Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Thornburg Focus Growth Fund THORNBURG INVESTMENT TRUST · 44 lines · as of Jun 30, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Thornburg Focus Growth Fund |
|---|---|
| Microsoft Corp | 8.22 % |
| Alphabet Inc | 7.00 % |
| Broadcom Inc | 5.87 % |
| Credo Technology Group Holding Ltd | 5.49 % |
| Lam Research Corp | 3.70 % |
| Mastercard Inc | 3.44 % |
| Victoria's Secret & Co | 3.41 % |
| Argan Inc | 3.31 % |
| Meta Platforms Inc | 2.96 % |
| SITIME CORP | 2.95 % |
| ROYALTY PHARMA PLC | 2.91 % |
| Vertiv Holdings Co | 2.84 % |
| Thornburg Capital Management Fund | 2.72 % |
| Datadog Inc | 2.63 % |
| HEICO Corp | 2.62 % |
| Repligen Corp | 2.52 % |
| Reddit Inc | 2.50 % |
| S&P Global Inc | 2.42 % |
| Marex Group PLC | 2.29 % |
| TALEN ENERGY CORP | 2.27 % |
| StandardAero Inc | 2.21 % |
| Tapestry Inc | 1.84 % |
| Samsara Inc | 1.75 % |
| ACADIAN ASSET MANAGEMENT INC | 1.68 % |
| Progressive Corp/The | 1.62 % |
| Rubrik Inc | 1.42 % |
| Vita Coco Co Inc/The | 1.34 % |
| ITT INC | 1.34 % |
| Shopify Inc | 1.27 % |
| Cadence Design Systems Inc | 1.17 % |
Titelia read 44 lines in these 1 funds.