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Thornburg Focus Growth Fund (TCGRX) is an MF managed by Independent / Boutique. Its largest position is THORNBURG CAPITAL MANAGEMENT FUND (null), representing 7.46% of fund assets.

Thornburg Focus Growth Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
TCGRX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 26, 2026
Showing 50 out of 63 holdings
Holding Weight Market Value Shares
-
THORNBURG CAPITAL MANAGEMENT FUND
7.46% $14,587,993.23 1,458,799
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ARGAN INC
6.85% $13,404,381.15 24,611
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Vertiv Holdings Co
5.97% $11,666,754.22 46,559
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TechnipFMC plc
4.26% $8,333,828.89 120,553
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SITIME Corp
3.71% $7,254,422.10 21,006
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Marex Group Ltd
3.68% $7,195,390.32 161,404
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SharkNinja, Inc.
3.50% $6,838,068.90 64,571
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CASELLA WASTE SYSTEMS INC
3.27% $6,398,453.64 80,646
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INSMED Inc
3.17% $6,209,017.92 37,971
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APPLIED INDUSTRIAL TECHNOLOGIES INC
2.79% $5,446,754.28 20,529
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CYTOKINETICS INC
2.78% $5,430,852.18 82,398
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ITT INC.
2.69% $5,256,532.17 27,589
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MICROSOFT CORP
2.61% $5,105,384.64 13,792
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JFrog Ltd
2.55% $4,993,305.07 106,399
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RAMBUS INC
2.53% $4,951,370.62 57,554
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ARTIVION, INC.
2.42% $4,725,334.94 129,037
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Everpure, Inc.
2.39% $4,681,990.08 79,302
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Credo Technology Group Holding Ltd
2.36% $4,610,237.31 49,113
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StandardAero, Inc.
2.19% $4,279,566.06 165,682
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Alphabet Inc.
1.93% $3,770,486.72 13,112
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Tradeweb Markets Inc.
1.91% $3,736,881.60 31,760
-
SAIA INC
1.81% $3,542,307.52 10,084
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REPLIGEN CORP
1.75% $3,431,507.50 29,125
-
Celsius Holdings, Inc.
1.58% $3,096,410.56 87,272
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Liberty Media Corp
1.56% $3,056,979.12 35,956
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Broadcom Inc.
1.46% $2,854,301.22 9,222
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AMAZON COM INC
1.36% $2,668,980.05 12,815
-
S&P Global Inc.
1.20% $2,338,944.66 5,499
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Mastercard Inc
1.18% $2,301,433.96 4,606
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Meta Platforms, Inc.
1.15% $2,241,033.21 3,917
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VANGUARD SMALL-CAP ETF
0.92% $1,791,270.88 6,839
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Acadian Asset Management Inc.
0.77% $1,499,053.32 27,546
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Royalty Pharma plc
0.76% $1,493,737.83 31,139
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Victoria's Secret & Co.
0.75% $1,472,208.16 31,756
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Talen Energy Corp
0.75% $1,462,392.63 4,581
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GLAUKOS Corp
0.59% $1,155,514.78 10,733
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HEINEKEN N.V.
0.59% $1,153,395.76 5,464
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Samsara Inc.
0.58% $1,127,118.23 35,567
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Reddit, Inc.
0.58% $1,125,539.35 8,359
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PROGRESSIVE CORP/OH/
0.57% $1,114,505.28 5,622
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TransUnion
0.53% $1,036,604.58 14,982
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AGILYSYS INC
0.50% $986,284.96 13,864
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Mirion Technologies, Inc.
0.48% $945,636.12 50,868
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SHOPIFY INC.
0.45% $875,178.36 7,378
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Guidewire Software, Inc.
0.45% $873,430.40 5,840
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TAPESTRY, INC.
0.44% $857,384.36 6,076
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VEEVA SYSTEMS INC
0.43% $836,317.26 4,761
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StepStone Group Inc.
0.39% $763,376.84 15,997
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INSULET CORP
0.34% $672,327.36 3,204
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Wheaton Precious Metals Corp.
0.32% $632,254.26 4,826
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