THORNBURG INVESTMENT MANAGEMENT INC Diversified Active

Location: Santa Fe, NM

CIK: 0001145020 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 7, 2019

Total Value: $10.34B (100.0% shares, 0.0% debt)

Holdings (175)

ROYAL DUTCH SHELL PLC 5.5%
Value $572M Shares 9,137,475 Est. Cost $61.57 Unrealized
CME CME GROUP INC 4.9%
Value $511M Shares 3,107,379 Est. Cost $63.75 Unrealized +116.4%
JPM JPMORGAN CHASE & CO 4.5%
Value $464M Shares 4,580,623 Est. Cost $38.66 Unrealized +120.8%
BABA ALIBABA GROUP HLDG LTD 3.7%
Value $379M Shares 2,078,739 Est. Cost $153.80 Unrealized
WALGREENS BOOTS ALLIANCE INC 3.6%
Value $374M Shares 5,904,164 Est. Cost $71.08 Unrealized
MRK MERCK & CO INC 2.9%
Value $304M Shares 3,650,620 Est. Cost $37.56 Unrealized +60.5%
QCOM QUALCOMM INC 2.9%
Value $302M Shares 5,287,660 Est. Cost $46.26 Unrealized -1.1%
HD HOME DEPOT INC 2.9%
Value $296M Shares 1,540,316 Est. Cost $75.55 Unrealized +104.8%
ARCC ARES CAP CORP 2.6%
Value $272M Shares 15,884,489 Est. Cost $5.55 Unrealized +56.4%
AVGO BROADCOM INC 2.5%
Value $258M Shares 856,916 Est. Cost $18.92 Unrealized +18.9%
MFA FINL INC 2.5%
Value $255M Shares 35,009,478 Est. Cost $7.97 Unrealized
LVS LAS VEGAS SANDS CORP 2.3%
Value $242M Shares 3,970,962 Est. Cost $40.04 Unrealized +31.1%
AXA EQUITABLE HLDGS INC 2.2%
Value $224M Shares 11,097,661 Est. Cost $20.08 Unrealized
CCI CROWN CASTLE INTL CORP NEW 1.9%
Value $199M Shares 1,557,936 Est. Cost $53.50 Unrealized +63.2%
CHIMERA INVT CORP 1.6%
Value $167M Shares 8,900,000 Est. Cost $11.88 Unrealized
TAL TAL EDUCATION GROUP 1.6%
Value $163M Shares 4,522,011 Est. Cost $35.89 Unrealized
META FACEBOOK INC 1.6%
Value $163M Shares 976,368 Est. Cost $123.67 Unrealized +27.7%
VLO VALERO ENERGY CORP NEW 1.5%
Value $157M Shares 1,856,384 Est. Cost $48.97 Unrealized +27.4%
COF CAPITAL ONE FINL CORP 1.5%
Value $157M Shares 1,919,406 Est. Cost $71.63 Unrealized +0.8%
LYB LYONDELLBASELL INDUSTRIES N 1.5%
Value $150M Shares 1,782,816 Est. Cost $43.33 Unrealized +28.1%
RYAAY RYANAIR HLDGS PLC 1.4%
Value $146M Shares 1,943,636 Est. Cost $86.82 Unrealized
C CITIGROUP INC 1.3%
Value $135M Shares 2,175,364 Est. Cost $39.10 Unrealized +24.7%
LAMR LAMAR ADVERTISING CO NEW 1.2%
Value $129M Shares 1,622,656 Est. Cost $58.00 Unrealized
T AT&T INC 1.2%
Value $125M Shares 3,987,438 Est. Cost $13.36 Unrealized +6.0%
MFIC APOLLO INVT CORP 1.2%
Value $124M Shares 8,190,667 Est. Cost $6.30 Unrealized +1.9%
GOOGL ALPHABET INC 1.2%
Value $123M Shares 104,875 Est. Cost $35.33 Unrealized +58.6%
CANADIAN PAC RY LTD 1.2%
Value $120M Shares 581,548 Est. Cost $144.23 Unrealized
ACTIVISION BLIZZARD INC 1.1%
Value $109M Shares 2,396,310 Est. Cost $41.43 Unrealized
GOOG ALPHABET INC 1.0%
Value $103M Shares 87,922 Est. Cost $32.64 Unrealized +70.6%
PFE PFIZER INC 0.9%
Value $97.45M Shares 2,294,493 Est. Cost $19.00 Unrealized +53.9%
SLRC SOLAR CAP LTD 0.9%
Value $96.15M Shares 4,613,589 Est. Cost $7.35 Unrealized +42.4%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value $94.45M Shares 345,077 Est. Cost $99.27 Unrealized +146.2%
TMUS T MOBILE US INC 0.9%
Value $92.37M Shares 1,336,707 Est. Cost $40.62 Unrealized +66.4%
ELME WASHINGTON REAL ESTATE INVT 0.9%
Value $89.15M Shares 3,141,427 Est. Cost $26.31 Unrealized
V VISA INC 0.8%
Value $85.7M Shares 548,682 Est. Cost $92.30 Unrealized +48.8%
CMCSA COMCAST CORP NEW 0.8%
Value $85.06M Shares 2,127,574 Est. Cost $27.56 Unrealized +14.4%
USFD US FOODS HLDG CORP 0.8%
Value $84.59M Shares 2,423,216 Est. Cost $28.13 Unrealized +21.9%
GILD GILEAD SCIENCES INC 0.8%
Value $82.94M Shares 1,275,773 Est. Cost $51.43 Unrealized -1.1%
CF CF INDS HLDGS INC 0.8%
Value $80.97M Shares 1,980,638 Est. Cost $22.28 Unrealized +60.5%
NBIS YANDEX N V 0.7%
Value $76.39M Shares 2,224,409 Est. Cost $25.74 Unrealized
NTR NUTRIEN LTD 0.7%
Value $75.27M Shares 1,426,652 Est. Cost $41.01 Unrealized +0.5%
ZAYO GROUP HLDGS INC 0.7%
Value $74.44M Shares 2,619,238 Est. Cost $35.74 Unrealized
OUTFRONT MEDIA INC 0.7%
Value $74.34M Shares 3,177,100 Est. Cost $18.91 Unrealized
AGO ASSURED GUARANTY LTD 0.7%
Value $73.56M Shares 1,655,648 Est. Cost $26.73 Unrealized +38.2%
FMX FOMENTO ECONOMICO MEXICANO S 0.7%
Value $73.29M Shares 794,256 Est. Cost $89.10 Unrealized
NOMD NOMAD FOODS LTD 0.6%
Value $63.73M Shares 3,116,585 Est. Cost $12.65 Unrealized +52.0%
MA MASTERCARD INC 0.6%
Value $62.07M Shares 263,608 Est. Cost $92.72 Unrealized +123.5%
GDS GDS HLDGS LTD 0.6%
Value $60.02M Shares 1,681,645 Est. Cost $35.69 Unrealized
WORLDPAY INC 0.6%
Value $59.14M Shares 521,023 Est. Cost $85.10 Unrealized
ALLERGAN PLC 0.6%
Value $57.13M Shares 390,184 Est. Cost $182.92 Unrealized
TEEKAY LNG PARTNERS L P 0.5%
Value $56.77M Shares 3,794,476 Est. Cost $16.14 Unrealized
SATS ECHOSTAR CORP 0.5%
Value $55.55M Shares 1,524,092 Est. Cost $37.47 Unrealized -15.9%
CCK CROWN HOLDINGS INC 0.5%
Value $54.45M Shares 997,776 Est. Cost $49.02 Unrealized 0.0%
MDT MEDTRONIC PLC 0.5%
Value $53.35M Shares 585,754 Est. Cost $59.31 Unrealized +25.3%
SBUX STARBUCKS CORP 0.5%
Value $52.82M Shares 710,548 Est. Cost $49.44 Unrealized +19.8%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.5%
Value $52.3M Shares 3,335,555 Est. Cost $22.41 Unrealized
OAKTREE CAP GROUP LLC 0.5%
Value $51.36M Shares 1,034,438 Est. Cost $48.40 Unrealized
LAZARD LTD 0.4%
Value $44.36M Shares 1,227,500 Est. Cost $46.50 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value $43.47M Shares 1,493,874 Est. Cost $28.89 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.4%
Value $43.02M Shares 593,735 Est. Cost $58.68 Unrealized +7.7%
PMT PENNYMAC MTG INVT TR 0.4%
Value $42.94M Shares 2,073,516 Est. Cost $17.15 Unrealized
AAPL APPLE INC 0.4%
Value $41.5M Shares 218,471 Est. Cost $22.18 Unrealized +82.3%
ALKS ALKERMES PLC 0.4%
Value $41.36M Shares 1,133,566 Est. Cost $54.94 Unrealized -39.9%
UPS UNITED PARCEL SERVICE INC 0.4%
Value $40.42M Shares 361,725 Est. Cost $76.98 Unrealized +5.2%
AMZN AMAZON COM INC 0.4%
Value $38.74M Shares 21,757 Est. Cost $34.59 Unrealized +140.6%
BIDU BAIDU INC 0.4%
Value $38.56M Shares 233,903 Est. Cost $189.43 Unrealized
IBN ICICI BK LTD 0.4%
Value $38.07M Shares 3,322,122 Est. Cost $8.27 Unrealized
FMS FRESENIUS MED CARE AG&CO KGA 0.4%
Value $38.02M Shares 937,971 Est. Cost $42.81 Unrealized
PSTG PURE STORAGE INC 0.4%
Value $37.51M Shares 1,721,342 Est. Cost $15.46 Unrealized +22.9%
BTU PEABODY ENERGY CORP NEW 0.4%
Value $36.47M Shares 1,287,366 Est. Cost $35.69 Unrealized -21.0%
EXPE EXPEDIA GROUP INC 0.3%
Value $34.96M Shares 293,814 Est. Cost $109.92 Unrealized +8.0%
DVN DEVON ENERGY CORP NEW 0.3%
Value $34.45M Shares 1,091,715 Est. Cost $26.82 Unrealized -25.3%
BKNG BOOKING HLDGS INC 0.3%
Value $34.41M Shares 19,723 Est. Cost $1899.96 Unrealized -7.6%
HUN HUNTSMAN CORP 0.3%
Value $34.2M Shares 1,520,467 Est. Cost $21.98 Unrealized +2.4%
KMX CARMAX INC 0.3%
Value $31.41M Shares 450,033 Est. Cost $65.24 Unrealized -5.5%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.3%
Value $31.3M Shares 491,437 Est. Cost $54.98 Unrealized +1.2%
UNILEVER N V 0.3%
Value $30.38M Shares 521,251 Est. Cost $49.75 Unrealized
FTCHQ FARFETCH LTD 0.3%
Value $30.29M Shares 1,125,522 Est. Cost $23.31 Unrealized -3.8%
HPQ HP INC 0.3%
Value $28.59M Shares 1,471,378 Est. Cost $8.38 Unrealized +99.2%
AZN ASTRAZENECA PLC 0.3%
Value $28.59M Shares 707,062 Est. Cost $35.89 Unrealized
NVS NOVARTIS A G 0.3%
Value $27.65M Shares 287,584 Est. Cost $77.93 Unrealized
GPMT GRANITE PT MTG TR INC 0.3%
Value $26.32M Shares 1,417,500 Est. Cost $17.74 Unrealized
FLEETCOR TECHNOLOGIES INC 0.2%
Value $25.6M Shares 103,798 Est. Cost $148.06 Unrealized
HTHT HUAZHU GROUP LTD 0.2%
Value $23.06M Shares 547,296 Est. Cost $34.73 Unrealized
TJX TJX COS INC NEW 0.2%
Value $20.92M Shares 393,135 Est. Cost $39.96 Unrealized +13.8%
NAVI NAVIENT CORPORATION 0.2%
Value $20.36M Shares 1,759,867 Est. Cost $13.24 Unrealized -13.5%
SAP SAP SE 0.2%
Value $20.26M Shares 175,504 Est. Cost $107.26 Unrealized
ITUB ITAU UNIBANCO HLDG SA 0.2%
Value $19.9M Shares 2,259,222 Est. Cost $11.89 Unrealized
ARISTA NETWORKS INC 0.2%
Value $18.46M Shares 58,714 Est. Cost $314.46 Unrealized
FTS FORTIS INC 0.2%
Value $18.08M Shares 488,885 Est. Cost $22.16 Unrealized +23.6%
APOLLO GLOBAL MGMT LLC 0.2%
Value $17.83M Shares 631,004 Est. Cost $21.22 Unrealized
AZUL S A 0.2%
Value $17.55M Shares 600,714 Est. Cost $17.95 Unrealized
FLEX FLEX LTD 0.2%
Value $17.32M Shares 1,732,370 Est. Cost $10.51 Unrealized -31.9%
MHK MOHAWK INDS INC 0.2%
Value $17.22M Shares 136,496 Est. Cost $133.40 Unrealized -2.4%
NXPI NXP SEMICONDUCTORS N V 0.2%
Value $15.84M Shares 179,250 Est. Cost $85.25 Unrealized -7.8%
MU MICRON TECHNOLOGY INC 0.2%
Value $15.67M Shares 379,178 Est. Cost $37.69 Unrealized +0.0%
BCS BARCLAYS PLC 0.1%
Value $15.48M Shares 1,935,627 Est. Cost $11.31 Unrealized
ITT ITT INC 0.1%
Value $15.44M Shares 266,191 Est. Cost $50.41 Unrealized +8.3%
ALEXION PHARMACEUTICALS INC 0.1%
Value $14.58M Shares 107,884 Est. Cost $123.32 Unrealized
NFLX NETFLIX INC 0.1%
Value $13.99M Shares 39,228 Est. Cost $17.15 Unrealized +102.2%
PYPL PAYPAL HLDGS INC 0.1%
Value $13.93M Shares 134,135 Est. Cost $37.01 Unrealized +155.2%
XYZ SQUARE INC 0.1%
Value $13.43M Shares 179,262 Est. Cost $72.47 Unrealized 0.0%
ING ING GROEP N V 0.1%
Value $13.25M Shares 1,091,294 Est. Cost $12.14 Unrealized
UBS UBS GROUP AG 0.1%
Value $12.79M Shares 1,056,192 Est. Cost $12.67 Unrealized 0.0%
CASA SYS INC 0.1%
Value $12.59M Shares 1,516,372 Est. Cost $14.61 Unrealized
NOW SERVICENOW INC 0.1%
Value $12.02M Shares 48,758 Est. Cost $15.06 Unrealized +192.0%
CHINA PETE & CHEM CORP 0.1%
Value $11.98M Shares 150,688 Est. Cost $74.31 Unrealized
Z ZILLOW GROUP INC 0.1%
Value $11.72M Shares 337,316 Est. Cost $35.56 Unrealized +0.3%
PROOFPOINT INC 0.1%
Value $11.66M Shares 96,049 Est. Cost $71.44 Unrealized
HDB HDFC BANK LTD 0.1%
Value $11.55M Shares 99,686 Est. Cost $56.12 Unrealized
PIVOTAL SOFTWARE INC 0.1%
Value $11.38M Shares 545,692 Est. Cost $22.11 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 0.1%
Value $11.36M Shares 106,028 Est. Cost $166.88 Unrealized -37.5%
DVA DAVITA INC 0.1%
Value $11.17M Shares 205,734 Est. Cost $62.42 Unrealized -11.3%
SCHW THE CHARLES SCHWAB CORPORATI 0.1%
Value $11.15M Shares 260,657 Est. Cost $49.84 Unrealized -17.8%
VEA VANGUARD TAX MANAGED INTL FD 0.1%
Value $10.89M Shares 266,554 Est. Cost $40.52 Unrealized
WDAY WORKDAY INC 0.1%
Value $10.86M Shares 56,329 Est. Cost $74.76 Unrealized +143.3%
WIX WIX COM LTD 0.1%
Value $10.67M Shares 88,288 Est. Cost $65.80 Unrealized +65.1%
SU SUNCOR ENERGY INC NEW 0.1%
Value $10.28M Shares 317,129 Est. Cost $30.46 Unrealized -18.6%
PIONEER NAT RES CO 0.1%
Value $10.23M Shares 67,182 Est. Cost $147.54 Unrealized
BCO BRINKS CO 0.1%
Value $10.16M Shares 134,675 Est. Cost $68.74 Unrealized 0.0%
CARG CARGURUS INC 0.1%
Value $9.826M Shares 245,288 Est. Cost $40.09 Unrealized -2.4%
CPA COPA HOLDINGS SA 0.1%
Value $9.712M Shares 120,486 Est. Cost $63.78 Unrealized +13.4%
SPLUNK INC 0.1%
Value $9.563M Shares 76,750 Est. Cost $55.48 Unrealized
CHINA MOBILE LIMITED 0.1%
Value $9.377M Shares 183,898 Est. Cost $51.99 Unrealized
DXCM DEXCOM INC 0.1%
Value $9.356M Shares 78,553 Est. Cost $16.79 Unrealized +109.3%
CNH CNH INDL N V 0.1%
Value $8.904M Shares 872,986 Est. Cost $8.69 Unrealized -9.8%
CONCHO RES INC 0.1%
Value $8.786M Shares 79,184 Est. Cost $100.10 Unrealized
LIONS GATE ENTMNT CORP 0.1%
Value $7.743M Shares 512,775 Est. Cost $15.00 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $7.263M Shares 68,477 Est. Cost $79.11 Unrealized +7.9%
ALK ALASKA AIR GROUP INC 0.1%
Value $7.012M Shares 124,949 Est. Cost $59.56 Unrealized 0.0%
CRH PLC 0.1%
Value $6.491M Shares 209,392 Est. Cost $26.75 Unrealized
GLOB GLOBANT S A 0.1%
Value $6.234M Shares 87,312 Est. Cost $38.97 Unrealized +72.6%
MCDERMOTT INTL INC 0.1%
Value $6.036M Shares 811,299 Est. Cost $18.62 Unrealized
LYFT LYFT INC 0.0%
Value $4.511M Shares 57,625 Est. Cost $78.29 Unrealized 0.0%
IPGP IPG PHOTONICS CORP 0.0%
Value $4.474M Shares 29,478 Est. Cost $141.20 Unrealized +0.2%
SQM SOCIEDAD QUIMICA MINERA DE C 0.0%
Value $4.184M Shares 108,842 Est. Cost $38.44 Unrealized
INGN INOGEN INC 0.0%
Value $2.723M Shares 28,548 Est. Cost $39.14 Unrealized +218.7%
OWENS ILL INC 0.0%
Value $2.655M Shares 139,888 Est. Cost $16.90 Unrealized
SEASPAN CORP 0.0%
Value $2.145M Shares 246,589 Est. Cost $7.48 Unrealized
MSFT MICROSOFT CORP 0.0%
Value $1.976M Shares 16,757 Est. Cost $74.11 Unrealized +38.0%
NTB BANK OF NT BUTTERFIELD&SON L 0.0%
Value $1.843M Shares 51,374 Est. Cost $18.98 Unrealized +34.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $1.812M Shares 44,232 Est. Cost $27.93 Unrealized
EQIX EQUINIX INC 0.0%
Value $1.178M Shares 2,600 Est. Cost $332.77 Unrealized +7.6%
CENTURYLINK INC 0.0%
Value $1.051M Shares 87,682 Est. Cost $23.67 Unrealized
THOMSON REUTERS CORP 0.0%
Value $910K Shares 15,378 Est. Cost $48.31 Unrealized
GHG GREENTREE HOSPITALTY GROUP L 0.0%
Value $899K Shares 64,976 Est. Cost $12.74 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $846K Shares 17,513 Est. Cost $41.22 Unrealized -1.1%
TEEKAY CORPORATION 0.0%
Value $745K Shares 189,942 Est. Cost $8.69 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value $600K Shares 4,916 Est. Cost $122.05 Unrealized
CHINA UNICOM (HONG KONG) LTD 0.0%
Value $403K Shares 31,515 Est. Cost $14.14 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $304K Shares 1,013 Est. Cost $243.60 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $301K Shares 7,851 Est. Cost $38.19 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value $245K Shares 1,302 Est. Cost $156.32 Unrealized
UNITED STATES OIL FUND LP 0.0%
Value $244K Shares 19,549 Est. Cost $12.48 Unrealized
DBB INVESCO DB MLTI SECTR CMMTY 0.0%
Value $243K Shares 14,276 Est. Cost $17.02 Unrealized
INDA ISHARES TR 0.0%
Value $239K Shares 6,792 Est. Cost $35.19 Unrealized
DBA INVESCO DB MLTI SECTR CMMTY 0.0%
Value $238K Shares 14,456 Est. Cost $16.46 Unrealized
PBR/A PETROLEO BRASILEIRO SA PETRO 0.0%
Value $228K Shares 15,951 Est. Cost $14.29 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value $228K Shares 2,719 Est. Cost $66.19 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $180K Shares 743 Est. Cost $37.09 Unrealized 0.0%
PAC GPO AEROPORTUARIO DEL PAC SA 0.0%
Value $178K Shares 1,996 Est. Cost $83.10 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.0%
Value $163K Shares 10,224 Est. Cost $15.94 Unrealized
KANSAS CITY SOUTHERN 0.0%
Value $158K Shares 1,364 Est. Cost $101.19 Unrealized
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.0%
Value $131K Shares 4,734 Est. Cost $24.12 Unrealized +13.0%
BAP CREDICORP LTD 0.0%
Value $129K Shares 539 Est. Cost $183.02 Unrealized +7.6%
MELI MERCADOLIBRE INC 0.0%
Value $126K Shares 248 Est. Cost $398.69 Unrealized 0.0%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $50,000 Shares 998 Est. Cost $49.13 Unrealized
ADNT ADIENT PLC 0.0%
Value $20,000 Shares 1,568 Est. Cost $68.54 Unrealized -74.5%
EFA ISHARES TR 0.0%
Value $13,000 Shares 203 Est. Cost $62.96 Unrealized
CREDIT SUISSE GROUP 0.0%
Value $5,000 Shares 469 Est. Cost $15.51 Unrealized
NKE NIKE INC 0.0%
Value $5,000 Shares 54 Est. Cost $75.37 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value $5,000 Shares 172 Est. Cost $38.88 Unrealized -32.5%
E ENI S P A 0.0%
Value $4,000 Shares 104 Est. Cost $37.66 Unrealized
PTC PTC INC 0.0%
Value $3,000 Shares 34 Est. Cost $88.51 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V 0.0%
Value $3,000 Shares 80 Est. Cost $37.50 Unrealized