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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 63
减持 55
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$1.24B
46,019,433
+835%
增持
TSLA
TESLA INC
+$725.9M
16,336,280
+15%
增持
GOOGL
ALPHABET INC-CL A
+$607.1M
18,823,129
+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
-$366.3M
6,957,316
-3%
增持
DIS
THE WALT DISNEY CO
-$329.7M
15,233,440
+1%
增持
ORCL
ORACLE CORP
+$310.1M
19,025,485
+1%
减持
NFLX
NETFLIX.COM INC
+$262.2M
4,385,086
-1%
增持
MNST
MONSTER BEVERAGE CORPORATION
-$229.3M
25,913,181
+1%
减持
AMZN
AMAZON.COM INC
+$205.7M
20,157,490
-1%
减持
V
VISA INC-CLASS A SHRS
-$204.1M
10,065,986
-1%
增持
QCOM
QUALCOMM INC
+$193.2M
6,107,379
+1%
减持
NKE
NIKE INC CL B
-$186.3M
538
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$172.6M
3,142,171
+1%
增持
SQ
BLOCK INC
-$156.4M
8,074,653
+1%
增持
ILMN
ILLUMINA INC
-$140.2M
4,461,994
+1%
增持
NVO
NOVO-NORDISK A/S SPONS ADR
+$133.4M
8,897,437
+1%
减持
MSFT
MICROSOFT CORP
+$132.1M
6,432,123
-1%
增持
REGN
REGENERON PHARMACEUTICALS
+$117.0M
1,216,856
+1%
增持
WDAY
WORKDAY INC
-$105.3M
2,251,529
+1%
增持
BA
BOEING CO
+$103.8M
14,829,166
+10%
减持
GOOG
ALPHABET INC-CL C
+$101.8M
5,044,458
-7%
增持
ISRG
INTUITIVE SURGICAL INC
+$91.3M
1,832,591
+1%
减持
META
META PLATFORMS INC
-$81.8M
8,320,641
-6%
减持
PSTG
PURE STORAGE INC - CLASS A
-$67.1M
460,575
-75%
增持
FDS
FACTSET RESEARCH SYSTEMS INC
-$66.2M
1,598,842
+1%
增持
ADSK
AUTODESK INC
-$64.6M
6,195,343
+1%
增持
SEIC
SEI INVESTMENTS CO
-$62.7M
9,442,405
+1%
增持
NVS
NOVARTIS AG SPON ADR
+$60.5M
5,945,383
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$58.7M
1,322,163
+14%
增持
PYPL
PAYPAL HOLDINGS INC
-$57.0M
6,958,692
+1%
减持
—
ACCENTURE LTD CL A
-$56.3M
608,366
-12%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$51.4M
569,282
-2%
增持
YUMC
YUM CHINA HOLDINGS INC
-$51.1M
5,726,447
+0%
增持
UNH
UNITEDHEALTH GROUP
+$49.5M
649,252
+14%
减持
FANG
DIAMONDBACK ENERGY INC
-$49.3M
629,541
-29%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$48.5M
1,221,007
+1%
减持
IQV
IQVIA HOLDINGS INC
-$47.4M
768,037
-7%
清仓
—
AXONICS MODULATION TECHNOLOG
-$46.4M
0
-100%
增持
SPGI
S&P GLOBAL
+$44.8M
1,025,064
+6%
减持
INSM
INSMED INC
+$41.7M
1,226,726
-18%
清仓
GSHD
GOOSEHEAD INSURANCE INC -A
-$41.7M
0
-100%
减持
—
THE AZEK CO INC
-$41.6M
1,941,156
-21%
清仓
—
BIOMARIN PHARMACEUTICAL CVT
-$40.9M
0
-100%
减持
EVH
EVOLENT HEALTH INC - A
-$38.5M
1,609,013
-24%
清仓
—
SHOCKWAVE MEDICAL INC
-$35.8M
0
-100%
减持
ARM
ARM HOLDINGS PLC
+$35.0M
972,087
-2%
增持
ROP
ROPER TECHNOLOGIES INC
+$33.7M
515,514
+13%
减持
COST
COSTCO WHOLESALE CORP
+$33.7M
348,201
-3%
建仓
ONT
MONTROSE ENVIRONMENTAL GROUP
+$33.4M
748,551
减持
KNSL
KINSALE CAPITAL GROUP INC
-$33.3M
111,624
-23%
减持
—
CHAMPIONX CORP
-$32.6M
692,561
-55%
建仓
ASPN
ASPEN AEROGELS INC
+$31.5M
1,319,244
增持
ADBE
ADOBE SYS
+$30.6M
285,912
+13%
减持
—
BANK OF AMERICA 7.250 CVT PFD
-$30.6M
608,220
-58%
增持
LSGR
NATIXIS LOOMIS FOCUSED GRWTH
+$29.3M
4,905,674
+15%
清仓
—
GLOBANT SA
-$28.3M
0
-100%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$28.1M
428,545
-7%
清仓
PZZA
PAPA JOHN'S INTL INC
-$27.5M
0
-100%
减持
MPWR
MONOLITHIC POWER SYSTEMS INC
-$27.4M
134
-100%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC
+$27.3M
331,502
减持
—
LINDE PLC
-$26.6M
794,953
-2%
增持
EXPD
EXPEDITORS INTL WASH INC
+$26.3M
6,123,056
+1%
清仓
EXAS
EXACT SCIENCES CORP
-$26.1M
0
-100%
减持
RMBS
RAMBUS INC
-$25.9M
440,253
-47%
清仓
—
CLARIVATE PLC CVTPFD 5.25
-$25.7M
0
-100%
增持
GKOS
GLAUKOS CORP
+$25.5M
554,224
+30%
增持
DE
DEERE & CO
-$25.3M
802,428
+1%
建仓
VECO
VEECO INSTRUMENTS INC
+$25.0M
534,387
清仓
ATRC
ATRICURE INC
-$24.6M
0
-100%
建仓
BFAM
BRIGHT HORIZONS FAMILY SOLUT
+$24.5M
222,477
建仓
GNRC
GENERAC HOLDINGS INC
+$24.4M
184,691
增持
HD
HOME DEPOT
-$24.4M
800,109
+2%
建仓
—
APOLLO GLOBAL MANAGEMENT CVTPFD 6.75
+$24.2M
205,036
建仓
WRBY
WARBY PARKER INC-CLASS A
+$23.8M
1,481,738
增持
MA
MASTERCARD INC-CLASS A
-$23.0M
792,425
+2%
减持
WEX
WEX INC
-$22.6M
291,326
-7%
增持
—
PARAMOUNT GLOBAL CLASS B
+$22.6M
4,010,511
+147%
减持
MIDD
MIDDLEBY CORP
-$22.5M
24,908
-84%
减持
OPCH
OPTION CARE HEALTH INC
-$22.1M
2,446,554
-9%
建仓
—
INFORMATICA INC - CLASS A
+$21.9M
709,403
建仓
LGND
LIGAND PHARMACEUTICALS CL B
+$21.8M
258,343
减持
IR
INGERSOLL-RAND INC
-$21.7M
177,184
-56%
建仓
MYGN
MYRIAD GENETICS INC
+$21.1M
863,104
增持
YUM
YUM! BRANDS INC
-$20.7M
4,103,048
+1%
减持
SLAB
SILICON LABS INC
-$20.0M
468,207
-6%
增持
—
LIBERTY MEDIA CORP CVT
+$19.6M
331,811
+412%
减持
DECK
DECKERS OUTDOOR CORP
-$19.6M
348
-98%
建仓
AGIO
AGIOS PHARMACEUTICALS INC
+$19.4M
448,863
增持
HQY
HEALTHEQUITY INC
+$19.0M
1,101,980
+18%
增持
JNK
SPDR BARCLAYS HIGH YIELD BOND ETF
+$18.9M
219,591
+1031%
增持
ITGR
INTEGER HOLDINGS CORP
+$18.8M
522,581
+46%
增持
MTD
METTLER-TOLEDO INTERNATIONAL
+$18.5M
206,258
+2%
减持
—
UBER TECHNOLOGIES INC CVT
-$18.4M
6,185
-97%
减持
OXM
OXFORD INDUSTRIES INC
-$18.4M
188,045
-43%
减持
PGNY
PROGYNY INC
-$18.0M
901,974
-21%
增持
LMT
LOCKHEED MARTIN CORP
+$17.5M
57,223
+181%
清仓
MRTN
MARTEN TRANSPORT LTD
-$16.9M
0
-100%
增持
MKSI
MKS INSTRUMENTS INC
+$16.7M
250,904
+108%
建仓
—
JAZZ INVESTMENTS I LTD
+$16.6M
155,610
建仓
—
ASCENDIS PHARMA A/S - ADR
+$16.6M
121,594
减持
HXL
HEXCEL CORP
-$16.2M
1,044,018
-7%
减持
—
WELLS FARGO CO CVT PFD 7.5
-$16.1M
1,685
-99%
减持
UTHR
UNITED THERAPEUTICS CORP
+$16.0M
231,889
-8%
增持
TXN
TEXAS INSTRUMENTS
+$15.9M
679,636
+2%
增持
SBUX
STARBUCKS CORP
+$15.7M
10,265,288
+20%
增持
GS
GOLDMAN SACHS GROUP
+$15.6M
371,467
+2%
减持
—
CRISPR THERAPEUTICS AG
-$15.5M
1,006,213
-2%
增持
—
DISH NETWORK CORP CVT
+$15.2M
4,202,780
+0%
增持
—
ON SEMICONDUCTOR CORP
+$15.0M
393,677
+142%
建仓
—
BIRKENSTOCK HOLDING LTD
+$15.0M
275,578
增持
MEDP
MEDPACE HOLDINGS INC
+$14.9M
191,918
+21%
减持
FIVE
FIVE BELOW
-$14.6M
111,935
-24%
减持
PATK
PATRICK INDUSTRIES INC
-$14.6M
354,859
-20%
减持
TXRH
TEXAS ROADHOUSE INC CLASS A
-$14.3M
427,508
-25%
清仓
RELY
REMITLY GLOBAL INC
-$14.1M
0
-100%
增持
KBR
KBR INC
+$13.9M
1,193,682
+21%
建仓
PD
PAGERDUTY INC
+$13.9M
605,983
建仓
SKWD
SKYWARD SPECIALTY INSURANCE
+$13.7M
377,798
减持
ACHC
ACADIA HEALTHCARE CO INC
-$13.5M
780,702
-7%
减持
AD
US CELLULAR CORP
+$13.4M
694,820
-0%
清仓
SMTC
SEMTECH CORP
-$13.4M
0
-100%
增持
—
DATADOG INC CVT
+$13.4M
206,276
+90%
增持
COCO
VITA COCO CO INC/THE
+$13.3M
1,256,505
+42%
增持
AGYS
AGILYSYS INC
+$13.3M
477,168
+10%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$13.1M
160,270
-37%
减持
NTRA
NATERA INC
-$13.0M
323,865
-38%
增持
EEFT
EURONET WORLDWIDE INC
+$13.0M
395,186
+56%
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$12.9M
1,556,161
-3%
增持
BWIN
BALDWIN INSURANCE GROUP INC
+$12.8M
1,573,750
+6%
减持
CMI
CUMMINS ENGINE
-$12.7M
672,867
-0%
减持
BOOT
BOOT BARN HOLDINGS INC
+$12.7M
478,269
-7%
增持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
+$12.3M
279,372
+12%
增持
—
TRANE TECHNOLOGIES PLC
+$12.2M
358,428
+2%
增持
AAPL
APPLE INC
+$11.8M
106,777
+72%
减持
—
POWERSCHOOL HOLDINGS INC-A
-$11.7M
437,039
-57%
增持
MMSI
MERIT MEDICAL SYSTEMS
+$11.6M
1,114,050
+0%
减持
WK
WORKIVA INC
-$11.4M
641,629
-7%
减持
IBP
INSTALLED BUILDING PRODUCTS
-$11.3M
178,769
-4%
增持
CX
CEMEX SA-SPONS ADR
+$11.3M
3,307,289
+202%
增持
VVV
VALVOLINE INC
+$11.2M
674,271
+68%
建仓
GRAL
GRAIL INC
+$11.1M
723,491
减持
—
ALKERMES INC
-$11.0M
404,514
-47%
减持
EVTC
EVERTEC INC
-$10.8M
1,311,995
-4%
建仓
SVCO
SILVACO GROUP INC
+$10.8M
600,000
增持
—
BOOKING HOLDINGS INC CVT
+$10.5M
8,162
+36%
增持
HAE
HAEMONETICS CORP
+$10.3M
151,546
+481%
减持
PRCT
PROCEPT BIOROBOTICS CORP
+$10.3M
1,261,608
-7%
减持
MELI
MERCADOLIBRE INC
+$10.2M
96,620
-2%
增持
MSCI
MSCI INC
+$10.2M
118,873
+41%
建仓
LOAR
LOAR HOLDINGS INC
+$10.0M
187,071
