Stock Taper 
THORNBURG INVESTMENT MANAGEMENT INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 SAP SE | SAP | 119.02K | $18.34M |
 Arista Networks, Inc. | ANET | 115.9K | $19.69M |
 Builders FirstSource, Inc. | BLDR | 108.89K | $9.74M |
 Slb N.V. | SLB | 106.51K | $4.95M |
 CACI International Inc | CACI | 86.05K | $39.86M |
 SharkNinja, Inc. | SN | 85.21K | $12.98M |
 Advanced Micro Devices, Inc. | AMD | 84.42K | $49.04M |
 Apple Inc. | AAPL | 83.34K | $24.12M |
 LyondellBasell Industries N.V. | LYB | 82.9K | $4.36M |
 Somnigroup International Inc | SGI | 81.95K | $6.42M |
 Ferrari N.V. | RACE | 79.75K | $29.69M |
 Eli Lilly and Company | LLY | 79.68K | $95.57M |
 IQVIA Holdings Inc. | IQV | 69.03K | $13.34M |
 Diageo plc | DEO | 66.47K | $5.34M |
 Microsoft Corporation | MSFT | 65.94K | $24.6M |
 Deckers Outdoor Corporation | DECK | 59.84K | $5.94M |
 Liberty Energy Inc. | LBRT | 55.21K | $1.45M |
 LPL Financial Holdings Inc. | LPLA | 54.97K | $15.48M |
 The Progressive Corporation | PGR | 54.34K | $11.87M |
 Coherent, Inc. | COHR | 53.33K | $21.04M |