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Thornburg Investment Management Inc.
Thornburg Investment Management is a privately-owned global investment management company headquartered in Santa Fe, New Mexico, with additional offices in London and Hong Kong. Founded in 1982 by Garrett Thornburg, the firm is employee-owned and manages mutual funds, ETFs, closed-end funds, institutional accounts, separate accounts, and UCITS. As of October 2025, the company has approximately 250 employees and serves clients worldwide across the Americas, Europe, Asia, and Latin America.
Investment Strategy
Thornburg Investment Management employs a disciplined, active management approach blending fundamental research, portfolio diversification, and risk management. The firm's philosophy emphasizes long-term value creation, independent thinking, and portfolio construction tailored to client objectives. Thornburg offers US and international mutual funds, ETFs, and other strategies, focusing on equities, fixed income, and multi-asset solutions. Their investment process integrates rigorous analysis to uncover high-quality opportunities in global markets for institutions, financial advisors, and individual investors.
Latest 13F Filing Activity
Thornburg Investment Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 174 equity positions with a total 13F market value of $8B. The fund increased holdings in Arista Networks Inc., Adtalem Global Ed Inc., Simply Good Foods Co. among other positions. Thornburg Investment Management Inc. reduced exposure to AT&T Inc., Citigroup Inc., Broadcom Inc. among others.
Top Holdings
Equity Positions (174)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T T | AT&T INC | 10.23% | $795.3M | 27,481,441 | $17.69 | $28.94 | -$7.01B |
A AVGO | BROADCOM INC | 9.38% | $729.2M | 2,645,365 | $26.67 | $275.65 | -$4.30B |
C C | CITIGROUP INC | 8.83% | $686.6M | 8,066,349 | $50.31 | $85.12 | -$4.91B |
M MRK | MERCK & CO INC | 4.82% | $374.4M | 4,729,641 | $77.52 | $79.16 | -$2.40B |
C CME | CME GROUP INC | 3.66% | $284.3M | 1,031,324 | $116.58 | $275.62 | -$2.45B |
Industry Allocation
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