROUP LTD-ADR
$57.6M
NBISYANDEX NV-A
$57.1M
AGOASSURED GUARANTY LTD
$56.0M
MAMASTERCARD INC - A
$55.2M
NOMDNOMAD FOODS LTD
$54.4M
SESEA LTD-ADR
$50.6M
CFCF INDUSTRIES HOLDINGS INC
$48.6M
TEEKAY LNG PARTNERS LP
$47.2M
SATSECHOSTAR CORP-A
$44.6M
MUMICRON TECHNOLOGY INC
$43.9M
AAPLAPPLE INC
$43.3M
EPDENTERPRISE PRODUCTS PARTNERS
$42.9M
HUNHUNTSMAN CORP
$41.7M
PMTPENNYMAC MORTGAGE INVESTMENT
$37.5M
PSTGPURE STORAGE INC - CLASS A
$36.4M
AZNASTRAZENECA PLC-SPONS ADR
$35.2M
KMXCARMAX INC
$34.9M
BAMBROOKFIELD ASSET MANAGE-CL A
$33.9M
UPSUNITED PARCEL SERVICE-CL B
$33.9M
FISFIDELITY NATIONAL INFO SERV
$33.2M
SBUXSTARBUCKS CORP
$33.1M
HUYAHUYA INC-ADR
$31.9M
FMSFRESENIUS MEDICAL CARE-ADR
$29.6M
UNUSDUNILEVER N V -NY SHARES
$28.8M
IBNICICI BANK LTD-SPON ADR
$28.5M
FNVFRANCO-NEVADA CORP
$28.4M
GPMTGRANITE POINT MORTGAGE TRUST
$26.6M
ALKSALKERMES PLC
$25.1M
MSFTMICROSOFT CORP
$24.4M
DVNDEVON ENERGY CORP
$24.4M
7HPHP INC
$22.4M
NAVINAVIENT CORP
$21.8M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$20.5M
FTSFORTIS INC
$19.6M
CTSHCOGNIZANT TECH SOLUTIONS-A
$19.6M
WHWYNDHAM HOTELS & RESORTS INC
$19.6M
FLEXFLEX LTD
$19.6M
CPRICAPRI HOLDINGS LTD
$18.4M
APOEURAPOLLO GLOBAL MANAGEMENT INC
$17.8M
AZULQAZUL SA-ADR
$17.5M
BCOBRINK'S CO/THE
$17.5M
SQMQUIMICA Y MINERA CHIL-SP ADR
$17.4M
MHKMOHAWK INDUSTRIES INC
$16.3M
ITTITT INC
$16.0M
CRMSALESFORCE.COM INC
$15.4M
IPGPIPG PHOTONICS CORP
$15.1M
SAPSAP SE-SPONSORED ADR
$15.0M
LAZLAZARD LTD-CL A
$15.0M
XYZSQUARE INC - A
$14.3M
INGING GROEP N.V.-SPONSORED ADR
$14.3M
FLT1EURFLEETCOR TECHNOLOGIES INC
$14.2M
IAA-WUSDIAA INC
$13.9M
Page 1 of 2Next