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Thornburg Investment Management Inc

All holdings · as of Mar 31, 2026

171 positions

CompanyClassValueShares% of portfolio
INSMED INC—$6.27M38,3370.1%
BBB FOODS INC—$6.00M169,6760.1%
Cytokinetics Inc—$5.48M83,1900.1%
BJ's Wholesale Club Holdings, Inc.—$5.17M52,5790.1%
DECKERS OUTDOOR CORP—$5.09M50,8890.1%
Constellium SE—$5.05M205,4670.1%
JFrog Ltd—$5.04M107,4190.1%
ICICI BANK LTDIBNADR$5.01M193,5000.1%
RAMBUS INC—$5.00M58,1060.1%
Amazon.com Inc—$4.93M23,6770.1%
ARTIVION, INC.—$4.77M130,2760.0%
Credo Technology Group Holding Ltd—$4.65M49,5840.0%
StandardAero, Inc.SAROCommon Stock$4.32M167,3590.0%
Globant S.A.—$4.25M92,2770.0%
OPEN TEXT CORPORATION—$3.80M170,7330.0%
Tradeweb Markets Inc.—$3.77M32,0660.0%
Saia Inc—$3.58M10,1800.0%
REPLIGEN CORP—$3.46M29,4010.0%
DIAGEO PLC—$3.31M44,4420.0%
Celsius Holdings, Inc.—$3.13M88,1330.0%
ServiceNow Inc—$3.12M29,8350.0%
Liberty Media Corp-Liberty Formula One—$3.09M36,3010.0%
CCC Intelligent Solutions Holdings Inc.—$2.69M447,7440.0%
S&P Global Inc.—$2.36M5,5470.0%
BRISTOL MYERS SQUIBB CO—$2.33M38,4000.0%
STELLANTIS N.V—$1.97M278,2100.0%
NVIDIA Corp—$1.76M10,1050.0%
Liberty Energy Inc—$1.74M60,3520.0%
SLB LIMITED/NV—$1.70M33,1540.0%
Acadian Asset Management Inc.—$1.51M27,7860.0%
ROYALTY PHARMA PLC—$1.51M31,4090.0%
Victoria's Secret & Co.—$1.49M32,0320.0%
Tencent Music Entertainment GroupTMEADR$1.41M151,8340.0%
Visa Inc—$1.26M4,1660.0%
Glaukos Corp—$1.17M10,8860.0%
HEICO CORP—$1.16M5,5120.0%
Samsara Inc.—$1.14M35,8730.0%
Reddit, Inc.—$1.14M8,4310.0%
PROGRESSIVE CORP/OH—$1.12M5,6700.0%
TENARIS S A—$977.0K16,7920.0%
Mirion Technologies, Inc.—$959.2K51,5970.0%
Guidewire Software, Inc.—$881.1K5,8910.0%
Tapestry Inc—$865.0K6,1300.0%
VEEVA SYSTEMS INC—$843.7K4,8030.0%
StepStone Group Inc.—$774.3K16,2250.0%
Zoetis Inc.—$687.5K5,8160.0%
Insulet Corp—$681.8K3,2490.0%
ICON plc—$665.1K6,0100.0%
WHEATON PRECIOUS METALS CORP—$637.8K4,8680.0%
NOVARTIS AG—$628.4K4,1140.0%
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