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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 33
减持 86
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP
+$683.0M
4,919,289
-35%
减持
AMZN
AMAZON.COM INC
+$538.1M
20,455,096
-1%
增持
DIS
THE WALT DISNEY CO
+$533.3M
15,056,053
+4%
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
NFLX
NETFLIX.COM INC
+$499.6M
4,441,038
-2%
减持
META
META PLATFORMS INC
+$405.5M
8,808,481
-19%
减持
ORCL
ORACLE CORP
+$356.8M
18,918,043
-1%
增持
MSFT
MICROSOFT CORP
+$295.8M
6,519,041
+0%
减持
CRM
SALESFORCE.COM INC
+$243.6M
7,155,321
-1%
增持
GOOGL
ALPHABET INC-CL A
+$232.8M
18,694,561
+1%
减持
NVO
NOVO-NORDISK A/S SPONS ADR
+$205.3M
8,852,532
-2%
减持
V
VISA INC-CLASS A SHRS
+$173.2M
10,198,138
-1%
增持
BA
BOEING CO
-$156.1M
13,447,385
+27%
减持
—
DISH NETWORK CORP CVT
-$137.5M
4,183,077
-65%
建仓
LSGR
NATIXIS LOOMIS FOCUSED GRWTH
+$137.4M
4,284,398
减持
QCOM
QUALCOMM INC
+$133.5M
6,044,342
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$108.4M
1,814,062
-1%
减持
REGN
REGENERON PHARMACEUTICALS
+$91.2M
1,207,195
-1%
减持
ADSK
AUTODESK INC
+$87.7M
6,134,985
-1%
建仓
—
PPL CAPITAL FUNDING INC CVT
+$84.4M
3,064,604
减持
CNMD
CONMED CORP
-$80.3M
106,593
-87%
减持
—
UBER TECHNOLOGIES INC CVT
-$77.6M
245,460
-84%
减持
SEIC
SEI INVESTMENTS CO
+$70.3M
9,367,304
-1%
清仓
WSC
WILLSCOT MOBILE MINI HOLDINGS
-$64.3M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$59.2M
1,157,019
+0%
减持
SQ
BLOCK INC
+$52.4M
8,005,685
-1%
减持
SBUX
STARBUCKS CORP
-$46.6M
8,572,384
-1%
减持
ARM
ARM HOLDINGS PLC
+$46.5M
992,299
-4%
减持
EXPD
EXPEDITORS INTL WASH INC
-$44.7M
6,069,170
-1%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
-$42.5M
1,582,154
-1%
建仓
ITGR
INTEGER HOLDINGS CORP
+$41.7M
357,227
清仓
—
INHIBRX INC
-$41.1M
0
-100%
清仓
CNQ
CANADIAN NATURAL RESOURCES
-$40.0M
0
-100%
增持
—
SHOCKWAVE MEDICAL INC
+$35.8M
109,942
+333058%
减持
PYPL
PAYPAL HOLDINGS INC
+$35.8M
6,878,564
-1%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$35.5M
305,942
减持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
+$35.4M
250,477
-4%
减持
RMBS
RAMBUS INC
-$34.9M
836,966
-34%
减持
—
AXONICS MODULATION TECHNOLOG
-$34.5M
673,295
-48%
减持
NVS
NOVARTIS AG SPON ADR
-$34.4M
5,917,972
-2%
减持
PH
PARKER HANNIFIN
+$33.4M
434,119
-4%
减持
FANG
DIAMONDBACK ENERGY INC
+$33.0M
884,531
-4%
减持
—
SOUTHWEST AIRLINES CO CVT
-$32.9M
4,048,860
-23%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$31.9M
5,108,655
-1%
减持
INSM
INSMED INC
-$31.8M
1,491,794
-36%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
+$31.5M
1,203,597
-5%
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$31.5M
383,437
减持
LQD
ISHARES IBOXX INVESTMENT GRA
-$31.3M
22,104
-93%
减持
CMI
CUMMINS ENGINE
+$30.9M
675,615
-4%
建仓
—
BEACON ROOFING SUPPLY INC
+$30.6M
312,152
清仓
DV
DOUBLEVERIFY HOLDINGS INC
-$30.2M
0
-100%
减持
MA
MASTERCARD INC-CLASS A
+$30.1M
773,658
-4%
减持
—
LINDE PLC
+$30.0M
808,491
-4%
减持
—
NCL CORPORATION LTD
-$29.9M
451,954
-77%
减持
—
ACCENTURE LTD CL A
-$29.6M
694,849
-10%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$29.6M
581,851
-4%
减持
SHOP
SHOPIFY INC - CLASS A
-$29.5M
13,404,870
-2%
清仓
MBUU
MALIBU BOATS INC - A
-$29.4M
0
-100%
减持
ADBE
ADOBE SYS
-$29.3M
254,125
-4%
减持
—
DISH NETWORK CORP CVT
-$29.1M
887,107
-65%
减持
CALX
CALIX INC
-$28.9M
136,889
-82%
减持
ABNB
AIRBNB INC
+$28.0M
1,875,901
-9%
减持
MGRC
MCGRATH RENTCORP
-$28.0M
271,887
-47%
减持
UNH
UNITEDHEALTH GROUP
-$27.8M
568,266
-3%
减持
—
THE AZEK CO INC
+$27.4M
2,456,373
-2%
增持
KNF
KNIFE RIVER CORP
+$27.3M
537,069
+119%
减持
MNST
MONSTER BEVERAGE CORPORATION
+$26.8M
25,703,394
-1%
减持
KNSL
KINSALE CAPITAL GROUP INC
+$26.6M
145,396
-2%
减持
YUM
YUM! BRANDS INC
+$25.7M
4,068,942
-1%
清仓
—
SPLUNK INC CVT
-$25.3M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$24.6M
3,110,428
-1%
建仓
—
COUCHBASE INC
+$23.6M
895,648
增持
RDNT
RADNET INC
+$23.6M
988,520
+40%
减持
MTD
METTLER-TOLEDO INTERNATIONAL
+$23.3M
202,658
-0%
建仓
CDRE
CADRE HOLDINGS INC
+$22.6M
625,545
建仓
AXSM
AXSOME THERAPEUTICS INC
+$22.3M
279,791
减持
VUG
VANGUARD GROWTH ETF
-$22.0M
7,701
-90%
建仓
—
NRG ENERGY INC CVT
+$21.8M
321,467
增持
ELV
ELEVANCE HEALTH INC
+$21.2M
56,971
+224%
减持
JPM
JP MORGAN CHASE & CO
+$21.0M
1,176,811
-7%
减持
YUMC
YUM CHINA HOLDINGS INC
-$20.9M
5,722,695
-2%
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$20.0M
813,172
建仓
—
JFROG LTD
+$20.0M
452,205
清仓
—
PENN NATIONAL GAMING INC CVT
-$19.6M
0
-100%
清仓
—
SOVOS BRANDS INC
-$19.2M
0
-100%
建仓
—
VIACOMCBS INC
+$19.1M
1,623,954
减持
SMPL
SIMPLY GOOD FOODS CO/THE
-$18.6M
1,634,609
-13%
清仓
—
DISH NETWORK CORP CVT
-$18.2M
0
-100%
增持
—
PIPER SANDLER COS
+$18.2M
189,683
+71%
减持
HD
HOME DEPOT
+$18.1M
781,605
-4%
增持
—
ROYAL CARIBBEAN CRUISES
+$18.0M
153,096
+511%
建仓
VVV
VALVOLINE INC
+$17.9M
402,263
增持
—
BOOKING HOLDINGS INC CVT
+$17.9M
6,022
+443%
增持
HQY
HEALTHEQUITY INC
+$17.6M
930,866
+6%
减持
—
WEATHERFORD INTL
+$17.2M
1,225,596
-3%
减持
DHR
DANAHER CORP
+$17.2M
963,589
-0%
建仓
—
WIX.COM LTD
+$17.2M
124,800
减持
—
CLARIVATE PLC CVTPFD 5.25
-$17.1M
3,464,324
-25%
增持
MOD
MODINE MANUFACTURING CO
+$17.1M
397,801
+14%
减持
VCEL
VERICEL CORP
+$16.9M
1,106,301
-3%
减持
—
TRANE TECHNOLOGIES PLC
+$16.5M
352,169
-4%
减持
TBBK
BANCORP INC
-$16.3M
891,351
-26%
增持
STRL
STERLING CONSTRUCTION CO
+$16.0M
331,814
+42%
增持
—
BIOMARIN PHARMACEUTICAL CVT
-$15.6M
2,088,044
+2%
减持
IBP
INSTALLED BUILDING PRODUCTS
-$15.6M
185,850
-47%
增持
ROAD
CONSTRUCTION PARTNERS INC-A
+$15.4M
712,730
+26%
减持
—
SUPER MICRO COMPUTER INC
-$15.1M
3,472
-95%
减持
MRTN
MARTEN TRANSPORT LTD
-$15.0M
914,857
-40%
建仓
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$14.8M
428,452
减持
MBB
ISHARES MBS ETF
-$14.7M
939
-99%
增持
ITRI
ITRON INC
+$14.3M
578,579
+11%
减持
—
BIOMARIN PHARMACEUTICAL CVT
-$14.3M
468,775
-18%
建仓
—
NUTANIX INC RTS CVT
+$14.2M
230,415
增持
—
PALO ALTO NETWORKS
+$14.0M
55,997
+782%
减持
—
TELADOC HEALTH INC CVT
-$14.0M
900,266
-30%
减持
MEDP
MEDPACE HOLDINGS INC
+$13.9M
158,774
-3%
减持
VST
VISTRA ENERGY CORP
+$13.9M
447,246
-0%
减持
MELI
MERCADOLIBRE INC
-$13.9M
98,301
-5%
增持
ALSN
ALLISON TRANSMISSION HOLDING
+$13.6M
167,440
+30511%
减持
WEX
WEX INC
+$13.1M
312,581
-1%
减持
WK
WORKIVA INC
-$12.9M
687,126
-2%
减持
WDAY
WORKDAY INC
-$12.6M
2,231,618
-1%
增持
JEF
JEFFERIES FINANCIAL GROUP INC
+$12.5M
665,950
+60%
增持
POST
POST HOLDINGS INC
+$12.5M
224,080
+75%
增持
CNM
CORE & MAIN INC-CLASS A
+$12.2M
339,638
+91%
建仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
+$12.1M
374,093
建仓
—
ON SEMICONDUCTOR CORP
+$12.0M
162,853
减持
ABBV
ABBVIE INC
-$11.9M
170,086
-38%
增持
—
ZSCALER INC. CVT
+$11.9M
82,595
+351%
减持
VNT
VONTIER CORP
+$11.8M
1,128,154
-1%
增持
BJ
BJS WHOLESALE CLUB HOLDINGS
+$11.7M
340,769
+62%
增持
SPGI
S&P GLOBAL
-$11.7M
969,164
+1%
减持
—
NORTHERN OIL AND GAS INC CV
-$11.7M
453,980
-43%
减持
ELF
ELF BEAUTY INC
+$11.7M
247,248
-3%
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$11.6M
1,351,000
+3%
减持
MGY
MAGNOLIA OIL & GAS CORP - A
+$11.5M
2,714,640
-2%
增持
VERX
VERTEX INC - CLASS A
+$11.3M
1,528,954
+10%
增持
ACVA
ACV AUCTIONS INC-A
+$11.2M
2,575,501
+5%
减持
NTRA
NATERA INC
+$11.1M
525,778
-11%
增持
AGYS
AGILYSYS INC
+$11.0M
431,888
+44%
增持
ATI
ALLEGHENY TECHNOLOGIES INC
+$11.0M
1,628,223
+2%
增持
—
BLACKROCK INC
+$10.6M
289,949
+2%
减持
—
LIVONGO HEALTH CVT
-$10.5M
2,476
-99%
减持
PSTG
PURE STORAGE INC - CLASS A
+$10.4M
1,859,196
-23%
增持
—
DATADOG INC CVT
+$10.4M
108,392
+340%
减持
IQV
IQVIA HOLDINGS INC
+$10.3M
829,527
-4%
减持
ILMN
ILLUMINA INC
-$10.2M
4,412,277
-0%
建仓
—
ENSTAR GROUP LTD
+$10.2M
32,753
减持
—
GENPACT LIMITED
-$10.0M
22,326
-93%
建仓
GTX
GARRETT MOTION INC
+$9.9M
993,010
建仓
—
CHECK POINT SOFTWARE TECH
+$9.6M
58,792
