Holdings as of 1/31/2010
Growth Industry Leaders
Ticker Company Name % of Portfolio NOVOB DC Novo Nordisk A/S 3.1% SEK AU Seek Ltd. 3.1% ROG VX Roche Holding AG 2.9% 6758 JP Sony Corp. 2.8% TSM Taiwan Semiconductor Manufacturing Co., Ltd. ADR 2.6% EXPN LN Experian plc 2.5% 1128 HK Wynn Macau Ltd. 2.5% TOTS3 BZ Totvs SA 2.3% BVMF3 BZ BM&F Bovespa SA 2.2% ARM LN Arm Holdings plc 2.2% DB1 GR Deutsche Boerse AG 2.2% ING NA ING Groep N.V. 2.0% PBR.A Petroleo Brasileiro S.A. ADR 1.5% POT Potash Corp. of Saskatchewan, Inc. 1.4%
Consistent Growth Companies
Ticker Company Name % of Portfolio DOX Amdocs Ltd. 3.7% FDSA LN Fidessa Group plc 3.6% ATLN VX Actelion Ltd. 3.5% TRI CN Thomson Reuters Corp. 3.2% TEVA Teva Pharmaceutical Industries Ltd. ADR 3.1% BAY GR Bayer AG 3.0% EEEK GA Coca-Cola Hellenic Bottling Co. S.A. 2.7% AMXL MM America Movil SAB de C.V. 2.6% DASA3 BZ Diagnosticos da America SA 2.5% SLH Solera Holdings, Inc. 2.5% TEF SM Telefonica SA 2.3%
Emerging Growth Companies
Ticker Company Name % of Portfolio YOOX IM YOOX S.p.A 3.3% IFX GR Infineon Technologies AG 3.2% PTEC LN Playtech Ltd. 3.1% DROG3 BZ Drogasil S.A. 2.7% PRON NO Pronova BioPharma AS 2.7% DYP Duoyaun Printing, Inc. 2.2% TCY LN Telecity Group plc 2.1% MLNX Mellanox Technologies Ltd. 2.0% AMCN Airmedia Group, Inc. ADR 1.9% 5423 JP Tokyo Steel Manufacturing Co., Ltd 1.9% GAME Shanda Games Ltd. ADR 1.6% BPZ BPZ Resources, Inc. 1.5%
Special Situations
Ticker Company Name % of Portfolio None --
Cash 5.9%
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.
