Fund HoldingsTHORNBURG INVESTMENT MANAGEMENT INC

Total Portfolio Value
$6.08M
Total Bought
$479.6K
Total Sold
$547.1K
Net Transaction
-$67.6K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TC ENERGY CORP(TRP)02,521,210+2,521,2100871.43%+87
CITIGROUP INC(C)3,773,0475,406,245+1,633,1981742223.66%+49
MERCK & CO INC(MRK)1,486,4652,016,111+529,6461722083.41%+36
NOVO-NORDISK A S(NVO)342,177897,901+555,72455821.34%+26
CME GROUP INC(CME)01,668,051+1,668,05103345.49%+334
ADVANCED MICRO DEVICES INC(AMD)0150,430+150,4300150.25%+15
ABBVIE INC(ABBV)01,004,705+1,004,70501502.46%+150
PURE STORAGE INC(P)0379,808+379,8080140.22%+14
MEDTRONIC PLC(MDT)684,707925,592+240,88560731.19%+12
VESTA REAL ESTATE CORP(VTMX)0361,968+361,9680120.20%+12
PNM RES INC(TXNM)0245,024+245,0240110.18%+11
ARCOSA INC0144,171+144,1710100.17%+10
RYAN SPECIALTY HOLDINGS INC(RYAN)159,544350,546+191,0027170.28%+10
SHOPIFY INC(SHOP)17,500171,874+154,374190.15%+8
XPO INC(XPO)099,595+99,595070.12%+7
DIGITALBRIDGE GROUP INC(DBRG)0422,737+422,737070.12%+7
CCC INTELLIGENT SOLUTIONS HL(CCC)1,305,5091,645,283+339,77415220.36%+7
FIDELITY NATL INFORMATION SV(FIS)525,169652,492+127,32329360.59%+7
NETEASE INC(NTES)072,354+72,354070.12%+7
SAP SE(SAP)052,331+52,331070.11%+7
YUM CHINA HLDGS INC(YUMC)0918,120+918,1200520.85%+52
EQUITABLE HLDGS INC5,446,7695,446,76901481552.54%+7
ONTO INNOVATION INC(ONTO)049,006+49,006060.10%+6
LIBERTY MEDIA CORP DEL(FWONA)097,461+97,461060.10%+6
VERTIV HOLDINGS CO(VRT)422,519441,112+18,59310160.27%+6
ALPHABET INC(GOOG)561,250558,444-2,80667731.20%+6
LYONDELLBASELL INDUSTRIES N
SHS - A -
01,960,994+1,960,99401863.05%+186
GRAB HOLDINGS LIMITED
CLASS A ORD
01,556,043+1,556,043060.09%+6
IPG PHOTONICS CORP(IPGP)048,182+48,182050.08%+5
SLR INVESTMENT CORP04,338,599+4,338,5990671.10%+67
BELLRING BRANDS INC(BRBR)0102,059+102,059040.07%+4
MONDAY COM LTD
SHS
026,286+26,286040.07%+4
PETROLEO BRASILEIRO SA PETRO(PBR)7,990,0887,647,402-342,6861111151.88%+4
DLOCAL LTD(DLO)0190,652+190,652040.06%+4
ALIBABA GROUP HLDG LTD(BABA)0756,355+756,3550661.08%+66
MIDCAP FINANCIAL INVSTMNT CO2,937,7832,937,783037400.66%+3
PETIQ INC704,770705,747+97711140.23%+3
ISHARES TR0110,632+110,632050.09%+5
MICRON TECHNOLOGY INC(MU)0265,071+265,0710180.30%+18
TOTALENERGIES SE(TTE)0397,332+397,3320260.43%+26
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
0187,447+187,447030.05%+3
CLEARWATER ANALYTICS HLDGS I0138,833+138,833030.04%+3
ARM HOLDINGS PLC050,000+50,000030.04%+3
KENVUE INC(KVUE)100,000262,257+162,257350.09%+3
MERCADOLIBRE INC(MELI)044,663+44,6630570.93%+57
GROUP 1 AUTOMOTIVE INC(GPI)22,26130,460+8,199680.13%+2
YETI HLDGS INC(YETI)0260,274+260,2740130.21%+13
BIOMARIN PHARMACEUTICAL INC(BMRN)257,303276,078+18,77522240.40%+2
ASSURANT INC(AIZ)115,188115,177-1114170.27%+2
SAREPTA THERAPEUTICS INC(SRPT)016,939+16,939020.03%+2
PINNACLE FINL PARTNERS INC147,086153,436+6,3508100.17%+2
BJS WHSL CLUB HLDGS INC(BJ)0227,495+227,4950160.27%+16
MITSUBISHI UFJ FINL GROUP IN(MUFG)0218,432+218,432020.03%+2
CISCO SYS INC(CSCO)02,252,013+2,252,01301211.99%+121
MYR GROUP INC DEL(MYRG)104,838118,642+13,80415160.26%+1
LPL FINL HLDGS INC(LPLA)72,35972,303-5616170.28%+1
ISHARES TR083,442+83,442060.09%+6
VODAFONE GROUP PLC NEW(VOD)01,983,730+1,983,7300190.31%+19
ASPEN TECHNOLOGY INC051,943+51,9430110.17%+11
GLOBANT S A
COM
0105,813+105,8130210.34%+21
REPLIGEN CORP(RGEN)042,251+42,251070.11%+7
SAIA INC(SAIA)16,27815,863-415660.10%+1
PJT PARTNERS INC(PJT)70,24470,2440560.09%+1
SHELL PLC(SHEL)128,294129,113+819880.14%+1
CHURCHILL DOWNS INC(CHDN)37,03949,618+12,579560.09%+1
L3HARRIS TECHNOLOGIES INC(LHX)0116,472+116,4720200.33%+20
MAKEMYTRIP LIMITED MAURITIUS
SHS
34,70835,528+820110.02%+1
CROWDSTRIKE HLDGS INC(CRWD)02,918+2,918000.01%0
TRADEWEB MKTS INC(TW)42,18741,111-1,076330.05%0
TRANSUNION(TRU)159,915179,949+20,03413130.21%0
AVANTOR INC(AVTR)0911,537+911,5370190.32%+19
ENPHASE ENERGY INC(ENPH)31,72746,744+15,017560.09%0
ISHARES TR013,602+13,602010.01%+1
RAMBUS INC DEL(RMBS)77,24694,030+16,784550.09%0
VANGUARD INTL EQUITY INDEX F04,104+4,104000.00%0
GROCERY OUTLET HLDG CORP(GO)124,790139,717+14,927440.07%0
CROWN HLDGS INC(CCK)158,039158,052+1314140.23%0
DIAMONDBACK ENERGY INC(FANG)08,608+8,608010.02%+1
ICICI BANK LIMITED(IBN)195,049204,434+9,385550.08%0
TECK RESOURCES LTD(TECK)670,213659,466-10,74728280.47%0
WYNDHAM HOTELS & RESORTS INC(WH)120,845121,046+201880.14%0
INVESCO DB MULTI-SECTOR COMM(DBB)034,412+34,412010.01%+1
OLLIES BARGAIN OUTLET HLDGS(OLLI)03,573+3,573000.00%0
NOVARTIS AG(NVS)07,412+7,412010.01%+1
INVESCO DB MULTI-SECTOR COMM(DBA)019,822+19,822000.01%0
FORMFACTOR INC(FORM)011,613+11,613000.01%0
COUPANG INC(CPNG)60,10459,603-501110.02%-0
BHP GROUP LTD04,885+4,885000.00%0
H WORLD GROUP LTD(HTHT)014,131+14,131010.01%+1
STELLANTIS N.V(STLA)03,450,728+3,450,7280661.09%+66
SERVICENOW INC(NOW)8,2558,2550550.08%-0
AMAZON COM INC(AMZN)9,7609,7600110.02%-0
BOOZ ALLEN HAMILTON HLDG COR05,152+5,152010.01%+1
LI AUTO INC(LI)25,95225,427-525110.01%-0
SPDR GOLD TR(GLD)05,318+5,318010.01%+1
OTIS WORLDWIDE CORP(OTIS)06,060+6,060000.01%0
ORANGE(FNCTF)0774,091+774,091090.15%+9
SERVICE CORP INTL(SCI)11,22711,2270110.01%-0
LIBERTY ENERGY INC(LBRT)0486,131+486,131090.15%+9
ING GROEP N.V.(ING)796,246803,666+7,42011110.17%-0
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