THORNBURG INVESTMENT MANAGEMENT INC Q3 2022 Filing

Filed November 15, 2022

Portfolio Value

$5.6B

Holdings

200

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (200 positions)

StockValue
CMECME GROUP INC
$349.1M
PFEPFIZER INC
$322.3M
AVGOBROADCOM INC
$295.8M
RFREGIONS FINANCIAL CORP NEW
$230.4M
QCOMQUALCOMM INC
$219.3M
JPMJPMORGAN CHASE & CO
$191.1M
ABBVABBVIE INC
$186.1M
LYBLYONDELLBASELL INDUSTRIES N
$149.5M
EQHEQUITABLE HLDGS INC
$149.3M
HDHOME DEPOT INC
$141.0M
MRKMERCK & CO INC
$137.0M
ENBENBRIDGE INC
$125.4M
MAMASTERCARD INCORPORATED
$114.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$109.4M
PBRPETROLEO BRASILEIRO SA PETRO
$92.8M
CSCOCISCO SYS INC
$92.3M
CIMCHIMERA INVT CORP
$90.5M
CP.TOCANADIAN PAC RY LTD
$88.5M
BKNGBOOKING HOLDINGS INC
$74.9M
TRVCCITIGROUP INC
$74.2M
LINLINDE PLC
$73.6M
STLASTELLANTIS N.V
$63.9M
UBSUBS GROUP AG
$62.7M
SLRCSLR INVESTMENT CORP
$53.5M
ATVIEURACTIVISION BLIZZARD INC
$52.6M
GOOGLALPHABET INC
$51.8M
VVISA INC
$50.4M
AZNASTRAZENECA PLC
$47.1M
HDBHDFC BANK LTD
$46.3M
TJXTJX COS INC NEW
$44.8M
SCHWSCHWAB CHARLES CORP
$44.7M
COFCAPITAL ONE FINL CORP
$44.7M
AONAON PLC
$42.8M
MLB1MERCADOLIBRE INC
$42.4M
ELMEWASHINGTON REAL ESTATE INVT
$41.4M
YUMCYUM CHINA HLDGS INC
$38.5M
RACEFERRARI N V
$34.7M
MUMICRON TECHNOLOGY INC
$34.3M
GLOBGLOBANT S A
$34.1M
ASMLASML HOLDING N V
$31.1M
CA8ACACI INTL INC
$30.8M
ICLRICON PLC
$30.6M
MFICMIDCAP FINANCIAL INVSTMNT CO
$30.0M
CWSTCASELLA WASTE SYS INC
$29.6M
NVDANVIDIA CORPORATION
$29.1M
EXECHESAPEAKE ENERGY CORP
$28.8M
TTENTOTALENERGIES SE
$27.8M
BZKANZHUN LIMITED
$25.3M
GTLSCHART INDS INC
$25.1M
FXIISHARES TR
$24.2M
WBAWALGREENS BOOTS ALLIANCE INC
$23.4M
LHXL3HARRIS TECHNOLOGIES INC
$22.6M
METAMETA PLATFORMS INC
$22.4M
BKIEURBLACK KNIGHT INC
$21.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$21.0M
TTMCHFTATA MTRS LTD
$20.2M
AVTRAVANTOR INC
$20.1M
LPLALPL FINL HLDGS INC
$19.9M
XPXP INC
$18.9M
TECK/BTECK RESOURCES LTD
$18.9M
TDYTELEDYNE TECHNOLOGIES INC
$18.7M
AESAES CORP
$17.9M
ESTCELASTIC N V
$17.5M
BJBJS WHSL CLUB HLDGS INC
$16.5M
BABAALIBABA GROUP HLDG LTD
$16.0M
PNFPPINNACLE FINL PARTNERS INC
$15.9M
FCXFREEPORT-MCMORAN INC
$15.7M
HZNPHORIZON THERAPEUTICS PUB L
$15.2M
AIZASSURANT INC
$15.0M
AZPN1USDASPEN TECHNOLOGY INC
$14.9M
CALXCALIX INC
$14.8M
CLHCLEAN HARBORS INC
$14.8M
CCKCROWN HLDGS INC
$14.7M
INFYINFOSYS LTD
$14.3M
POOLPOOL CORP
$14.1M
LWLAMB WESTON HLDGS INC
$14.1M
QRVOQORVO INC
$14.1M
AGYSAGILYSYS INC
$14.0M
SSFSENSIENT TECHNOLOGIES CORP
$14.0M
BLDRBUILDERS FIRSTSOURCE INC
$13.5M
SOYSUNOPTA INC
$13.4M
MTDRMATADOR RES CO
$13.4M
JDJD.COM INC
$13.0M
DEODIAGEO PLC
$12.8M
CNMDCONMED CORP
$11.8M
$11.6M
LBRTLIBERTY ENERGY INC
$11.4M
SWAVUSDSHOCKWAVE MED INC
$11.3M
CCCCCC INTELLIGENT SOLUTIONS HL
$11.1M
MSFTMICROSOFT CORP
$11.0M
NVSTENVISTA HOLDINGS CORPORATION
$11.0M
JLLJONES LANG LASALLE INC
$10.9M
WDWALKER & DUNLOP INC
$10.7M
WCNWASTE CONNECTIONS INC
$10.7M
HTHTH WORLD GROUP LTD
$10.5M
SSENTINELONE INC
$10.3M
SQMSOCIEDAD QUIMICA Y MINERA DE
$10.2M
FNDFLOOR & DECOR HLDGS INC
$10.1M
HSKAEURHESKA CORP
$10.0M
KRGKITE RLTY GROUP TR
$9.8M
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