THORNBURG INVESTMENT MANAGEMENT INC Q4 2022 Filing

Filed February 8, 2023

Portfolio Value

$5.9M

Holdings

201

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (201 positions)

StockValue
PFEPFIZER INC
$380.0M
CMECME GROUP INC
$311.0M
JPMJPMORGAN CHASE & CO
$263.0M
RFREGIONS FINANCIAL CORP NEW
$247.0M
QCOMQUALCOMM INC
$212.0M
ABBVABBVIE INC
$174.0M
MRKMERCK & CO INC
$173.0M
LYBLYONDELLBASELL INDUSTRIES N
$164.0M
EQHEQUITABLE HLDGS INC
$162.0M
HDHOME DEPOT INC
$161.0M
ENBENBRIDGE INC
$135.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$109.0M
CSCOCISCO SYS INC
$109.0M
CP.TOCANADIAN PAC RY LTD
$98.0M
CIMCHIMERA INVT CORP
$95.0M
TRVCCITIGROUP INC
$92.0M
LINLINDE PLC
$79.0M
UBSUBS GROUP AG
$79.0M
STLASTELLANTIS N.V
$75.0M
PBRPETROLEO BRASILEIRO SA PETRO
$72.0M
MAMASTERCARD INCORPORATED
$67.0M
SLRCSLR INVESTMENT CORP
$60.0M
TJXTJX COS INC NEW
$57.0M
SCHWSCHWAB CHARLES CORP
$51.0M
AZNASTRAZENECA PLC
$49.0M
GOOGLALPHABET INC
$49.0M
HDBHDFC BANK LTD
$48.0M
YUMCYUM CHINA HLDGS INC
$45.0M
COFCAPITAL ONE FINL CORP
$45.0M
BABAALIBABA GROUP HLDG LTD
$45.0M
ELMEELME COMMUNITIES
$41.0M
METAMETA PLATFORMS INC
$41.0M
ATVIEURACTIVISION BLIZZARD INC
$41.0M
VVISA INC
$40.0M
NVDANVIDIA CORPORATION
$37.0M
FCXFREEPORT-MCMORAN INC
$36.0M
CA8ACACI INTL INC
$35.0M
NVONOVO-NORDISK A S
$34.0M
RACEFERRARI N V
$33.0M
MFICMIDCAP FINANCIAL INVSTMNT CO
$33.0M
ICLRICON PLC
$32.0M
AONAON PLC
$32.0M
TTENTOTALENERGIES SE
$29.0M
CWSTCASELLA WASTE SYS INC
$29.0M
GLOBGLOBANT S A
$27.0M
EXECHESAPEAKE ENERGY CORP
$25.0M
TECK/BTECK RESOURCES LTD
$23.0M
AESAES CORP
$22.0M
TDYTELEDYNE TECHNOLOGIES INC
$21.0M
AGYSAGILYSYS INC
$21.0M
LHXL3HARRIS TECHNOLOGIES INC
$21.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$20.0M
AVTRAVANTOR INC
$20.0M
MUMICRON TECHNOLOGY INC
$20.0M
FTITECHNIPFMC PLC
$19.0M
TTMCHFTATA MTRS LTD
$18.0M
LPLALPL FINL HLDGS INC
$16.0M
INFYINFOSYS LTD
$15.0M
GTLSCHART INDS INC
$15.0M
CLHCLEAN HARBORS INC
$15.0M
BJBJS WHSL CLUB HLDGS INC
$14.0M
DECKDECKERS OUTDOOR CORP
$14.0M
AIZASSURANT INC
$14.0M
QRVOQORVO INC
$14.0M
SSFSENSIENT TECHNOLOGIES CORP
$14.0M
MTDRMATADOR RES CO
$13.0M
COSTCOSTCO WHSL CORP NEW
$13.0M
LBRTLIBERTY ENERGY INC
$13.0M
CCKCROWN HLDGS INC
$13.0M
POOLPOOL CORP
$13.0M
HZNPHORIZON THERAPEUTICS PUB L
$13.0M
LWLAMB WESTON HLDGS INC
$12.0M
CNMDCONMED CORP
$12.0M
BLDRBUILDERS FIRSTSOURCE INC
$12.0M
DEODIAGEO PLC
$12.0M
SONYSONY GROUP CORPORATION
$12.0M
JDJD.COM INC
$12.0M
SOYSUNOPTA INC
$12.0M
CALXCALIX INC
$12.0M
AZPN1USDASPEN TECHNOLOGY INC
$12.0M
KRGKITE RLTY GROUP TR
$11.0M
YETIYETI HLDGS INC
$11.0M
ENQENTEGRIS INC
$11.0M
HTHTH WORLD GROUP LTD
$11.0M
ITTITT INC
$11.0M
MSFTMICROSOFT CORP
$11.0M
ABJAABB LTD
$11.0M
RPAYREPAY HLDGS CORP
$11.0M
PNFPPINNACLE FINL PARTNERS INC
$11.0M
NVSTENVISTA HOLDINGS CORPORATION
$11.0M
EFAISHARES TR
$10.0M
AZTAAZENTA INC
$10.0M
CCCCCC INTELLIGENT SOLUTIONS HL
$10.0M
AITAPPLIED INDL TECHNOLOGIES IN
$10.0M
WCNWASTE CONNECTIONS INC
$9.0M
QA4AGENTHERM INC
$9.0M
ACMAECOM
$9.0M
IRTINDEPENDENCE RLTY TR INC
$9.0M
INGING GROEP N.V.
$9.0M
WDWALKER & DUNLOP INC
$9.0M
Page 1 of 3Next