Stock Taper 
THORNBURG INVESTMENT MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 T-Mobile US, Inc. | TMUS | 16.15K | $2.71M |
 Vodafone Group Public Limited Company | VOD | 17.16K | $226.99K |
 Insmed Incorporated | INSM | 18.41K | $1.96M |
 ASML Holding N.V. | ASML | 18.75K | $37.3M |
 Vertiv Holdings Co | VRT | 20.16K | $6.75M |
 Lam Research Corporation | LRCX | 20.3K | $8.8M |
 Guidewire Software, Inc. | GWRE | 20.68K | $2.54M |
 Datadog, Inc. | DDOG | 24K | $6.25M |
 Karman Holdings Inc. | KRMN | 24.14K | $1.21M |
 HEICO Corporation | HEI-A | 24.16K | $6.23M |
 Tradeweb Markets Inc. | TW | 24.5K | $2.44M |
 Infosys Limited | INFY | 25.71K | $269.74K |
 TechnipFMC plc | FTI | 27.84K | $1.85M |
 MercadoLibre, Inc. | MELI | 29.45K | $49.99M |
 ServiceNow, Inc. | NOW | 29.84K | $2.96M |
 Tapestry, Inc. | TPR | 29.85K | $4.37M |
 Cytokinetics, Incorporated | CYTK | 31.13K | $2.65M |
 Micron Technology, Inc. | MU | 31.29K | $36.12M |
 Raymond James Financial, Inc. | RJF | 33.2K | $5.05M |
 Itaú Unibanco Holding S.A. | ITUB | 33.37K | $272.59K |