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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 14
增持 33
减持 89
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$1.74B
1,613,286
+269230%
增持
META
META PLATFORMS INC
-$1.23B
12,375,293
+5%
减持
CSCO
CISCO SYSTEMS INC
-$1.17B
631,992
-97%
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。
增持
NFLX
NETFLIX.COM INC
+$1.16B
3,107,380
+526575%
增持
SQ
BLOCK INC
+$871.2M
6,424,696
+7648348%
增持
SHOP
SHOPIFY INC - CLASS A
+$836.8M
1,238,179
+1040387%
减持
SLB
SCHLUMBERGER LTD
-$828.4M
4,821
-100%
减持
CL
COLGATE PALMOLIVE
-$768.3M
3,286
-100%
减持
ADSK
AUTODESK INC
-$673.5M
8,318,451
-5%
增持
PYPL
PAYPAL HOLDINGS INC
+$556.0M
7,060,926
+411%
减持
NVDA
NVIDIA CORP
-$538.0M
14,981,205
-5%
减持
EXPD
EXPEDITORS INTL WASH INC
-$528.3M
8,122,384
-20%
减持
ADP
AUTOMATIC DATA PROC
-$500.8M
81,139
-96%
减持
CRM
SALESFORCE.COM INC
-$451.4M
10,518,088
-0%
减持
GOOG
ALPHABET INC-CL C
-$420.4M
679,987
-15%
减持
MSFT
MICROSOFT CORP
-$406.1M
9,071,649
-5%
减持
MNST
MONSTER BEVERAGE CORPORATION
-$393.2M
18,910,862
-5%
减持
SBUX
STARBUCKS CORP
-$391.9M
12,086,483
-5%
减持
QCOM
QUALCOMM INC
-$320.8M
8,141,983
-5%
减持
DIS
THE WALT DISNEY CO
-$320.7M
12,918,644
-4%
减持
ORCL
ORACLE CORP
-$300.8M
28,903,053
-6%
减持
BA
BOEING CO
-$251.2M
12,741,713
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$210.2M
6,389,023
-4%
减持
—
PALO ALTO NETWORKS
-$183.1M
22,698
-94%
减持
ISRG
INTUITIVE SURGICAL INC
-$171.6M
2,286,087
-5%
增持
ADBE
ADOBE SYS
+$166.8M
368,138
+23393%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
-$151.5M
2,116,497
-4%
减持
WDAY
WORKDAY INC
-$150.1M
3,093,623
-5%
减持
YUM
YUM! BRANDS INC
-$147.9M
5,553,653
-4%
减持
AMZN
AMAZON.COM INC
-$146.1M
1,306,625
-1%
减持
ILMN
ILLUMINA INC
-$134.2M
3,540,757
-2%
增持
GS
GOLDMAN SACHS GROUP
+$132.2M
711,440
+165%
减持
REGN
REGENERON PHARMACEUTICALS
+$119.2M
2,548,047
-3%
减持
GOOGL
ALPHABET INC-CL A
-$116.8M
990,016
-0%
建仓
DOCS
DOXIMITY INC-CLASS A
+$115.6M
2,218,936
减持
EL
ESTEE LAUDER COS CL A
-$111.8M
722,119
-13%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$104.6M
6,970,956
-4%
减持
MTN
VAIL RESORTS INC
-$91.9M
9
-100%
减持
YUMC
YUM CHINA HOLDINGS INC
-$90.5M
8,519,932
-4%
增持
SHW
SHERWIN WILLIAMS
-$87.8M
858,540
+0%
减持
IQV
IQIVA HOLDINGS INC
-$83.0M
1,553,345
-1%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$74.5M
487,001
-23%
减持
—
KORNIT DIGITAL LTD
-$71.0M
676,240
-19%
减持
DHR
DANAHER CORP
-$65.4M
1,338,508
-4%
增持
VEEV
VEEVA SYSTEMS INC-CLASS A
+$59.9M
283,329
+23649%
减持
COST
COSTCO WHOLESALE CORP
-$55.5M
510,419
-17%
增持
HD
HOME DEPOT
-$54.7M
903,232
+15%
建仓
FCN
FTI CONSULTING INC
+$52.0M
330,973
清仓
CYRX
CRYOPORT INC
-$51.0M
0
-100%
减持
FOXF
FOX FACTORY HOLDING CORP
-$50.9M
539,370
-12%
减持
DE
DEERE & CO
-$50.5M
3,696,924
-20%
减持
VRSN
VERISIGN INC
-$50.1M
208,312
-45%
增持
SPGI
S&P GLOBAL
-$49.8M
823,993
+0%
减持
NVS
NOVARTIS AG SPON ADR
-$46.4M
17,307,187
-3%
清仓
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC
-$46.2M
0
-100%
增持
—
ACCENTURE LTD CL A
-$44.9M
1,079,594
+9%
减持
CVX
CHEVRON CORP
-$44.1M
10,101
-97%
清仓
NTRA
NATERA INC
-$41.0M
0
-100%
减持
VRT
VERTIV HOLDINGS CO
-$40.7M
6,217
-100%
增持
—
CHAMPIONX CORP
+$39.9M
3,019,631
+79%
减持
CPRT
COPART INC
-$39.1M
611,915
-20%
建仓
SAM
BOSTON BEER COMPANY CL A
+$38.9M
100,032
减持
SLAB
SILICON LABS INC
-$38.8M
594,933
-4%
减持
—
THE AZEK CO INC
-$38.2M
67
-100%
减持
LSTR
LANDSTAR SYSTEM INC
-$37.2M
18
-100%
减持
BL
BLACKLINE INC
-$36.9M
654,012
-20%
减持
SEIC
SEI INVESTMENTS CO
-$36.6M
12,723,177
-3%
减持
UAA
UNDER ARMOUR INC-CLASS A
-$35.9M
5,117,941
-12%
建仓
EQT
EQT CORP
+$34.9M
1,013,214
减持
NVO
NOVO-NORDISK A/S SPONS ADR
-$34.0M
5,903,149
-4%
减持
DBX
DROPBOX INC-CLASS A
-$33.5M
2,442,766
-34%
减持
—
CATALENT INC
-$32.6M
198,936
-53%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$32.4M
1,303,143
-7%
减持
MELI
MERCADOLIBRE INC
-$32.0M
99,684
-11%
减持
UFPI
UFP INDUSTRIES INC
-$31.9M
882,345
-19%
增持
OPCH
OPTION CARE HEALTH INC
+$30.3M
2,676,475
+65%
建仓
NVST
ENVISTA HOLDINGS CORP
+$30.3M
622,757
清仓
REPL
REPLIMUNE GROUP INC
-$30.1M
0
-100%
减持
MXL
MAXLINEAR INC-CLASS A
-$29.7M
1,232,532
-9%
减持
PACK
RANPAK HOLDINGS CORP
-$29.7M
1,387,455
-10%
减持
UNH
UNITEDHEALTH GROUP
-$28.9M
765,898
-8%
减持
—
BIOMARIN PHARMACEUTICAL CVT
-$28.0M
2,277,794
-1%
增持
—
LINDE PLC
+$27.6M
1,300,172
+16%
减持
LCII
LCI INDUSTRIES
-$27.6M
458,730
-5%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$27.1M
868,748
-13%
增持
PCRX
PACIRA PHARMACEUTICALS INC
+$27.1M
1,293,700
+9%
增持
—
PIONEER NAT
+$27.1M
108,405
+90997%
增持
EVH
EVOLENT HEALTH INC - A
+$26.8M
2,526,959
+27%
减持
TXN
TEXAS INSTRUMENTS
-$26.7M
909,553
-11%
增持
MTD
METTLER-TOLEDO INTERNATIONAL
-$26.6M
149,729
+9%
清仓
—
AVALARA INC
-$25.7M
0
-100%
减持
FTDR
FRONTDOOR INC
-$25.4M
800,824
-40%
减持
BOOT
BOOT BARN HOLDINGS INC
-$25.3M
442,826
-19%
增持
ACHC
ACADIA HEALTHCARE CO INC
+$25.0M
965,175
+53%
清仓
—
BLACK KNIGHT INC
-$24.9M
0
-100%
清仓
HQY
HEALTHEQUITY INC
-$24.8M
0
-100%
清仓
PEGA
PEGASYSTEMS INC
-$24.8M
0
-100%
建仓
GGG
GRACO INC
+$24.4M
350,642
减持
—
TOPBUILD CORP
-$24.2M
34,342
-69%
清仓
NEO
NEOGENOMICS INC
-$24.1M
0
-100%
建仓
DRVN
DRIVEN BRANDS HOLDINGS INC
+$23.9M
909,437
减持
—
ALTRA INDUSTRIAL MOTION CORP
-$23.6M
290,790
-57%
增持
CALX
CALIX INC
-$23.5M
849,295
+13%
清仓
PHR
PHREESIA INC
-$23.2M
0
-100%
建仓
—
INHIBRX INC
+$23.2M
1,040,415
建仓
AZTA
AZENTA INC
+$23.0M
276,982
减持
IBP
INSTALLED BUILDING PRODUCTS
-$22.7M
391,956
-2%
增持
PSTG
PURE STORAGE INC - CLASS A
+$22.6M
3,653,513
+12%
减持
MSCI
MSCI INC
-$22.6M
116,870
-12%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$22.5M
326,717
+1272%
减持
PZZA
PAPA JOHN'S INTL INC
-$22.4M
370,859
-19%
清仓
—
CHUYS HOLDINGS INC
-$22.1M
0
-100%
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
-$21.8M
1,111,817
-1%
减持
WING
WINGSTOP INC
-$21.7M
369,139
-2%
增持
TREX
TREX COMPANY INC
-$21.6M
330,019
+3%
减持
SYNA
SYNAPTICS INC
-$21.6M
168,567
-12%
建仓
MIDD
MIDDLEBY CORP
+$21.4M
130,327
减持
WHD
CACTUS INC-CLASS A
+$21.2M
1,183,907
-2%
建仓
—
AVID TECHNOLOGY INC
+$20.9M
599,604
减持
—
NXP SEMICONDUCTORS NV
-$20.6M
257,443
-14%
减持
SIMO
SILICON MOTION TECHNOL-ADR
-$20.5M
681,820
-2%
增持
HLNE
HAMILTON LANE INC-CLASS A
-$20.3M
985,017
+6%
建仓
WWD
WOODWARD INC
+$20.0M
160,000
建仓
IPAR
INTER PARFUMS INC
+$19.9M
226,411
减持
MBB
ISHARES MBS ETF
-$19.9M
7,280
-96%
增持
XNCR
XENCOR INC
-$19.9M
1,818,057
+7%
增持
—
AXONICS MODULATION TECHNOLOG
+$19.3M
1,538,387
+12%
清仓
FIVN
FIVE9 INC
-$19.3M
0
-100%
减持
MA
MASTERCARD INC-CLASS A
-$18.7M
1,229,060
-4%
减持
POOL
POOL CORP
-$18.7M
78,987
-14%
减持
—
CRISPR THERAPEUTICS AG
-$18.7M
1,290,905
-2%
减持
—
MERCADOLIBRE INC CVT
-$18.5M
756
-95%
增持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$18.4M
2,356,216
+64%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$18.0M
660,753
-17%
增持
TENB
TENABLE HOLDINGS INC
+$17.8M
910,486
+44%
减持
TMUS
T-MOBILE US Inc
+$17.7M
1,976,170
-3%
增持
—
JAZZ PHARMACEUTICALS PLC
+$17.6M
267,159
+42%
增持
MRK
MERCK & CO. INC.
+$17.5M
599,333
+45%
减持
—
NOVA MEASURING INSTRUMENTS
-$17.4M
320,067
-10%
建仓
AR
ANTERO RESOURCES CORP
+$17.1M
559,811
增持
FND
FLOOR & DECOR HOLDINGS INC-A
-$16.9M
376,405
+3%
减持
IR
INGERSOLL-RAND INC
-$16.8M
1,156,681
-5%
清仓
ALG
ALAMO GROUP INC
-$16.8M
0
-100%
减持
ELV
ANTHEM INC
-$16.8M
48,050
-45%
减持
WMS
ADVANCED DRAINAGE SYSTEMS IN
-$16.7M
959,656
-0%
减持
SKY
SKYLINE CHAMPION CORP
-$16.6M
367,003
-21%
清仓
—
SUTRO BIOPHARMA INC
-$16.6M
0
-100%
减持
ABT
ABBOTT LABS
-$16.2M
214,203
-27%
减持
KBR
KBR INC
+$16.2M
2,308,688
-0%
减持
CRL
CHARLES RIVER LABS
-$15.9M
29,651
-54%
