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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 14
增持 34
减持 90
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON.COM INC
-$816.9M
21,196,338
-8%
减持
BA
BOEING CO
+$700.9M
11,950,316
-8%
减持
ORCL
ORACLE CORP
+$364.0M
21,224,659
-5%
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
-$270.7M
917,001
-54%
增持
TSLA
TESLA INC
-$254.9M
8,140,896
+72%
减持
GOOG
ALPHABET INC-CL C
-$251.8M
8,572,541
-19%
减持
CRM
SALESFORCE.COM INC
-$224.1M
8,527,140
-9%
减持
REGN
REGENERON PHARMACEUTICALS
-$217.4M
1,337,681
-22%
减持
NVDA
NVIDIA CORP
+$193.5M
12,239,620
-7%
减持
NFLX
NETFLIX.COM INC
+$191.2M
4,983,696
-8%
减持
V
VISA INC-CLASS A SHRS
+$189.7M
11,467,364
-7%
增持
META
META PLATFORMS INC
+$180.3M
14,260,620
+26%
减持
NVO
NOVO-NORDISK A/S SPONS ADR
+$158.1M
4,979,790
-4%
减持
GOOGL
ALPHABET INC-CL A
-$154.4M
18,486,692
-1%
减持
NVS
NOVARTIS AG SPON ADR
-$141.8M
10,945,998
-27%
减持
ISRG
INTUITIVE SURGICAL INC
+$127.1M
2,024,019
-7%
减持
TMUS
T-MOBILE US Inc
-$126.0M
147,641
-86%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$118.4M
3,759,170
-10%
增持
SQ
BLOCK INC
+$88.9M
7,526,612
+8%
减持
WMS
ADVANCED DRAINAGE SYSTEMS IN
-$88.7M
206,820
-76%
增持
NKE
NIKE INC CL B
+$86.7M
741,099
+144364%
减持
SBUX
STARBUCKS CORP
+$83.3M
9,565,520
-7%
减持
SHOP
SHOPIFY INC - CLASS A
+$80.8M
15,100,729
-8%
增持
PYPL
PAYPAL HOLDINGS INC
-$79.0M
7,036,129
+4%
减持
ADSK
AUTODESK INC
-$76.7M
6,873,634
-6%
增持
DIS
THE WALT DISNEY CO
-$75.8M
11,142,088
+1%
减持
EXPD
EXPEDITORS INTL WASH INC
+$74.5M
6,766,925
-5%
减持
MSFT
MICROSOFT CORP
-$70.8M
7,338,912
-7%
建仓
ZION
ZIONS BANCORP
+$70.7M
1,438,015
减持
YUM
YUM! BRANDS INC
+$69.2M
4,571,195
-6%
减持
SEIC
SEI INVESTMENTS CO
+$65.2M
10,491,373
-6%
减持
ABNB
AIRBNB INC
-$60.7M
2,440,113
-5%
减持
QCOM
QUALCOMM INC
-$57.8M
6,790,167
-5%
减持
GS
GOLDMAN SACHS GROUP
-$48.9M
540,753
-32%
增持
VUG
VANGUARD GROWTH ETF
+$46.5M
272,747
+403%
减持
MA
MASTERCARD INC-CLASS A
+$42.5M
867,915
-5%
清仓
—
TECHTARGET
-$41.0M
0
-100%
减持
MTD
METTLER-TOLEDO INTERNATIONAL
+$40.7M
133,909
-5%
减持
EVH
EVOLENT HEALTH INC - A
-$40.7M
1,916,283
-27%
减持
—
BLACKROCK INC
+$37.0M
239,278
-1%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
-$36.8M
1,761,428
-5%
增持
HD
HOME DEPOT
+$35.9M
897,360
+0%
减持
HALO
HALOZYME THERAPEUTICS INC
+$35.7M
2,120,571
-1%
减持
PTCT
PTC THERAPEUTICS INC
-$34.5M
1,226,265
-24%
减持
ILMN
ILLUMINA INC
-$34.1M
3,226,795
-10%
减持
—
CRISPR THERAPEUTICS AG
-$33.1M
1,188,321
-5%
清仓
QTWO
Q2 HOLDINGS INC
-$31.6M
0
-100%
减持
JPM
JP MORGAN CHASE & CO
+$31.5M
1,312,346
-5%
减持
DHR
DANAHER CORP
-$30.8M
1,033,416
-13%
减持
COST
COSTCO WHOLESALE CORP
-$30.7M
432,098
-10%
减持
—
BIOMARIN PHARMACEUTICAL CVT
+$30.6M
2,089,754
-5%
减持
YUMC
YUM CHINA HOLDINGS INC
+$30.6M
6,395,277
-5%
减持
GTLS
CHART INDUSTRIES INC
-$30.0M
65,577
-68%
建仓
NOV
NOV INC
+$28.8M
1,378,059
清仓
ANGO
ANGIODYNAMICS INC
-$28.4M
0
-100%
减持
—
LINDE PLC
+$28.1M
944,987
-9%
减持
—
WEATHERFORD INTL
+$26.8M
1,492,737
-2%
建仓
XENE
XENON PHARMACEUTICALS INC
+$26.7M
677,165
增持
USHY
ISHARES BROAD USD HIGH YIELD
+$26.0M
787,625
+2025%
清仓
BR
BROADRIDGE FINANCIAL SOLUTIONS INC
-$24.7M
0
-100%
建仓
PRCT
PROCEPT BIOROBOTICS CORP
+$24.2M
582,617
减持
ROP
ROPER TECHNOLOGIES INC
+$24.0M
456,054
-5%
增持
RGA
REINSURANCE GRP OF AMERI-A
+$22.5M
250,517
+141%
增持
MGY
MAGNOLIA OIL & GAS CORP - A
+$22.3M
2,683,018
+31%
清仓
—
BLUEPRINT MEDICINES CORP
-$21.5M
0
-100%
减持
EQT
EQT CORP
-$21.0M
319,622
-59%
建仓
PSN
PARSONS CORP
+$20.9M
451,573
建仓
—
FORWARD AIR CORPORATION
+$20.6M
196,706
减持
RMBS
RAMBUS INC
+$20.4M
2,470,117
-8%
建仓
—
MODEL N INC
+$20.0M
494,265
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$20.0M
284,353
-2%
增持
PCRX
PACIRA PHARMACEUTICALS INC
-$19.7M
1,471,918
+2%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$19.7M
712,556
-5%
建仓
NSSC
NAPCO SECURITY TECHNOLOGIES
+$19.5M
708,008
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
+$18.4M
5,792,922
-6%
减持
KBR
KBR INC
+$18.2M
2,012,574
-1%
建仓
EYE
NATIONAL VISION HOLDINGS INC
+$18.0M
464,206
增持
LNWO
LIGHT AND WONDER INC
+$17.9M
306,636
+14621%
清仓
MKSI
MKS INSTRUMENTS INC
-$17.5M
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$17.1M
284,756
+9%
减持
MNST
MONSTER BEVERAGE CORPORATION
+$16.8M
14,329,228
-13%
清仓
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$16.6M
0
-100%
减持
UFPI
UFP INDUSTRIES INC
-$16.4M
357,250
-42%
减持
ARGX
ARGENX SE - ADR
-$16.2M
72
-100%
减持
BOX
BOX INC - CLASS A
+$16.0M
2,425,867
-1%
增持
FIVE
FIVE BELOW
+$16.0M
210,812
+36%
减持
ADBE
ADOBE SYS
+$15.8M
330,900
-5%
减持
UAA
UNDER ARMOUR INC-CLASS A
+$15.7M
5,206,438
-7%
减持
—
CHAMPIONX CORP
+$15.7M
2,614,952
-15%
增持
HXL
HEXCEL CORP
+$15.7M
1,201,357
+13%
清仓
CARG
CARGURUS INC
-$15.3M
0
-100%
减持
ON
ON SEMICONDUCTOR CORPORATION
-$15.2M
9,298
-96%
减持
SHW
SHERWIN WILLIAMS
+$15.2M
702,115
-5%
减持
EL
ESTEE LAUDER COS CL A
+$15.1M
651,633
-4%
减持
UNH
UNITEDHEALTH GROUP
-$15.0M
491,052
-10%
建仓
ROG
ROGERS CORP
+$14.5M
121,816
建仓
ITT
ITT INC
+$14.4M
177,384
增持
WEX
WEX INC
+$14.4M
284,557
+12%
减持
SAIC
SCIENCE APPLICATIONS INTL CORP
-$13.9M
58,345
-75%
减持
BPOP
POPULAR INC
-$13.8M
372,265
-30%
减持
UTHR
UNITED THERAPEUTICS CORP
+$13.7M
202,458
-0%
减持
SMPL
SIMPLY GOOD FOODS CO/THE
+$13.3M
2,343,659
-1%
减持
—
AXONICS MODULATION TECHNOLOG
-$13.2M
1,492,546
-1%
减持
—
SOUTHWEST AIRLINES CO CVT
+$13.2M
4,758,804
-0%
减持
AIN
ALBANY INTL CORP-CL A
+$13.1M
719,271
-2%
清仓
—
VERINT SYSTEMS INC
-$13.0M
0
-100%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$12.8M
168,122
-53%
建仓
CIGI
COLLIERS INTERNATIONAL GROUP INC
+$12.7M
137,710
减持
COLM
COLUMBIA SPORTSWEAR CO
+$12.5M
642,463
-1%
减持
WHD
CACTUS INC-CLASS A
+$12.4M
1,136,682
-2%
减持
VRNS
VARONIS SYSTEMS INC
-$12.3M
905,192
-29%
增持
DECK
DECKERS OUTDOOR CORP
+$12.1M
102,890
+11%
增持
MTDR
MATADOR RESOURCES CO
+$12.0M
449,474
+60%
减持
SPGI
S&P GLOBAL
+$12.0M
896,110
-5%
减持
IQV
IQIVA HOLDINGS INC
+$11.9M
1,119,902
-7%
增持
CNXC
CONCENTRIX CORP
+$11.6M
370,080
+10%
增持
THRM
GENTHERM INC
+$11.5M
617,690
+7%
减持
WSC
WILLSCOT MOBILE MINI HOLDINGS
+$10.9M
2,515,125
-1%
增持
SLAB
SILICON LABS INC
+$10.8M
539,379
+7%
增持
MBB
ISHARES MBS ETF
+$10.7M
122,209
+1679%
增持
EEFT
EURONET WORLDWIDE INC
+$10.7M
287,561
+32%
清仓
—
CHANNELADVISOR CORP
-$10.6M
0
-100%
增持
IPAR
INTER PARFUMS INC
+$10.6M
302,649
+22%
减持
MMSI
MERIT MEDICAL SYSTEMS
+$10.5M
819,655
-2%
减持
CMI
CUMMINS ENGINE
+$10.4M
1,186,114
-13%
减持
WDAY
WORKDAY INC
+$10.4M
2,520,001
-7%
减持
—
ENVESTNET INC
+$10.2M
630,920
-2%
增持
CHDN
CHURCHILL DOWNS INC
+$10.1M
282,038
+5%
减持
OPTU
ALTICE USA INC- A
-$10.1M
8,139,205
-0%
增持
PFGC
PERFORMANCE FOOD GROUP CO
+$9.9M
495,212
+12%
增持
CIEN
CIENA CORP
+$9.7M
722,988
+8%
减持
—
BIOMARIN PHARMACEUTICAL CVT
+$9.5M
756,006
-7%
减持
CUBE
CUBESMART
-$9.4M
1,788
-99%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$9.3M
2,101,500
+26%
增持
—
DENBURY INC
+$9.2M
278,458
+60%
建仓
GFF
GRIFFON CORPORATION
+$9.1M
253,613
减持
TBBK
BANCORP INC
+$8.9M
1,514,922
-2%
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
+$8.9M
889,574
-2%
增持
AEIS
ADVANCED ENERGY INDS
+$8.8M
754,074
+5%
清仓
—
LAREDO PETROLEUM HOLDINGS IN
-$8.5M
0
-100%
减持
ELF
ELF BEAUTY INC
-$8.5M
699,647
-44%
减持
HRI
HERC HOLDINGS INC
+$8.5M
389,525
-5%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
+$8.4M
1,441,532
-0%
清仓
—
HELEN OF TROY LTD
-$8.3M
0
-100%
增持
PLNT
PLANET FITNESS INC - CL A
+$8.1M
378,826
+1%
减持
KFY
KORN/ FERRY INTERNATIONAL
-$8.1M
313,563
-39%
减持
STAA
STAAR SURGICAL CO
-$7.9M
332,949
-2%
增持
PCTY
PAYLOCITY HOLDING CORP
-$7.8M
172,228
+1%
增持
PLMR
PALOMAR HOLDINGS INC
-$7.8M
206,046
+1%
建仓
DK
DELEK US HOLDINGS INC
+$7.8M
288,112
