Holdings
Thornburg Focus Growth Fund
As of Jun 30, 2026, Thornburg Focus Growth Fund reported 43 positions worth US$231M. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 52,331 | US$19.5M | +38,539 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 46,540 | US$16.6M | +33,428 | Jun 30, 2026 |
| Broadcom Inc. | 36,883 | US$13.9M | +27,661 | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 47,952 | US$13M | −1,161 | Jun 30, 2026 |
| Lam Research Corporation | 20,299 | US$8.8M | new | Jun 30, 2026 |
| Mastercard Incorporated | 15,890 | US$8.16M | +11,284 | Jun 30, 2026 |
| Victorias Secret & Co. | 96,954 | US$8.09M | +65,198 | Jun 30, 2026 |
| Argan, Inc. | 9,843 | US$7.86M | −14,768 | Jun 30, 2026 |
| Meta Platforms, Inc. | 12,489 | US$7.03M | +8,572 | Jun 30, 2026 |
| Sitime Corporation | 9,397 | US$7.01M | −11,609 | Jun 30, 2026 |