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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 10
增持 24
减持 100
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP
-$451.8M
13,141,088
-3%
减持
V
VISA INC-CLASS A SHRS
-$333.5M
12,343,350
-4%
减持
NFLX
NETFLIX.COM INC
+$306.8M
5,429,862
-2%
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
BA
BOEING CO
-$291.4M
13,012,220
-5%
增持
GOOGL
ALPHABET INC-CL A
-$289.8M
18,667,284
+1860%
减持
MSFT
MICROSOFT CORP
-$266.3M
7,860,944
-4%
减持
CRM
SALESFORCE.COM INC
-$262.6M
9,418,243
-4%
增持
GOOG
ALPHABET INC-CL C
-$248.0M
10,529,964
+1727%
减持
ORCL
ORACLE CORP
-$245.3M
22,448,324
-3%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$230.4M
6,149,036
-3%
增持
META
META PLATFORMS INC
-$221.3M
11,319,225
+4%
减持
NVS
NOVARTIS AG SPON ADR
-$174.2M
14,929,752
-4%
增持
TSLA
TESLA INC
+$148.9M
4,741,436
+188%
减持
QCOM
QUALCOMM INC
-$148.0M
7,119,191
-5%
减持
MNST
MONSTER BEVERAGE CORPORATION
-$146.8M
16,536,844
-3%
减持
REGN
REGENERON PHARMACEUTICALS
+$139.3M
1,716,617
-3%
增持
—
BLACKROCK INC
+$110.3M
240,942
+557%
减持
TMUS
T-MOBILE US Inc
-$108.7M
1,093,306
-42%
减持
EXPD
EXPEDITORS INTL WASH INC
-$90.5M
7,119,128
-4%
减持
PYPL
PAYPAL HOLDINGS INC
+$90.4M
6,739,733
-4%
减持
SEIC
SEI INVESTMENTS CO
-$77.6M
11,141,096
-4%
减持
IQV
IQIVA HOLDINGS INC
-$77.5M
1,200,876
-12%
减持
NVO
NOVO-NORDISK A/S SPONS ADR
-$76.5M
5,177,389
-3%
清仓
RPD
RAPID7 INC
-$75.4M
0
-100%
减持
ADSK
AUTODESK INC
+$65.8M
7,286,940
-3%
减持
YUMC
YUM CHINA HOLDINGS INC
-$62.2M
6,738,485
-14%
减持
MA
MASTERCARD INC-CLASS A
-$61.0M
911,924
-10%
减持
SQ
BLOCK INC
-$59.8M
6,984,340
-3%
减持
YUM
YUM! BRANDS INC
-$54.3M
4,855,345
-3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$52.1M
4,158,390
-7%
减持
—
DISH NETWORK CORP CVT
-$50.9M
12,242,391
-0%
清仓
DBX
DROPBOX INC-CLASS A
-$48.9M
0
-100%
增持
SHOP
SHOPIFY INC - CLASS A
-$48.1M
16,456,184
+5%
减持
DIS
THE WALT DISNEY CO
-$47.9M
11,066,144
-4%
减持
AMZN
AMAZON.COM INC
+$44.8M
22,985,798
-4%
减持
UNH
UNITEDHEALTH GROUP
-$41.1M
545,233
-12%
减持
—
ACCENTURE LTD CL A
-$40.8M
1,060,453
-6%
清仓
YETI
YETI HOLDINGS INC
-$40.4M
0
-100%
清仓
FOXF
FOX FACTORY HOLDING CORP
-$38.9M
0
-100%
减持
ABNB
AIRBNB INC
+$37.0M
2,564,103
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$36.9M
481,107
-10%
减持
HDB
HDFC BANK LTD ADR
-$36.5M
113,194
-86%
清仓
SSD
SIMPSON MANUFACTURING CO INC
-$35.6M
0
-100%
减持
SPGI
S&P GLOBAL
-$34.8M
943,650
-2%
减持
—
LINDE PLC
-$34.6M
1,039,088
-5%
减持
ADBE
ADOBE SYS
-$33.7M
347,087
-2%
清仓
BL
BLACKLINE INC
-$33.7M
0
-100%
减持
SBUX
STARBUCKS CORP
+$30.4M
10,272,760
-6%
减持
MRK
MERCK & CO. INC.
-$29.9M
48,696
-87%
减持
GLW
CORNING INC
-$29.4M
1,580
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$28.9M
747,750
-10%
减持
—
SYNEOS HEALTH INC
-$28.7M
23
-100%
清仓
—
PERFICIENT INC
-$28.4M
0
-100%
减持
OPTU
ALTICE USA INC- A
-$28.1M
8,148,647
-0%
减持
EL
ESTEE LAUDER COS CL A
-$27.4M
679,143
-1%
增持
WSC
WILLSCOT MOBILE MINI HOLDINGS
+$27.2M
2,547,497
+9%
建仓
—
SOVOS BRANDS INC
+$27.0M
1,895,765
减持
DHR
DANAHER CORP
-$26.8M
1,181,303
-10%
减持
TECH
BIO-TECHNE CORPORAT
-$25.2M
600
-99%
增持
—
WEATHERFORD INTL
+$25.2M
1,523,771
+34%
减持
JNJ
JOHNSON & JOHNSON
-$24.4M
46,194
-74%
增持
HXL
HEXCEL CORP
+$24.0M
1,064,226
+79%
减持
DE
DEERE & CO
+$24.0M
1,988,377
-7%
清仓
FND
FLOOR & DECOR HOLDINGS INC-A
-$23.5M
0
-100%
减持
KBR
KBR INC
-$23.0M
2,036,810
-11%
减持
CMCSA
COMCAST CORP CL A
-$22.8M
69,002
-89%
增持
—
SOUTHWEST AIRLINES CO CVT
-$22.6M
4,768,655
+2%
减持
CALX
CALIX INC
+$22.2M
834,912
-1%
减持
CMI
CUMMINS ENGINE
-$21.8M
1,360,993
-12%
减持
ABBV
ABBVIE INC
-$21.7M
56,910
-70%
增持
DRVN
DRIVEN BRANDS HOLDINGS INC
+$21.6M
1,778,046
+74%
减持
—
DISH NETWORK CORP CVT
-$21.4M
1,592,441
-34%
减持
—
JAZZ PHARMACEUTICALS PLC
-$21.3M
129,877
-48%
清仓
—
NOBLE CORP
-$21.2M
0
-100%
减持
WDAY
WORKDAY INC
+$21.1M
2,701,995
-3%
减持
—
HORIZON PHARMA PLC
-$20.4M
3,591
-99%
减持
BC
BRUNSWICK CORP
-$20.2M
165,626
-65%
清仓
—
RADWARE LTD
-$20.1M
0
-100%
建仓
ICFI
ICF INTERNATIONAL INC
+$20.0M
183,731
减持
AMT
AMERICAN TOWER CORPORATION
-$20.0M
11,719
-87%
减持
—
AXONICS MODULATION TECHNOLOG
+$19.9M
1,512,368
-1%
减持
WMS
ADVANCED DRAINAGE SYSTEMS IN
+$19.8M
849,757
-11%
建仓
MRTN
MARTEN TRANSPORT LTD
+$19.5M
1,020,031
减持
PG
PROCTER & GAMBLE CO/THE
-$19.3M
51,141
-72%
减持
KO
COCA-COLA CO/THE
-$19.3M
80,215
-79%
减持
NEE
NEXTERA ENERGY INC
-$19.2M
56,253
-82%
清仓
AZTA
AZENTA INC
-$19.1M
0
-100%
建仓
PFGC
PERFORMANCE FOOD GROUP CO
+$19.0M
441,813
增持
KNSL
KINSALE CAPITAL GROUP INC
+$19.0M
244,705
+29%
减持
—
HELEN OF TROY LTD
-$18.9M
85,759
-49%
减持
LMT
LOCKHEED MARTIN CORP
-$18.6M
15,297
-73%
建仓
ALHC
ALIGNMENT HEALTHCARE INC
+$18.2M
1,537,432
增持
GTLS
CHART INDUSTRIES INC
+$18.0M
203,708
+74%
建仓
THC
TENET HEALTHCARE CORP
+$17.9M
346,868
建仓
GDYN
GRID DYNAMICS HOLDINGS INC
+$17.8M
948,240
增持
MGY
MAGNOLIA OIL & GAS CORP - A
+$17.7M
2,049,755
+87%
增持
EVH
EVOLENT HEALTH INC - A
+$17.2M
2,628,984
+5%
建仓
PLMR
PALOMAR HOLDINGS INC
+$17.1M
204,438
增持
RBC
RBC BEARINGS INC
+$16.7M
398,779
+12%
减持
WMT
WAL-MART STORES INC
-$16.7M
38,911
-78%
减持
DUK
DUKE ENERGY CORP
-$16.6M
34,177
-82%
减持
SHW
SHERWIN WILLIAMS
-$16.6M
739,788
-1%
清仓
—
THE SHYFT GROUP INC
-$16.5M
0
-100%
减持
MELI
MERCADOLIBRE INC
+$16.3M
112,150
-7%
增持
OPCH
OPTION CARE HEALTH INC
+$16.2M
2,860,746
+8%
减持
BIDU
BAIDU.COM
-$16.0M
309,249
-12%
减持
BMY
BRISTOL MYERS SQUIBB
-$15.9M
49,445
-80%
减持
PTCT
PTC THERAPEUTICS INC
+$15.7M
1,618,894
-1%
增持
BOX
BOX INC - CLASS A
+$15.6M
2,438,990
+40%
减持
UNP
UNION PACIFIC
-$15.5M
22,527
-76%
减持
CSCO
CISCO SYSTEMS INC
-$15.4M
63,419
-85%
增持
VMI
VALMONT INDUSTRIES
+$15.3M
112,606
+69%
减持
AAPL
APPLE INC
-$15.2M
69,022
-62%
建仓
—
DENBURY INC
+$15.0M
174,161
减持
SMPL
SIMPLY GOOD FOODS CO/THE
-$14.7M
2,369,423
-1%
清仓
WWD
WOODWARD INC
-$14.6M
0
-100%
减持
NEM
NEWMONT MNG
-$14.5M
65,606
-77%
清仓
CASH
META FINANCIAL GROUP INC
-$14.4M
0
-100%
增持
ACA
ARCOSA INC
+$14.4M
738,456
+23%
减持
UPS
UNITED PARCEL SERVICE CL B
-$14.2M
31,194
-70%
减持
DORM
DORMAN PRODUCTS INC
-$13.9M
481,049
-1%
建仓
MTDR
MATADOR RESOURCES CO
+$13.7M
280,575
清仓
—
II-VI INC
-$13.7M
0
-100%
减持
CNXC
CONCENTRIX CORP
-$13.7M
337,839
-11%
减持
JPM
JP MORGAN CHASE & CO
-$13.6M
1,382,609
-2%
减持
—
PIONEER NAT
-$13.5M
22,393
-73%
减持
EHC
ENCOMPASS HEALTH CORP
-$13.3M
21,505
-92%
减持
DOCS
DOXIMITY INC-CLASS A
-$13.3M
2,703,020
-1%
减持
SMTC
SEMTECH CORP
-$13.1M
399,224
-12%
增持
—
NATIONAL INSTRUMENTS CORP
+$12.9M
747,664
+52%
减持
MS
MORGAN STANLEY
-$12.7M
46,720
-78%
减持
UAA
UNDER ARMOUR INC-CLASS A
-$12.6M
5,593,591
-6%
减持
CNMD
CONMED CORP
-$12.6M
766,050
-1%
减持
ACHC
ACADIA HEALTHCARE CO INC
+$12.4M
1,264,365
-1%
减持
HD
HOME DEPOT
-$12.4M
897,082
-5%
减持
FAF
FIRST AMERICAN FINL CORP
-$12.4M
212,917
-49%
减持
SLAB
SILICON LABS INC
-$12.2M
504,976
-5%
减持
WMB
WILLIAMS COS INC
-$11.9M
116,000
-76%
减持
ARGX
ARGENX SE - ADR
-$11.8M
45,933
-38%
减持
MTD
METTLER-TOLEDO INTERNATIONAL
-$11.4M
141,036
-1%
减持
ABT
ABBOTT LABS
-$11.4M
31,821
-76%
减持
PCTY
PAYLOCITY HOLDING CORP
+$11.2M
170,961
-1%
清仓
—
CDK GLOBAL INC
-$11.1M
0
-100%
减持
UFPI
UFP INDUSTRIES INC
-$11.0M
619,533
-24%
减持
ELV
ELEVANCE HEALTH INC
-$10.8M
8,620
-72%
减持
HALO
HALOZYME THERAPEUTICS INC
-$10.6M
2,148,273
-1%
增持
—
CUTERA INC
+$10.6M
502,641
+53%
增持
FCN
FTI CONSULTING INC
+$10.6M
453,535
+27%
减持
TENB
TENABLE HOLDINGS INC
-$10.5M
942,857
-1%
增持
—
TELADOC HEALTH INC CVT
-$10.5M
1,360,223
+0%
