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Thornburg Investment Management Inc

All holdings · as of Mar 31, 2026

171 positions

CompanyClassValueShares% of portfolio
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$18.28M1,077,2310.2%
MAREX GROUP PLC$18.23M408,8770.2%
ISHARES TR$18.02M263,1690.2%
SHARKNINJA INC$17.98M169,8210.2%
COHERENT CORP$17.81M74,7710.2%
SAP SE$17.38M101,5070.2%
ING GROEP N.V.$17.36M666,2390.2%
COMCAST HOLDINGS CORP$17.22M281,0100.2%
VANGUARD INDEX FDS$16.89M64,4800.2%
MACOM Technology Solutions Holdings, Inc.$16.57M74,6130.2%
CASELLA WASTE SYSTEMS INC$16.12M203,1670.2%
DUCOMMUN INC /DE$15.91M130,4310.2%
AerCap Holdings N.V.$15.82M115,3480.2%
Applied Industrial Technologies Inc$14.97M56,4140.2%
ITT INC.$14.85M77,9580.2%
Builders FirstSource Inc$14.75M179,1040.2%
Sony Group CorpSONYADR$13.85M669,1340.1%
CREDICORP LTD.$13.77M40,5840.1%
Argan, Inc.$13.53M24,8480.1%
COLLIERS INTL GROUP INC$13.24M123,8340.1%
Talen Energy Corp$12.96M40,6110.1%
ISHARES TR$12.46M128,2490.1%
Netflix Inc$12.11M125,9850.1%
NU HLDGS LTD$12.07M840,2030.1%
XPO Inc$12.07M62,0180.1%
Pinnacle Financial Partners, Inc.$11.99M139,2040.1%
MAKEMYTRIP LIMITED MAURITIUS$11.28M302,5350.1%
Western Alliance Bancorp$11.22M158,3570.1%
CELLEBRITE DI LTD$11.19M811,7480.1%
LPL Financial Holdings Inc.$11.13M37,0100.1%
XP INC$10.85M570,0570.1%
CLEAN HARBORS INC$10.83M37,7620.1%
SHELL PLC$10.59M113,8740.1%
MYR Group Inc.$10.54M37,3510.1%
TransUnion$10.49M151,6050.1%
DT Midstream, Inc.$10.44M77,5470.1%
MICROSOFT CORP$10.19M27,5210.1%
TENET HEALTHCARE CORP$9.84M52,1340.1%
Assurant Inc$9.65M44,3160.1%
AGILYSYS INC$8.99M126,4330.1%
SENSIENT TECHNOLOGIES CORP$8.77M101,4250.1%
Everpure, Inc.$8.70M147,4340.1%
Arcosa, Inc.$8.46M79,7390.1%
MICRON TECHNOLOGY INC$8.32M24,6210.1%
PJT Partners Inc.$7.83M56,0230.1%
WYNDHAM HOTELS & RESORTS, INC.$7.80M96,0560.1%
SITIME Corp$7.32M21,2070.1%
Group 1 Automotive, Inc.$7.23M21,8530.1%
PETROLEO BRASILEIRO S.A. PETROBRAS$7.17M345,6930.1%
Matador Resources Co$7.15M113,1750.1%
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