Thornburg Summit Fund

Thornburg Summit Fund is a registered fund series of THORNBURG INVESTMENT TRUST (series S000064930). Net assets $105.7M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Zegona Communications plc$3.9M372.05%
Samsung Electronics Co Ltd$3.4M319.11%
Taiwan Semiconductor Manufacturing Co Ltd$3.1M294.43%
United States Treasury$2.7M258.95%
Orange SA$2.5M232.29%
Citigroup Inc$2.3M213.25%
Amazon.com Inc$2.2M211.85%
Shell PLC$2.0M193.63%
Colliers International Group Inc$2.0M188.72%
Alphabet Inc$1.9M179.10%
Roche Holding AG$1.8M169.74%
Liberty Energy Inc$1.7M164.50%
Meta Platforms Inc$1.7M164.12%
United States Treasury$1.7M163.41%
SLB Ltd$1.7M161.25%

Net asset history

Report dateNet assets
2026-03-31$105.7M
2025-12-31$102.1M
2025-09-30$96.4M
2025-06-30$95.2M
2025-03-31$93.3M
2024-12-31$108.5M
2024-09-30$112.3M
2024-06-30$106.2M

More