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Thornburg Investment Management Inc.

CIK:0001145020
Asset Manager
$52B AUM
177 holdings
Santa Fe, NM, United States
Founded:1982
250 employees
Latest filing:Jun 30, 2025

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.

Top Buys
A
ANETARISTA NETWORKS INC
+$14.9M
A
ATGEADTALEM GLOBAL ED INC
+$13.3M
S
SMPLSIMPLY GOOD FOODS CO
+$8.2M
S
SITMSITIME CORP
+$3.4M
I
IOTSAMSARA INC
+$3.1M
Top Sells
T
TAT&T INC
-$7.01B
C
CCITIGROUP INC
-$4.91B
A
AVGOBROADCOM INC
-$4.30B
C
CMECME GROUP INC
-$2.45B
M
MRKMERCK & CO INC
-$2.40B

Top Holdings

T
TAT&T INC
+10.2%$795.3M
A
AVGOBROADCOM INC
+9.4%$729.2M
C
CCITIGROUP INC
+8.8%$686.6M
M
MRKMERCK & CO INC
+4.8%$374.4M
C
CMECME GROUP INC
+3.7%$284.3M

Equity Positions (174)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
T
T
AT&T INC10.23%$795.3M27,481,441$17.69$28.94-$7.01B
A
AVGO
BROADCOM INC9.38%$729.2M2,645,365$26.67$275.65-$4.30B
C
C
CITIGROUP INC8.83%$686.6M8,066,349$50.31$85.12-$4.91B
M
MRK
MERCK & CO INC4.82%$374.4M4,729,641$77.52$79.16-$2.40B
C
CME
CME GROUP INC3.66%$284.3M1,031,324$116.58$275.62-$2.45B

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+12.1%
NATIONAL COMMERCIAL BANKS
+11.3%
PHARMACEUTICAL PREPARATIONS
+10.3%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+10.2%
SECURITY & COMMODITY BROKERS, DEALERS, EXCHANGES & SERVICES
+4.3%