Stock Taper

THORNBURG INVESTMENT MANAGEMENT INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Somnigroup International IncSGI81.95K$6.42M
LyondellBasell Industries N.V.LYB82.9K$4.36M
Apple Inc.AAPL83.34K$24.12M
Advanced Micro Devices, Inc.AMD84.42K$49.04M
SharkNinja, Inc.SN85.21K$12.98M
CACI International IncCACI86.05K$39.86M
Slb N.V.SLB106.51K$4.95M
Builders FirstSource, Inc.BLDR108.89K$9.74M
Arista Networks, Inc.ANET115.9K$19.69M
SAP SESAP119.02K$18.34M
AerCap Holdings N.V.AER122K$17.79M
Royalty Pharma plcRPRX123.12K$6.9M
Mastercard IncorporatedMA123.45K$63.4M
Samsara Inc.IOT128.45K$4.17M
Meta Platforms, Inc.META130.47K$73.49M
TransUnionTRU138.54K$9.99M
L3Harris Technologies, Inc.LHX153.15K$44.5M
Uber Technologies, Inc.UBER157.01K$11.33M
Wise Group plc Class A Ordinary SharesWSE168.67K$2.01M
Open Text CorporationOTEX170.73K$3.78M