THORNBURG INVESTMENT MANAGEMENT INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMD | 114K | $18.49M |
 | MTDR | 113K | $5.06M |
 | ACA | 110K | $10.29M |
 | SHEL | 109K | $7.78M |
 | MA | 104K | $59.12M |
 | ITT | 101K | $18.01M |
 | DTM | 100K | $11.34M |
 | CELH | 99K | $5.70M |
 | JPM | 93K | $29.38M |
 | ONON | 91K | $3.85M |
 | RACE | 89K | $43.15M |
 | MTSI | 88K | $10.97M |
 | IOT | 87K | $3.25M |
 | CACI | 86K | $42.69M |
 | XPO | 85K | $11.00M |
 | CYTK | 85K | $4.66M |
 | MYRG | 83K | $17.20M |
 | TTAN | 83K | $8.34M |
 | BROS | 78K | $4.07M |
 | AIT | 77K | $20.20M |
Advanced Micro Devices, Inc.
AMD
Shares Held
114K
Value
$18.49M
Matador Resources Company
MTDR
Shares Held
113K
Value
$5.06M
Arcosa, Inc.
ACA
Shares Held
110K
Value
$10.29M
Shell plc
SHEL
Shares Held
109K
Value
$7.78M
Mastercard Incorporated
MA
Shares Held
104K
Value
$59.12M
ITT Inc.
ITT
Shares Held
101K
Value
$18.01M
DT Midstream, Inc.
DTM
Shares Held
100K
Value
$11.34M
Celsius Holdings, Inc.
CELH
Shares Held
99K
Value
$5.70M
JPMorgan Chase & Co.
JPM
Shares Held
93K
Value
$29.38M
On Holding AG
ONON
Shares Held
91K
Value
$3.85M
Ferrari N.V.
RACE
Shares Held
89K
Value
$43.15M
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
88K
Value
$10.97M
Samsara Inc.
IOT
Shares Held
87K
Value
$3.25M
CACI International Inc
CACI
Shares Held
86K
Value
$42.69M
XPO Logistics, Inc.
XPO
Shares Held
85K
Value
$11.00M
Cytokinetics, Incorporated
CYTK
Shares Held
85K
Value
$4.66M
MYR Group Inc.
MYRG
Shares Held
83K
Value
$17.20M
ServiceTitan, Inc.
TTAN
Shares Held
83K
Value
$8.34M
Dutch Bros Inc.
BROS
Shares Held
78K
Value
$4.07M
Applied Industrial Technologies, Inc.
AIT
Shares Held
77K
Value
$20.20M