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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 17
增持 30
减持 87
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$489.8M
973,591
+17047%
减持
NVDA
NVIDIA CORP
-$478.3M
7,712,082
-15%
减持
NFLX
NETFLIX.COM INC
-$357.5M
4,561,735
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。
-3%
减持
ORCL
ORACLE CORP
-$334.1M
19,297,886
-3%
减持
BA
BOEING CO
-$291.7M
10,759,510
-3%
减持
META
META PLATFORMS INC
-$282.7M
11,568,947
-12%
减持
TSLA
TESLA INC
-$217.6M
10,298,232
-4%
增持
GOOGL
ALPHABET INC-CL A
+$213.0M
18,605,158
+0%
减持
SQ
BLOCK INC
-$200.3M
8,209,930
-3%
减持
MSFT
MICROSOFT CORP
-$192.1M
6,640,537
-1%
减持
AMZN
AMAZON.COM INC
-$181.5M
21,004,929
-4%
减持
V
VISA INC-CLASS A SHRS
-$175.3M
10,336,774
-4%
减持
MNST
MONSTER BEVERAGE CORPORATION
-$172.0M
26,261,792
-3%
减持
SHOP
SHOPIFY INC - CLASS A
-$171.6M
13,820,391
-4%
增持
ILMN
ILLUMINA INC
-$162.2M
4,007,957
+5%
减持
CRM
SALESFORCE.COM INC
-$145.8M
7,377,194
-5%
增持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
+$137.8M
151,626
+360914%
减持
ISRG
INTUITIVE SURGICAL INC
-$114.4M
1,847,473
-3%
增持
DIS
THE WALT DISNEY CO
+$105.0M
14,416,343
+21%
减持
SBUX
STARBUCKS CORP
-$98.4M
8,722,783
-3%
减持
REGN
REGENERON PHARMACEUTICALS
+$96.7M
1,232,879
-3%
减持
YUM
YUM! BRANDS INC
-$78.5M
4,176,732
-4%
减持
QCOM
QUALCOMM INC
-$76.4M
6,202,402
-4%
减持
PYPL
PAYPAL HOLDINGS INC
-$74.4M
7,056,633
-3%
减持
EXPD
EXPEDITORS INTL WASH INC
-$67.0M
6,215,317
-3%
减持
CMI
CUMMINS ENGINE
-$63.9M
874,660
-19%
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$62.5M
0
-100%
增持
NVO
NOVO-NORDISK A/S SPONS ADR
+$59.2M
9,097,808
+92%
减持
EL
ESTEE LAUDER COS CL A
-$58.5M
21,655
-93%
建仓
ARM
ARM HOLDINGS PLC
+$57.0M
1,065,084
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$52.5M
3,163,468
-3%
清仓
DRVN
DRIVEN BRANDS HOLDINGS INC
-$46.9M
0
-100%
增持
NKE
NIKE INC CL B
+$46.0M
1,740,166
+60%
减持
WDAY
WORKDAY INC
-$44.1M
2,282,181
-4%
增持
UNH
UNITEDHEALTH GROUP
+$44.0M
590,370
+12%
减持
—
SOUTHWEST AIRLINES CO CVT
-$43.4M
4,731,192
-0%
清仓
PTCT
PTC THERAPEUTICS INC
-$43.2M
0
-100%
增持
WK
WORKIVA INC
+$42.4M
683,418
+159%
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
-$42.1M
199,969
-21%
减持
GOOG
ALPHABET INC-CL C
-$42.1M
6,192,708
-13%
清仓
—
DENBURY INC
-$40.4M
0
-100%
清仓
PD
PAGERDUTY INC
-$37.7M
0
-100%
建仓
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC
+$36.9M
2,459,185
减持
FDS
FACTSET RESEARCH SYSTEMS INC
+$36.0M
1,612,138
-3%
减持
DOCS
DOXIMITY INC-CLASS A
-$35.2M
2,686,866
-1%
减持
DE
DEERE & CO
-$34.7M
812,649
-4%
建仓
ACVA
ACV AUCTIONS INC-A
+$32.6M
2,148,269
增持
ABBV
ABBVIE INC
+$32.2M
257,213
+464%
减持
ADSK
AUTODESK INC
-$31.4M
6,268,827
-3%
建仓
EXTR
EXTREME NETWORKS INC
+$31.3M
1,292,182
减持
IQV
IQIVA HOLDINGS INC
-$30.9M
934,719
-2%
建仓
OII
OCEANEERING INTL INC
+$30.8M
1,195,867
减持
MTD
METTLER-TOLEDO INTERNATIONAL
-$30.6M
146,551
-0%
减持
KBR
KBR INC
-$29.7M
1,577,909
-16%
减持
CNMD
CONMED CORP
-$28.8M
789,140
-1%
清仓
—
HOSTESS BRANDS INC
-$27.6M
0
-100%
清仓
VMI
VALMONT INDUSTRIES
-$27.5M
0
-100%
减持
PSTG
PURE STORAGE INC - CLASS A
-$27.2M
2,463,998
-21%
增持
—
TRANE TECHNOLOGIES PLC
+$26.9M
335,904
+56%
增持
INSM
INSMED INC
+$26.1M
2,383,039
+48%
增持
AD
US CELLULAR CORP
+$24.8M
725,714
+102%
减持
ELF
ELF BEAUTY INC
-$24.6M
355,660
-36%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$24.5M
1,383,052
-4%
增持
SPGI
S&P GLOBAL
-$24.0M
870,106
+2%
减持
EOG
EOG RESOURCES INC
-$23.8M
2,262
-99%
清仓
NSSC
NAPCO SECURITY TECHNOLOGIES
-$23.8M
0
-100%
建仓
GSHD
GOOSEHEAD INSURANCE INC -A
+$23.6M
316,839
减持
SLAB
SILICON LABS INC
-$23.2M
521,738
-2%
增持
FLYW
FLYWIRE CORP-VOTING
+$23.0M
1,330,360
+113%
减持
NOVT
NOVANTA INC
-$21.8M
294,789
-15%
清仓
—
FOCUS FINANCIAL PARTNERS-A
-$21.7M
0
-100%
减持
CHDN
CHURCHILL DOWNS INC
-$21.6M
455,761
-15%
清仓
NVST
ENVISTA HOLDINGS CORP
-$21.2M
0
-100%
减持
—
BANK OF AMERICA 7.250 CVT PFD
-$20.8M
2,211,340
-22%
清仓
—
ENVESTNET INC
-$19.8M
0
-100%
减持
TXRH
TEXAS ROADHOUSE INC CLASS A
-$19.8M
839,102
-6%
减持
HD
HOME DEPOT
-$19.6M
818,760
-5%
建仓
—
CLEARWATER ANALYTICS HDS-A
+$19.5M
1,008,576
减持
NVS
NOVARTIS AG SPON ADR
-$19.3M
6,066,617
-4%
清仓
—
NUVASIVE INC
-$19.1M
0
-100%
减持
GS
GOLDMAN SACHS GROUP
-$19.1M
415,485
-13%
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$19.1M
1,345,454
+90%
清仓
COHR
II-VI INC
-$18.8M
0
-100%
清仓
—
LIBERTY SIRIUS GROUP-C
-$18.6M
0
-100%
建仓
RDNT
RADNET INC
+$18.5M
655,477
增持
—
EXPROGROUP HOLDINGS NV
+$18.3M
1,272,501
+101%
增持
DV
DOUBLEVERIFY HOLDINGS INC
+$18.1M
646,059
+566618%
减持
—
WNS HOLDINGS LTD-ADR
-$17.9M
407,549
-34%
建仓
RELY
REMITLY GLOBAL INC
+$17.4M
688,074
建仓
BWXT
BWX TECHNOLOGIES INC
+$17.3M
230,661
减持
XNCR
XENCOR INC
-$17.3M
1,506,552
-21%
建仓
—
POWERSCHOOL HOLDINGS INC-A
+$17.0M
750,223
减持
BOX
BOX INC - CLASS A
-$16.9M
2,369,845
-6%
减持
TMCI
TREACE MEDICAL CONCEPTS INC
-$16.8M
1,126,583
-9%
减持
—
WEATHERFORD INTL
+$16.7M
1,219,388
-13%
减持
DECK
DECKERS OUTDOOR CORP
-$16.5M
47,749
-39%
清仓
POOL
POOL CORP
-$16.2M
0
-100%
减持
VVV
VALVOLINE INC
-$15.9M
20,680
-95%
减持
TXN
TEXAS INSTRUMENTS
-$15.5M
704,199
-1%
减持
WSC
WILLSCOT MOBILE MINI HOLDINGS
-$15.4M
1,380,703
-9%
建仓
—
Cimpress NV Ordinary Shares (The Netherl
+$15.3M
218,222
减持
HXL
HEXCEL CORP
-$15.0M
1,277,024
-1%
减持
AMN
AMN HEALTHCARE SERVICES INC
-$14.9M
101,059
-53%
减持
—
CRISPR THERAPEUTICS AG
-$14.7M
1,096,354
-4%
减持
SUI
SUN COMMUNITIES INC
-$14.6M
10,867
-91%
建仓
—
LIBERTY SIRIUS GROUP-C
+$14.6M
573,763
减持
ABEV
AMBEV SA-SPN ADR
-$14.4M
20,133,047
-3%
增持
VRNS
VARONIS SYSTEMS INC
+$14.3M
1,424,248
+30%
减持
YUMC
YUM CHINA HOLDINGS INC
-$14.1M
5,980,492
-3%
减持
RMBS
RAMBUS INC
-$14.1M
1,424,381
-2%
减持
SEIC
SEI INVESTMENTS CO
-$13.7M
9,613,174
-3%
减持
ACM
AECOM TECHNOLOGY CORP
-$13.5M
201,656
-44%
减持
PODD
INSULET CORP
-$13.3M
85,559
-9%
增持
HQY
HEALTHEQUITY INC
+$13.2M
399,683
+58%
减持
CWST
CASELLA WASTE SYSTEMS INC CL A
-$13.1M
771,711
-3%
增持
MELI
MERCADOLIBRE INC
+$13.1M
108,522
+3%
减持
PHR
PHREESIA INC
-$13.0M
815,608
-11%
增持
ROP
ROPER TECHNOLOGIES INC
+$12.8M
482,836
+5%
减持
ROG
ROGERS CORP
-$12.6M
56,370
-54%
减持
—
NATIONAL INSTRUMENTS CORP
-$12.4M
80,074
-73%
建仓
—
ETSY INC
+$12.3M
190,840
减持
PLNT
PLANET FITNESS INC - CL A
-$12.3M
157,550
-47%
减持
EVH
EVOLENT HEALTH INC - A
-$12.2M
2,044,613
-9%
减持
—
PIONEER NAT
-$12.1M
17,904
-77%
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
+$12.1M
861,878
-3%
增持
—
LIVANOVA PLC
+$12.0M
879,740
+31%
减持
—
NOBLE CORP
+$11.9M
1,444,720
-3%
减持
EEFT
EURONET WORLDWIDE INC
-$11.8M
271,481
-5%
建仓
BATRK
ATLANTA BRAVES HOLDINGS INC - C
+$11.8M
330,121
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$11.8M
625,401
-3%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$11.8M
2,383,564
-2%
清仓
—
LIBERTY BRAVES GROUP-C
-$11.6M
0
-100%
减持
DRS
LEONARDO DRS INC
-$11.5M
1,369,445
-31%
增持
—
VENTYX BIOSCIENCES INC
+$10.9M
1,257,973
+26%
增持
TDW
TIDEWATER
+$10.8M
635,763
+3%
增持
MTZ
MASTEC INC
-$10.6M
237,491
+1%
增持
HLNE
HAMILTON LANE INC-CLASS A
+$10.5M
949,865
+1%
减持
ABNB
AIRBNB INC
-$10.3M
2,096,864
-10%
增持
MOG/A
MOOG INC CL A
+$10.1M
277,206
+42%
减持
—
TELADOC HEALTH INC CVT
-$10.0M
1,298,739
-4%
减持
COST
COSTCO WHOLESALE CORP
+$10.0M
410,601
-0%
增持
—
NCL CORPORATION LTD
-$9.5M
2,061,119
+3%
减持
IR
INGERSOLL-RAND INC
-$9.5M
497,123
-21%
减持
—
INHIBRX INC
-$9.4M
1,116,484
-3%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$9.4M
256,926
+24%
减持
—
DISH NETWORK CORP CVT
-$9.2M
12,087,643
-0%
建仓
—
XP INC - CLASS A
+$9.2M
398,735
减持
HEI
HEICO CORP
-$8.8M
191,427
-15%
减持
—
LINDE PLC
-$8.6M
830,668
-0%
建仓
BELFB
BEL FUSE INC-CL B
+$8.4M
175,543
