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Thornburg Investment Management Inc

All holdings · as of Mar 31, 2026

171 positions

CompanyClassValueShares% of portfolio
Coupang, Inc.—$208.9K11,0640.0%
Infosys LtdINFYADR$226.2K16,7460.0%
VODAFONE GROUP PLC NEW—$257.8K17,1640.0%
VANGUARD INTL EQUITY INDEX F—$269.9K3,5940.0%
Itau Unibanco Holding S.A.ITUBADR$285.6K34,0870.0%
BLOCK INC—$322.7K324,0000.0%
Apple Inc.—$337.3K1,3290.0%
HDFC BANK LTDHDBADR$375.8K15,1060.0%
COCA COLA FEMSA SAB DE CVKOFADR$443.5K4,5460.0%
KB FINL GROUP INC—$461.9K4,6310.0%
Karman Holdings Inc.—$483.8K6,0440.0%
Pacific Airport GroupPACADR$493.5K1,9990.0%
ON HLDG AG—$521.7K15,3340.0%
Datadog, Inc.—$553.2K4,6860.0%
LUMENTUM HLDGS INC—$560.1K7970.0%
CADENCE DESIGN SYSTEMS INC—$571.9K2,0580.0%
JPMORGAN CHASE & CO—$573.3K1,9490.0%
T-Mobile US, Inc.TMUSCommon Stock$575.3K2,7390.0%
AeroVironment Inc—$586.9K3,2060.0%
Rubrik, Inc.—$588.5K12,0170.0%
BioMarin Pharmaceutical Inc—$599.2K10,6080.0%
NOVARTIS AG—$628.4K4,1140.0%
WHEATON PRECIOUS METALS CORP—$637.8K4,8680.0%
ICON plc—$665.1K6,0100.0%
Insulet Corp—$681.8K3,2490.0%
Zoetis Inc.—$687.5K5,8160.0%
StepStone Group Inc.—$774.3K16,2250.0%
VEEVA SYSTEMS INC—$843.7K4,8030.0%
Tapestry Inc—$865.0K6,1300.0%
Guidewire Software, Inc.—$881.1K5,8910.0%
Mirion Technologies, Inc.—$959.2K51,5970.0%
TENARIS S A—$977.0K16,7920.0%
PROGRESSIVE CORP/OH—$1.12M5,6700.0%
Reddit, Inc.—$1.14M8,4310.0%
Samsara Inc.—$1.14M35,8730.0%
HEICO CORP—$1.16M5,5120.0%
Glaukos Corp—$1.17M10,8860.0%
Visa Inc—$1.26M4,1660.0%
Tencent Music Entertainment GroupTMEADR$1.41M151,8340.0%
Victoria's Secret & Co.—$1.49M32,0320.0%
ROYALTY PHARMA PLC—$1.51M31,4090.0%
Acadian Asset Management Inc.—$1.51M27,7860.0%
SLB LIMITED/NV—$1.70M33,1540.0%
Liberty Energy Inc—$1.74M60,3520.0%
NVIDIA Corp—$1.76M10,1050.0%
STELLANTIS N.V—$1.97M278,2100.0%
BRISTOL MYERS SQUIBB CO—$2.33M38,4000.0%
S&P Global Inc.—$2.36M5,5470.0%
CCC Intelligent Solutions Holdings Inc.—$2.69M447,7440.0%
Liberty Media Corp-Liberty Formula One—$3.09M36,3010.0%
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