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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 14
增持 42
减持 75
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
BA
BOEING CO
+$688.9M
10,555,108
-2%
减持
AMZN
AMAZON.COM INC
+$481.5M
20,742,627
-1%
减持
NFLX
NETFLIX.COM INC
+$475.1M
4,513,584
-1%
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
CRM
SALESFORCE.COM INC
+$415.5M
7,263,826
-2%
减持
NVDA
NVIDIA CORP
+$407.2M
7,596,373
-2%
减持
META
META PLATFORMS INC
+$398.6M
10,938,386
-5%
减持
MSFT
MICROSOFT CORP
+$350.1M
6,506,976
-2%
减持
SHOP
SHOPIFY INC - CLASS A
+$309.7M
13,657,384
-1%
减持
V
VISA INC-CLASS A SHRS
+$295.3M
10,266,406
-1%
减持
SQ
BLOCK INC
+$261.4M
8,077,071
-2%
减持
ADSK
AUTODESK INC
+$212.9M
6,201,738
-1%
减持
QCOM
QUALCOMM INC
+$201.0M
6,152,196
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$175.5M
3,134,852
-1%
减持
GOOGL
ALPHABET INC-CL A
+$154.1M
18,532,081
-0%
增持
DIS
THE WALT DISNEY CO
+$140.5M
14,496,834
+1%
减持
WDAY
WORKDAY INC
+$131.0M
2,250,613
-1%
减持
—
DISH NETWORK CORP CVT
+$126.3M
11,897,928
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$120.4M
1,155,314
+19%
增持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
+$109.6M
260,375
+72%
减持
MNST
MONSTER BEVERAGE CORPORATION
+$106.4M
25,983,768
-1%
增持
SPGI
S&P GLOBAL
+$106.1M
962,642
+11%
减持
NVO
NOVO-NORDISK A/S SPONS ADR
+$104.0M
9,003,325
-1%
清仓
ZION
ZIONS BANCORP
-$86.6M
0
-100%
减持
YUMC
YUM CHINA HOLDINGS INC
-$84.6M
5,859,282
-2%
增持
MTD
METTLER-TOLEDO INTERNATIONAL
+$84.1M
203,186
+39%
减持
ISRG
INTUITIVE SURGICAL INC
+$75.6M
1,824,646
-1%
减持
TSLA
TESLA INC
-$75.5M
10,066,472
-2%
减持
EXPD
EXPEDITORS INTL WASH INC
+$70.1M
6,151,917
-1%
增持
ILMN
ILLUMINA INC
+$65.9M
4,424,688
+10%
清仓
BOX
BOX INC - CLASS A
-$57.4M
0
-100%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$56.8M
5,180,985
-2%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
+$56.5M
1,596,072
-1%
减持
REGN
REGENERON PHARMACEUTICALS
+$56.1M
1,219,067
-1%
减持
KNSL
KINSALE CAPITAL GROUP INC
-$52.3M
148,364
-40%
减持
—
BLACKROCK INC
+$44.5M
284,689
-1%
清仓
—
VENTYX BIOSCIENCES INC
-$43.7M
0
-100%
增持
ATI
ALLEGHENY TECHNOLOGIES INC
+$42.7M
1,590,068
+121%
清仓
FLYW
FLYWIRE CORP-VOTING
-$42.4M
0
-100%
清仓
INSP
INSPIRE MEDICAL SYSTEMS INC
-$39.7M
0
-100%
建仓
VERX
VERTEX INC - CLASS A
+$37.3M
1,383,755
增持
—
LINDE PLC
+$36.1M
840,906
+1%
增持
—
CLEARWATER ANALYTICS HDS-A
+$35.3M
2,735,902
+171%
建仓
GKOS
GLAUKOS CORP
+$34.7M
436,257
减持
HD
HOME DEPOT
+$34.3M
812,935
-1%
减持
SBUX
STARBUCKS CORP
+$33.9M
8,645,735
-1%
增持
LQD
ISHARES IBOXX INVESTMENT GRA
+$33.7M
304,727
+243682%
增持
JPM
JP MORGAN CHASE & CO
+$31.7M
1,262,434
+0%
减持
CMI
CUMMINS ENGINE
-$31.6M
702,076
-20%
清仓
EXTR
EXTREME NETWORKS INC
-$31.3M
0
-100%
清仓
HLIO
HELIOS TECHNOLOGIES INC
-$31.2M
0
-100%
建仓
—
GLOBANT SA
+$30.4M
127,813
建仓
—
NORTHERN OIL AND GAS INC CV
+$29.7M
801,761
减持
PH
PARKER HANNIFIN
+$29.7M
451,184
-1%
增持
ITT
ITT INC
+$29.5M
372,417
+144%
增持
HQY
HEALTHEQUITY INC
+$29.2M
880,654
+120%
减持
—
EXPROGROUP HOLDINGS NV
-$28.7M
57,129
-96%
清仓
—
WNS HOLDINGS LTD-ADR
-$27.9M
0
-100%
增持
—
DISH NETWORK CORP CVT
+$27.4M
2,517,275
+3%
减持
KBR
KBR INC
-$27.1M
1,188,932
-25%
建仓
VLTO
VERALTO CORP
+$26.5M
321,870
减持
ROP
ROPER TECHNOLOGIES INC
+$25.7M
476,066
-1%
减持
—
CHAMPIONX CORP
-$25.6M
1,708,020
-19%
建仓
AGYS
AGILYSYS INC
+$25.4M
299,041
增持
—
UBER TECHNOLOGIES INC CVT
+$24.9M
1,566,648
+1%
减持
MELI
MERCADOLIBRE INC
+$24.9M
103,393
-5%
建仓
ROAD
CONSTRUCTION PARTNERS INC-A
+$24.6M
565,725
减持
ORCL
ORACLE CORP
-$24.5M
19,154,728
-1%
减持
SEIC
SEI INVESTMENTS CO
+$24.2M
9,491,247
-1%
减持
—
ACCENTURE LTD CL A
-$23.9M
770,730
-20%
增持
—
THE AZEK CO INC
+$23.7M
2,507,810
+3%
减持
GS
GOLDMAN SACHS GROUP
+$23.6M
409,586
-1%
增持
—
SOUTHWEST AIRLINES CO CVT
+$23.1M
5,233,127
+11%
减持
COST
COSTCO WHOLESALE CORP
+$22.8M
385,966
-6%
清仓
PCTY
PAYLOCITY HOLDING CORP
-$22.1M
0
-100%
清仓
REPL
REPLIMUNE GROUP INC
-$22.1M
0
-100%
增持
GSHD
GOOSEHEAD INSURANCE INC -A
+$21.9M
599,917
+89%
增持
PEN
PENUMBRA INC
+$21.8M
86,760
+321233%
减持
MA
MASTERCARD INC-CLASS A
+$21.4M
803,064
-1%
增持
—
TRANE TECHNOLOGIES PLC
+$21.1M
366,000
+9%
增持
FRPT
FRESHPET INC
+$21.1M
242,907
+151717%
建仓
LAUR
LAUREATE EDUCATION INC CL A
+$21.0M
1,531,446
增持
RBC
RBC BEARINGS INC
+$20.9M
301,480
+9%
建仓
MOD
MODINE MANUFACTURING CO
+$20.8M
348,099
减持
—
INHIBRX INC
+$20.6M
1,082,225
-3%
建仓
STRL
STERLING CONSTRUCTION CO
+$20.6M
234,127
减持
ARM
ARM HOLDINGS PLC
+$20.5M
1,031,843
-3%
减持
—
SOVOS BRANDS INC
-$20.4M
871,327
-50%
增持
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC
+$20.1M
2,812,119
+14%
减持
NKE
NIKE INC CL B
+$19.9M
1,715,778
-1%
减持
DHR
DANAHER CORP
-$19.6M
965,880
-1%
建仓
—
PIPER SANDLER COS
+$19.4M
111,051
减持
VRNS
VARONIS SYSTEMS INC
+$19.0M
1,380,544
-3%
增持
SMPL
SIMPLY GOOD FOODS CO/THE
+$18.9M
1,873,365
+17%
减持
IBP
INSTALLED BUILDING PRODUCTS
+$18.8M
348,199
-3%
增持
VUG
VANGUARD GROWTH ETF
+$17.5M
79,365
+200%
清仓
MTZ
MASTEC INC
-$17.1M
0
-100%
减持
—
CRISPR THERAPEUTICS AG
+$17.1M
1,067,351
-3%
建仓
JEF
JEFFERIES FINANCIAL GROUP INC
+$16.8M
416,445
减持
DOCS
DOXIMITY INC-CLASS A
+$16.7M
2,629,119
-2%
清仓
—
MODEL N INC
-$16.7M
0
-100%
减持
YUM
YUM! BRANDS INC
+$16.6M
4,121,148
-1%
建仓
YELP
YELP INC
+$16.4M
347,465
增持
—
Cimpress NV Ordinary Shares (The Netherl
+$16.1M
392,168
+80%
增持
—
ETSY INC
+$16.0M
349,043
+83%
减持
DE
DEERE & CO
+$15.6M
805,907
-1%
减持
IQV
IQVIA HOLDINGS INC
+$15.5M
861,997
-8%
清仓
PHR
PHREESIA INC
-$15.2M
0
-100%
清仓
TMCI
TREACE MEDICAL CONCEPTS INC
-$14.8M
0
-100%
增持
—
CLARIVATE PLC CVTPFD 5.25
+$14.7M
4,630,898
+10%
增持
ITRI
ITRON INC
+$14.6M
519,907
+28%
增持
—
CYBERARK SOFTWARE LTD/ISRAEL
+$14.6M
220,408
+7%
增持
MBB
ISHARES MBS ETF
+$14.5M
156,911
+4924%
减持
—
BIOMARIN PHARMACEUTICAL CVT
+$14.4M
2,052,945
-1%
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$14.1M
0
-100%
增持
—
WEATHERFORD INTL
+$14.1M
1,269,750
+4%
减持
PODD
INSULET CORP
-$13.6M
32
-100%
减持
—
NOBLE CORP
-$13.6M
1,237,449
-14%
减持
—
SUPER MICRO COMPUTER INC
-$13.5M
65,350
-44%
减持
TXRH
TEXAS ROADHOUSE INC CLASS A
+$13.2M
767,928
-8%
减持
IBN
ICICI BANK LTD -SP ADR
-$13.2M
213,003
-73%
清仓
SVV
SAVERS VALUE VILLAGE INC
-$13.0M
0
-100%
减持
HLNE
HAMILTON LANE INC-CLASS A
+$12.8M
870,545
-8%
增持
AGM
FEDERAL AGRIC MTG CORP-CL C
+$12.7M
172,988
+31%
减持
HURN
HURON CONSULTING GROUP INC
-$12.6M
357,439
-25%
建仓
MKSI
MKS INSTRUMENTS INC
+$12.6M
122,838
减持
PYPL
PAYPAL HOLDINGS INC
+$12.5M
6,921,308
-2%
增持
NTRA
NATERA INC
+$12.4M
590,612
+6%
增持
DV
DOUBLEVERIFY HOLDINGS INC
+$12.2M
822,017
+27%
增持
INTA
INTAPP INC
+$12.1M
1,002,460
+29%
减持
INSM
INSMED INC
+$12.1M
2,331,505
-2%
增持
WEX
WEX INC
+$12.1M
314,290
+20%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
+$12.0M
1,271,445
-8%
增持
ESE
ESCO TECHNOLOGIES
+$11.8M
411,579
+18%
增持
ONTO
ONTO INNOVATION INC
+$11.5M
354,784
+6%
清仓
OCFC
OCEANFIRST FINANCIAL CORP
-$11.4M
0
-100%
减持
—
PARAGON 28 INC
-$11.3M
693,360
-56%
减持
UNH
UNITEDHEALTH GROUP
+$11.3M
586,771
-1%
减持
NVS
NOVARTIS AG SPON ADR
-$11.1M
6,009,900
-1%
清仓
KE
KIMBALL ELECTRONICS INC
-$11.1M
0
-100%
减持
PRCT
PROCEPT BIOROBOTICS CORP
+$11.0M
1,316,708
-2%
增持
MMSI
MERIT MEDICAL SYSTEMS
+$10.9M
1,081,000
+5%
增持
MEDP
MEDPACE HOLDINGS INC
+$10.9M
163,874
+1%
减持
LBRDK
LIBERTY BROADBAND CORP CL C
-$10.8M
12,144
-91%
减持
PJT
PJT PARTNERS INC - A
+$10.8M
541,009
-3%
减持
—
DISH NETWORK CORP CVT
+$10.8M
1,101,116
-14%
增持
—
AXONICS MODULATION TECHNOLOG
+$10.7M
1,301,360
+4%
减持
PATK
PATRICK INDUSTRIES INC
+$10.5M
458,624
-3%
减持
EVH
EVOLENT HEALTH INC - A
+$10.2M
1,995,612
-2%
清仓
VAC
MARRIOTT VACATIONS WORLD
-$10.0M
0
-100%
减持
BJ
BJS WHOLESALE CLUB HOLDINGS
-$9.7M
210,549
-37%
