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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 13
增持 42
减持 76
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$1.06B
7,265,172
-44%
减持
—
CERNER CORP
-$504.8M
6,217
-100%
减持
QCOM
QUALCOMM INC
+$413.7M
8,558,546
-4%
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。
减持
NVDA
NVIDIA CORP
+$413.2M
15,728,127
-23%
减持
MSFT
MICROSOFT CORP
+$388.1M
9,523,668
-5%
增持
DIS
THE WALT DISNEY CO
+$265.0M
13,510,534
+25%
增持
PYPL
PAYPAL HOLDINGS INC
+$260.1M
1,382,103
+66379%
增持
BA
BOEING CO
+$237.4M
13,367,929
+20%
减持
CRM
SALESFORCE.COM INC
-$209.7M
10,563,707
-1%
清仓
PTON
PELOTON INTERACTIVE INC-A
-$209.1M
0
-100%
减持
META
META PLATFORMS INC
-$189.9M
11,835,513
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$186.3M
6,635,253
-5%
减持
ADSK
AUTODESK INC
-$169.2M
8,736,463
-5%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
+$153.3M
2,202,446
-5%
增持
MA
MASTERCARD INC-CLASS A
+$140.1M
1,274,515
+39%
减持
GOOGL
ALPHABET INC-CL A
+$138.9M
990,794
-3%
减持
ORCL
ORACLE CORP
-$133.2M
30,867,233
-5%
减持
GOOG
ALPHABET INC-CL C
+$111.5M
801,638
-3%
减持
CSCO
CISCO SYSTEMS INC
+$108.5M
19,013,976
-6%
清仓
MTB
M & T BANK CORP
-$102.2M
0
-100%
减持
YUMC
YUM CHINA HOLDINGS INC
-$96.1M
8,917,616
-4%
减持
NOC
NORTHROP GRUMMAN CORP
-$93.9M
498
-100%
清仓
FRPT
FRESHPET INC
-$90.7M
0
-100%
减持
EXPD
EXPEDITORS INTL WASH INC
+$89.5M
10,173,467
-5%
建仓
OPTU
ALTICE USA INC- A
+$85.3M
5,273,756
减持
—
PALO ALTO NETWORKS
-$84.1M
354,333
-40%
清仓
—
LHC GROUP INC
-$78.1M
0
-100%
增持
ILMN
ILLUMINA INC
+$74.0M
3,604,609
+13%
减持
—
ACCENTURE LTD CL A
+$72.2M
986,463
-6%
减持
ADP
AUTOMATIC DATA PROC
+$71.8M
2,105,654
-6%
减持
NVO
NOVO-NORDISK A/S SPONS ADR
+$71.3M
6,156,828
-4%
清仓
EYE
NATIONAL VISION HOLDINGS INC
-$68.8M
0
-100%
增持
—
DISH NETWORK CORP CVT
-$68.2M
11,574,284
+13%
增持
—
LINDE PLC
+$65.3M
1,119,033
+2%
清仓
FTCHQ
FARFETCH LTD-CLASS A
-$62.0M
0
-100%
减持
AMZN
AMAZON.COM INC
-$61.8M
1,321,286
-3%
减持
UNH
UNITEDHEALTH GROUP
+$61.4M
835,316
-9%
减持
HD
HOME DEPOT
+$60.3M
783,337
-3%
减持
YUM
YUM! BRANDS INC
+$58.7M
5,805,921
-5%
减持
DBX
DROPBOX INC-CLASS A
-$57.2M
3,678,200
-27%
减持
COST
COSTCO WHOLESALE CORP
+$56.0M
615,459
-6%
减持
IQV
IQIVA HOLDINGS INC
+$56.0M
1,567,266
-3%
减持
SHW
SHERWIN WILLIAMS
+$53.9M
857,771
-3%
增持
ROP
ROPER TECHNOLOGIES INC
+$52.0M
651,254
+8%
减持
SLB
SCHLUMBERGER LTD
-$51.2M
27,666,006
-7%
减持
CL
COLGATE PALMOLIVE
+$50.9M
9,005,947
-5%
减持
EL
ESTEE LAUDER COS CL A
+$48.8M
833,171
-4%
减持
MNST
MONSTER BEVERAGE CORPORATION
+$48.5M
19,826,949
-5%
减持
DE
DEERE & CO
-$47.6M
4,626,733
-5%
增持
ABBV
ABBVIE INC
+$46.2M
341,337
+58549%
清仓
AVAV
AEROVIRONMENT INC
-$42.3M
0
-100%
减持
VRSN
VERISIGN INC
-$42.0M
379,903
-44%
增持
PSTG
PURE STORAGE INC - CLASS A
+$39.8M
3,268,373
+24%
建仓
SSD
SIMPSON MANUFACTURING CO INC
+$39.5M
283,952
减持
SLAB
SILICON LABS INC
+$39.3M
620,664
-2%
减持
MTD
METTLER-TOLEDO INTERNATIONAL
+$38.1M
136,812
-3%
减持
ABNB
AIRBNB INC
-$37.9M
2,643,950
-7%
建仓
CARG
CARGURUS INC
+$37.6M
1,116,302
建仓
TENB
TENABLE HOLDINGS INC
+$34.8M
632,041
建仓
BCYC
BICYCLE THERAPEUTICS LTD-ADR
+$34.7M
570,047
减持
MXL
MAXLINEAR INC-CLASS A
+$33.4M
1,347,688
-3%
增持
MEDP
MEDPACE HOLDINGS INC
+$33.1M
233,242
+150%
减持
HQY
HEALTHEQUITY INC
-$31.9M
561,146
-36%
减持
—
DISH NETWORK CORP CVT
-$31.6M
2,749,203
-1%
减持
WDAY
WORKDAY INC
+$31.2M
3,261,343
-5%
增持
MELI
MERCADOLIBRE INC
-$30.9M
111,634
+3%
建仓
—
TOPBUILD CORP
+$30.4M
110,257
减持
SPGI
S&P GLOBAL
+$29.3M
821,798
-3%
清仓
SRI
STONERIDGE INC
-$29.2M
0
-100%
减持
—
WHITING PETROLEUM CORP
-$27.8M
135,564
-78%
增持
V
VISA INC-CLASS A SHRS
+$27.2M
14,615,166
+4%
建仓
KNSL
KINSALE CAPITAL GROUP INC
+$26.9M
113,098
增持
AVGO
BROADCOM INC
+$26.5M
39,937
+45283%
建仓
VCEL
VERICEL CORP
+$26.2M
666,006
增持
CALX
CALIX INC
+$26.1M
749,055
+9%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$25.9M
0
-100%
减持
—
CATALENT INC
-$25.7M
427,049
-29%
建仓
PLNT
PLANET FITNESS INC - CL A
+$25.2M
278,699
减持
NEO
NEOGENOMICS INC
-$25.2M
707,195
-31%
减持
PHR
PHREESIA INC
-$24.9M
557,207
-29%
减持
WMS
ADVANCED DRAINAGE SYSTEMS IN
+$24.7M
960,478
-2%
清仓
CHGG
CHEGG INC
-$24.0M
0
-100%
减持
UFPI
UFP INDUSTRIES INC
+$24.0M
1,086,614
-3%
增持
PACK
RANPAK HOLDINGS CORP
+$23.0M
1,544,160
+18%
增持
SYNA
SYNAPTICS INC
+$23.0M
190,604
+7%
增持
RMBS
RAMBUS INC
+$22.8M
3,075,088
+1%
增持
HLIO
HELIOS TECHNOLOGIES INC
+$22.5M
584,755
+23%
清仓
—
BELLRING BRANDS INC-CLASS A
-$22.0M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$21.9M
2,397,137
+184%
增持
CIEN
CIENA CORP
+$21.3M
661,188
+15%
增持
CNXC
CONCENTRIX CORP
+$20.9M
481,484
+31%
增持
—
LIVONGO HEALTH CVT
+$20.8M
659,458
+110%
减持
SEIC
SEI INVESTMENTS CO
-$20.6M
13,171,337
-5%
清仓
INGN
INOGEN INC
-$20.2M
0
-100%
增持
MBB
ISHARES MBS ETF
+$20.1M
192,188
+3574%
建仓
BCRX
BIOCRYST PHARMACEUTICALS INC
+$19.9M
1,437,112
清仓
MRCY
MERCURY COMPUTER SYSTEMS INC
-$19.9M
0
-100%
增持
HLNE
HAMILTON LANE INC-CLASS A
+$19.9M
930,942
+3%
建仓
STEP
STEPSTONE GROUP INC-CLASS A
+$19.8M
476,453
清仓
—
HILL-ROM HOLDINGS INC
-$19.5M
0
-100%
清仓
BBIO
BRIDGEBIO PHARMA INC
-$19.1M
0
-100%
增持
—
R1 RCM INC
+$18.9M
1,509,665
+70%
增持
SMPL
SIMPLY GOOD FOODS CO/THE
+$18.7M
2,406,495
+2%
减持
NOVT
NOVANTA INC
-$18.6M
338,728
-33%
增持
—
BIOMARIN PHARMACEUTICAL CVT
+$18.6M
905,641
+14%
减持
WMB
WILLIAMS COS INC
-$18.3M
1,076,508
-40%
减持
WSC
WILLSCOT MOBILE MINI HOLDINGS
+$17.5M
2,117,702
-3%
增持
—
MERCADOLIBRE INC CVT
+$17.4M
14,391
+1125%
减持
KBR
KBR INC
+$17.0M
2,313,463
-2%
增持
XNCR
XENCOR INC
+$16.8M
1,704,239
+8%
减持
SIMO
SILICON MOTION TECHNOL-ADR
+$16.8M
694,828
-3%
增持
CNMD
CONMED CORP
+$16.6M
743,105
+10%
减持
NVS
NOVARTIS AG SPON ADR
+$16.3M
17,893,566
-6%
清仓
—
ACCELERON PHARMA INC
-$16.2M
0
-100%
减持
HDB
HDFC BANK LTD ADR
-$16.1M
1,351,258
-5%
减持
—
BIOMARIN PHARMACEUTICAL CVT
+$16.0M
2,304,490
-5%
增持
OPCH
OPTION CARE HEALTH INC
+$16.0M
1,620,753
+31%
增持
VUG
VANGUARD GROWTH ETF
+$15.7M
68,785
+211%
减持
VRNS
VARONIS SYSTEMS INC
-$15.6M
1,136,920
-3%
减持
FOXF
FOX FACTORY HOLDING CORP
+$15.6M
609,630
-0%
减持
—
NOVA MEASURING INSTRUMENTS
+$15.4M
356,818
-1%
增持
TMUS
T-MOBILE US Inc
+$15.0M
2,034,723
+18%
清仓
—
BANCORPSOUTH INC
-$14.9M
0
-100%
减持
STAA
STAAR SURGICAL CO
-$14.4M
353,392
-3%
增持
CMI
CUMMINS ENGINE
+$14.3M
1,625,142
+7%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$13.8M
996,437
+3%
增持
ABEV
AMBEV SA-SPN ADR
+$13.4M
21,412,260
+27%
增持
PTCT
PTC THERAPEUTICS INC
+$13.3M
1,536,223
+19%
减持
IR
INGERSOLL-RAND INC
+$13.3M
1,213,366
-1%
清仓
SM
SM ENERGY CO
-$13.2M
0
-100%
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
+$13.2M
1,128,114
-3%
减持
—
SUTRO BIOPHARMA INC
-$13.1M
1,115,835
-29%
减持
MRK
MERCK & CO. INC.
-$12.5M
412,857
-30%
减持
PCTY
PAYLOCITY HOLDING CORP
-$12.5M
182,954
-8%
减持
IBP
INSTALLED BUILDING PRODUCTS
+$12.1M
399,433
-2%
减持
—
TERMINIX GLOBAL HOLDINGS INC
-$12.0M
1,097
-100%
清仓
—
ASSETMARK FINANCIAL HOLDINGS
-$11.9M
0
-100%
减持
BOOT
BOOT BARN HOLDINGS INC
+$11.6M
546,454
-13%
减持
MORN
MORNINGSTAR INC
+$11.5M
143,494
-1%
增持
HEI
HEICO CORP
+$11.3M
297,164
+24%
增持
—
NATIONAL INSTRUMENTS CORP
+$11.1M
255,178
+87590%
建仓
—
SPLUNK INC CVT
+$11.0M
94,845
减持
HUBG
HUB GROUP INC CL A
+$10.9M
786,707
-2%
减持
—
THE SHYFT GROUP INC
+$10.6M
1,040,675
-2%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$10.5M
270,720
+23%
减持
FIVN
FIVE9 INC
-$10.5M
140,851
-25%
减持
—
ICON PLC
+$10.5M
234,444
-1%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$10.5M
65,074
增持
BFH
ALLIANCE DATA SYSTEMS CORP
+$10.5M
157,323
+79759%
减持
MSGS
MADISON SQUARE GARDEN SPORTS CORP
-$10.4M
810
-99%
