Stock Taper 
THORNBURG INVESTMENT MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HEICO Corporation | HEI-A | 24.16K | $6.23M |
 Karman Holdings Inc. | KRMN | 24.14K | $1.21M |
 Datadog, Inc. | DDOG | 24K | $6.25M |
 Guidewire Software, Inc. | GWRE | 20.68K | $2.54M |
 Lam Research Corporation | LRCX | 20.3K | $8.8M |
 Vertiv Holdings Co | VRT | 20.16K | $6.75M |
 ASML Holding N.V. | ASML | 18.75K | $37.3M |
 Insmed Incorporated | INSM | 18.41K | $1.96M |
 Vodafone Group Public Limited Company | VOD | 17.16K | $226.99K |
 T-Mobile US, Inc. | TMUS | 16.15K | $2.71M |
 ITT Inc. | ITT | 16.04K | $3.17M |
 Wheaton Precious Metals Corp. | WPM | 15.37K | $1.73M |
 HDFC Bank Limited | HDB | 15K | $387.37K |
 Tenaris S.A. | TS | 14.11K | $782.91K |
 S&P Global Inc. | SPGI | 14.1K | $5.74M |
 Amazon.com, Inc. | AMZN | 10.54K | $2.51M |
 Argan, Inc. | AGX | 9.84K | $7.86M |
 SiTime Corporation | SITM | 9.4K | $7.01M |
 NVIDIA Corporation | NVDA | 9.32K | $1.86M |
 Cadence Design Systems, Inc. | CDNS | 7.38K | $2.77M |