THORNBURG INVESTMENT MANAGEMENT INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NTNX | 173K | $12.87M |
 | OTEX | 171K | $6.39M |
 | SN | 168K | $17.30M |
 | ANET | 165K | $24.03M |
 | WAL | 165K | $14.28M |
 | WD | 160K | $13.35M |
 | WH | 151K | $12.08M |
 | CXT | 148K | $9.92M |
 | BLDR | 146K | $17.68M |
 | PNFP | 145K | $13.55M |
 | META | 144K | $105.53M |
 | VRT | 142K | $21.47M |
 | SHOP | 141K | $20.97M |
 | DCO | 135K | $12.95M |
 | SXT | 132K | $12.37M |
 | COHR | 128K | $13.82M |
 | LHX | 127K | $38.87M |
 | ATGE | 125K | $19.29M |
 | BJ | 123K | $11.43M |
 | FROG | 120K | $5.69M |
Nutanix, Inc.
NTNX
Shares Held
173K
Value
$12.87M
Open Text Corporation
OTEX
Shares Held
171K
Value
$6.39M
SharkNinja, Inc.
SN
Shares Held
168K
Value
$17.30M
Arista Networks, Inc.
ANET
Shares Held
165K
Value
$24.03M
Western Alliance Bancorporation
WAL
Shares Held
165K
Value
$14.28M
Walker & Dunlop, Inc.
WD
Shares Held
160K
Value
$13.35M
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
151K
Value
$12.08M
Crane NXT, Co.
CXT
Shares Held
148K
Value
$9.92M
Builders FirstSource, Inc.
BLDR
Shares Held
146K
Value
$17.68M
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
145K
Value
$13.55M
Meta Platforms, Inc.
META
Shares Held
144K
Value
$105.53M
Vertiv Holdings Co
VRT
Shares Held
142K
Value
$21.47M
Shopify Inc.
SHOP
Shares Held
141K
Value
$20.97M
Ducommun Incorporated
DCO
Shares Held
135K
Value
$12.95M
Sensient Technologies Corporation
SXT
Shares Held
132K
Value
$12.37M
Coherent, Inc.
COHR
Shares Held
128K
Value
$13.82M
L3Harris Technologies, Inc.
LHX
Shares Held
127K
Value
$38.87M
Adtalem Global Education Inc.
ATGE
Shares Held
125K
Value
$19.29M
BJ's Wholesale Club Holdings, Inc.
BJ
Shares Held
123K
Value
$11.43M
JFrog Ltd.
FROG
Shares Held
120K
Value
$5.69M