The Analysis of THORNBURG INVESTMENT MANAGEMENT INC's Holdings & P&L


Currently, THORNBURG INVESTMENT MANAGEMENT INC holds 171 types of securities in its portfolio with a total value $9.6B. In the most recent quarter, they have increased their positions in N/A (+11.7M shares, valued at $1.1B), N/A (+8.0M shares, valued at $905.9M), T (+31.0M shares, valued at $900.0M); initiated new positions in N/A (+11.7M shares, valued at $1.1B), N/A (+8.0M shares, valued at $905.9M), T (+31.0M shares, valued at $900.0M).


1M P&L
-95.6M-1.69%
3M P&L
+166.4M+3.09%
HY P&L
+409.4M+7.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Telecom Services900.6M
17.2%
2Oil & Gas Midstream623.3M
11.9%
3Financial Data & Stock Exchanges351.2M
6.7%

Top Industries by Stock Count

1Software - Application11 stocks
7.2%
2Semiconductors8 stocks
5.3%
3Banks - Regional8 stocks
5.3%
Stock Holdings
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares11.7M
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
CITIGROUP INC
New
Shares8.0M
Event2026-03-31
Filed2026-05-12
T
AT&T INC
New
Shares31.0M
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
New
Shares2.1M
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares2.9M
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
New
Shares3.7M
Event2026-03-31
Filed2026-05-12
CME
CME GROUP INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-12
TRP
TC ENERGY CORP
New
Shares4.7M
Event2026-03-31
Filed2026-05-12
TSM
TAIWAN SEMICONDUCTOR MFG LTD
New
Shares701.4K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYS INC
New
Shares2.9M
Event2026-03-31
Filed2026-05-12
ENB
ENBRIDGE INC
New
Shares3.6M
Event2026-03-31
Filed2026-05-12
EQH
EQUITABLE HLDGS INC
New
Shares5.0M
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares2.0M
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC
New
Shares521.0K
Event2026-03-31
Filed2026-05-12
RF
REGIONS FINANCIAL CORP NEW
New
Shares6.5M
Event2026-03-31
Filed2026-05-12
FCX
FREEPORT-MCMORAN INC
New
Shares2.8M
Event2026-03-31
Filed2026-05-12
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
New
Shares2.0M
Event2026-03-31
Filed2026-05-12
LINDE PLC
LINDE PLC
New
Shares274.4K
Event2026-03-31
Filed2026-05-12
ALC
ALCON AG
New
Shares1.7M
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
New
Shares424.9K
Event2026-03-31
Filed2026-05-12
SOBO
SOUTH BOW CORP
New
Shares3.6M
Event2026-03-31
Filed2026-05-12
FER
FERROVIAL SE
New
Shares1.7M
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC
New
Shares502.8K
Event2026-03-31
Filed2026-05-12
BZ
KANZHUN LIMITED
New
Shares6.2M
Event2026-03-31
Filed2026-05-12
LYB
LYONDELLBASELL INDUSTRIES NV
New
Shares977.1K
Event2026-03-31
Filed2026-05-12
BABA
ALIBABA GROUP HLDG LTD
New
Shares610.2K
Event2026-03-31
Filed2026-05-12
SCHW
SCHWAB CHARLES CORP
New
Shares809.6K
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS INC
New
Shares126.2K
Event2026-03-31
Filed2026-05-12
CHIMERA INVT CORP
CHIMERA INVT CORP
New
Shares5.5M
Event2026-03-31
Filed2026-05-12
SLRC
SLR INVESTMENT CORP
New
Shares4.6M
Event2026-03-31
Filed2026-05-12
PFE
PFIZER INC
New
Shares2.2M
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY & CO
New
Shares60.2K
Event2026-03-31
Filed2026-05-12
MELI
MERCADOLIBRE INC
New
Shares31.0K
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD INCORPORATED
New
Shares97.9K
Event2026-03-31
Filed2026-05-12
BKNG
BOOKING HOLDINGS INC
New
Shares11.2K
Event2026-03-31
Filed2026-05-12
CACI
CACI INTL INC
New
Shares84.6K
Event2026-03-31
Filed2026-05-12
LHX
L3HARRIS TECHNOLOGIES INC
New
Shares126.7K
Event2026-03-31
Filed2026-05-12
ADBE
ADOBE INC
New
Shares173.5K
Event2026-03-31
Filed2026-05-12
TJX
TJX COS INC NEW
New
Shares263.7K
Event2026-03-31
Filed2026-05-12
MFIC
MIDCAP FINANCIAL INVSTMNT CO
New
Shares3.2M
Event2026-03-31
Filed2026-05-12
TDG
TRANSDIGM GROUP INC
New
Shares29.7K
Event2026-03-31
Filed2026-05-12
RACE
FERRARI N V
New
Shares96.0K
Event2026-03-31
Filed2026-05-12
SE
SEA LTD
New
Shares369.9K
Event2026-03-31
Filed2026-05-12
VRT
VERTIV HOLDINGS CO
New
Shares115.0K
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY INC
New
Shares233.6K
Event2026-03-31
Filed2026-05-12
ASML
ASML HLDG NV
New
Shares19.5K
Event2026-03-31
Filed2026-05-12
COF
CAPITAL ONE FINL CORP
New
Shares139.7K
Event2026-03-31
Filed2026-05-12
AMD
ADVANCED MICRO DEVICES INC
New
Shares122.6K
Event2026-03-31
Filed2026-05-12
FTI
TECHNIPFMC PLC
New
Shares333.2K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
ARISTA NETWORKS INC
New
Shares168.3K
Event2026-03-31
Filed2026-05-12
MUFG
MITSUBISHI UFJ FINANCIAL GRO
New
Shares1.1M
Event2026-03-31
Filed2026-05-12
MAREX GROUP PLC
MAREX GROUP PLC
New
Shares408.9K
Event2026-03-31
Filed2026-05-12
ACWX
ISHARES TR
New
Shares263.2K
Event2026-03-31
Filed2026-05-12
SN
SHARKNINJA INC
New
Shares169.8K
Event2026-03-31
Filed2026-05-12
COHERENT CORP
COHERENT CORP
New
Shares74.8K
Event2026-03-31
Filed2026-05-12
SAP
SAP SE
New
Shares101.5K
Event2026-03-31
Filed2026-05-12
ING
ING GROEP N.V.
New
Shares666.2K
Event2026-03-31
Filed2026-05-12
COMCAST HOLDINGS CORP
COMCAST HOLDINGS CORP
New
Shares281.0K
Event2026-03-31
Filed2026-05-12
VB
VANGUARD INDEX FDS
New
Shares64.5K
Event2026-03-31
Filed2026-05-12
MTSI
MACOM TECH SOLUTIONS HLDGS I
New
Shares74.6K
Event2026-03-31
Filed2026-05-12
CWST
CASELLA WASTE SYS INC
New
Shares203.2K
Event2026-03-31
Filed2026-05-12
DCO
DUCOMMUN INC DEL
New
Shares130.4K
Event2026-03-31
Filed2026-05-12
AER
AERCAP HOLDINGS NV
New
Shares115.3K
Event2026-03-31
Filed2026-05-12
AIT
APPLIED INDL TECHNOLOGIES IN
New
Shares56.4K
Event2026-03-31
Filed2026-05-12
ITT INC
ITT INC
New
Shares78.0K
Event2026-03-31
Filed2026-05-12
BLDR
BUILDERS FIRSTSOURCE INC
New
Shares179.1K
Event2026-03-31
Filed2026-05-12
SONY
SONY GROUP CORP
New
Shares669.1K
Event2026-03-31
Filed2026-05-12
BAP
CREDICORP LTD
New
Shares40.6K
Event2026-03-31
Filed2026-05-12
AGX
ARGAN INC
New
Shares24.8K
Event2026-03-31
Filed2026-05-12
CIGI
COLLIERS INTL GROUP INC
New
Shares123.8K
Event2026-03-31
Filed2026-05-12
TLN
TALEN ENERGY CORP
New
Shares40.6K
Event2026-03-31
Filed2026-05-12
EFA
ISHARES TR
New
Shares128.2K
Event2026-03-31
Filed2026-05-12
NFLX
NETFLIX INC.
New
Shares126.0K
Event2026-03-31
Filed2026-05-12
NU
NU HLDGS LTD
New
Shares840.2K
Event2026-03-31
Filed2026-05-12
XPO
XPO INC
New
Shares62.0K
Event2026-03-31
Filed2026-05-12
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares139.2K
Event2026-03-31
Filed2026-05-12
MMYT
MAKEMYTRIP LIMITED MAURITIUS
New
Shares302.5K
Event2026-03-31
Filed2026-05-12
WAL
WESTERN ALLIANCE BANCORP
New
Shares158.4K
Event2026-03-31
Filed2026-05-12
CLBT
CELLEBRITE DI LTD
New
Shares811.7K
Event2026-03-31
Filed2026-05-12
LPLA
LPL FINL HLDGS INC
New
Shares37.0K
Event2026-03-31
Filed2026-05-12
XP
XP INC
New
Shares570.1K
Event2026-03-31
Filed2026-05-12
CLH
CLEAN HARBORS INC
New
Shares37.8K
Event2026-03-31
Filed2026-05-12
SHEL
SHELL PLC
New
Shares113.9K
Event2026-03-31
Filed2026-05-12
MYRG
MYR GROUP INC
New
Shares37.4K
Event2026-03-31
Filed2026-05-12
TRU
TRANSUNION
New
Shares151.6K
Event2026-03-31
Filed2026-05-12
DTM
DT MIDSTREAM INC
New
Shares77.5K
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
New
Shares27.5K
Event2026-03-31
Filed2026-05-12
THC
TENET HEALTHCARE CORP
New
Shares52.1K
Event2026-03-31
Filed2026-05-12
AIZ
ASSURANT INC
New
Shares44.3K
Event2026-03-31
Filed2026-05-12
AGYS
AGILYSYS INC
New
Shares126.4K
Event2026-03-31
Filed2026-05-12
SXT
SENSIENT TECHNOLOGIES CORP
New
Shares101.4K
Event2026-03-31
Filed2026-05-12
PSTG
EVERPURE INC
New
Shares147.4K
Event2026-03-31
Filed2026-05-12
ACA
ARCOSA INC
New
Shares79.7K
Event2026-03-31
Filed2026-05-12
MU
MICRON TECHNOLOGY INC
New
Shares24.6K
Event2026-03-31
Filed2026-05-12
PJT
PJT PARTNERS INC
New
Shares56.0K
Event2026-03-31
Filed2026-05-12
WH
WYNDHAM HOTELS & RESORTS INC
New
Shares96.1K
Event2026-03-31
Filed2026-05-12
SITM
SITIME CORP
New
Shares21.2K
Event2026-03-31
Filed2026-05-12
GPI
GROUP 1 AUTOMOTIVE INC
New
Shares21.9K
Event2026-03-31
Filed2026-05-12
PBR
PETROLEO BRASILEIRO S A
New
Shares345.7K
Event2026-03-31
Filed2026-05-12
MTDR
MATADOR RES CO
New
Shares113.2K
Event2026-03-31
Filed2026-05-12
INSM
INSMED INC
New
Shares38.3K
Event2026-03-31
Filed2026-05-12
TBBB
BBB FOODS INC
New
Shares169.7K
Event2026-03-31
Filed2026-05-12
CYTK
CYTOKINETICS INC
New
Shares83.2K
Event2026-03-31
Filed2026-05-12
BJ
BJS WHSL CLUB HLDGS INC
New
Shares52.6K
Event2026-03-31
Filed2026-05-12
DECK
DECKERS OUTDOOR CORP
New
Shares50.9K
Event2026-03-31
Filed2026-05-12
CSTM
CONSTELLIUM SE
New
Shares205.5K
Event2026-03-31
Filed2026-05-12
FROG
JFROG LTD
New
Shares107.4K
Event2026-03-31
Filed2026-05-12
IBN
ICICI BANK LIMITED
New
Shares193.5K
Event2026-03-31
Filed2026-05-12
RMBS
RAMBUS INC DEL
New
Shares58.1K
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON COM INC
New
Shares23.7K
Event2026-03-31
Filed2026-05-12
AORT
ARTIVION INC
New
Shares130.3K
Event2026-03-31
Filed2026-05-12
CRDO
CREDO TECHNOLOGY GROUP HOLDI
New
Shares49.6K
Event2026-03-31
Filed2026-05-12
SARO
STANDARDAERO INC
New
Shares167.4K
Event2026-03-31
Filed2026-05-12
GLOB
GLOBANT S A
New
Shares92.3K
Event2026-03-31
Filed2026-05-12
OTEX
OPEN TEXT CORP
New
Shares170.7K
Event2026-03-31
Filed2026-05-12
TW
TRADEWEB MKTS INC
New
Shares32.1K
Event2026-03-31
Filed2026-05-12
SAIA
SAIA INC
New
Shares10.2K
Event2026-03-31
Filed2026-05-12
RGEN
REPLIGEN CORP
New
Shares29.4K
Event2026-03-31
Filed2026-05-12
DEO
DIAGEO PLC
New
Shares44.4K
Event2026-03-31
Filed2026-05-12
CELH
CELSIUS HLDGS INC
New
Shares88.1K
Event2026-03-31
Filed2026-05-12
NOW
SERVICENOW INC
New
Shares29.8K
Event2026-03-31
Filed2026-05-12
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
New
Shares36.3K
Event2026-03-31
Filed2026-05-12
CCC
CCC INTELLIGENT SOLUTIONS HL
New
Shares447.7K
Event2026-03-31
Filed2026-05-12
SPGI
S&P GLOBAL INC
New
Shares5.5K
Event2026-03-31
Filed2026-05-12
BMY
BRISTOL-MYERS SQUIBB CO
New
Shares38.4K
Event2026-03-31
Filed2026-05-12
STLA
STELLANTIS N.V
New
Shares278.2K
Event2026-03-31
Filed2026-05-12
NVDA
NVIDIA CORPORATION
New
Shares10.1K
Event2026-03-31
Filed2026-05-12
LBRT
LIBERTY ENERGY INC
New
Shares60.4K
Event2026-03-31
Filed2026-05-12
SLB
SLB LIMITED
New
Shares33.2K
Event2026-03-31
Filed2026-05-12
AAMI
ACADIAN ASSET MANAGEMENT INC
New
Shares27.8K
Event2026-03-31
Filed2026-05-12
RPRX
ROYALTY PHARMA PLC
New
Shares31.4K
Event2026-03-31
Filed2026-05-12
VSCO
VICTORIAS SECRET AND CO
New
Shares32.0K
Event2026-03-31
Filed2026-05-12
TME
TENCENT MUSIC ENTMT GROUP
New
Shares151.8K
Event2026-03-31
Filed2026-05-12
V
VISA INC
New
Shares4.2K
Event2026-03-31
Filed2026-05-12
GKOS
GLAUKOS CORP
New
Shares10.9K
Event2026-03-31
Filed2026-05-12
HEI.A
HEICO CORP NEW
New
Shares5.5K
Event2026-03-31
Filed2026-05-12
IOT
SAMSARA INC
New
Shares35.9K
Event2026-03-31
Filed2026-05-12
RDDT
REDDIT INC
New
Shares8.4K
Event2026-03-31
Filed2026-05-12
PGR
PROGRESSIVE CORP
New
Shares5.7K
Event2026-03-31
Filed2026-05-12
TS
TENARIS S A
New
Shares16.8K
Event2026-03-31
Filed2026-05-12
MIR
MIRION TECHNOLOGIES INC
New
Shares51.6K
Event2026-03-31
Filed2026-05-12
GWRE
GUIDEWIRE SOFTWARE INC
New
Shares5.9K
Event2026-03-31
Filed2026-05-12
TPR
TAPESTRY INC
New
Shares6.1K
Event2026-03-31
Filed2026-05-12
VEEV
VEEVA SYS INC
New
Shares4.8K
Event2026-03-31
Filed2026-05-12
STEP
STEPSTONE GROUP INC
New
Shares16.2K
Event2026-03-31
Filed2026-05-12
ZTS
ZOETIS INC
New
Shares5.8K
Event2026-03-31
Filed2026-05-12
PODD
INSULET CORP
New
Shares3.2K
Event2026-03-31
Filed2026-05-12
ICLR
ICON PLC
New
Shares6.0K
Event2026-03-31
Filed2026-05-12
WPM
WHEATON PRECIOUS METALS CORP
New
Shares4.9K
Event2026-03-31
Filed2026-05-12
NVS
NOVARTIS AG
New
Shares4.1K
Event2026-03-31
Filed2026-05-12
BMRN
BIOMARIN PHARMACEUTICAL INC
New
Shares10.6K
Event2026-03-31
Filed2026-05-12
RBRK
RUBRIK INC.
New
Shares12.0K
Event2026-03-31
Filed2026-05-12
AVAV
AEROVIRONMENT INC
New
Shares3.2K
Event2026-03-31
Filed2026-05-12
TMUS
T-MOBILE US INC
New
Shares2.7K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE & CO
New
Shares1.9K
Event2026-03-31
Filed2026-05-12
CDNS
CADENCE DESIGN SYSTEM INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-12
LITE
LUMENTUM HLDGS INC
New
Shares797
Event2026-03-31
Filed2026-05-12
DDOG
DATADOG INC
New
Shares4.7K
Event2026-03-31
Filed2026-05-12
ONON
ON HLDG AG
New
Shares15.3K
Event2026-03-31
Filed2026-05-12
PAC
GRUPO AEROPORTUNARIO DEL PAC
New
Shares2.0K
Event2026-03-31
Filed2026-05-12
KRMN
KARMAN HLDGS INC
New
Shares6.0K
Event2026-03-31
Filed2026-05-12
KB
KB FINL GROUP INC
New
Shares4.6K
Event2026-03-31
Filed2026-05-12
KOF
COCA-COLA FEMSA SAB DE CV
New
Shares4.5K
Event2026-03-31
Filed2026-05-12
HDB
HDFC BANK LTD
New
Shares15.1K
Event2026-03-31
Filed2026-05-12
AAPL
APPLE INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-12
BLOCK INC
BLOCK INC
New
Shares324.0K
Event2026-03-31
Filed2026-05-12
ITUB
ITAU UNIBANCO HLDG S A
New
Shares34.1K
Event2026-03-31
Filed2026-05-12
VEU
VANGUARD INTL EQUITY INDEX F
New
Shares3.6K
Event2026-03-31
Filed2026-05-12
VODAFONE GROUP PLC NEW
VODAFONE GROUP PLC NEW
New
Shares17.2K
Event2026-03-31
Filed2026-05-12
INFY
INFOSYS LTD
New
Shares16.7K
Event2026-03-31
Filed2026-05-12
CPNG
COUPANG INC
New
Shares11.1K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
THORNBURG INVESTMENT MANAGEMENT INC Institutional Holdings, Portfolio & P&L β€” TradeFomo