THORNBURG INVESTMENT MANAGEMENT INC Diversified Active

Location: Santa Fe, NM

CIK: 0001145020 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value: $7.775B (99.8% shares, 0.2% debt)

Holdings (177)

T AT&T INC 10.2%
Value $795M Shares 27,481,441 Est. Cost $15.11 Unrealized +78.4%
AVGO BROADCOM INC 9.4%
Value $729M Shares 2,645,365 Est. Cost $144.24 Unrealized +49.7%
C CITIGROUP INC 8.8%
Value $687M Shares 8,066,349 Est. Cost $44.27 Unrealized +60.8%
MRK MERCK & CO INC 4.8%
Value $374M Shares 4,729,641 Est. Cost $73.67 Unrealized +5.0%
CME CME GROUP INC 3.7%
Value $284M Shares 1,031,324 Est. Cost $82.72 Unrealized +224.6%
EQH EQUITABLE HLDGS INC 3.5%
Value $272M Shares 4,855,273 Est. Cost $18.96 Unrealized +167.3%
PFE PFIZER INC 3.3%
Value $254M Shares 10,458,571 Est. Cost $28.51 Unrealized -21.6%
TRP TC ENERGY CORP 2.4%
Value $189M Shares 3,860,519 Est. Cost $34.08 Unrealized +42.2%
HD HOME DEPOT INC 2.4%
Value $188M Shares 512,523 Est. Cost $75.55 Unrealized +371.1%
CSCO CISCO SYS INC 2.2%
Value $170M Shares 2,448,169 Est. Cost $42.41 Unrealized +42.4%
MDT MEDTRONIC PLC 2.2%
Value $168M Shares 1,922,810 Est. Cost $78.67 Unrealized +6.1%
ENB ENBRIDGE INC 2.1%
Value $163M Shares 3,587,620 Est. Cost $34.55 Unrealized +26.7%
CP CANADIAN PACIFIC KANSAS CITY 2.1%
Value $162M Shares 2,044,755 Est. Cost $77.28 Unrealized -0.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.1%
Value $161M Shares 708,696 Est. Cost $76.14 Unrealized
ALC ALCON AG 1.8%
Value $143M Shares 1,615,994 Est. Cost $84.76 Unrealized +5.7%
FCX FREEPORT-MCMORAN INC 1.6%
Value $126M Shares 2,915,823 Est. Cost $39.11 Unrealized -3.6%
LIN LINDE PLC 1.6%
Value $122M Shares 259,501 Est. Cost $341.33 Unrealized +32.5%
LYB LYONDELLBASELL INDUSTRIES N 1.5%
Value $114M Shares 1,971,413 Est. Cost $55.70 Unrealized -2.3%
META META PLATFORMS INC 1.5%
Value $114M Shares 154,368 Est. Cost $133.37 Unrealized +362.3%
RF REGIONS FINANCIAL CORP NEW 1.4%
Value $108M Shares 4,596,096 Est. Cost $11.28 Unrealized +82.5%
PBR PETROLEO BRASILEIRO SA PETRO 1.2%
Value $96.5M Shares 7,713,498 Est. Cost $12.54 Unrealized
GOOGL ALPHABET INC 1.2%
Value $93.74M Shares 531,936 Est. Cost $110.10 Unrealized +48.3%
FER FERROVIAL SE 1.2%
Value $91.61M Shares 1,716,499 Est. Cost $39.72 Unrealized +22.1%
BZ KANZHUN LIMITED 1.1%
Value $83.21M Shares 4,664,157 Est. Cost $17.12 Unrealized
MELI MERCADOLIBRE INC 1.0%
Value $80.27M Shares 30,712 Est. Cost $912.85 Unrealized +155.8%
SCHW SCHWAB CHARLES CORP 1.0%
Value $74.26M Shares 813,874 Est. Cost $47.59 Unrealized +74.7%
SLRC SLR INVESTMENT CORP 0.9%
Value $70.57M Shares 4,372,550 Est. Cost $7.35 Unrealized +102.9%
CIM CHIMERA INVT CORP 0.9%
Value $68.64M Shares 4,948,735 Est. Cost $15.83 Unrealized
MA MASTERCARD INCORPORATED 0.8%
Value $61.01M Shares 108,572 Est. Cost $230.49 Unrealized +139.3%
ABBV ABBVIE INC 0.8%
Value $59.42M Shares 320,135 Est. Cost $59.71 Unrealized +205.9%
NVO NOVO-NORDISK A S 0.7%
Value $56.78M Shares 822,677 Est. Cost $105.26 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.7%
Value $54.91M Shares 484,152 Est. Cost $93.39 Unrealized
SE SEA LTD 0.7%
Value $50.84M Shares 317,895 Est. Cost $78.71 Unrealized
SOBO SOUTH BOW CORP 0.6%
Value $43.05M Shares 1,656,020 Est. Cost $24.55 Unrealized +1.7%
CACI CACI INTL INC 0.5%
Value $40.71M Shares 85,403 Est. Cost $242.64 Unrealized +82.6%
COF CAPITAL ONE FINL CORP 0.5%
Value $40.27M Shares 189,290 Est. Cost $74.40 Unrealized +148.7%
RACE FERRARI N V 0.5%
Value $39.79M Shares 81,083 Est. Cost $208.78 Unrealized +122.5%
TJX TJX COS INC NEW 0.5%
Value $39.4M Shares 319,080 Est. Cost $49.25 Unrealized +155.6%
AZN ASTRAZENECA PLC 0.5%
Value $37.43M Shares 535,650 Est. Cost $59.49 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.5%
Value $37.07M Shares 2,937,783 Est. Cost $6.30 Unrealized +79.1%
MRX MAREX GROUP PLC 0.4%
Value $32.47M Shares 822,730 Est. Cost $35.41 Unrealized +16.3%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value $31.95M Shares 127,375 Est. Cost $188.19 Unrealized +20.6%
ELME ELME COMMUNITIES 0.4%
Value $31.89M Shares 2,005,668 Est. Cost $25.01 Unrealized
BLDR BUILDERS FIRSTSOURCE INC 0.4%
Value $31.69M Shares 271,574 Est. Cost $115.49 Unrealized -0.1%
BKNG BOOKING HOLDINGS INC 0.4%
Value $31.08M Shares 5,369 Est. Cost $2157.77 Unrealized +136.1%
CWST CASELLA WASTE SYS INC 0.4%
Value $29.48M Shares 255,510 Est. Cost $60.93 Unrealized +89.6%
JPM JPMORGAN CHASE & CO. 0.3%
Value $27.1M Shares 93,487 Est. Cost $44.26 Unrealized +470.9%
VRT VERTIV HOLDINGS CO 0.3%
Value $22.6M Shares 176,005 Est. Cost $17.78 Unrealized +446.5%
FLUT FLUTTER ENTMT PLC 0.3%
Value $21.33M Shares 74,654 Est. Cost $207.59 Unrealized +18.2%
AGYS AGILYSYS INC 0.3%
Value $21.31M Shares 185,913 Est. Cost $51.50 Unrealized +75.3%
SHOP SHOPIFY INC 0.3%
Value $19.92M Shares 172,686 Est. Cost $71.26 Unrealized +40.4%
NU NU HLDGS LTD 0.2%
Value $18.89M Shares 1,376,676 Est. Cost $9.92 Unrealized +20.7%
SN SHARKNINJA INC 0.2%
Value $18.86M Shares 190,491 Est. Cost $52.90 Unrealized +63.4%
ASML ASML HOLDING N V 0.2%
Value $18.56M Shares 23,165 Est. Cost $391.65 Unrealized
TRU TRANSUNION 0.2%
Value $18.26M Shares 207,490 Est. Cost $66.84 Unrealized +24.3%
AIT APPLIED INDL TECHNOLOGIES IN 0.2%
Value $18.22M Shares 78,401 Est. Cost $111.35 Unrealized +103.0%
FTI TECHNIPFMC PLC 0.2%
Value $18.21M Shares 528,609 Est. Cost $11.10 Unrealized +170.9%
STVN STEVANATO GROUP S P A 0.2%
Value $18.13M Shares 742,245 Est. Cost $23.09 Unrealized -2.3%
MYRG MYR GROUP INC DEL 0.2%
Value $17.7M Shares 97,553 Est. Cost $133.16 Unrealized +10.3%
SONY SONY GROUP CORP 0.2%
Value $17.25M Shares 662,836 Est. Cost $44.51 Unrealized
COMCAST HOLDINGS CORP 0.2%
Value $16.88M Shares 284,060 Est. Cost $58.36 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $16.58M Shares 116,808 Est. Cost $118.32 Unrealized -8.0%
LPLA LPL FINL HLDGS INC 0.2%
Value $15.75M Shares 42,006 Est. Cost $89.87 Unrealized +289.9%
CLH CLEAN HARBORS INC 0.2%
Value $15.03M Shares 65,029 Est. Cost $67.02 Unrealized +226.7%
ANET ARISTA NETWORKS INC 0.2%
Value $14.88M Shares 145,485 Est. Cost $86.52 Unrealized 0.0%
PINNACLE FINL PARTNERS INC 0.2%
Value $14.84M Shares 134,451 Est. Cost $69.63 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP IN 0.2%
Value $14.83M Shares 1,081,116 Est. Cost $10.20 Unrealized
TXNM TXNM ENERGY INC 0.2%
Value $14.53M Shares 258,062 Est. Cost $42.58 Unrealized +27.9%
SXT SENSIENT TECHNOLOGIES CORP 0.2%
Value $14.22M Shares 144,286 Est. Cost $75.06 Unrealized +19.1%
CCC CCC INTELLIGENT SOLUTIONS HL 0.2%
Value $14.18M Shares 1,506,524 Est. Cost $9.92 Unrealized -9.8%
TOTALENERGIES SE 0.2%
Value $14.09M Shares 229,514 Est. Cost $92.72 Unrealized
PSTG PURE STORAGE INC 0.2%
Value $14.03M Shares 243,607 Est. Cost $37.06 Unrealized +34.3%
NTNX NUTANIX INC 0.2%
Value $13.68M Shares 178,979 Est. Cost $61.89 Unrealized +16.3%
CVSA ADTALEM GLOBAL ED INC 0.2%
Value $13.31M Shares 104,615 Est. Cost $118.24 Unrealized 0.0%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value $13.28M Shares 123,176 Est. Cost $63.18 Unrealized +80.3%
BAP CREDICORP LTD 0.2%
Value $12.85M Shares 57,488 Est. Cost $146.23 Unrealized +34.9%
COHR COHERENT CORP 0.2%
Value $12.84M Shares 143,902 Est. Cost $54.83 Unrealized +31.3%
TLN TALEN ENERGY CORP 0.2%
Value $12.83M Shares 44,139 Est. Cost $197.91 Unrealized +19.9%
WH WYNDHAM HOTELS & RESORTS INC 0.2%
Value $12.61M Shares 155,238 Est. Cost $71.50 Unrealized +17.1%
ITT ITT INC 0.2%
Value $12.37M Shares 78,892 Est. Cost $59.16 Unrealized +140.7%
WAL WESTERN ALLIANCE BANCORP 0.2%
Value $12.05M Shares 154,520 Est. Cost $50.11 Unrealized +41.0%
ACA ARCOSA INC 0.2%
Value $11.92M Shares 137,445 Est. Cost $75.72 Unrealized +10.3%
ING ING GROEP N.V. 0.2%
Value $11.7M Shares 534,851 Est. Cost $60.69 Unrealized
THC TENET HEALTHCARE CORP 0.2%
Value $11.69M Shares 66,426 Est. Cost $150.45 Unrealized +0.1%
TBBB BBB FOODS INC 0.1%
Value $11.59M Shares 417,463 Est. Cost $25.77 Unrealized +9.2%
KMPR KEMPER CORP 0.1%
Value $11.33M Shares 175,524 Est. Cost $47.47 Unrealized +30.4%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.1%
Value $11.16M Shares 77,897 Est. Cost $84.12 Unrealized +38.9%
XPO XPO INC 0.1%
Value $11.12M Shares 88,036 Est. Cost $70.35 Unrealized +59.5%
DTM DT MIDSTREAM INC 0.1%
Value $11.07M Shares 100,684 Est. Cost $97.46 Unrealized +1.8%
GPI GROUP 1 AUTOMOTIVE INC 0.1%
Value $11M Shares 25,187 Est. Cost $243.76 Unrealized +72.2%
AIZ ASSURANT INC 0.1%
Value $10.86M Shares 54,994 Est. Cost $162.98 Unrealized +19.3%
ICLR ICON PLC 0.1%
Value $10.86M Shares 74,636 Est. Cost $238.60 Unrealized -40.6%
STKL SUNOPTA INC 0.1%
Value $10.78M Shares 1,858,287 Est. Cost $8.23 Unrealized -36.2%
AL AIR LEASE CORP 0.1%
Value $10.72M Shares 183,352 Est. Cost $47.40 Unrealized +8.8%
CYBERARK SOFTWARE LTD 0.1%
Value $8.935M Shares 21,961 Est. Cost $226.47 Unrealized
PJT PJT PARTNERS INC 0.1%
Value $8.844M Shares 53,597 Est. Cost $79.12 Unrealized +82.9%
GLOB GLOBANT S A 0.1%
Value $8.43M Shares 92,802 Est. Cost $191.80 Unrealized -44.3%
WD WALKER & DUNLOP INC 0.1%
Value $8.368M Shares 118,734 Est. Cost $115.44 Unrealized -38.9%
KRG KITE RLTY GROUP TR 0.1%
Value $8.271M Shares 365,178 Est. Cost $20.39 Unrealized
SMPL SIMPLY GOOD FOODS CO 0.1%
Value $8.238M Shares 260,763 Est. Cost $34.78 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.1%
Value $7.967M Shares 64,639 Est. Cost $50.58 Unrealized +84.3%
TCOM TRIP COM GROUP LTD 0.1%
Value $7.813M Shares 133,239 Est. Cost $44.65 Unrealized
IBN ICICI BANK LIMITED 0.1%
Value $7.736M Shares 229,975 Est. Cost $26.04 Unrealized
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value $7.623M Shares 82,334 Est. Cost $17.50 Unrealized +233.3%
SAP SAP SE 0.1%
Value $7.53M Shares 24,760 Est. Cost $129.45 Unrealized
SHEL SHELL PLC 0.1%
Value $7.48M Shares 106,230 Est. Cost $67.07 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value $7.244M Shares 38,795 Est. Cost $129.51 Unrealized +48.4%
MNDY MONDAY COM LTD 0.1%
Value $6.884M Shares 21,890 Est. Cost $177.41 Unrealized +56.9%
MSFT MICROSOFT CORP 0.1%
Value $6.769M Shares 13,609 Est. Cost $256.69 Unrealized +68.4%
SARO STANDARDAERO INC 0.1%
Value $6.703M Shares 211,789 Est. Cost $26.78 Unrealized +4.7%
AGX ARGAN INC 0.1%
Value $6.671M Shares 30,255 Est. Cost $138.40 Unrealized +29.5%
AVTR AVANTOR INC 0.1%
Value $6.209M Shares 461,322 Est. Cost $26.56 Unrealized -48.5%
ONON ON HLDG AG 0.1%
Value $6.177M Shares 118,665 Est. Cost $18.27 Unrealized +178.9%
NOW SERVICENOW INC 0.1%
Value $6.135M Shares 5,967 Est. Cost $124.05 Unrealized +52.1%
COST COSTCO WHSL CORP NEW 0.1%
Value $6.09M Shares 6,152 Est. Cost $469.40 Unrealized +111.1%
FWONK LIBERTY MEDIA CORP DEL 0.1%
Value $6.053M Shares 57,924 Est. Cost $62.30 Unrealized
FOUR SHIFT4 PMTS INC 0.1%
Value $5.957M Shares 60,103 Est. Cost $61.22 Unrealized +42.4%
RYAN RYAN SPECIALTY HOLDINGS INC 0.1%
Value $5.929M Shares 87,201 Est. Cost $42.53 Unrealized +62.3%
DECK DECKERS OUTDOOR CORP 0.1%
Value $5.872M Shares 56,971 Est. Cost $135.98 Unrealized -18.6%
FROG JFROG LTD 0.1%
Value $5.6M Shares 127,619 Est. Cost $38.18 Unrealized -0.5%
MTDR MATADOR RES CO 0.1%
Value $5.581M Shares 116,952 Est. Cost $55.01 Unrealized -19.7%
RMBS RAMBUS INC DEL 0.1%
Value $5.554M Shares 86,748 Est. Cost $54.36 Unrealized -1.4%
RPAY REPAY HLDGS CORP 0.1%
Value $5.456M Shares 1,131,947 Est. Cost $20.09 Unrealized -77.3%
RGEN REPLIGEN CORP 0.1%
Value $5.399M Shares 43,408 Est. Cost $167.90 Unrealized -24.2%
INSM INSMED INC 0.1%
Value $5.359M Shares 53,248 Est. Cost $73.80 Unrealized +3.6%
ENTG ENTEGRIS INC 0.1%
Value $5.317M Shares 65,921 Est. Cost $80.00 Unrealized -5.3%
OTEX OPEN TEXT CORP 0.1%
Value $5.244M Shares 179,337 Est. Cost $31.09 Unrealized -14.6%
GKOS GLAUKOS CORP 0.1%
Value $5.209M Shares 50,430 Est. Cost $116.26 Unrealized -19.3%
PODD INSULET CORP 0.1%
Value $4.728M Shares 15,049 Est. Cost $270.64 Unrealized +6.6%
CELH CELSIUS HLDGS INC 0.1%
Value $4.599M Shares 99,131 Est. Cost $38.07 Unrealized +1.2%
FRPT FRESHPET INC 0.1%
Value $4.517M Shares 66,461 Est. Cost $118.78 Unrealized -34.2%
CHDN CHURCHILL DOWNS INC 0.1%
Value $4.495M Shares 44,508 Est. Cost $129.89 Unrealized -24.9%
SDHC SMITH DOUGLAS HOMES CORP 0.1%
Value $4.359M Shares 224,457 Est. Cost $27.73 Unrealized -31.9%
TW TRADEWEB MKTS INC 0.1%
Value $4.311M Shares 29,447 Est. Cost $71.49 Unrealized +95.2%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value $4.288M Shares 78,010 Est. Cost $99.01 Unrealized -40.5%
AORT ARTIVION INC 0.1%
Value $4.126M Shares 132,672 Est. Cost $27.77 Unrealized -2.6%
CWAN CLEARWATER ANALYTICS HLDGS I 0.1%
Value $4.098M Shares 186,874 Est. Cost $18.57 Unrealized +23.9%
DEO DIAGEO PLC 0.1%
Value $4.071M Shares 40,374 Est. Cost $483.23 Unrealized
STEP STEPSTONE GROUP INC 0.1%
Value $4.059M Shares 73,141 Est. Cost $59.88 Unrealized -10.6%
EFA ISHARES TR 0.0%
Value $3.645M Shares 40,774 Est. Cost $78.48 Unrealized
SITM SITIME CORP 0.0%
Value $3.409M Shares 16,000 Est. Cost $180.72 Unrealized 0.0%
IOT SAMSARA INC 0.0%
Value $3.079M Shares 77,406 Est. Cost $41.33 Unrealized 0.0%
STLA STELLANTIS N.V 0.0%
Value $3.042M Shares 303,335 Est. Cost $20.97 Unrealized
SAIA SAIA INC 0.0%
Value $2.919M Shares 10,655 Est. Cost $212.00 Unrealized +34.4%
ACWX ISHARES TR 0.0%
Value $2.903M Shares 47,631 Est. Cost $51.58 Unrealized
INSP INSPIRE MED SYS INC 0.0%
Value $2.716M Shares 20,928 Est. Cost $263.21 Unrealized -44.9%
AS AMER SPORTS INC 0.0%
Value $2.577M Shares 66,478 Est. Cost $22.88 Unrealized +34.4%
AMZN AMAZON COM INC 0.0%
Value $2.445M Shares 11,146 Est. Cost $117.94 Unrealized +67.8%
CYTK CYTOKINETICS INC 0.0%
Value $2.408M Shares 72,879 Est. Cost $55.40 Unrealized -37.2%
NVDA NVIDIA CORPORATION 0.0%
Value $2.279M Shares 14,427 Est. Cost $91.10 Unrealized +38.1%
BROS DUTCH BROS INC 0.0%
Value $2.179M Shares 31,864 Est. Cost $65.23 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $1.778M Shares 38,400 Est. Cost $41.01 Unrealized +15.1%
V VISA INC 0.0%
Value $1.5M Shares 4,224 Est. Cost $121.23 Unrealized +186.2%
AIRBNB INC 0.0%
Value $1.302M Shares 1,350,000 Est. Cost $0.96 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value $1.153M Shares 34,100 Est. Cost $40.51 Unrealized -16.2%
TS TENARIS S A 0.0%
Value $936K Shares 25,031 Est. Cost $37.73 Unrealized
ZTS ZOETIS INC 0.0%
Value $907K Shares 5,816 Est. Cost $181.33 Unrealized -13.2%
LBRT LIBERTY ENERGY INC 0.0%
Value $882K Shares 76,849 Est. Cost $12.11 Unrealized 0.0%
PWR QUANTA SVCS INC 0.0%
Value $685K Shares 1,813 Est. Cost $38.53 Unrealized +732.4%
HDB HDFC BANK LTD 0.0%
Value $651K Shares 8,493 Est. Cost $62.72 Unrealized
AAPL APPLE INC 0.0%
Value $637K Shares 3,103 Est. Cost $175.82 Unrealized +14.6%
NVS NOVARTIS AG 0.0%
Value $592K Shares 4,889 Est. Cost $86.08 Unrealized
PAC GRUPO AEROPUERTO DEL PACIFIC 0.0%
Value $542K Shares 2,360 Est. Cost $229.62 Unrealized
INFY INFOSYS LTD 0.0%
Value $533K Shares 28,781 Est. Cost $21.28 Unrealized
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value $518K Shares 5,350 Est. Cost $96.73 Unrealized
CPNG COUPANG INC 0.0%
Value $493K Shares 16,450 Est. Cost $22.24 Unrealized +15.2%
KB KB FINL GROUP INC 0.0%
Value $467K Shares 5,650 Est. Cost $58.12 Unrealized
RDY DR REDDYS LABS LTD 0.0%
Value $431K Shares 28,702 Est. Cost $36.65 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $401K Shares 5,805 Est. Cost $69.09 Unrealized
GRAB GRAB HOLDINGS LIMITED 0.0%
Value $380K Shares 75,486 Est. Cost $3.51 Unrealized +33.0%
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value $328K Shares 48,336 Est. Cost $11.91 Unrealized
POOL POOL CORP 0.0%
Value $281K Shares 963 Est. Cost $374.01 Unrealized -20.0%
QCOM QUALCOMM INC 0.0%
Value $264K Shares 1,659 Est. Cost $69.06 Unrealized +110.0%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $264K Shares 1,919 Est. Cost $33.48 Unrealized +306.7%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $247K Shares 3,676 Est. Cost $58.34 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value $239K Shares 23,104 Est. Cost $10.07 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value $183K Shares 17,164 Est. Cost $10.59 Unrealized