THORNBURG INVESTMENT MANAGEMENT INC Diversified Active

Location: Santa Fe, NM

CIK: 0001145020 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $7.925B (99.8% shares, 0.2% debt)

Holdings (176)

C CITIGROUP INC 11.8%
Value $936M Shares 8,017,682 Est. Cost $44.27 Unrealized +134.1%
T AT&T INC 9.1%
Value $721M Shares 29,044,508 Est. Cost $15.73 Unrealized +60.7%
AVGO BROADCOM INC 9.0%
Value $712M Shares 2,057,995 Est. Cost $144.24 Unrealized +147.5%
MRK MERCK & CO INC 5.0%
Value $392M Shares 3,728,673 Est. Cost $74.77 Unrealized +24.7%
CME CME GROUP INC 4.0%
Value $313M Shares 1,146,539 Est. Cost $101.55 Unrealized +166.6%
EQH EQUITABLE HLDGS INC 2.9%
Value $233M Shares 4,889,730 Est. Cost $18.96 Unrealized +149.2%
TRP TC ENERGY CORP 2.8%
Value $223M Shares 4,040,854 Est. Cost $34.75 Unrealized +53.6%
CSCO CISCO SYS INC 2.8%
Value $221M Shares 2,869,033 Est. Cost $46.65 Unrealized +58.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.5%
Value $196M Shares 644,259 Est. Cost $76.14 Unrealized
MDT MEDTRONIC PLC 2.3%
Value $185M Shares 1,928,745 Est. Cost $78.67 Unrealized +23.5%
HD HOME DEPOT INC 2.3%
Value $179M Shares 519,903 Est. Cost $75.55 Unrealized +382.6%
ENB ENBRIDGE INC 2.2%
Value $172M Shares 3,601,831 Est. Cost $34.55 Unrealized +36.4%
RF REGIONS FINANCIAL CORP NEW 2.1%
Value $169M Shares 6,230,601 Est. Cost $14.91 Unrealized +70.2%
CP CANADIAN PACIFIC KANSAS CITY 2.0%
Value $155M Shares 2,102,939 Est. Cost $77.17 Unrealized -4.6%
FCX FREEPORT-MCMORAN INC 1.8%
Value $142M Shares 2,794,794 Est. Cost $40.52 Unrealized +6.9%
ALC ALCON AG 1.7%
Value $138M Shares 1,747,719 Est. Cost $83.37 Unrealized -7.6%
GOOGL ALPHABET INC 1.7%
Value $132M Shares 422,442 Est. Cost $110.10 Unrealized +159.4%
BZ KANZHUN LIMITED 1.6%
Value $125M Shares 6,117,010 Est. Cost $18.33 Unrealized
LIN LINDE PLC 1.5%
Value $116M Shares 272,505 Est. Cost $348.64 Unrealized +22.6%
FER FERROVIAL SE 1.4%
Value $112M Shares 1,724,228 Est. Cost $39.72 Unrealized +60.3%
ABBV ABBVIE INC 1.2%
Value $91.63M Shares 401,010 Est. Cost $88.61 Unrealized +156.8%
META META PLATFORMS INC 1.1%
Value $85.66M Shares 129,770 Est. Cost $133.37 Unrealized +400.3%
BABA ALIBABA GROUP HLDG LTD 1.1%
Value $85.61M Shares 584,028 Est. Cost $106.30 Unrealized
SOBO SOUTH BOW CORP 1.0%
Value $77.84M Shares 2,829,875 Est. Cost $25.64 Unrealized +6.0%
SCHW SCHWAB CHARLES CORP 1.0%
Value $75.42M Shares 754,888 Est. Cost $47.59 Unrealized +99.1%
SLRC SLR INVESTMENT CORP 0.9%
Value $67.53M Shares 4,367,861 Est. Cost $7.35 Unrealized +103.2%
CIM CHIMERA INVT CORP 0.8%
Value $65.49M Shares 5,268,481 Est. Cost $15.63 Unrealized
TDG TRANSDIGM GROUP INC 0.8%
Value $63.35M Shares 47,636 Est. Cost $1364.80 Unrealized -4.0%
MELI MERCADOLIBRE INC 0.8%
Value $60.34M Shares 29,955 Est. Cost $912.85 Unrealized +130.1%
MA MASTERCARD INCORPORATED 0.7%
Value $56.55M Shares 99,052 Est. Cost $230.49 Unrealized +142.5%
PFE PFIZER INC 0.7%
Value $54.84M Shares 2,202,459 Est. Cost $27.32 Unrealized -8.4%
LLY ELI LILLY & CO 0.6%
Value $48.79M Shares 45,404 Est. Cost $955.55 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.6%
Value $46.52M Shares 505,985 Est. Cost $59.49 Unrealized
CACI CACI INTL INC 0.6%
Value $44.62M Shares 83,746 Est. Cost $242.64 Unrealized +132.9%
COF CAPITAL ONE FINL CORP 0.6%
Value $44.27M Shares 182,654 Est. Cost $74.40 Unrealized +198.6%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value $42.31M Shares 977,081 Est. Cost $55.70 Unrealized -20.2%
MRX MAREX GROUP PLC 0.5%
Value $42.28M Shares 1,102,143 Est. Cost $35.43 Unrealized -4.2%
SE SEA LTD 0.5%
Value $41.31M Shares 323,829 Est. Cost $80.99 Unrealized
TJX TJX COS INC NEW 0.5%
Value $40.03M Shares 260,571 Est. Cost $49.25 Unrealized +199.9%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value $37.19M Shares 126,698 Est. Cost $188.19 Unrealized +53.3%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.5%
Value $35.9M Shares 3,137,783 Est. Cost $6.67 Unrealized +73.8%
ADBE ADOBE INC 0.4%
Value $34.71M Shares 99,185 Est. Cost $351.07 Unrealized -3.1%
RACE FERRARI N V 0.4%
Value $32.56M Shares 88,109 Est. Cost $232.64 Unrealized +72.0%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $26.39M Shares 123,243 Est. Cost $126.06 Unrealized +78.2%
CWST CASELLA WASTE SYS INC 0.3%
Value $23.9M Shares 244,037 Est. Cost $60.93 Unrealized +52.4%
BKNG BOOKING HOLDINGS INC 0.3%
Value $22.34M Shares 4,172 Est. Cost $2157.77 Unrealized +138.1%
SHOP SHOPIFY INC 0.3%
Value $22.1M Shares 137,279 Est. Cost $71.26 Unrealized +125.3%
ASML ASML HOLDING N V 0.3%
Value $21.74M Shares 20,316 Est. Cost $391.65 Unrealized
VRT VERTIV HOLDINGS CO 0.3%
Value $21.65M Shares 133,658 Est. Cost $17.78 Unrealized +876.5%
AGYS AGILYSYS INC 0.3%
Value $21.17M Shares 178,136 Est. Cost $51.50 Unrealized +133.7%
SN SHARKNINJA INC 0.3%
Value $21.14M Shares 188,960 Est. Cost $58.04 Unrealized +69.8%
ANET ARISTA NETWORKS INC 0.3%
Value $21.07M Shares 160,832 Est. Cost $91.51 Unrealized +50.4%
COHR COHERENT CORP 0.3%
Value $19.93M Shares 107,961 Est. Cost $54.83 Unrealized +172.8%
AIT APPLIED INDL TECHNOLOGIES IN 0.2%
Value $19.49M Shares 75,889 Est. Cost $111.35 Unrealized +129.1%
FTI TECHNIPFMC PLC 0.2%
Value $18.93M Shares 424,762 Est. Cost $11.10 Unrealized +280.4%
ITT ITT INC 0.2%
Value $17.93M Shares 103,356 Est. Cost $85.16 Unrealized +110.4%
NU NU HLDGS LTD 0.2%
Value $17.9M Shares 1,069,535 Est. Cost $9.92 Unrealized +62.1%
ING ING GROEP N.V. 0.2%
Value $17.72M Shares 632,753 Est. Cost $55.59 Unrealized
COMCAST HOLDINGS CORP 0.2%
Value $17.25M Shares 281,010 Est. Cost $58.36 Unrealized
TRU TRANSUNION 0.2%
Value $16.99M Shares 198,186 Est. Cost $66.84 Unrealized +22.8%
AER AERCAP HOLDINGS NV 0.2%
Value $16.78M Shares 116,740 Est. Cost $122.65 Unrealized +8.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.2%
Value $16.3M Shares 1,027,642 Est. Cost $10.34 Unrealized
ACWX ISHARES TR 0.2%
Value $16.13M Shares 240,341 Est. Cost $62.45 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.2%
Value $15.87M Shares 92,639 Est. Cost $93.05 Unrealized +70.6%
BLDR BUILDERS FIRSTSOURCE INC 0.2%
Value $14.73M Shares 143,154 Est. Cost $115.49 Unrealized -2.7%
SONY SONY GROUP CORP 0.2%
Value $14.72M Shares 575,081 Est. Cost $44.28 Unrealized
FLUT FLUTTER ENTMT PLC 0.2%
Value $14.24M Shares 66,216 Est. Cost $207.59 Unrealized +8.3%
CLH CLEAN HARBORS INC 0.2%
Value $14.21M Shares 60,620 Est. Cost $67.02 Unrealized +240.9%
TLN TALEN ENERGY CORP 0.2%
Value $13.96M Shares 37,231 Est. Cost $197.91 Unrealized +96.4%
WAL WESTERN ALLIANCE BANCORP 0.2%
Value $13.75M Shares 163,527 Est. Cost $52.17 Unrealized +54.5%
PINNACLE FINL PARTNERS INC 0.2%
Value $13.22M Shares 138,594 Est. Cost $71.31 Unrealized
TTAN SERVICETITAN INC 0.2%
Value $13.22M Shares 124,159 Est. Cost $105.70 Unrealized -7.6%
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.2%
Value $13.12M Shares 159,711 Est. Cost $82.03 Unrealized 0.0%
PSTG PURE STORAGE INC 0.2%
Value $12.98M Shares 193,748 Est. Cost $37.06 Unrealized +125.4%
DCO DUCOMMUN INC DEL 0.2%
Value $12.85M Shares 135,098 Est. Cost $90.38 Unrealized +3.1%
CVSA ADTALEM GLOBAL ED INC 0.2%
Value $12.75M Shares 123,239 Est. Cost $119.83 Unrealized -4.4%
TCOM TRIP COM GROUP LTD 0.2%
Value $12.71M Shares 176,758 Est. Cost $52.83 Unrealized
THC TENET HEALTHCARE CORP 0.2%
Value $12.67M Shares 63,760 Est. Cost $150.45 Unrealized +34.3%
SXT SENSIENT TECHNOLOGIES CORP 0.2%
Value $12.3M Shares 130,897 Est. Cost $75.06 Unrealized +25.7%
DTM DT MIDSTREAM INC 0.2%
Value $11.95M Shares 99,833 Est. Cost $97.46 Unrealized +17.3%
BAP CREDICORP LTD 0.1%
Value $11.65M Shares 40,601 Est. Cost $146.23 Unrealized +81.1%
ACA ARCOSA INC 0.1%
Value $11.6M Shares 109,101 Est. Cost $75.72 Unrealized +33.2%
MYRG MYR GROUP INC DEL 0.1%
Value $11.6M Shares 53,070 Est. Cost $133.16 Unrealized +63.4%
XPO XPO INC 0.1%
Value $11.48M Shares 84,488 Est. Cost $70.35 Unrealized +93.7%
AIZ ASSURANT INC 0.1%
Value $11.11M Shares 46,109 Est. Cost $162.98 Unrealized +36.7%
BJ BJS WHSL CLUB HLDGS INC 0.1%
Value $10.96M Shares 121,685 Est. Cost $63.18 Unrealized +45.3%
LPLA LPL FINL HLDGS INC 0.1%
Value $10.53M Shares 29,470 Est. Cost $89.87 Unrealized +293.6%
ICLR ICON PLC 0.1%
Value $9.871M Shares 54,173 Est. Cost $238.60 Unrealized -25.4%
WD WALKER & DUNLOP INC 0.1%
Value $9.63M Shares 160,103 Est. Cost $106.18 Unrealized -33.6%
PJT PJT PARTNERS INC 0.1%
Value $8.956M Shares 53,566 Est. Cost $100.64 Unrealized +69.8%
GPI GROUP 1 AUTOMOTIVE INC 0.1%
Value $8.832M Shares 22,455 Est. Cost $243.76 Unrealized +68.4%
SHEL SHELL PLC 0.1%
Value $7.996M Shares 108,821 Est. Cost $67.17 Unrealized
VRRM VERRA MOBILITY CORP 0.1%
Value $7.991M Shares 356,591 Est. Cost $24.46 Unrealized -6.7%
CLBT CELLEBRITE DI LTD 0.1%
Value $7.944M Shares 440,624 Est. Cost $17.96 Unrealized 0.0%
CRDO CREDO TECHNOLOGY GROUP HOLDI 0.1%
Value $7.908M Shares 54,962 Est. Cost $22.24 Unrealized +591.4%
STKL SUNOPTA INC 0.1%
Value $7.883M Shares 2,074,489 Est. Cost $8.00 Unrealized -43.3%
CASY CASEYS GEN STORES INC 0.1%
Value $7.749M Shares 14,020 Est. Cost $532.10 Unrealized +3.3%
AGX ARGAN INC 0.1%
Value $7.711M Shares 24,611 Est. Cost $138.40 Unrealized +128.9%
RGEN REPLIGEN CORP 0.1%
Value $7.618M Shares 46,488 Est. Cost $163.63 Unrealized -4.3%
WH WYNDHAM HOTELS & RESORTS INC 0.1%
Value $7.543M Shares 99,830 Est. Cost $71.50 Unrealized +5.5%
MU MICRON TECHNOLOGY INC 0.1%
Value $7.543M Shares 26,428 Est. Cost $176.65 Unrealized +29.8%
CCC CCC INTELLIGENT SOLUTIONS HL 0.1%
Value $7.463M Shares 938,688 Est. Cost $9.92 Unrealized -18.0%
SITM SITIME CORP 0.1%
Value $7.419M Shares 21,006 Est. Cost $192.95 Unrealized +62.2%
XP XP INC 0.1%
Value $7.369M Shares 450,131 Est. Cost $17.61 Unrealized 0.0%
CXT CRANE NXT CO 0.1%
Value $6.729M Shares 142,960 Est. Cost $59.28 Unrealized -0.5%
NTNX NUTANIX INC 0.1%
Value $6.699M Shares 129,597 Est. Cost $61.89 Unrealized -1.3%
SARO STANDARDAERO INC 0.1%
Value $6.668M Shares 232,502 Est. Cost $26.82 Unrealized +1.5%
FROG JFROG LTD 0.1%
Value $6.646M Shares 106,399 Est. Cost $38.18 Unrealized +48.9%
AVTR AVANTOR INC 0.1%
Value $6.612M Shares 576,959 Est. Cost $23.32 Unrealized -47.2%
INSM INSMED INC 0.1%
Value $6.608M Shares 37,971 Est. Cost $73.80 Unrealized +147.3%
MSFT MICROSOFT CORP 0.1%
Value $6.582M Shares 13,609 Est. Cost $256.69 Unrealized +95.0%
EFA ISHARES TR 0.1%
Value $6.446M Shares 67,126 Est. Cost $84.61 Unrealized
TBBB BBB FOODS INC 0.1%
Value $6.247M Shares 187,102 Est. Cost $25.77 Unrealized +16.0%
MNDY MONDAY COM LTD 0.1%
Value $6.155M Shares 41,714 Est. Cost $173.01 Unrealized -2.7%
AORT ARTIVION INC 0.1%
Value $5.885M Shares 129,037 Est. Cost $27.77 Unrealized +60.4%
IBN ICICI BANK LIMITED 0.1%
Value $5.732M Shares 192,359 Est. Cost $26.04 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value $5.669M Shares 54,681 Est. Cost $135.98 Unrealized -31.1%
OTEX OPEN TEXT CORP 0.1%
Value $5.486M Shares 168,449 Est. Cost $31.09 Unrealized +13.9%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value $5.392M Shares 90,730 Est. Cost $90.38 Unrealized -39.8%
GKOS GLAUKOS CORP 0.1%
Value $5.389M Shares 47,725 Est. Cost $116.26 Unrealized -17.8%
NTSK NETSKOPE INC 0.1%
Value $5.302M Shares 302,288 Est. Cost $20.86 Unrealized 0.0%
MIR MIRION TECHNOLOGIES INC 0.1%
Value $5.298M Shares 226,209 Est. Cost $24.94 Unrealized 0.0%
RMBS RAMBUS INC DEL 0.1%
Value $5.289M Shares 57,554 Est. Cost $54.36 Unrealized +81.0%
BROS DUTCH BROS INC 0.1%
Value $5.252M Shares 85,792 Est. Cost $63.37 Unrealized -10.3%
CYTK CYTOKINETICS INC 0.1%
Value $5.236M Shares 82,398 Est. Cost $53.42 Unrealized +16.5%
CELH CELSIUS HLDGS INC 0.1%
Value $5.167M Shares 112,954 Est. Cost $39.58 Unrealized +27.3%
MTDR MATADOR RES CO 0.1%
Value $4.782M Shares 112,680 Est. Cost $55.01 Unrealized -23.7%
CSTM CONSTELLIUM SE 0.1%
Value $4.745M Shares 251,735 Est. Cost $16.60 Unrealized 0.0%
SAP SAP SE 0.1%
Value $4.673M Shares 19,238 Est. Cost $140.65 Unrealized
NOW SERVICENOW INC 0.1%
Value $4.57M Shares 29,835 Est. Cost $162.04 Unrealized +5.9%
STEP STEPSTONE GROUP INC 0.1%
Value $4.565M Shares 71,137 Est. Cost $59.88 Unrealized +5.6%
ENTG ENTEGRIS INC 0.1%
Value $4.319M Shares 51,267 Est. Cost $86.76 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value $4.087M Shares 344,876 Est. Cost $12.54 Unrealized
PODD INSULET CORP 0.1%
Value $4.048M Shares 14,242 Est. Cost $270.64 Unrealized +15.5%
FRPT FRESHPET INC 0.0%
Value $3.94M Shares 64,667 Est. Cost $118.78 Unrealized -52.2%
FOUR SHIFT4 PMTS INC 0.0%
Value $3.582M Shares 56,879 Est. Cost $61.22 Unrealized +15.4%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value $3.542M Shares 35,956 Est. Cost $62.30 Unrealized
TW TRADEWEB MKTS INC 0.0%
Value $3.415M Shares 31,760 Est. Cost $75.00 Unrealized +43.1%
AVAV AEROVIRONMENT INC 0.0%
Value $3.399M Shares 14,051 Est. Cost $314.38 Unrealized 0.0%
SAIA SAIA INC 0.0%
Value $3.293M Shares 10,084 Est. Cost $212.00 Unrealized +42.6%
DEO DIAGEO PLC 0.0%
Value $3.259M Shares 37,772 Est. Cost $401.88 Unrealized
IOT SAMSARA INC 0.0%
Value $3.238M Shares 91,335 Est. Cost $40.76 Unrealized -5.0%
STLA STELLANTIS N.V 0.0%
Value $3.227M Shares 296,324 Est. Cost $20.97 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value $3.225M Shares 28,342 Est. Cost $129.89 Unrealized -20.3%
ONON ON HLDG AG 0.0%
Value $3.125M Shares 67,225 Est. Cost $18.27 Unrealized +135.8%
AMZN AMAZON COM INC 0.0%
Value $2.481M Shares 10,748 Est. Cost $117.94 Unrealized +94.0%
GLOB GLOBANT S A 0.0%
Value $2.438M Shares 37,296 Est. Cost $143.20 Unrealized -56.1%
INSP INSPIRE MED SYS INC 0.0%
Value $2.324M Shares 25,197 Est. Cost $231.08 Unrealized -58.6%
CCB COASTAL FINL CORP WA 0.0%
Value $2.206M Shares 19,252 Est. Cost $109.10 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $2.071M Shares 38,400 Est. Cost $41.01 Unrealized +15.9%
NVDA NVIDIA CORPORATION 0.0%
Value $2.035M Shares 10,912 Est. Cost $91.10 Unrealized +104.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $1.718M Shares 23,356 Est. Cost $71.16 Unrealized
AS AMER SPORTS INC 0.0%
Value $1.503M Shares 40,253 Est. Cost $22.88 Unrealized +49.9%
V VISA INC 0.0%
Value $1.461M Shares 4,166 Est. Cost $121.23 Unrealized +180.8%
SLB SCHLUMBERGER LTD 0.0%
Value $1.359M Shares 35,406 Est. Cost $40.34 Unrealized -10.6%
AIRBNB INC 0.0%
Value $1.337M Shares 1,350,000 Est. Cost $0.96 Unrealized
LBRT LIBERTY ENERGY INC 0.0%
Value $1.161M Shares 62,882 Est. Cost $12.11 Unrealized +38.0%
CIGI COLLIERS INTL GROUP INC 0.0%
Value $1.094M Shares 7,439 Est. Cost $150.90 Unrealized -0.5%
TS TENARIS S A 0.0%
Value $819K Shares 21,297 Est. Cost $37.73 Unrealized
WCN WASTE CONNECTIONS INC 0.0%
Value $761K Shares 4,337 Est. Cost $129.51 Unrealized +33.4%
VXUS VANGUARD STAR FDS 0.0%
Value $733K Shares 9,722 Est. Cost $71.98 Unrealized
ZTS ZOETIS INC 0.0%
Value $732K Shares 5,816 Est. Cost $181.33 Unrealized -28.2%
NVS NOVARTIS AG 0.0%
Value $674K Shares 4,889 Est. Cost $86.08 Unrealized
PWR QUANTA SVCS INC 0.0%
Value $634K Shares 1,503 Est. Cost $38.53 Unrealized +1040.0%
JPM JPMORGAN CHASE & CO. 0.0%
Value $628K Shares 1,949 Est. Cost $44.26 Unrealized +599.4%
HDB HDFC BANK LTD 0.0%
Value $568K Shares 15,533 Est. Cost $48.77 Unrealized
PAC GRUPO AEROPUERTO DEL PACIFIC 0.0%
Value $533K Shares 2,021 Est. Cost $229.62 Unrealized
KOF COCA-COLA FEMSA SAB DE CV 0.0%
Value $435K Shares 4,594 Est. Cost $96.71 Unrealized
KB KB FINL GROUP INC 0.0%
Value $402K Shares 4,675 Est. Cost $58.12 Unrealized
AAPL APPLE INC 0.0%
Value $361K Shares 1,329 Est. Cost $175.82 Unrealized +52.6%
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value $308K Shares 42,993 Est. Cost $11.84 Unrealized
INFY INFOSYS LTD 0.0%
Value $298K Shares 16,738 Est. Cost $21.28 Unrealized
CPNG COUPANG INC 0.0%
Value $269K Shares 11,384 Est. Cost $22.24 Unrealized +28.0%
KRG KITE RLTY GROUP TR 0.0%
Value $266K Shares 11,077 Est. Cost $20.39 Unrealized
AL AIR LEASE CORP 0.0%
Value $254K Shares 3,950 Est. Cost $47.40 Unrealized +34.4%
VOD VODAFONE GROUP PLC NEW 0.0%
Value $227K Shares 17,164 Est. Cost $10.59 Unrealized