TFGZ holdings — Thornburg Focus Growth Fund
Thornburg Focus Growth Fund (TFGZ) held 44 positions with net assets of $237M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 46.4% of the fund, led by MSFT, GOOGL, AVGO.
TFGZ top holdings
- MSFT Microsoft Corp — 8.22% ($19.5M)
- GOOGL Alphabet Inc — 7.00% ($16.6M)
- AVGO Broadcom Inc — 5.87% ($13.9M)
- Credo Technology Group Holding Ltd — 5.49% ($13.0M)
- LRCX Lam Research Corp — 3.70% ($8.80M)
- MA Mastercard Inc — 3.44% ($8.16M)
- VSXY Victoria's Secret & Co — 3.41% ($8.09M)
- AGX Argan Inc — 3.31% ($7.86M)
- META Meta Platforms Inc — 2.96% ($7.03M)
- SITM SiTime Corp — 2.95% ($7.01M)
- Royalty Pharma PLC — 2.91% ($6.90M)
- VRT Vertiv Holdings Co — 2.84% ($6.75M)
- Thornburg Capital Management Fund — 2.72% ($6.46M)
- DDOG Datadog Inc — 2.63% ($6.25M)
- HEI.A HEICO Corp — 2.62% ($6.23M)
- RGEN Repligen Corp — 2.52% ($5.99M)
- RDDT Reddit Inc — 2.50% ($5.94M)
- SPGI S&P Global Inc — 2.42% ($5.74M)
- Marex Group PLC — 2.29% ($5.43M)
- TLN Talen Energy Corp — 2.27% ($5.38M)
- SARO StandardAero Inc — 2.21% ($5.24M)
- TPR Tapestry Inc — 1.84% ($4.37M)
- IOT Samsara Inc — 1.75% ($4.17M)
- AAMI Acadian Asset Management Inc — 1.68% ($3.99M)
- PGR Progressive Corp/The — 1.62% ($3.84M)
What are TFGZ's top 10 holdings?
MSFT (8.2%), GOOGL (7.0%), AVGO (5.9%), Credo Technology Group Holding Ltd (5.5%), LRCX (3.7%), MA (3.4%), VSXY (3.4%), AGX (3.3%), META (3.0%), SITM (3.0%).
How many stocks are in TFGZ?
Thornburg Focus Growth Fund reported 44 holdings as of June 30, 2026.
Share classes: TCGCX, TCGRX, TFGZ, THCGX, THCRX, THGRX, THIGX