Titelia

Holdings of Thornburg Emerging Markets Managed Account Fund

THORNBURG INVESTMENT TRUST · Original filing · Compare with another fund · Report an error

Net assets
1.2M $ including 1.2M $ in equities, 101.0 %
Positions
20 in 12 countries
Top ten
69.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Samsung Electronics Co Ltd 1,396163.3K $13.79 %
2Bid Corp Ltd 4,851116.8K $9.87 %
3Thornburg Capital Management Fund 10,389103.9K $8.78 %
4Arca Continental SAB de CV 8,900102.5K $8.66 %
5Reliance Industries Ltd 4,44464.1K $5.42 %
6MediaTek Inc 1,30362.5K $5.28 %
7Contemporary Amperex Technology Co Ltd 90053.2K $4.50 %
8ADNOC Drilling Co PJSC 37,46353K $4.48 %
9Tenaga Nasional Bhd 14,49849.9K $4.22 %
10Bangkok Dusit Medical Services PCL 83,60047.9K $4.05 %
11Kweichow Moutai Co Ltd 21946.1K $3.90 %
12360 ONE WAM Ltd 4,53345.1K $3.81 %
13MercadoLibre Inc 2645K $3.80 %
14Piraeus Bank SA 4,85839.9K $3.37 %
15Salik Co PJSC 28,25439.7K $3.36 %
16Bharti Airtel Ltd 2,06339.4K $3.32 %
17Tata Consultancy Services Ltd 1,47637.3K $3.15 %
18LIG Nex1 Co Ltd 9037.1K $3.14 %
19Nien Made Enterprise Co Ltd 3,08232.3K $2.73 %
20CSG NV 62816.9K $1.43 %

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Sector breakdown

  • Technology 23.3 %
  • Energy 5.4 %
  • Consumer discretionary 3.8 %
  • Communication 3.3 %
  • Unattributed 64.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • KRW 16.8 %
  • INR 15.5 %
  • USD 12.4 %
  • ZAR 9.8 %
  • MXN 8.6 %
  • CNY 8.3 %
  • TWD 7.9 %
  • AED 7.8 %
  • EUR 4.8 %
  • MYR 4.2 %
  • THB 4.0 %

The quoted currency of each line, as declared.

Country breakdown

  • South Korea 16.8 %
  • India 15.5 %
  • United States 12.4 %
  • South Africa 9.8 %
  • Mexico 8.6 %
  • China 8.3 %
  • Taiwan 7.9 %
  • United Arab Emirates 7.8 %
  • Malaysia 4.2 %
  • Thailand 4.0 %
  • Greece 3.3 %
  • Netherlands 1.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1South Korea2200.4K $16.76 %
2India4185.8K $15.54 %
3United States2148.8K $12.44 %
4South Africa1116.8K $9.77 %
5Mexico1102.5K $8.57 %
6China299.4K $8.31 %
7Taiwan294.8K $7.93 %
8United Arab Emirates292.7K $7.75 %
9Malaysia149.9K $4.17 %
10Thailand147.9K $4.01 %
11Greece139.9K $3.34 %
12Netherlands116.9K $1.42 %
Cite this page

Titelia. "Holdings of Thornburg Emerging Markets Managed Account Fund". https://titelia.com/en/funds/S000079975