THORNBURG INVESTMENT MANAGEMENT INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GKOS | 49K | $4.00M |
 | RGEN | 48K | $6.39M |
 | TDG | 48K | $62.79M |
 | INSM | 44K | $6.34M |
 | ITUB | 42K | $310.63K |
 | PJT | 41K | $7.29M |
 | TLN | 39K | $16.70M |
 | BMY | 38K | $1.73M |
 | SLB | 34K | $1.17M |
 | MELI | 30K | $69.97M |
 | LPLA | 30K | $9.89M |
 | AGX | 29K | $7.90M |
 | CHDN | 29K | $2.83M |
 | TW | 29K | $3.18M |
 | WCN | 27K | $4.67M |
 | INFY | 25K | $401.33K |
 | GPI | 24K | $10.47M |
 | TS | 24K | $845.92K |
 | GLOB | 23K | $1.33M |
 | MNDY | 21K | $4.13M |
Glaukos Corporation
GKOS
Shares Held
49K
Value
$4.00M
Repligen Corporation
RGEN
Shares Held
48K
Value
$6.39M
TransDigm Group Incorporated
TDG
Shares Held
48K
Value
$62.79M
Insmed Incorporated
INSM
Shares Held
44K
Value
$6.34M
Itaú Unibanco Holding S.A.
ITUB
Shares Held
42K
Value
$310.63K
PJT Partners Inc.
PJT
Shares Held
41K
Value
$7.29M
Talen Energy Corporation
TLN
Shares Held
39K
Value
$16.70M
Bristol-Myers Squibb Company
BMY
Shares Held
38K
Value
$1.73M
SLB N.V.
SLB
Shares Held
34K
Value
$1.17M
MercadoLibre, Inc.
MELI
Shares Held
30K
Value
$69.97M
LPL Financial Holdings Inc.
LPLA
Shares Held
30K
Value
$9.89M
Argan, Inc.
AGX
Shares Held
29K
Value
$7.90M
Churchill Downs Incorporated
CHDN
Shares Held
29K
Value
$2.83M
Tradeweb Markets Inc.
TW
Shares Held
29K
Value
$3.18M
Waste Connections, Inc.
WCN
Shares Held
27K
Value
$4.67M
Infosys Limited
INFY
Shares Held
25K
Value
$401.33K
Group 1 Automotive, Inc.
GPI
Shares Held
24K
Value
$10.47M
Tenaris S.A.
TS
Shares Held
24K
Value
$845.92K
Globant S.A.
GLOB
Shares Held
23K
Value
$1.33M
monday.com Ltd.
MNDY
Shares Held
21K
Value
$4.13M