THORNBURG INVESTMENT MANAGEMENT INC Q4 2020 Filing

Filed February 9, 2021

Portfolio Value

$8.4B

Holdings

227

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (227 positions)

StockValue
CMECME GROUP INC
$394.1M
JPMJPMORGAN CHASE & CO
$379.4M
AVGOBROADCOM INC
$372.4M
ABBVABBVIE INC
$370.0M
BABAALIBABA GROUP HOLDING-SP ADR
$343.8M
QCOMQUALCOMM INC
$323.8M
TRVCCITIGROUP INC
$297.2M
HDHOME DEPOT INC
$282.1M
EQHEQUITABLE HOLDINGS INC
$224.1M
WBAWALGREENS BOOTS ALLIANCE INC
$201.7M
RFREGIONS FINANCIAL CORP
$184.9M
CIMCHIMERA INVESTMENT CORP
$165.9M
MAMASTERCARD INC - A
$158.5M
MRKMERCK & CO. INC.
$147.1M
ATVIEURACTIVISION BLIZZARD INC
$132.6M
PFEPFIZER INC
$125.6M
TSMTAIWAN SEMICONDUCTOR-SP ADR
$123.4M
LYBLYONDELLBASELL INDU-CL A
$112.1M
MLB1MERCADOLIBRE INC
$106.5M
MUMICRON TECHNOLOGY INC
$90.5M
COFCAPITAL ONE FINANCIAL CORP
$88.6M
CP.TOCANADIAN PACIFIC RAILWAY LTD
$88.0M
CSCOCISCO SYSTEMS INC
$83.7M
SLRCSOLAR CAPITAL LTD
$81.4M
LAMRLAMAR ADVERTISING CO-A
$80.9M
RACEFERRARI NV
$75.1M
NBISYANDEX NV-A
$74.5M
8CWCROWN CASTLE INTL CORP
$73.1M
DISWALT DISNEY CO/THE
$72.3M
VVISA INC-CLASS A SHARES
$70.9M
VNET21VIANET GROUP INC-ADR
$69.9M
METAFACEBOOK INC-CLASS A
$69.1M
QRVOQORVO INC
$68.2M
ELMEWASHINGTON REIT
$66.0M
GOOGLALPHABET INC-CL A
$66.0M
GDSGDS HOLDINGS LTD - ADR
$59.2M
SHOPSHOPIFY INC - CLASS A
$59.0M
GLOBGLOBANT SA
$56.9M
TALTAL EDUCATION GROUP- ADR
$55.9M
LHXL3HARRIS TECHNOLOGIES INC
$54.4M
TMUST-MOBILE US INC
$53.3M
SCHWSCHWAB (CHARLES) CORP
$52.7M
NIONIO INC - ADR
$52.3M
TJXTJX COMPANIES INC
$49.5M
TEAMATLASSIAN CORP PLC-CLASS A
$49.3M
MFICAPOLLO INVESTMENT CORP
$49.1M
CCKCROWN HOLDINGS INC
$47.9M
ZNGAEURZYNGA INC
$45.0M
BKIEURBLACK KNIGHT INC
$41.5M
RPAYREPAY HOLDINGS CORP
$39.3M
HZNPHORIZON THERAPEUTICS PLC
$38.9M
AZNASTRAZENECA PLC-SPONS ADR
$37.7M
AVTRAVANTOR INC
$37.6M
ASMLASML HOLDING NV-NY REG SHS
$37.3M
TDYTELEDYNE TECHNOLOGIES INC
$36.7M
GOGROCERY OUTLET HOLDING CORP
$35.5M
HAEHAEMONETICS CORP/MASS
$33.7M
CFCF INDUSTRIES HOLDINGS INC
$33.7M
ESTCELASTIC NV
$33.1M
DVADAVITA INC
$31.3M
VRNSVARONIS SYSTEMS INC
$30.9M
FLEXFLEX LTD
$30.5M
SERVUSDTERMINIX GLOBAL HOLDINGS INC
$29.2M
FNDFLOOR & DECOR HOLDINGS INC-A
$29.2M
NCLHNORWEGIAN CRUISE LINE HOLDINGS
$29.1M
CWSTCASELLA WASTE SYSTEMS INC-A
$29.0M
BAHBOOZ ALLEN HAMILTON HOLDINGS
$28.7M
KRNTKORNIT DIGITAL LTD
$28.1M
NVROEURNEVRO CORP
$28.0M
GTLSCHART INDUSTRIES INC
$27.9M
AMEDAMEDISYS INC COM
$27.9M
AVLRUSDAVALARA INC
$27.6M
TRMBTRIMBLE INC
$27.0M
ENQENTEGRIS INC
$26.2M
MXLMAXLINEAR INC
$25.9M
BAPCREDICORP LTD
$25.7M
XPOXPO LOGISTICS INC
$25.7M
CA8ACACI INTERNATIONAL INC -CL A
$25.7M
CTLTEURCATALENT INC
$24.7M
BFAMBRIGHT HORIZON FAMILY COM
$24.7M
IAA-WUSDIAA INC
$24.4M
LYVLIVE NATION ENTERTAINMENT IN
$24.3M
FMSFRESENIUS MEDICAL CARE-ADR
$24.2M
PETQEURPETIQ INC
$24.0M
COHUCOHU INC
$21.9M
AGOASSURED GUARANTY LTD
$21.3M
COOCOOPER COS INC/THE
$21.2M
QTS REALTY TRUST INC-CL A
$21.1M
TPICQTPI COMPOSITES INC
$20.2M
LPLALPL FINANCIAL HOLDINGS INC
$20.0M
OMFONEMAIN HOLDINGS INC
$18.4M
SQMQUIMICA Y MINERA CHIL-SP ADR
$18.2M
PLUNPLUG POWER INC
$17.6M
AESAES CORP
$17.2M
ITTITT INC
$17.1M
JLLJONES LANG LASALLE INC
$16.5M
HUYAHUYA INC-ADR
$16.2M
TREXTREX COMPANY INC
$15.7M
JRVRJAMES RIVER GROUP HOLDINGS L
$15.1M
SSFSENSIENT TECHNOLOGIES CORP
$14.8M
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