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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 42
减持 64
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
+$985.4M
16,121,938
-1%
增持
NKE
NIKE INC CL B
+$575.3M
6,508,394
+1209639%
减持
BA
BOEING CO
-$483.3M
14,573,538
-2%
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
META
META PLATFORMS INC
+$470.6M
8,151,082
-2%
减持
ORCL
ORACLE CORP
+$421.3M
18,237,427
-4%
增持
HYG
ISHARES IBOXX HIGH YIELD COR
+$303.6M
3,903,830
+2934%
增持
GOOGL
ALPHABET INC-CL A
-$292.8M
18,907,528
+0%
减持
NVO
NOVO-NORDISK A/S SPONS ADR
-$243.2M
8,623,915
-3%
减持
QCOM
QUALCOMM INC
-$206.1M
5,941,432
-3%
减持
SHOP
SHOPIFY INC - CLASS A
+$183.3M
15,083,210
-3%
减持
SBUX
STARBUCKS CORP
+$169.4M
9,934,571
-3%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
+$150.5M
4,897,495
-4%
减持
GOOG
ALPHABET INC-CL C
-$146.7M
4,656,754
-8%
减持
MSFT
MICROSOFT CORP
-$135.9M
6,365,228
-1%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$128.3M
661,976
+256480%
减持
ADSK
AUTODESK INC
+$124.7M
6,017,590
-3%
减持
PYPL
PAYPAL HOLDINGS INC
+$122.2M
6,741,044
-3%
增持
MNST
MONSTER BEVERAGE CORPORATION
+$121.7M
27,142,970
+5%
减持
NVDA
NVIDIA CORP
-$117.3M
45,849,435
-0%
增持
PH
PARKER HANNIFIN
+$101.1M
556,178
+12%
减持
ILMN
ILLUMINA INC
+$100.6M
4,342,740
-3%
减持
DIS
THE WALT DISNEY CO
-$89.0M
14,799,073
-3%
增持
LSGR
NATIXIS LOOMIS FOCUSED GRWTH
+$87.4M
7,180,978
+46%
增持
MA
MASTERCARD INC-CLASS A
+$78.3M
866,586
+9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$71.8M
1,298,012
-2%
增持
ROP
ROPER TECHNOLOGIES INC
+$70.2M
648,427
+26%
减持
NFLX
NETFLIX.COM INC
+$68.8M
4,269,533
-3%
减持
V
VISA INC-CLASS A SHRS
+$68.1M
9,856,608
-2%
减持
YUMC
YUM CHINA HOLDINGS INC
+$66.8M
5,407,008
-6%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
+$61.5M
1,553,303
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$60.9M
1,783,323
-3%
增持
HD
HOME DEPOT
+$60.1M
827,974
+3%
清仓
SMPL
SIMPLY GOOD FOODS CO/THE
-$58.7M
0
-100%
增持
—
BLACKROCK INC
+$53.4M
301,655
+2%
减持
CRM
SALESFORCE.COM INC
+$52.7M
6,727,734
-3%
增持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
+$51.9M
301,240
+8%
增持
UNH
UNITEDHEALTH GROUP
+$51.5M
653,503
+1%
清仓
ELF
ELF BEAUTY INC
-$50.1M
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$49.0M
446,560
-29%
清仓
—
LIVANOVA PLC
-$46.7M
0
-100%
减持
—
WEATHERFORD INTL
-$46.0M
1,057,462
-5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$45.8M
3,068,214
-2%
增持
AMZN
AMAZON.COM INC
-$45.6M
20,661,134
+2%
减持
SPGI
S&P GLOBAL
+$44.2M
970,508
-5%
增持
ALSN
ALLISON TRANSMISSION HOLDING
+$44.2M
593,044
+253%
增持
—
ALKERMES INC
+$43.0M
1,882,936
+365%
增持
MYGN
MYRIAD GENETICS INC
+$38.9M
2,189,601
+154%
建仓
TLN
TALEN ENERGY CORP
+$38.0M
213,144
减持
REGN
REGENERON PHARMACEUTICALS
-$37.1M
1,181,352
-3%
增持
—
LINDE PLC
+$36.9M
808,949
+2%
减持
OPCH
OPTION CARE HEALTH INC
-$35.8M
1,021,759
-58%
增持
CMI
CUMMINS ENGINE
+$35.4M
684,893
+2%
减持
HLNE
HAMILTON LANE INC-CLASS A
+$33.8M
785,301
-1%
减持
TXN
TEXAS INSTRUMENTS
-$33.7M
477,022
-30%
清仓
ONT
MONTROSE ENVIRONMENTAL GROUP
-$33.4M
0
-100%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$33.4M
636,628
减持
—
ACCENTURE LTD CL A
-$32.8M
429,430
-29%
建仓
—
VERONA PHARMA PLC - ADR
+$32.0M
1,111,096
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$31.3M
3,050,253
+33%
增持
DHR
DANAHER CORP
+$31.3M
961,226
+2%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$31.1M
118,502
-68%
减持
ARM
ARM HOLDINGS PLC
-$30.8M
896,700
-8%
清仓
EVH
EVOLENT HEALTH INC - A
-$30.8M
0
-100%
减持
NVS
NOVARTIS AG SPON ADR
+$30.7M
5,769,638
-3%
建仓
ASTH
ASTRANA HEALTH INC
+$30.3M
522,109
减持
DOCS
DOXIMITY INC-CLASS A
+$29.8M
2,272,231
-8%
清仓
PSTG
PURE STORAGE INC - CLASS A
-$29.6M
0
-100%
增持
INTA
INTAPP INC
+$29.2M
1,492,620
+30%
减持
WDAY
WORKDAY INC
+$29.2M
2,178,935
-3%
减持
—
DISH NETWORK CORP CVT
+$29.1M
4,186,953
-0%
增持
CIGI
COLLIERS INTERNATIONAL GROUP INC
+$28.7M
358,748
+55%
增持
—
CLEARWATER ANALYTICS HDS-A
+$28.2M
3,294,482
+11%
建仓
RXO
RXO INC-W/I
+$28.0M
998,709
增持
ABNB
AIRBNB INC
-$27.2M
2,284,326
+9%
减持
HEI
HEICO CORP
-$26.7M
379
-100%
增持
MTD
METTLER-TOLEDO INTERNATIONAL
+$26.5M
209,902
+2%
减持
DE
DEERE & CO
+$26.0M
780,799
-3%
清仓
RMBS
RAMBUS INC
-$25.9M
0
-100%
清仓
PGNY
PROGYNY INC
-$25.8M
0
-100%
建仓
CSW
CSW INDUSTRIALS INC
+$25.6M
69,842
减持
—
THE AZEK CO INC
-$24.6M
1,222,787
-37%
减持
MELI
MERCADOLIBRE INC
+$24.3M
89,222
-8%
清仓
—
BANK OF AMERICA 7.250 CVT PFD
-$24.2M
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$23.9M
364,780
+2%
清仓
CHRD
OASIS PETROLEUM INC
-$23.8M
0
-100%
减持
—
SOUTHWEST AIRLINES CO CVT
-$23.0M
3,089,526
-23%
增持
—
BIOMARIN PHARMACEUTICAL CVT
-$22.7M
2,221,448
+2%
减持
PRCT
PROCEPT BIOROBOTICS CORP
+$22.5M
1,243,267
-1%
增持
GKOS
GLAUKOS CORP
+$22.2M
673,751
+22%
减持
SEIC
SEI INVESTMENTS CO
+$22.1M
9,147,929
-3%
清仓
—
INFORMATICA INC - CLASS A
-$21.9M
0
-100%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$21.4M
116,817
减持
ABBV
ABBVIE INC
-$21.3M
78,590
-63%
建仓
CARG
CARGURUS INC
+$21.1M
701,055
建仓
LRN
STRIDE INC
+$21.0M
246,677
减持
UTHR
UNITED THERAPEUTICS CORP
-$20.7M
148,481
-36%
减持
BRBR
BELLRING BRANDS INC
-$19.7M
807,759
-33%
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$19.5M
499,316
清仓
—
COUCHBASE INC
-$19.2M
0
-100%
清仓
—
ETSY INC
-$19.0M
0
-100%
清仓
OXM
OXFORD INDUSTRIES INC
-$18.8M
0
-100%
增持
GS
GOLDMAN SACHS GROUP
+$18.8M
377,334
+2%
清仓
FWRG
FIRST WATCH RESTAURANT GROUP
-$18.4M
0
-100%
建仓
—
AIR LEASE CORP
+$18.3M
403,827
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$18.3M
784,111
清仓
—
JFROG LTD
-$18.2M
0
-100%
减持
DRS
LEONARDO DRS INC
-$17.8M
35,889
-95%
建仓
NEO
NEOGENOMICS INC
+$17.8M
1,207,290
减持
MGRC
MCGRATH RENTCORP
-$17.7M
89,858
-65%
增持
COST
COSTCO WHOLESALE CORP
+$17.4M
353,454
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$17.3M
16,213
-72%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$17.2M
450,821
建仓
SPSC
SPS COMMERCE INC
+$17.1M
88,213
清仓
—
JAZZ INVESTMENTS I LTD
-$16.6M
0
-100%
建仓
OLLI
OLLIES BARGAIN OUTLET HOLDI
+$16.6M
170,681
清仓
—
NORTHERN OIL AND GAS INC CV
-$16.5M
0
-100%
增持
MOD
MODINE MANUFACTURING CO
+$16.3M
411,752
+8%
减持
—
PPL CAPITAL FUNDING INC CVT
+$16.3M
3,018,242
-0%
减持
BOOT
BOOT BARN HOLDINGS INC
+$16.3M
466,225
-3%
减持
EXPD
EXPEDITORS INTL WASH INC
+$16.2M
5,938,147
-3%
建仓
—
EXPROGROUP HOLDINGS NV
+$16.2M
941,105
增持
LGND
LIGAND PHARMACEUTICALS CL B
+$15.5M
372,779
+44%
增持
CWST
CASELLA WASTE SYSTEMS INC CL A
+$15.3M
848,976
+22%
清仓
—
BIRKENSTOCK HOLDING LTD
-$15.0M
0
-100%
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
-$14.9M
646,546
-17%
减持
KOS
KOSMOS ENERGY LTD
-$14.6M
1,005,266
-70%
清仓
—
LIBERTY SIRIUS GROUP-C
-$14.3M
0
-100%
增持
BFAM
BRIGHT HORIZONS FAMILY SOLUT
+$13.9M
273,901
+23%
增持
KNF
KNIFE RIVER CORP
+$13.7M
660,225
+2%
建仓
BKLN
INVESCO SENIOR LOAN
+$13.5M
643,000
增持
ASPN
ASPEN AEROGELS INC
+$13.4M
1,619,320
+23%
增持
—
PIPER SANDLER COS
+$13.1M
193,983
+6%
增持
WEX
WEX INC
+$13.0M
308,065
+6%
清仓
IPGP
IPG PHOTONICS CORP
-$12.7M
0
-100%
减持
MMSI
MERIT MEDICAL SYSTEMS
+$12.7M
1,097,156
-2%
减持
ATKR
ATKORE INTERNATIONAL GROUP I
-$12.6M
79,015
-45%
建仓
SSNC
SS&C TECHNOLOGIES HOLDINGS
+$12.4M
167,384
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$12.4M
7,215
-82%
增持
STRL
STERLING CONSTRUCTION CO
+$12.3M
380,972
+5%
清仓
FIVE
FIVE BELOW
-$12.2M
0
-100%
减持
—
NOVA MEASURING INSTRUMENTS
-$12.1M
129,268
-22%
减持
TCOM
TRIP.COM GROUP LTD
+$12.0M
1,094,185
-3%
减持
YUM
YUM! BRANDS INC
+$12.0M
3,976,025
-3%
增持
ESE
ESCO TECHNOLOGIES
+$12.0M
438,536
+3%
建仓
WDC
WESTERN DIGITAL CORP
+$12.0M
175,005
减持
MSCI
MSCI INC
-$11.9M
77,801
-35%
清仓
PCRX
PACIRA PHARMACEUTICALS INC
-$11.8M
0
-100%
增持
CX
CEMEX SA-SPONS ADR
+$11.8M
5,397,977
+63%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$11.7M
422,373
-1%
清仓
YELP
YELP INC
-$11.4M
0
-100%
