THORNBURG INVESTMENT MANAGEMENT INC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 1,210,422 shares of $MRK (~$108,647,479). This was an increase of ~65% over their previous position.
- A decrease of -487,259 shares of $ABBV (~$102,090,506). This was a decrease of ~60% from their previous position.
- A decrease of -260,259 shares of $CME (~$69,044,110). This was a decrease of ~20% from their previous position.
- A decrease of -151,302 shares of $AVGO (~$25,332,494). This was a decrease of ~5% from their previous position.
- A decrease of -1,288,515 shares of $BZ (~$24,700,833). This was a decrease of ~35% from their previous position.
- An addition of 687,673 shares of $MRX (~$24,288,610). This was an increase of ~inf% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for THORNBURG INVESTMENT MANAGEMENT INC for more details.
