THORNBURG INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001145020 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 7, 2020

Total Value ($000): $7,787,930 (100.0% shares, 0.0% debt)

Holdings (159)

ABBV ABBVIE INC 4.7%
Value ($000) $366,791 Shares 3,735,905 Est. Cost $58.44 Unrealized +20.6%
BABA ALIBABA GROUP HOLDING-SP ADR 4.4%
Value ($000) $343,814 Shares 1,593,946 Est. Cost $156.35 Unrealized
JPM JPMORGAN CHASE & CO 4.2%
Value ($000) $329,048 Shares 3,498,274 Est. Cost $38.66 Unrealized +111.4%
CME CME GROUP INC 4.1%
Value ($000) $322,517 Shares 1,984,234 Est. Cost $69.19 Unrealized +108.6%
HD HOME DEPOT INC 4.1%
Value ($000) $316,724 Shares 1,264,317 Est. Cost $75.55 Unrealized +164.4%
AVGO BROADCOM INC 3.9%
Value ($000) $304,213 Shares 963,888 Est. Cost $19.80 Unrealized +23.8%
WALGREENS BOOTS ALLIANCE INC 3.2%
Value ($000) $247,653 Shares 5,842,248 Est. Cost $65.36 Unrealized
QCOM QUALCOMM INC 3.1%
Value ($000) $240,583 Shares 2,637,678 Est. Cost $46.26 Unrealized +53.4%
C CITIGROUP INC 3.1%
Value ($000) $238,211 Shares 4,661,658 Est. Cost $39.79 Unrealized -2.8%
EQH EQUITABLE HOLDINGS INC 2.9%
Value ($000) $227,432 Shares 11,790,135 Est. Cost $18.74 Unrealized -17.4%
MRK MERCK & CO. INC. 2.4%
Value ($000) $186,612 Shares 2,413,188 Est. Cost $38.03 Unrealized +65.3%
CCI CROWN CASTLE INTL CORP 2.0%
Value ($000) $156,524 Shares 935,311 Est. Cost $53.50 Unrealized +133.8%
ACTIVISION BLIZZARD INC 2.0%
Value ($000) $155,271 Shares 2,045,731 Est. Cost $42.14 Unrealized
META FACEBOOK INC-CLASS A 1.9%
Value ($000) $145,598 Shares 641,203 Est. Cost $123.67 Unrealized +67.6%
MA MASTERCARD INC - A 1.9%
Value ($000) $144,313 Shares 488,037 Est. Cost $203.59 Unrealized +34.3%
VLO VALERO ENERGY CORP 1.6%
Value ($000) $123,408 Shares 2,098,057 Est. Cost $52.31 Unrealized -8.7%
PFE PFIZER INC 1.4%
Value ($000) $112,577 Shares 3,442,735 Est. Cost $22.58 Unrealized +15.1%
RF REGIONS FINANCIAL CORP 1.4%
Value ($000) $111,044 Shares 9,986,000 Est. Cost $10.75 Unrealized -21.4%
CHIMERA INVESTMENT CORP 1.4%
Value ($000) $109,293 Shares 11,372,883 Est. Cost $11.34 Unrealized
LAMR LAMAR ADVERTISING CO-A 1.3%
Value ($000) $104,145 Shares 1,559,987 Est. Cost $58.00 Unrealized
GOOG ALPHABET INC-CL C 1.3%
Value ($000) $103,748 Shares 73,392 Est. Cost $32.64 Unrealized +105.2%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $99,009 Shares 2,122,841 Est. Cost $37.00 Unrealized 0.0%
LYB LYONDELLBASELL INDU-CL A 1.2%
Value ($000) $94,293 Shares 1,434,773 Est. Cost $44.23 Unrealized -7.8%
NFLX NETFLIX INC 1.2%
Value ($000) $92,672 Shares 203,656 Est. Cost $29.23 Unrealized +45.6%
ROYAL DUTCH SHELL-SPON ADR-A 1.2%
Value ($000) $91,038 Shares 2,784,879 Est. Cost $60.99 Unrealized
V VISA INC-CLASS A SHARES 1.1%
Value ($000) $83,715 Shares 433,376 Est. Cost $101.05 Unrealized +73.7%
COF CAPITAL ONE FINANCIAL CORP 1.0%
Value ($000) $78,078 Shares 1,247,453 Est. Cost $71.82 Unrealized -21.1%
MELI MERCADOLIBRE INC 1.0%
Value ($000) $75,376 Shares 76,464 Est. Cost $643.45 Unrealized +16.5%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $74,995 Shares 206,975 Est. Cost $99.27 Unrealized +232.8%
TSM TAIWAN SEMICONDUCTOR-SP ADR 1.0%
Value ($000) $74,521 Shares 1,312,686 Est. Cost $48.95 Unrealized
SLRC SOLAR CAPITAL LTD 1.0%
Value ($000) $74,438 Shares 4,649,456 Est. Cost $7.35 Unrealized +16.9%
AAPL APPLE INC 0.9%
Value ($000) $72,378 Shares 198,404 Est. Cost $30.35 Unrealized +147.5%
WIX WIX.COM LTD 0.9%
Value ($000) $70,061 Shares 273,441 Est. Cost $130.58 Unrealized +35.8%
NBIS YANDEX NV-A 0.9%
Value ($000) $69,658 Shares 1,392,609 Est. Cost $25.74 Unrealized
GOOGL ALPHABET INC-CL A 0.9%
Value ($000) $69,133 Shares 48,752 Est. Cost $35.33 Unrealized +89.4%
LHX L3HARRIS TECHNOLOGIES INC 0.9%
Value ($000) $67,766 Shares 399,401 Est. Cost $167.75 Unrealized 0.0%
CANADIAN PACIFIC RAILWAY LTD 0.8%
Value ($000) $65,270 Shares 255,621 Est. Cost $144.23 Unrealized
GDS GDS HOLDINGS LTD - ADR 0.8%
Value ($000) $65,269 Shares 819,341 Est. Cost $36.04 Unrealized
MFA FINANCIAL INC 0.8%
Value ($000) $64,792 Shares 26,020,861 Est. Cost $7.97 Unrealized
QRVO QORVO INC 0.8%
Value ($000) $63,995 Shares 578,982 Est. Cost $69.49 Unrealized +42.6%
TAL TAL EDUCATION GROUP- ADR 0.8%
Value ($000) $63,974 Shares 935,560 Est. Cost $35.65 Unrealized
ELME WASHINGTON REIT 0.8%
Value ($000) $62,485 Shares 2,814,661 Est. Cost $26.18 Unrealized
MU MICRON TECHNOLOGY INC 0.8%
Value ($000) $61,739 Shares 1,198,358 Est. Cost $40.54 Unrealized +13.5%
CMCSA COMCAST CORP-CLASS A 0.8%
Value ($000) $59,955 Shares 1,538,102 Est. Cost $27.56 Unrealized +18.9%
AMZN AMAZON.COM INC 0.7%
Value ($000) $56,426 Shares 20,453 Est. Cost $52.43 Unrealized +130.4%
NOMD NOMAD FOODS LTD 0.7%
Value ($000) $54,954 Shares 2,561,943 Est. Cost $14.31 Unrealized +45.7%
DIS WALT DISNEY CO/THE 0.7%
Value ($000) $51,210 Shares 459,242 Est. Cost $107.86 Unrealized 0.0%
FNV FRANCO-NEVADA CORP 0.6%
Value ($000) $50,312 Shares 360,300 Est. Cost $108.42 Unrealized +16.5%
CCK CROWN HOLDINGS INC 0.6%
Value ($000) $48,183 Shares 739,801 Est. Cost $49.58 Unrealized +20.6%
ATLASSIAN CORP PLC-CLASS A 0.6%
Value ($000) $47,398 Shares 262,927 Est. Cost $124.75 Unrealized
MFIC APOLLO INVESTMENT CORP 0.6%
Value ($000) $47,090 Shares 4,920,549 Est. Cost $6.30 Unrealized -27.9%
TMUS T-MOBILE US INC 0.6%
Value ($000) $46,588 Shares 447,316 Est. Cost $40.62 Unrealized +128.0%
MSFT MICROSOFT CORP 0.6%
Value ($000) $44,971 Shares 220,978 Est. Cost $131.61 Unrealized +31.5%
DVA DAVITA INC 0.6%
Value ($000) $42,890 Shares 541,955 Est. Cost $54.04 Unrealized +44.5%
SCHW SCHWAB (CHARLES) CORP 0.5%
Value ($000) $42,317 Shares 1,254,202 Est. Cost $40.06 Unrealized -17.2%
AZN ASTRAZENECA PLC-SPONS ADR 0.5%
Value ($000) $40,310 Shares 762,142 Est. Cost $36.66 Unrealized
TJX TJX COMPANIES INC 0.5%
Value ($000) $36,466 Shares 721,248 Est. Cost $47.83 Unrealized -2.5%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $36,063 Shares 109,453 Est. Cost $287.01 Unrealized 0.0%
FMX FOMENTO ECONOMICO MEX-SP ADR 0.4%
Value ($000) $34,857 Shares 562,126 Est. Cost $86.44 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $34,170 Shares 372,632 Est. Cost $59.31 Unrealized +37.9%
OUTFRONT MEDIA INC 0.4%
Value ($000) $34,006 Shares 2,399,841 Est. Cost $18.91 Unrealized
COOPER COS INC/THE 0.4%
Value ($000) $31,489 Shares 111,017 Est. Cost $321.29 Unrealized
RYAAY RYANAIR HOLDINGS PLC-SP ADR 0.4%
Value ($000) $31,317 Shares 472,061 Est. Cost $86.82 Unrealized
ASML ASML HOLDING NV-NY REG SHS 0.4%
Value ($000) $29,010 Shares 78,824 Est. Cost $290.30 Unrealized
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $28,343 Shares 162,676 Est. Cost $55.87 Unrealized +146.8%
FMS FRESENIUS MEDICAL CARE-ADR 0.4%
Value ($000) $27,521 Shares 635,874 Est. Cost $42.84 Unrealized
BILI BILIBILI INC-SPONSORED ADR 0.3%
Value ($000) $26,745 Shares 577,387 Est. Cost $46.32 Unrealized
CF CF INDUSTRIES HOLDINGS INC 0.3%
Value ($000) $24,833 Shares 882,495 Est. Cost $23.44 Unrealized +6.2%
HUYA HUYA INC-ADR 0.3%
Value ($000) $24,525 Shares 1,313,629 Est. Cost $24.14 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $23,637 Shares 321,195 Est. Cost $50.35 Unrealized +31.7%
PMT PENNYMAC MORTGAGE INVESTMENT 0.3%
Value ($000) $23,555 Shares 1,343,713 Est. Cost $17.58 Unrealized
AGO ASSURED GUARANTY LTD 0.3%
Value ($000) $23,263 Shares 953,023 Est. Cost $26.73 Unrealized -7.4%
KMX CARMAX INC 0.3%
Value ($000) $22,586 Shares 252,218 Est. Cost $65.24 Unrealized +20.1%
PSTG PURE STORAGE INC - CLASS A 0.3%
Value ($000) $22,374 Shares 1,291,067 Est. Cost $15.84 Unrealized -5.3%
UNILEVER N V -NY SHARES 0.3%
Value ($000) $21,769 Shares 408,646 Est. Cost $51.16 Unrealized
USFD US FOODS HOLDING CORP 0.3%
Value ($000) $21,521 Shares 1,091,335 Est. Cost $28.13 Unrealized -32.0%
HUN HUNTSMAN CORP 0.3%
Value ($000) $20,979 Shares 1,167,428 Est. Cost $21.83 Unrealized -23.1%
BAP CREDICORP LTD 0.3%
Value ($000) $20,761 Shares 155,317 Est. Cost $162.66 Unrealized -20.0%
TEEKAY LNG PARTNERS LP 0.3%
Value ($000) $19,821 Shares 1,699,924 Est. Cost $16.14 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.3%
Value ($000) $19,727 Shares 1,085,673 Est. Cost $28.64 Unrealized
BROOKFIELD ASSET MANAGE-CL A 0.2%
Value ($000) $19,043 Shares 578,808 Est. Cost $49.85 Unrealized
PWR QUANTA SERVICES INC 0.2%
Value ($000) $18,601 Shares 474,152 Est. Cost $35.24 Unrealized 0.0%
SPLUNK INC 0.2%
Value ($000) $18,563 Shares 93,420 Est. Cost $86.50 Unrealized
SQM QUIMICA Y MINERA CHIL-SP ADR 0.2%
Value ($000) $16,914 Shares 648,785 Est. Cost $30.24 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $16,532 Shares 40,813 Est. Cost $25.88 Unrealized +172.9%
AVALARA INC 0.2%
Value ($000) $15,755 Shares 118,381 Est. Cost $73.25 Unrealized
GLOB GLOBANT SA 0.2%
Value ($000) $15,658 Shares 104,494 Est. Cost $75.97 Unrealized +62.6%
WDAY WORKDAY INC-CLASS A 0.2%
Value ($000) $15,609 Shares 83,309 Est. Cost $126.62 Unrealized +27.7%
FLEETCOR TECHNOLOGIES INC 0.2%
Value ($000) $14,272 Shares 56,742 Est. Cost $165.86 Unrealized
XYZ SQUARE INC - A 0.2%
Value ($000) $14,007 Shares 133,477 Est. Cost $71.09 Unrealized +7.7%
FLEX FLEX LTD 0.2%
Value ($000) $13,923 Shares 1,358,384 Est. Cost $10.19 Unrealized -29.3%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $13,851 Shares 46,960 Est. Cost $261.11 Unrealized 0.0%
FTS FORTIS INC 0.2%
Value ($000) $13,396 Shares 351,777 Est. Cost $22.16 Unrealized +38.7%
IPGP IPG PHOTONICS CORP 0.2%
Value ($000) $12,817 Shares 79,910 Est. Cost $143.98 Unrealized -1.1%
PROOFPOINT INC 0.2%
Value ($000) $12,236 Shares 110,118 Est. Cost $90.41 Unrealized
ERIC ERICSSON (LM) TEL-SP ADR 0.2%
Value ($000) $11,940 Shares 1,283,890 Est. Cost $7.99 Unrealized
FOXF FOX FACTORY HOLDING CORP 0.2%
Value ($000) $11,794 Shares 142,762 Est. Cost $62.21 Unrealized 0.0%
HEI HEICO CORP 0.1%
Value ($000) $11,241 Shares 112,808 Est. Cost $104.60 Unrealized -11.7%
ITT ITT INC 0.1%
Value ($000) $11,181 Shares 190,341 Est. Cost $50.73 Unrealized +4.5%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $10,942 Shares 97,490 Est. Cost $123.32 Unrealized
SAP SAP SE-SPONSORED ADR 0.1%
Value ($000) $10,523 Shares 75,166 Est. Cost $107.26 Unrealized
EPAM EPAM SYSTEMS INC 0.1%
Value ($000) $10,208 Shares 40,508 Est. Cost $220.07 Unrealized 0.0%
GPMT GRANITE POINT MORTGAGE TRUST 0.1%
Value ($000) $10,178 Shares 1,417,500 Est. Cost $17.74 Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.1%
Value ($000) $9,828 Shares 230,592 Est. Cost $54.99 Unrealized -25.9%
DXCM DEXCOM INC 0.1%
Value ($000) $9,619 Shares 23,727 Est. Cost $16.79 Unrealized +432.7%
MHK MOHAWK INDUSTRIES INC 0.1%
Value ($000) $9,269 Shares 91,084 Est. Cost $133.40 Unrealized -34.1%
FND FLOOR & DECOR HOLDINGS INC-A 0.1%
Value ($000) $9,209 Shares 159,748 Est. Cost $46.82 Unrealized -2.6%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $8,732 Shares 68,774 Est. Cost $79.49 Unrealized +25.2%
HTHT HUAZHU GROUP LTD-ADR 0.1%
Value ($000) $8,587 Shares 244,995 Est. Cost $35.58 Unrealized
NAVI NAVIENT CORP 0.1%
Value ($000) $8,533 Shares 1,213,861 Est. Cost $13.24 Unrealized -43.8%
DVN DEVON ENERGY CORP 0.1%
Value ($000) $8,128 Shares 716,766 Est. Cost $26.82 Unrealized -68.7%
ABBNY ABB LTD-SPON ADR 0.1%
Value ($000) $7,679 Shares 340,375 Est. Cost $24.09 Unrealized
UBS UBS GROUP AG-REG 0.1%
Value ($000) $7,451 Shares 645,690 Est. Cost $12.59 Unrealized -18.2%
LINDE PLC 0.1%
Value ($000) $7,417 Shares 34,970 Est. Cost $201.81 Unrealized
PTC PTC INC 0.1%
Value ($000) $7,165 Shares 92,101 Est. Cost $73.07 Unrealized -3.0%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $7,109 Shares 10,003 Est. Cost $64.89 Unrealized -0.4%
ALC ALCON INC 0.1%
Value ($000) $6,860 Shares 119,682 Est. Cost $58.24 Unrealized -4.2%
CRWD CROWDSTRIKE HOLDINGS INC - A 0.1%
Value ($000) $6,761 Shares 67,412 Est. Cost $80.20 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $6,734 Shares 4,229 Est. Cost $1853.49 Unrealized -19.2%
CHINA MOBILE LTD-SPON ADR 0.1%
Value ($000) $5,055 Shares 150,282 Est. Cost $48.84 Unrealized
SE SEA LTD-ADR 0.1%
Value ($000) $4,830 Shares 45,039 Est. Cost $33.08 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS-A 0.1%
Value ($000) $4,668 Shares 18,410 Est. Cost $82.26 Unrealized +118.7%
XP XP INC - CLASS A 0.1%
Value ($000) $4,515 Shares 107,467 Est. Cost $35.89 Unrealized -14.5%
SLACK TECHNOLOGIES INC- CL A 0.1%
Value ($000) $3,969 Shares 127,650 Est. Cost $26.84 Unrealized
ACWX ISHARES MSCI ACWI EX US INDX 0.0%
Value ($000) $2,360 Shares 54,590 Est. Cost $47.77 Unrealized
HDB HDFC BANK LTD-ADR 0.0%
Value ($000) $2,190 Shares 48,176 Est. Cost $47.01 Unrealized
FIAT CHRYSLER AUTOMOBILES NV 0.0%
Value ($000) $1,610 Shares 157,181 Est. Cost $12.22 Unrealized
ORANY ORANGE-SPON ADR 0.0%
Value ($000) $1,513 Shares 127,132 Est. Cost $13.78 Unrealized
API AGORA INC-ADR 0.0%
Value ($000) $1,038 Shares 23,490 Est. Cost $44.19 Unrealized
NTB BANK OF N.T. BUTTERFIELD&SON 0.0%
Value ($000) $933 Shares 38,253 Est. Cost $18.98 Unrealized -13.9%
NVS NOVARTIS AG-SPONSORED ADR 0.0%
Value ($000) $818 Shares 9,370 Est. Cost $82.50 Unrealized
CYRUSONE INC 0.0%
Value ($000) $763 Shares 10,493 Est. Cost $59.11 Unrealized
ATLAS CORP 0.0%
Value ($000) $738 Shares 97,102 Est. Cost $7.69 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $726 Shares 1,034 Est. Cost $395.12 Unrealized +54.1%
IBN ICICI BANK LTD-SPON ADR 0.0%
Value ($000) $682 Shares 73,375 Est. Cost $8.27 Unrealized
VOD VODAFONE GROUP PLC-SP ADR 0.0%
Value ($000) $660 Shares 41,413 Est. Cost $16.33 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $647 Shares 20,145 Est. Cost $41.08 Unrealized -29.6%
WFC WELLS FARGO & CO 0.0%
Value ($000) $560 Shares 21,894 Est. Cost $40.65 Unrealized -41.0%
DBB INVESCO DB BASE METALS FUND 0.0%
Value ($000) $544 Shares 40,003 Est. Cost $15.14 Unrealized
CARG CARGURUS INC 0.0%
Value ($000) $473 Shares 18,673 Est. Cost $29.18 Unrealized -20.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $459 Shares 1,912 Est. Cost $46.98 Unrealized +10.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $435 Shares 30,122 Est. Cost $5.55 Unrealized +42.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $428 Shares 12,193 Est. Cost $38.75 Unrealized -7.1%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $421 Shares 2,516 Est. Cost $122.05 Unrealized
EL ESTEE LAUDER COMPANIES-CL A 0.0%
Value ($000) $398 Shares 2,107 Est. Cost $178.51 Unrealized -7.2%
APH AMPHENOL CORP-CL A 0.0%
Value ($000) $330 Shares 3,446 Est. Cost $21.17 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $241 Shares 5,302 Est. Cost $40.04 Unrealized +12.0%
NKE NIKE INC -CL B 0.0%
Value ($000) $199 Shares 2,028 Est. Cost $85.46 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $194 Shares 3,193 Est. Cost $67.10 Unrealized
PG PROCTER & GAMBLE CO/THE 0.0%
Value ($000) $155 Shares 1,300 Est. Cost $101.53 Unrealized 0.0%
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $151 Shares 11,207 Est. Cost $16.35 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $149 Shares 3,800 Est. Cost $24.96 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $143 Shares 2,600 Est. Cost $40.75 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $143 Shares 1,764 Est. Cost $62.65 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $141 Shares 386 Est. Cost $323.73 Unrealized 0.0%
NVDA NVIDIA CORP 0.0%
Value ($000) $107 Shares 281 Est. Cost $8.06 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $82 Shares 3,830 Est. Cost $27.39 Unrealized -19.4%
T-MOBILE US INC - RIGHTS 0.0%
Value ($000) $60 Shares 359,424 Est. Cost $0.17 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $21 Shares 281 Est. Cost $62.44 Unrealized