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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 13
增持 23
减持 100
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP
-$2.04B
13,503,266
-10%
增持
AMZN
AMAZON.COM INC
-$1.71B
24,033,048
+1739%
减持
META
META PLATFORMS INC
-$994.6M
10,896,914
-12%
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
DE
DEERE & CO
-$896.0M
2,136,885
-42%
减持
ORCL
ORACLE CORP
-$774.9M
23,132,492
-20%
减持
REGN
REGENERON PHARMACEUTICALS
-$736.4M
1,764,788
-31%
减持
MSFT
MICROSOFT CORP
-$699.8M
8,165,416
-10%
减持
DIS
THE WALT DISNEY CO
-$680.1M
11,565,682
-10%
减持
GOOGL
ALPHABET INC-CL A
-$678.2M
952,324
-4%
减持
V
VISA INC-CLASS A SHRS
-$645.2M
12,831,020
-10%
减持
GOOG
ALPHABET INC-CL C
-$638.8M
576,208
-15%
增持
TSLA
TESLA INC
-$629.7M
1,646,424
+2%
减持
CRM
SALESFORCE.COM INC
-$615.9M
9,799,704
-7%
增持
BA
BOEING CO
-$573.1M
13,655,099
+7%
增持
ILMN
ILLUMINA INC
-$549.1M
3,732,098
+5%
减持
ADSK
AUTODESK INC
-$487.7M
7,532,876
-9%
增持
SQ
BLOCK INC
-$427.4M
7,221,371
+12%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$411.2M
4,457,736
-30%
减持
WDAY
WORKDAY INC
-$350.6M
2,795,719
-10%
增持
SHOP
SHOPIFY INC - CLASS A
-$345.5M
15,731,416
+1171%
减持
PYPL
PAYPAL HOLDINGS INC
-$326.9M
7,012,069
-1%
减持
QCOM
QUALCOMM INC
-$292.0M
7,455,014
-8%
减持
ISRG
INTUITIVE SURGICAL INC
-$277.0M
2,056,008
-10%
减持
SBUX
STARBUCKS CORP
-$264.4M
10,932,574
-10%
减持
ABNB
AIRBNB INC
-$222.6M
2,607,688
-2%
减持
NVS
NOVARTIS AG SPON ADR
-$209.7M
15,485,220
-11%
增持
NFLX
NETFLIX.COM INC
-$192.3M
5,556,396
+79%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
-$181.5M
1,917,356
-9%
增持
JPM
JP MORGAN CHASE & CO
+$157.1M
1,403,685
+20065%
增持
—
DISH NETWORK CORP CVT
-$151.9M
12,280,519
+4%
减持
SEIC
SEI INVESTMENTS CO
-$142.0M
11,553,032
-9%
减持
MA
MASTERCARD INC-CLASS A
-$118.9M
1,015,272
-17%
减持
EXPD
EXPEDITORS INTL WASH INC
-$118.8M
7,378,973
-9%
减持
—
LINDE PLC
-$100.6M
1,094,708
-16%
减持
ROP
ROPER TECHNOLOGIES INC
-$97.5M
531,879
-18%
减持
YUM
YUM! BRANDS INC
-$87.7M
5,027,092
-9%
减持
CPRT
COPART INC
-$76.8M
78
-100%
减持
UNH
UNITEDHEALTH GROUP
-$74.1M
616,137
-20%
减持
MNST
MONSTER BEVERAGE CORPORATION
+$73.9M
17,096,697
-10%
减持
IQV
IQIVA HOLDINGS INC
-$64.1M
1,359,737
-12%
减持
NVO
NOVO-NORDISK A/S SPONS ADR
-$63.2M
5,315,738
-10%
减持
—
SOUTHWEST AIRLINES CO CVT
-$62.7M
4,697,569
-7%
减持
DHR
DANAHER CORP
-$60.7M
1,309,311
-2%
减持
COST
COSTCO WHOLESALE CORP
-$60.4M
487,221
-5%
减持
TXN
TEXAS INSTRUMENTS
-$59.0M
702,304
-23%
清仓
—
KORNIT DIGITAL LTD
-$55.9M
0
-100%
减持
—
TELADOC HEALTH INC CVT
-$53.6M
1,353,931
-1%
减持
RPD
RAPID7 INC
-$50.9M
1,128,911
-1%
增持
—
ACCENTURE LTD CL A
-$50.4M
1,129,809
+5%
减持
VRSN
VERISIGN INC
-$46.3M
11
-100%
减持
SHW
SHERWIN WILLIAMS
-$46.2M
750,803
-13%
清仓
SIMO
SILICON MOTION TECHNOL-ADR
-$45.6M
0
-100%
减持
CMI
CUMMINS ENGINE
-$45.3M
1,543,591
-8%
建仓
BOX
BOX INC - CLASS A
+$43.9M
1,744,413
清仓
WING
WINGSTOP INC
-$43.3M
0
-100%
减持
HDB
HDFC BANK LTD ADR
-$43.0M
784,729
-44%
增持
MELI
MERCADOLIBRE INC
-$42.1M
120,148
+21%
清仓
—
R1 RCM INC
-$41.8M
0
-100%
减持
MTD
METTLER-TOLEDO INTERNATIONAL
-$41.3M
143,030
-4%
减持
CNMD
CONMED CORP
-$41.1M
772,746
-0%
建仓
YETI
YETI HOLDINGS INC
+$40.4M
932,510
减持
—
DISH NETWORK CORP CVT
-$39.2M
2,419,342
-7%
减持
ARES
ARES MANAGEMENT CORP - A
-$38.9M
89,922
-83%
减持
MXL
MAXLINEAR INC-CLASS A
-$38.8M
974,083
-21%
减持
ADBE
ADOBE SYS
-$38.5M
353,101
-4%
清仓
BCRX
BIOCRYST PHARMACEUTICALS INC
-$38.3M
0
-100%
减持
HUBG
HUB GROUP INC CL A
-$38.3M
300,395
-61%
增持
UAA
UNDER ARMOUR INC-CLASS A
-$37.3M
5,979,847
+17%
减持
RMBS
RAMBUS INC
-$36.7M
2,844,840
-7%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$36.1M
6,353,814
-9%
减持
PSTG
PURE STORAGE INC - CLASS A
-$35.5M
3,635,564
-0%
减持
—
ICON PLC
-$34.7M
104,087
-56%
清仓
SYNA
SYNAPTICS INC
-$33.6M
0
-100%
减持
SSTK
SHUTTERSTOCK INC
-$32.2M
575,822
-18%
减持
—
SPLUNK INC CVT
-$31.4M
209,998
-38%
增持
HRI
HERC HOLDINGS INC
-$30.6M
423,918
+3%
增持
—
LIVANOVA PLC
+$30.6M
601,679
+602%
清仓
—
SPRINGWORKS THERAPEUTICS INC
-$30.0M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
-$28.9M
1,308,367
+0%
减持
LCII
LCI INDUSTRIES
-$28.7M
169,072
-63%
清仓
PACK
RANPAK HOLDINGS CORP
-$28.3M
0
-100%
清仓
BCYC
BICYCLE THERAPEUTICS LTD-ADR
-$28.2M
0
-100%
建仓
CALY
CALLAWAY GOLF CO
+$28.2M
1,380,234
减持
WMS
ADVANCED DRAINAGE SYSTEMS IN
-$28.1M
954,011
-1%
减持
YUMC
YUM CHINA HOLDINGS INC
+$27.2M
7,857,751
-8%
增持
UTHR
UNITED THERAPEUTICS CORP
+$26.6M
165,822
+138%
减持
PG
PROCTER & GAMBLE CO/THE
-$25.5M
179,450
-47%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$25.2M
171,228
增持
—
LIVONGO HEALTH CVT
-$25.2M
651,081
+0%
清仓
—
SMARTSHEET INC-CLASS A
-$24.6M
0
-100%
清仓
GGG
GRACO INC
-$24.4M
0
-100%
减持
AAPL
APPLE INC
-$24.4M
180,880
-36%
减持
NEM
NEWMONT MNG
-$24.1M
289,602
-44%
建仓
—
WEATHERFORD INTL
+$24.0M
1,134,430
减持
VRNS
VARONIS SYSTEMS INC
-$24.0M
1,297,738
-1%
清仓
FTDR
FRONTDOOR INC
-$23.9M
0
-100%
减持
PCRX
PACIRA PHARMACEUTICALS INC
-$23.8M
1,285,829
-1%
减持
WMT
WAL-MART STORES INC
-$23.5M
178,876
-41%
减持
QTWO
Q2 HOLDINGS INC
-$23.3M
992,720
-1%
增持
ACHC
ACADIA HEALTHCARE CO INC
+$23.2M
1,277,809
+32%
减持
ATRC
ATRICURE INC
-$23.1M
920,354
-1%
减持
CARG
CARGURUS INC
-$23.1M
1,089,851
-1%
建仓
MGY
MAGNOLIA OIL & GAS CORP - A
+$22.9M
1,093,262
减持
EL
ESTEE LAUDER COS CL A
-$22.6M
683,403
-5%
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
-$22.2M
294,727
-1%
增持
AIT
APPLIED INDUSTRIAL TECH INC
+$21.9M
316,003
+280%
清仓
TREX
TREX COMPANY INC
-$21.6M
0
-100%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$21.2M
484,028
-1%
建仓
—
NOBLE CORP
+$21.2M
835,946
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$21.1M
828,079
-5%
减持
—
BLACKROCK INC
-$21.0M
36,673
-35%
减持
UNP
UNION PACIFIC
-$20.9M
93,219
-38%
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
-$20.7M
994,728
-11%
增持
DOCS
DOXIMITY INC-CLASS A
-$20.6M
2,727,492
+23%
减持
—
THE SHYFT GROUP INC
-$20.4M
886,061
-13%
减持
JNJ
JOHNSON & JOHNSON
-$20.2M
180,084
-39%
建仓
DECK
DECKERS OUTDOOR CORP
+$20.1M
78,730
清仓
ESE
ESCO TECHNOLOGIES
-$19.8M
0
-100%
减持
WHD
CACTUS INC-CLASS A
-$19.7M
1,177,924
-1%
减持
—
RADWARE LTD
-$19.7M
927,807
-26%
减持
ABBV
ABBVIE INC
-$19.7M
191,406
-37%
建仓
HURN
HURON CONSULTING GROUP INC
+$19.4M
298,326
减持
DUK
DUKE ENERGY CORP
-$19.1M
184,915
-47%
减持
CNXC
CONCENTRIX CORP
-$19.0M
378,780
-10%
减持
TRU
TRANSUNION
-$18.8M
16,588
-91%
建仓
—
HOSTESS BRANDS INC
+$18.7M
881,942
增持
KNSL
KINSALE CAPITAL GROUP INC
+$18.2M
189,571
+71%
减持
IHRT
IHEARTMEDIA INC - CLASS A
-$17.5M
1,585,050
-0%
减持
ADP
AUTOMATIC DATA PROC
-$17.5M
4,520
-94%
减持
UPS
UNITED PARCEL SERVICE CL B
-$17.4M
105,529
-38%
减持
CSCO
CISCO SYSTEMS INC
-$17.3M
420,550
-33%
减持
IR
INGERSOLL-RAND INC
-$17.3M
972,880
-16%
减持
NEE
NEXTERA ENERGY INC
-$16.5M
305,396
-36%
建仓
—
VERINT SYSTEMS INC
+$16.5M
389,939
减持
CMCSA
COMCAST CORP CL A
-$16.3M
633,643
-28%
减持
—
HORIZON PHARMA PLC
-$16.1M
259,116
-26%
减持
AMT
AMERICAN TOWER CORPORATION
-$15.8M
88,136
-42%
建仓
POWI
POWER INTEGRATIONS INC
+$15.4M
205,233
减持
KBR
KBR INC
-$15.3M
2,295,199
-1%
减持
BOOT
BOOT BARN HOLDINGS INC
-$15.1M
389,784
-12%
减持
MRK
MERCK & CO. INC.
-$15.1M
373,691
-38%
增持
SPGI
S&P GLOBAL
-$15.0M
958,102
+16%
建仓
VMI
VALMONT INDUSTRIES
+$15.0M
66,616
减持
SLAB
SILICON LABS INC
-$14.8M
531,813
-11%
减持
LMT
LOCKHEED MARTIN CORP
-$14.6M
56,995
-36%
减持
CWST
CASELLA WASTE SYSTEMS INC CL A
-$14.6M
947,373
-1%
减持
—
ENVESTNET INC
-$14.4M
653,792
-1%
增持
BIDU
BAIDU.COM
+$14.3M
351,739
+22%
减持
BL
BLACKLINE INC
-$14.2M
506,087
-23%
减持
TBBK
BANCORP INC
-$14.1M
1,569,889
-1%
