Holdings as of 12/31/2011
Growth Industry Leaders
Ticker Company Name % of Portfolio 3092 JP Start Today Co. Ltd. 4.1% MELI MercadoLibre, Inc. 3.1% 883 HK CNOOC Ltd. 2.9% DOM LN Domino's Pizza UK & IRL plc 2.8% BIDU Baidu, Inc. ADR 2.7% CHKP Check Point Software Technologies Ltd. 2.5% TCY LN Telecity Group plc 2.4% 144 HK China Merchants Holdings International Co., Ltd. 2.4% CSGN VX Credit Suisse Group AG 1.9% YOOX IM YOOX S.p.A 1.7% 1128 HK Wynn Macau Ltd. 1.7% ARM LN Arm Holdings plc 1.5% LVS Las Vegas Sands Corp. 1.4% DOL CN Dollarama, Inc. 0.6%
Consistent Growth Companies
Ticker Company Name % of Portfolio COV Covidien plc 3.5% HL/ LN Hargreaves Lansdown plc 3.0% KD8 GR Kabel Deutschland Holding AG 2.9% ORP FP Orpea 2.6% TBIG IJ Tower Bersama Infrastructure 2.5% TSCO LN Tesco plc 2.3% EXPN LN Experian plc 2.2% GRF SM Grifols SA 1.9% VOD LN Vodafone Group plc 1.8% 1066 HK Shandong Weigao Group Medical Polymer Co. Ltd. 1.5% PSMT PriceSmart, Inc. 1.4% GRF/P SM Grifols SA-B 0.1%
Emerging Growth Companies
Ticker Company Name % of Portfolio CVE CN Cenovus Energy, Inc. 2.4% APR LN APR Energy plc 2.2% WEIR LN The Weir Group plc 2.2% RGU LN Regus plc 2.2% JUBI IN Jubilant Foodworks Ltd. 2.1% CRZ AU carsales.com Ltd. 2.0% ASC LN ASOS plc 2.0% PGOLD PM Puregold Price Club, Inc. 1.9% CLS SJ Clicks Group Ltd. 1.9% MMYT MakeMyTrip Ltd. 1.9% Zo1 GY zooplus AG 1.8% ALLT Allot Communications Ltd. 1.8% LABB MM Genomma Lab Internacional SA 1.7% SVN 7 Days Group Holdings Ltd. ADR 1.5% MONI LN Monitise plc 1.3% SCCO Southern Copper Corp. 1.3% IMPV Imperva, Inc. 1.2%
Special Situations
Ticker Company Name % of Portfolio None --
Cash 10.8%
The securities mentioned above are provided for the general information of Thornburg International Growth Fund shareholders. This information should not be interpreted as a buy or sell recommendation. It should not be assumed that the investments in the securities were or will be profitable.
It is probable that buying or selling in the Thornburg International Growth Fund portfolio will have occurred since this list was last updated. As a result of this buying or selling, the fund may own more, fewer, or no shares of the stock of any company listed. In addition, the fund may have purchased shares of companies that are not yet included in the above list.
Holdings can and do vary over time.
