Arkolith/Funds/Thornburg Investment Management Inc

Thornburg Investment Management Inc

CIK 1145020
Holdings as of Mar 31, 2026·disclosed May 12, 2026·~42-day 13F lag·13F-HR
Inactive

Thornburg Investment Management Inc holds a focused book of 171 stocks worth $9.6B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened TOTALENERGIES SE and trimmed CITIGROUP INC. Their largest long position is TOTALENERGIES SE at 11% of the equity book.

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Use Arkolith to show THORNBURG INVESTMENT MANAGEMENT INC's latest
holdings, largest changes, and filing provenance.
Opened
24
new positions
Added to
67
existing
Trimmed
69
reduced
Sold out
27
exited

Concentration

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
59%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Health Care
13%
Communication Services
10%
Financials
4%
Utilities
3%
Materials
2%
Information Technology
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • MAREX GROUP PLC
    −63%$30.9M
  • TRANSDIGM GROUP INC
    −38%$20.8M
  • COHERENT CORP
    −31%$7.9M
  • CAPITAL ONE FINL CORP
    −24%$7.8M
  • BJS WHSL CLUB HLDGS INC
    −57%$6.8M
  • CLEAN HARBORS INC
    −38%$6.6M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

171 positions
#SecurityValueShares% PortLast moveHistory
1Totalenergies SE
ACT
$1.1B11.66M
11.3%
New
New position
2Citigroup Inc
COM NEW
$905.9M7.99M
9.4%
−0.4%
Reduced · −29K sh
3AT&T Inc
COM
$900.0M31.05M
9.3%
+6.9%
Added · +2.0M sh
4Broadcom Inc
COM
$644.9M2.08M
6.7%
+1.2%
Added · +26K sh
5AstraZeneca PLC
ORD
$555.7M2.86M
5.8%
New
New position
6Merck & Co Inc
COM
$448.5M3.73M
4.7%
Held
7Cme Group Inc
COM
$338.3M1.15M
3.5%
−0.1%
Reduced · −1K sh
8TC Energy Corp
COM
$295.0M4.72M
3.1%
+17%
Added · +680K sh
9Taiwan Semiconductor MFG Ltd
SPONSORED ADS
$237.0M701.4K
2.5%
+8.9%
Added · +57K sh
10Cisco Sys Inc
COM
$226.1M2.91M
2.3%
+1.6%
Added · +45K sh
11Enbridge Inc
COM
$197.2M3.64M
2.0%
+1.1%
Added · +39K sh
12Equitable Hldgs Inc
COM
$185.3M4.99M
1.9%
+2.1%
Added · +104K sh
13Medtronic PLC
SHS
$174.8M2.02M
1.8%
+4.6%
Added · +88K sh
14Home Depot Inc
COM
$171.4M521.0K
1.8%
+0.2%
Added · +1K sh
15Regions Financial Corp New
COM
$170.2M6.52M
1.8%
+4.6%
Added · +285K sh
16Freeport-McMoran Inc
CL B
$166.7M2.84M
1.7%
+1.5%
Added · +41K sh
17Canadian Pacific Kansas City
COM
$159.6M2.03M
1.7%
−3.5%
Reduced · −74K sh
18Linde PLC
SHS
$135.4M274.4K
1.4%
+0.7%
Added · +2K sh
19Alcon AG
ORD SHS
$128.4M1.71M
1.3%
−2.2%
Reduced · −39K sh
20Alphabet Inc
CAP STK CL A
$122.2M424.9K
1.3%
+0.6%
Added · +3K sh
21South Bow Corp
COM
$120.7M3.63M
1.3%
+28%
Added · +803K sh
22Ferrovial SE
ORD SHS
$111.6M1.74M
1.2%
+0.9%
Added · +15K sh
23Abbvie Inc
COM
$109.4M502.8K
1.1%
+25%
Added · +102K sh
24Kanzhun Limited
SPONSORED ADS
$83.5M6.23M
0.9%
+1.9%
Added · +116K sh
25Lyondellbasell Industries NV
SHS - A -
$78.7M977.1K
0.8%
Held
26Alibaba Group Hldg Ltd
SPONSORED ADS
$76.6M610.2K
0.8%
+4.5%
Added · +26K sh
27Schwab Charles Corp
COM
$76.1M809.6K
0.8%
+7.2%
Added · +55K sh
28Meta Platforms Inc
CL A
$72.2M126.2K
0.7%
−2.7%
Reduced · −4K sh
29Chimera Invt Corp
COM SHS
$68.7M5.48M
0.7%
+3.9%
Added · +208K sh
30SLR Investment Corp
COM
$66.3M4.63M
0.7%
+6.1%
Added · +266K sh
31Pfizer Inc
COM
$63.0M2.24M
0.7%
+1.8%
Added · +40K sh
32Eli Lilly & Co
COM
$55.3M60.2K
0.6%
+33%
Added · +15K sh
33Mercadolibre Inc
COM
$53.6M31.0K
0.6%
+3.6%
Added · +1K sh
34Mastercard Incorporated
CL A
$48.9M97.9K
0.5%
−1.1%
Reduced · −1K sh
35Booking Holdings Inc
COM
$47.2M11.2K
0.5%
+169%
Added · +7K sh
36Caci Intl Inc
CL A
$46.0M84.6K
0.5%
+1.0%
Added · +822 sh
37L3harris Technologies Inc
COM
$43.7M126.7K
0.5%
Held
38Adobe Inc
COM
$42.2M173.5K
0.4%
+75%
Added · +74K sh
39TJX Cos Inc New
COM
$42.1M263.7K
0.4%
+1.2%
Added · +3K sh
40Midcap Financial Invstmnt Co
COM NEW
$36.4M3.24M
0.4%
+3.2%
Added · +100K sh
41Transdigm Group Inc
COM
$34.4M29.7K
0.4%
−38%
Reduced · −18K sh
42Ferrari N V
COM
$32.5M96.0K
0.3%
+9.0%
Added · +8K sh
43Sea Ltd
SPONSORD ADS
$30.6M369.9K
0.3%
+14%
Added · +46K sh
44Vertiv Holdings Co
COM CL A
$28.8M115.0K
0.3%
−14%
Reduced · −19K sh
45Shopify Inc
CL A SUB VTG SHS
$27.7M233.6K
0.3%
+70%
Added · +96K sh
46Asml Hldg NV
N Y REGISTRY SHS
$25.8M19.5K
0.3%
−4.0%
Reduced · −803 sh
47Capital One Finl Corp
COM
$25.5M139.7K
0.3%
−24%
Reduced · −43K sh
48Advanced Micro Devices Inc
COM
$24.9M122.6K
0.3%
−0.5%
Reduced · −675 sh
49Technipfmc PLC
COM
$23.0M333.2K
0.2%
−22%
Reduced · −92K sh
50Arista Networks Inc
COM SHS
$20.7M168.3K
0.2%
+4.7%
Added · +8K sh
Showing 50 of 171 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 12, 2026171$9.6B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026176$7.9B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025176$7.7B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025177$7.8B13F-HR
Q1 2025Mar 31, 2025May 8, 2025182$71.5B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025188$7.6B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024192$7.7B13F-HR
Q2 2024Jun 30, 2024Aug 8, 2024189$7.1B13F-HR
Q1 2024Mar 31, 2024May 13, 2024187$7.2B13F-HR
Q4 2023Dec 31, 2023Feb 8, 2024196$6.9B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023196$6.1B13F-HR
Q2 2023Jun 30, 2023Aug 8, 2023184$6.2B13F-HR
Q1 2023Mar 31, 2023May 9, 2023185$6.1B13F-HR
Q4 2022Dec 31, 2022Feb 8, 2023201$5.9B13F-HR
Q3 2022Sep 30, 2022Nov 15, 2022200$5.6B13F-HR
Q2 2022Jun 30, 2022Aug 5, 2022205$6.5B13F-HR
Q1 2022Mar 31, 2022May 12, 2022200$7.6B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022208$8.5B13F-HR
Q3 2021Sep 30, 2021Nov 10, 2021210$8.1B13F-HR
Q2 2021Jun 30, 2021Oct 12, 2021206$8.7B13F-HR/A
Q1 2021Mar 31, 2021May 14, 2021207$8.6B13F-HR
Q4 2020Dec 31, 2020Feb 9, 2021227$8.4B13F-HR
Q3 2020Sep 30, 2020Nov 5, 2020164$7.6B13F-HR
Amended / restated
  • Q2 2021 · filed Aug 11, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.