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Institutional Investment Manager
THORNBURG INVESTMENT MANAGEMENT INC
THORNBURG INVESTMENT MANAGEMENT INC (CIK: 0001145020) incorporated in Delaware, located at 2300 North Ridgetop Road, Santa Fe, NM. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Original 13F HR (0001140361-14-031701) filed in 2014.08.11
#
Name
Shares
Value ($)
%
Options
Notes
201 ALEXION PHARMACEUTIC 107,311 16,767 0.07%
202 MGM RESORTS INTERNATIONAL 613,771 16,204 0.06%
203 SIRIUS XM HOLDINGS INC 4,678,443 16,187 0.06%
204 NMI HLDGS INC CL A 1,531,500 16,081 0.06%
205 LIFELOCK ORD 1,121,403 15,655 0.06%
206 CARDTRONICS INC COM 457,679 15,598 0.06%
207 WISDOMTREE INVTS INC 1,261,527 15,592 0.06%
208 GLAXOSMITHKLINE PLC 289,373 15,476 0.06%
209 VITAMIN SHOPPE INC 358,109 15,406 0.06%
210 FINANCIAL ENGINES INC 338,383 15,322 0.06%
211 ACUITY BRANDS INC 108,668 15,023 0.06%
212 PROTO LABS INC COM 180,989 14,827 0.06%
213 SPROUTS FMRS MKT INC 441,026 14,430 0.06%
214 ENDO INTL PLC 202,651 14,190 0.06%
215 VERISK ANALYTICS INC 235,370 14,127 0.06%
216 ALEXANDRIA REAL ESTATE EQ IN 513,500 14,070 0.06%
217 Monster Beverage Corpo 197,724 14,044 0.06%
218 SANDISK CORP 133,920 13,985 0.06%
219 GENTEX CORP 479,757 13,956 0.06%
220 UMPQUA HLDGS CORP 729,774 13,078 0.05%
221 AMIRA NATURE FOODS LTD 953,528 13,054 0.05%
222 ULTA BEAUTY INC 140,058 12,803 0.05%
223 Portfolio Recovery Ass 205,394 12,227 0.05%
224 FARM CREDIT BANK/TEXAS 10,000 12,109 0.05%
225 TRIPADVISOR INC 111,216 12,085 0.05%
226 Softbank Corp 320,925 11,948 0.05%
227 BIOGEN INC 37,347 11,776 0.05%
228 ARUBA NETWORKS INC 670,533 11,748 0.05%
229 WORKDAY INC 126,910 11,404 0.05%
230 CONTINENTAL BLDG PRODS INC COM 734,017 11,304 0.05%
231 AMERICAN EAGLE OUTFITTERS NE 1,001,189 11,233 0.04%
232 RETAILMENOT INC COM SER 1 413,760 11,010 0.04%
233 YELP INC 139,957 10,732 0.04%
234 PANERA BREAD CO 71,400 10,698 0.04%
235 VIRTUS INVT PARTNERS INC COM 50,384 10,669 0.04%
236 TATA MTRS LTD 267,059 10,431 0.04%
237 Trulia Inc 209,165 9,910 0.04%
238 58 COM INC 180,361 9,750 0.04%
239 QIHOO 360 TECHNOLOGY CO LTD 102,708 9,453 0.04%
240 NOVADAQ TECHNOLOGIES INC 565,162 9,314 0.04%
241 NEW ORIENTAL ED & TECH GRP I 343,943 9,139 0.04%
242 ICICI BANK LIMITED 180,824 9,023 0.04%
243 JUMEI INTL HLDG LTD 330,591 8,992 0.04%
244 YY INC 118,098 8,916 0.04%
245 FIRST TENN BK N A MEMPHIS TENN 12,000 8,770 0.03%
246 AUTOHOME INC 249,197 8,580 0.03%
247 COMCAST HOLDINGS CORP 200,000 8,300 0.03%
248 HMS HOLDINGS CORPORATION 386,271 7,884 0.03%
249 BRIGHT HORIZONS FAM SOL IN DEL COM 178,226 7,653 0.03%
250 PEGASYSTEMS INC 354,892 7,495 0.03%
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Restatement filing (0001140361-14-031708) filed in 2014.08.11
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHLUMBERGER LTD 6,607,964 779,409 3.11%
2 BAIDU INC 3,647,163 681,327 2.72%
3 TAIWAN SEMICONDUCTOR MFG LTD 31,736,072 678,835 2.71%
4 JPMORGAN CHASE & CO 11,703,821 674,374 2.69%
5 ACCENTURE PLC IRELAND 8,149,371 658,795 2.63%
6 ALLERGAN PLC 2,584,675 576,512 2.30%
7 LIBERTY GLOBAL PLC 13,387,763 566,436 2.26%
8 ROYAL DUTCH SHELL PLC 6,255,464 515,263 2.06%
9 Walgreens 6,500,039 481,848 1.92%
10 YUM BRANDS INC 5,821,183 472,680 1.89%
11 MASTERCARD INCORPORATED 5,912,997 434,428 1.73%
12 ENSCO PLC 7,241,211 402,394 1.60%
13 LULULEMON ATHLETICA INC 9,596,914 388,483 1.55%
14 GILEAD SCIENCES INC 4,244,661 351,925 1.40%
15 QUALCOMM INC 4,293,460 340,042 1.36%
16 APPLE INC 3,257,897 302,756 1.21%
17 VODAFONE GROUP PLC NEW 8,381,241 279,850 1.12%
18 AMERICA MOVIL SAB DE CV 13,462,950 279,356 1.11%
19 PFIZER INC 8,743,896 259,519 1.04%
20 INTEL CORP 8,177,104 252,673 1.01%
21 NXP SEMICONDUCTORS N V 3,688,932 244,134 0.97%
22 PERRIGO CO PLC 1,652,427 240,858 0.96%
23 MFA FINANCIAL INC COM 27,336,852 224,436 0.90%
24 SOUTHERN COPPER CORP 7,093,248 215,422 0.86%
25 DUKE ENERGY CORP NEW 2,872,551 213,115 0.85%
26 LORILLARD 3,453,538 210,562 0.84%
27 HOME DEPOT INC 2,583,500 209,160 0.83%
28 TELEFONICA BRASIL SA 9,303,825 190,821 0.76%
29 KKR & CO LP COMMON UNITS 7,690,809 187,117 0.75%
30 WYNN RESORTS LTD 900,230 186,852 0.75%
31 STAPLES INC 16,722,052 181,267 0.72%
32 LYONDELLBASELL INDUSTRIES N 1,826,633 178,371 0.71%
33 Chimera Investment Corp REIT 55,239,250 176,213 0.70%
34 KINDER MORGAN INC DEL 4,850,619 175,883 0.70%
35 NUCOR CORP 3,432,640 169,058 0.67%
36 VALEANT PHARMACEUTICALS INTL 1,315,423 165,901 0.66%
37 TWO HBRS INVT CORP 15,736,048 164,914 0.66%
38 BLACKSTONE GROUP L P 4,746,446 158,721 0.63%
39 INVESCO MORTGAGE CAPITAL INC 9,019,067 156,571 0.62%
40 LVMH Moet Hennessy Louis Vuitt 4,016,783 154,868 0.62%
41 ARES CAPITAL CORP 8,652,982 154,542 0.62%
42 EMBRAER S A 4,200,903 153,039 0.61%
43 TOYOTA MOTOR CORP 1,250,211 149,600 0.60%
44 WASHINGTON REAL ESTATE INVT 5,723,233 148,690 0.59%
45 Publicis SA ADR 6,931,503 146,957 0.59%
46 NOVARTIS A G 1,589,035 143,855 0.57%
47 AT&T INC 4,051,200 143,250 0.57%
48 NESTLE SA SPONSORED ADR REPSTG 1,846,468 143,045 0.57%
49 HOLLYFRONTIER CORP 3,205,504 140,048 0.56%
50 Kingfisher PLC ADR 10,764,110 132,148 0.53%
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