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LOOMIS SAYLES & CO L P 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LOOMIS SAYLES & CO L P
报告期 2026-03-31 · CIK 0000312348
持仓数
718
前50大市值合计
$63.45B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 22
增持 54
减持 59
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$857.3M
7,005,992
+242%
减持
DE
DEERE & CO
-$818.1M
4,876,749
-30%
增持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$791.8M
12,970,240
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+8%
增持
CRM
SALESFORCE.COM INC
+$653.8M
10,671,316
+16%
减持
EXPD
EXPEDITORS INTL WASH INC
-$294.9M
10,716,637
-14%
减持
ORCL
ORACLE CORP
+$292.5M
32,424,072
-0%
增持
GOOGL
ALPHABET INC-CL A
+$241.5M
1,021,657
+0%
减持
—
CERNER CORP
-$235.9M
7,166,180
-24%
减持
BA
BOEING CO
-$227.6M
11,157,021
-0%
减持
ILMN
ILLUMINA INC
-$224.6M
3,198,428
-1%
增持
AMZN
AMAZON.COM INC
-$203.5M
1,359,916
+0%
减持
NVS
NOVARTIS AG SPON ADR
-$186.5M
18,939,445
-0%
减持
V
VISA INC-CLASS A SHRS
-$160.4M
14,096,596
-0%
增持
NVDA
NVIDIA CORP
+$138.9M
20,335,060
+299%
增持
FDS
FACTSET RESEARCH SYSTEMS INC
+$137.9M
2,323,111
+0%
增持
GOOG
ALPHABET INC-CL C
+$136.0M
828,465
+0%
减持
QCOM
QUALCOMM INC
-$134.1M
8,926,623
-1%
增持
REGN
REGENERON PHARMACEUTICALS
+$130.0M
2,756,735
+0%
清仓
—
PRA HEALTH SCIENCES INC
-$116.3M
0
-100%
增持
MSFT
MICROSOFT CORP
+$113.3M
9,984,654
+0%
减持
MTB
M & T BANK CORP
-$107.1M
684,396
-52%
减持
META
FACEBOOK INC-A
-$106.0M
12,289,068
-0%
减持
FTCHQ
FARFETCH LTD-CLASS A
-$102.4M
1,655,394
-49%
增持
CMI
CUMMINS ENGINE
+$100.7M
1,515,118
+54%
减持
BMY
BRISTOL MYERS SQUIBB
-$91.9M
566,230
-70%
增持
—
SOUTHWEST AIRLINES CO CVT
+$83.5M
4,305,757
+66%
增持
NVO
NOVO-NORDISK A/S SPONS ADR
+$81.9M
6,439,089
+1%
减持
DIS
THE WALT DISNEY CO
-$80.0M
10,803,408
-0%
减持
SLB
SCHLUMBERGER LTD
-$76.1M
29,682,609
-1%
增持
ABNB
AIRBNB INC
+$74.5M
2,849,763
+8%
增持
PTON
PELOTON INTERACTIVE INC-A
-$73.8M
2,401,716
+5%
增持
YUMC
YUM CHINA HOLDINGS INC
-$72.6M
9,302,988
+1%
减持
ISRG
INTUITIVE SURGICAL INC
+$61.0M
844,315
-0%
增持
ADSK
AUTODESK INC
-$60.2M
9,207,939
+0%
清仓
—
DICERNA PHARMACEUTICALS INC
-$58.2M
0
-100%
增持
TMUS
T-MOBILE US Inc
+$57.5M
1,729,523
+53%
增持
CL
COLGATE PALMOLIVE
-$54.4M
9,495,882
+0%
减持
—
GLOBANT SA
-$51.5M
383
-100%
增持
MNST
MONSTER BEVERAGE CORPORATION
-$51.3M
20,890,177
+0%
减持
EPAM
EPAM SYSTEMS INC
-$49.9M
229
-100%
增持
YUM
YUM! BRANDS INC
+$44.9M
6,111,900
+0%
增持
—
CRISPR THERAPEUTICS AG
-$43.5M
925,914
+2%
建仓
—
PENN NATIONAL GAMING INC CVT
+$43.0M
593,162
清仓
—
PETIQ INC
-$42.4M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$42.3M
2,510
-99%
减持
FRPT
FRESHPET INC
-$41.1M
635,552
-21%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$39.8M
0
-100%
建仓
HLIO
HELIOS TECHNOLOGIES INC
+$39.0M
474,902
减持
WDAY
WORKDAY INC
+$37.9M
3,440,456
-0%
建仓
BWIN
BRP GROUP INC-A
+$37.8M
1,136,635
减持
ROP
ROPER TECHNOLOGIES INC
-$37.6M
601,440
-8%
增持
COST
COSTCO WHOLESALE CORP
+$36.9M
652,823
+1%
增持
SEIC
SEI INVESTMENTS CO
-$36.7M
13,882,438
+0%
清仓
SIBN
SI-BONE INC
-$36.6M
0
-100%
增持
—
TELADOC HEALTH INC CVT
-$35.0M
888,549
+0%
建仓
PACK
RANPAK HOLDINGS CORP
+$35.0M
1,304,763
减持
MA
MASTERCARD INC-CLASS A
-$34.7M
914,226
-5%
建仓
ELF
ELF BEAUTY INC
+$34.2M
1,178,734
建仓
CALX
CALIX INC
+$33.8M
684,781
建仓
SYNA
SYNAPTICS INC
+$32.2M
178,930
减持
WMS
ADVANCED DRAINAGE SYSTEMS IN
-$32.0M
980,836
-17%
增持
CSCO
CISCO SYSTEMS INC
+$31.7M
20,143,260
+0%
减持
COLD
AMERICOLD REALTY TRUST
-$31.5M
710
-100%
清仓
—
LIONS GATE ENTERTAINMENT-B
-$31.5M
0
-100%
清仓
—
MANTECH INTL CORP-A
-$31.5M
0
-100%
建仓
—
MODIVCARE INC
+$30.9M
169,908
增持
EVH
EVOLENT HEALTH INC - A
+$30.8M
1,587,789
+82%
增持
IBP
INSTALLED BUILDING PRODUCTS
+$30.6M
408,201
+281%
建仓
OPCH
OPTION CARE HEALTH INC
+$30.1M
1,241,663
清仓
—
AERIE PHARMACEUTICALS INC
-$30.0M
0
-100%
减持
VRSN
VERISIGN INC
-$29.9M
675,033
-9%
减持
—
ASSETMARK FINANCIAL HOLDINGS
-$28.1M
479,337
-70%
建仓
—
FRONTIER COMMUNICATIONS PARE
+$28.0M
1,006,202
增持
—
ACCENTURE LTD CL A
+$27.6M
1,052,690
+0%
清仓
—
NEUROCRINE BIOSCIENCES CVT
-$27.2M
0
-100%
增持
RBC
RBC BEARINGS INC
+$26.2M
347,635
+46%
减持
SM
SM ENERGY CO
-$25.0M
500,000
-68%
减持
MRCY
MERCURY COMPUTER SYSTEMS INC
-$25.0M
418,933
-38%
建仓
—
RADWARE LTD
+$24.9M
738,963
减持
SBUX
STARBUCKS CORP
-$24.8M
13,443,871
-0%
减持
HRI
HERC HOLDINGS INC
+$24.2M
475,001
-0%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$24.1M
0
-100%
增持
WHD
CACTUS INC-CLASS A
+$23.8M
1,236,800
+99%
增持
—
KORNIT DIGITAL LTD
+$23.7M
909,653
+5%
清仓
—
ASCENDIS PHARMA A/S - ADR
-$23.6M
0
-100%
建仓
BJ
BJS WHOLESALE CLUB HOLDINGS
+$22.7M
413,339
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$22.4M
968,107
+2%
建仓
—
BELLRING BRANDS INC-CLASS A
+$22.0M
714,902
减持
—
LHC GROUP INC
-$21.7M
497,558
-0%
增持
—
SPLUNK INC CVT
+$21.7M
224,057
+201%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$21.6M
220,832
+234%
清仓
HURN
HURON CONSULTING GROUP INC
-$21.5M
0
-100%
增持
—
ICON PLC
+$21.3M
236,970
+20%
减持
—
PRIMO WATER CORP
-$21.1M
2,768,633
-28%
减持
DHR
DANAHER CORP
+$20.8M
1,490,850
-8%
增持
QTWO
Q2 HOLDINGS INC
-$20.7M
924,178
+0%
增持
AEIS
ADVANCED ENERGY INDS
-$20.4M
821,979
+0%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$20.4M
799,257
-3%
减持
SRI
STONERIDGE INC
-$20.4M
1,433,744
-15%
减持
RPD
RAPID7 INC
+$19.5M
1,088,273
-0%
建仓
FIVE
FIVE BELOW
+$19.2M
108,554
增持
—
DISH NETWORK CORP CVT
+$19.0M
10,209,733
+0%
建仓
ANGO
ANGIODYNAMICS INC
+$19.0M
731,866
增持
PCTY
PAYLOCITY HOLDING CORP
+$18.9M
198,599
+3%
建仓
—
ALIGHT INC - CLASS A
+$18.3M
1,594,770
建仓
UPBD
RENT-A-CENTER INC
+$18.2M
324,276
减持
ADP
AUTOMATIC DATA PROC
-$18.0M
2,237,909
-4%
建仓
MEDP
MEDPACE HOLDINGS INC
+$17.7M
93,475
减持
MKSI
MKS INSTRUMENTS INC
-$17.1M
234,122
-21%
增持
SSTK
SHUTTERSTOCK INC
+$17.0M
733,417
+9%
增持
—
THE SHYFT GROUP INC
+$16.5M
1,066,436
+66%
建仓
—
ACCELERON PHARMA INC
+$16.2M
94,406
减持
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC
-$16.2M
2,446,289
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$16.1M
261,388
-14%
建仓
—
DOLE PLC
+$15.8M
931,546
清仓
—
1LIFE HEALTHCARE INC
-$15.8M
0
-100%
减持
GNRC
GENERAC HOLDINGS INC
-$15.8M
45,902
-45%
减持
ITRI
ITRON INC
-$15.6M
603,803
-2%
增持
TTEK
TETRA TECH INC
+$15.5M
284,233
+29%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$15.4M
1,426,118
-2%
增持
PSTG
PURE STORAGE INC - CLASS A
+$15.0M
2,645,893
+0%
减持
HQY
HEALTHEQUITY INC
-$14.9M
876,575
-2%
增持
BIDU
BAIDU.COM
-$14.8M
303,012
+1%
减持
PPLI
IAC/ INTERACTIVECORP
-$14.3M
7
-100%
增持
HUBG
HUB GROUP INC CL A
+$14.3M
806,029
+29%
增持
BL
BLACKLINE INC
+$14.1M
757,140
+12%
增持
HDB
HDFC BANK LTD ADR
+$14.1M
1,423,789
+16%
减持
ARES
ARES MANAGEMENT CORP - A
-$14.1M
528,008
-37%
清仓
—
WESTERN DIGITAL CORP CVT
-$13.9M
0
-100%
增持
SPGI
S&P GLOBAL
+$13.6M
843,918
+0%
减持
—
WHITING PETROLEUM CORP
-$13.5M
626,433
-32%
减持
INGN
INOGEN INC
-$13.4M
467,655
-9%
清仓
—
CORE MARK HOLDING CO INC
-$13.3M
0
-100%
增持
MXL
MAXLINEAR INC-CLASS A
+$12.9M
1,384,006
+6%
减持
BWA
BORG WARNER INC
-$12.7M
232
-100%
减持
—
LIVONGO HEALTH CVT
-$12.6M
313,719
-0%
增持
PZZA
PAPA JOHN'S INTL INC
+$12.6M
472,507
+4%
减持
FIVN
FIVE9 INC
-$12.6M
187,019
-19%
减持
DBX
DROPBOX INC-CLASS A
-$12.4M
5,047,947
-4%
增持
INSM
INSMED INC
+$11.9M
1,234,661
+59%
增持
EL
ESTEE LAUDER COS CL A
-$11.9M
865,811
+1%
减持
FOXF
FOX FACTORY HOLDING CORP
-$11.9M
609,772
-5%
增持
LKFN
LAKELAND FINANCIAL CORP
+$11.9M
537,449
+26%
减持
FTDR
FRONTDOOR INC
-$11.8M
1,373,282
-1%
建仓
—
INTERNATIONAL SEAWAYS INC
+$11.7M
643,354
建仓
—
ARCONIC ROLLED PRODUCTS CORP
+$11.6M
369,230
减持
VRT
VERTIV HOLDINGS CO
-$11.6M
1,641,562
-12%
减持
ABEV
AMBEV SA-SPN ADR
-$11.6M
16,863,739
-0%
减持
CWST
CASELLA WASTE SYSTEMS INC CL A
+$11.5M
996,539
-2%
减持
—
SPRINGWORKS THERAPEUTICS INC
-$11.3M
556,940
-2%
