Holdings as of 7/31/2010
Growth Industry Leaders
Ticker Company Name % of Portfolio 6758 JP Sony Corp. 3.5% TCY LN Telecity Group plc 3.4% IGG LN IG Group Holdings plc 3.3% YOOX IM YOOX S.p.A 3.0% 3092 JP Start Today Co Ltd. 2.6% MELI MercadoLibre, Inc. 1.9% ROG VX Roche Holding AG 1.9% ASC LN ASOS plc 1.6% NOVOB DC Novo Nordisk A/S 1.5% 883 HK Cnooc Ltd. 1.4% SEK AU Seek Ltd. 1.3%
Consistent Growth Companies
Ticker Company Name % of Portfolio FDSA LN Fidessa Group plc 3.5% TEVA Teva Pharmaceutical Industries Ltd. ADR 3.4% DOX Amdocs Ltd. 3.3% TRI CN Thomson Reuters Corp. 3.3% EXPN LN Experian plc 3.1% ATLN VX Actelion Ltd. 3.1% BAY GR Bayer AG 3.0% DASA3 BZ Diagnosticos da America SA 2.6% AMXL MM America Movil SAB de C.V. 2.5% EEEK GA Coca-Cola Hellenic Bottling Co. S.A. 2.1% GRF SM Grifols SA 1.9%
Emerging Growth Companies
Ticker Company Name % of Portfolio IFX GR Infineon Technologies AG 3.3% ABC LN Abcam plc 3.0% AMAP Autonavi Holdings Ltd. ADR 2.9% 086280 KS Glovis Co. Ltd. 2.5% 5423 JP Tokyo Steel Manufacturing Co., Ltd 2.3% DYP Duoyaun Printing, Inc. 2.3% CLS SJ Clicks Group Ltd. 2.3% GAME Shanda Games Ltd. ADR 2.2% PTEC LN Playtech Ltd. 2.1% RGU LN Regus plc 2.0% CNQ CN Canadian Natural Resources Ltd. 1.4% DROG3 BZ Drogasil S.A. 1.0% COGO Cogo Group, Inc. 1.0% AMCN Airmedia Group, Inc. ADR 0.4%
Special Situations
Ticker Company Name % of Portfolio None --
Cash 14.0%
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.
