THORNBURG INVESTMENT MANAGEMENT INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ASML | 21K | $20.39M |
 | SITM | 21K | $6.34M |
 | INSP | 20K | $1.51M |
 | SAP | 17K | $4.63M |
 | VOD | 17K | $199.10K |
 | HDB | 17K | $567.12K |
 | PODD | 15K | $4.52M |
 | CPNG | 14K | $461.62K |
 | MSFT | 14K | $7.05M |
 | NVDA | 12K | $2.28M |
 | SMPL | 12K | $294.99K |
 | CYBR | 11K | $5.54M |
 | AMZN | 11K | $2.40M |
 | SAIA | 10K | $3.10M |
 | CASY | 9K | $5.01M |
 | MU | 8K | $1.30M |
 | NOW | 6K | $5.49M |
 | ZTS | 6K | $851.00K |
 | AL | 5K | $336.20K |
 | NVS | 5K | $626.97K |
ASML Holding N.V.
ASML
Shares Held
21K
Value
$20.39M
SiTime Corporation
SITM
Shares Held
21K
Value
$6.34M
Inspire Medical Systems, Inc.
INSP
Shares Held
20K
Value
$1.51M
SAP SE
SAP
Shares Held
17K
Value
$4.63M
Vodafone Group Public Limited Company
VOD
Shares Held
17K
Value
$199.10K
HDFC Bank Limited
HDB
Shares Held
17K
Value
$567.12K
Insulet Corporation
PODD
Shares Held
15K
Value
$4.52M
Coupang, Inc.
CPNG
Shares Held
14K
Value
$461.62K
Microsoft Corporation
MSFT
Shares Held
14K
Value
$7.05M
NVIDIA Corporation
NVDA
Shares Held
12K
Value
$2.28M
The Simply Good Foods Company
SMPL
Shares Held
12K
Value
$294.99K
CyberArk Software Ltd.
CYBR
Shares Held
11K
Value
$5.54M
Amazon.com, Inc.
AMZN
Shares Held
11K
Value
$2.40M
Saia, Inc.
SAIA
Shares Held
10K
Value
$3.10M
Casey's General Stores, Inc.
CASY
Shares Held
9K
Value
$5.01M
Micron Technology, Inc.
MU
Shares Held
8K
Value
$1.30M
ServiceNow, Inc.
NOW
Shares Held
6K
Value
$5.49M
Zoetis Inc.
ZTS
Shares Held
6K
Value
$851.00K
Air Lease Corporation
AL
Shares Held
5K
Value
$336.20K
Novartis AG
NVS
Shares Held
5K
Value
$626.97K