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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 38
减持 74
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$805.7M
10,674,920
+11%
减持
META
META PLATFORMS INC
+$691.8M
13,087,521
-9%
减持
NVDA
NVIDIA CORP
+$630.6M
9,060,877
-21%
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
AMZN
AMAZON.COM INC
+$495.9M
21,875,478
-4%
减持
ORCL
ORACLE CORP
+$458.6M
19,969,497
-3%
减持
NFLX
NETFLIX.COM INC
+$402.1M
4,722,144
-3%
减持
GOOGL
ALPHABET INC-CL A
+$274.3M
18,560,611
-1%
减持
MSFT
MICROSOFT CORP
+$230.3M
6,721,310
-6%
减持
SHOP
SHOPIFY INC - CLASS A
+$219.3M
14,330,677
-3%
增持
PH
PARKER HANNIFIN
+$178.9M
458,854
+361202%
减持
REGN
REGENERON PHARMACEUTICALS
-$160.4M
1,277,484
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$151.7M
1,913,732
-3%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$119.1M
5,491,121
-3%
减持
BA
BOEING CO
-$102.7M
11,148,257
-4%
减持
EL
ESTEE LAUDER COS CL A
-$99.7M
313,628
-52%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$90.3M
3,275,310
-3%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$81.3M
0
-100%
增持
ILMN
ILLUMINA INC
-$81.0M
3,799,690
+11%
减持
QCOM
QUALCOMM INC
-$78.5M
6,428,465
-3%
减持
SBUX
STARBUCKS CORP
-$73.7M
9,030,143
-3%
建仓
—
THE AZEK CO INC
+$66.1M
2,181,837
减持
ADSK
AUTODESK INC
-$62.0M
6,492,951
-3%
减持
MNST
MONSTER BEVERAGE CORPORATION
+$52.4M
27,203,495
-3%
减持
EXPD
EXPEDITORS INTL WASH INC
+$51.2M
6,435,301
-3%
增持
DIS
THE WALT DISNEY CO
-$50.8M
11,910,857
+7%
减持
YUMC
YUM CHINA HOLDINGS INC
-$49.2M
6,148,120
-2%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
-$44.2M
1,669,498
-3%
增持
—
TRANE TECHNOLOGIES PLC
+$41.3M
215,972
+78435%
减持
V
VISA INC-CLASS A SHRS
+$39.8M
10,749,713
-4%
减持
GOOG
ALPHABET INC-CL C
+$39.7M
7,097,293
-10%
建仓
PGNY
PROGYNY INC
+$37.3M
947,142
减持
SPGI
S&P GLOBAL
+$35.8M
852,913
-4%
建仓
ONTO
ONTO INNOVATION INC
+$34.6M
297,012
清仓
SSTK
SHUTTERSTOCK INC
-$33.6M
0
-100%
清仓
—
PRIMO WATER CORP
-$33.5M
0
-100%
清仓
MXL
MAXLINEAR INC-CLASS A
-$33.4M
0
-100%
建仓
—
VENTYX BIOSCIENCES INC
+$32.7M
998,237
增持
PYPL
PAYPAL HOLDINGS INC
-$32.7M
7,296,391
+7%
减持
WDAY
WORKDAY INC
+$32.4M
2,365,756
-3%
增持
—
DISH NETWORK CORP CVT
-$32.1M
12,146,023
+1%
减持
RBC
RBC BEARINGS INC
-$30.6M
282,073
-29%
清仓
MORN
MORNINGSTAR INC
-$29.7M
0
-100%
增持
EXAS
EXACT SCIENCES CORP
+$29.6M
315,677
+33698%
减持
NVS
NOVARTIS AG SPON ADR
+$29.4M
6,315,010
-4%
清仓
HUBG
HUB GROUP INC CL A
-$29.0M
0
-100%
减持
—
WNS HOLDINGS LTD-ADR
-$28.6M
621,706
-22%
建仓
PHR
PHREESIA INC
+$28.3M
911,936
增持
LOPE
GRAND CANYON EDUCATION INC
+$28.3M
273,826
+526488%
增持
CXT
CRANE NXT CO
+$28.2M
505,176
+20180%
减持
ADBE
ADOBE SYS
+$27.7M
315,325
-4%
建仓
WK
WORKIVA INC
+$26.8M
263,778
建仓
INTA
INTAPP INC
+$26.6M
635,514
建仓
—
CYBERARK SOFTWARE LTD/ISRAEL
+$26.3M
168,312
增持
FANG
DIAMONDBACK ENERGY INC
+$25.7M
1,074,166
+26%
减持
BJ
BJS WHOLESALE CLUB HOLDINGS
-$25.7M
400,734
-40%
减持
CNMD
CONMED CORP
+$25.0M
797,710
-1%
清仓
—
MODIVCARE INC
-$24.6M
0
-100%
减持
WSC
WILLSCOT MOBILE MINI HOLDINGS
-$24.5M
1,523,417
-27%
减持
PSTG
PURE STORAGE INC - CLASS A
+$24.0M
3,121,685
-12%
增持
ESE
ESCO TECHNOLOGIES
+$23.9M
345,750
+177%
增持
MBLY
MOBILEYE GLOBAL INC-A
+$22.9M
753,701
+434%
增持
ZION
ZIONS BANCORP
+$22.6M
3,464,395
+47%
减持
—
BIOMARIN PHARMACEUTICAL CVT
-$22.4M
2,051,316
-0%
减持
DVN
DEVON ENERGY CORP
-$22.3M
14,301
-97%
清仓
LKFN
LAKELAND FINANCIAL CORP
-$22.3M
0
-100%
增持
—
BLACKROCK INC
+$22.2M
262,088
+10%
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$21.9M
0
-100%
清仓
STAA
STAAR SURGICAL CO
-$21.5M
0
-100%
减持
DHR
DANAHER CORP
-$21.4M
983,708
-4%
清仓
—
FORWARD AIR CORPORATION
-$21.2M
0
-100%
增持
ACA
ARCOSA INC
+$21.1M
1,075,624
+12%
清仓
TMUS
T-MOBILE US Inc
-$20.8M
0
-100%
减持
FCN
FTI CONSULTING INC
-$20.6M
359,419
-20%
减持
—
NATIONAL INSTRUMENTS CORP
-$19.9M
298,425
-58%
建仓
COCO
VITA COCO CO INC/THE
+$19.8M
737,997
建仓
—
ROIVANT SCIENCES LTD
+$19.8M
1,960,507
建仓
FLYW
FLYWIRE CORP-VOTING
+$19.4M
625,422
减持
—
UBER TECHNOLOGIES INC CVT
+$19.3M
1,844,431
-3%
清仓
—
AVID TECHNOLOGY INC
-$18.9M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$18.6M
160,559
-28%
减持
DE
DEERE & CO
-$18.5M
842,537
-3%
清仓
DAVA
ENDAVA PLC- SPON ADR
-$18.3M
0
-100%
减持
KNSL
KINSALE CAPITAL GROUP INC
+$17.5M
258,428
-2%
减持
—
ENVESTNET INC
-$17.5M
333,669
-48%
减持
—
AXONICS MODULATION TECHNOLOG
-$17.5M
1,273,767
-15%
减持
MELI
MERCADOLIBRE INC
-$17.4M
105,095
-2%
减持
ELF
ELF BEAUTY INC
+$17.3M
557,535
-1%
增持
TDW
TIDEWATER
+$16.9M
619,661
+56%
减持
—
NCL CORPORATION LTD
+$16.5M
1,998,097
-1%
减持
PTCT
PTC THERAPEUTICS INC
-$16.5M
1,061,398
-14%
建仓
IPGP
IPG PHOTONICS CORP
+$16.3M
119,749
减持
—
SOUTHWEST AIRLINES CO CVT
+$16.1M
4,735,811
-1%
建仓
PRVA
PRIVIA HEALTH GROUP INC
+$16.1M
616,293
建仓
HQY
HEALTHEQUITY INC
+$16.0M
253,311
清仓
GBCI
GLACIER BANCORP INC
-$15.7M
0
-100%
增持
IBP
INSTALLED BUILDING PRODUCTS
+$15.7M
370,454
+17%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$15.3M
2,441,635
+19%
减持
GDYN
GRID DYNAMICS HOLDINGS INC
-$15.3M
240,045
-84%
增持
SQ
BLOCK INC
+$15.3M
8,467,433
+6%
增持
ATKR
ATKORE INTERNATIONAL GROUP I
+$15.2M
163,851
+122%
减持
MA
MASTERCARD INC-CLASS A
+$15.2M
798,336
-3%
减持
JPM
JP MORGAN CHASE & CO
+$15.0M
1,268,356
-2%
减持
VVV
VALVOLINE INC
-$14.7M
442,872
-51%
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$14.7M
251,793
-12%
建仓
SVV
SAVERS VALUE VILLAGE INC
+$14.0M
590,659
减持
—
NUVASIVE INC
-$13.7M
460,344
-42%
增持
UNH
UNITEDHEALTH GROUP
+$13.7M
527,766
+4%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$13.0M
466,014
-2%
建仓
KNF
KNIFE RIVER CORP
+$12.5M
286,314
增持
—
SOVOS BRANDS INC
+$12.3M
2,229,236
+19%
增持
—
WEATHERFORD INTL
+$12.2M
1,407,175
+3%
清仓
AUB
ATLANTIC UNION BANKSHARES CORP
-$12.2M
0
-100%
减持
—
CRISPR THERAPEUTICS AG
+$12.1M
1,147,929
-1%
增持
PD
PAGERDUTY INC
+$11.8M
1,675,572
+126%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$11.8M
465
-100%
减持
UAA
UNDER ARMOUR INC-CLASS A
-$11.8M
4,794,488
-2%
减持
PJT
PJT PARTNERS INC - A
-$11.8M
575,525
-20%
清仓
—
IONIS PHARMACEUTICALS IN CVT
-$11.7M
0
-100%
减持
—
FRONTIER COMMUNICATIONS PARE
-$11.6M
45,582
-92%
减持
KBR
KBR INC
+$11.5M
1,885,869
-7%
增持
MOG/A
MOOG INC CL A
+$11.3M
195,853
+100%
建仓
—
EQUITY COMMONWEALTH
+$11.3M
559,063
减持
YUM
YUM! BRANDS INC
+$11.2M
4,332,793
-3%
建仓
KMPR
KEMPER CORP
+$11.2M
231,186
增持
CNQ
CANADIAN NATURAL RESOURCES
+$11.1M
639,441
+42%
增持
AEIS
ADVANCED ENERGY INDS
+$11.0M
764,247
+1%
减持
—
ACCENTURE LTD CL A
+$11.0M
963,645
-4%
增持
WRB
WR BERKLEY CORP
+$10.9M
183,383
+19555%
减持
SLAB
SILICON LABS INC
-$10.8M
530,274
-2%
增持
MTZ
MASTEC INC
+$10.8M
234,670
+31%
增持
REPL
REPLIMUNE GROUP INC
+$10.6M
1,187,227
+24%
增持
THC
TENET HEALTHCARE CORP
+$10.6M
425,908
+5%
减持
ROP
ROPER TECHNOLOGIES INC
+$10.6M
459,778
-4%
增持
LNWO
LIGHT AND WONDER INC
+$10.3M
419,512
+36%
增持
MTD
METTLER-TOLEDO INTERNATIONAL
-$10.3M
147,114
+11%
增持
ICFI
ICF INTERNATIONAL INC
+$10.1M
286,226
+23%
增持
DRS
LEONARDO DRS INC
+$10.0M
1,983,916
+5%
清仓
CRL
CHARLES RIVER LABS
-$9.9M
0
-100%
减持
VCEL
VERICEL CORP
+$9.7M
1,214,415
-1%
清仓
ALHC
ALIGNMENT HEALTHCARE INC
-$9.7M
0
-100%
增持
NKE
NIKE INC CL B
-$9.6M
1,090,926
+3%
减持
COLM
COLUMBIA SPORTSWEAR CO
-$9.3M
632,419
-2%
减持
MSCI
MSCI INC
-$9.3M
94,882
-1%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$9.3M
645,143
-2%
建仓
TRU
TRANSUNION
+$9.3M
118,429
减持
PLNT
PLANET FITNESS INC - CL A
-$9.2M
297,430
-21%
增持
MTB
M & T BANK CORP
+$9.2M
74,611
+181878%
减持
TXN
TEXAS INSTRUMENTS
-$9.2M
708,103
-4%
减持
COST
COSTCO WHOLESALE CORP
+$9.2M
412,304
-4%
减持
SMPL
SIMPLY GOOD FOODS CO/THE
-$9.2M
1,620,890
-6%
