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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 27
减持 82
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
+$1.22B
13,471,709
-16%
减持
AMZN
AMAZON.COM INC
+$650.9M
20,514,402
-1%
减持
NFLX
NETFLIX.COM INC
+$571.2M
4,038,302
-5%
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
GOOGL
ALPHABET INC-CL A
+$437.8M
18,878,229
-0%
增持
BA
BOEING CO
+$384.9M
14,693,166
+1%
减持
SHOP
SHOPIFY INC - CLASS A
+$345.0M
14,612,866
-3%
减持
NVDA
NVIDIA CORP
+$330.4M
43,922,338
-4%
减持
CRM
SALESFORCE.COM INC
+$329.4M
6,493,055
-3%
减持
V
VISA INC-CLASS A SHRS
+$309.0M
9,552,938
-3%
建仓
BLK
BLACKROCK INC
+$301.2M
293,848
减持
HYG
ISHARES IBOXX HIGH YIELD COR
-$297.3M
205,863
-95%
清仓
—
BLACKROCK INC
-$286.4M
0
-100%
建仓
—
ECHOSTAR CORP CVT
+$204.8M
8,943,605
增持
ALSN
ALLISON TRANSMISSION HOLDING
+$200.1M
2,378,731
+301%
减持
ORCL
ORACLE CORP
-$182.7M
17,552,543
-4%
减持
DIS
THE WALT DISNEY CO
+$170.1M
14,312,144
-3%
建仓
—
BOEING CO/THE CVTPFD 6.0
+$157.0M
886,790
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$150.9M
1,253,353
-3%
减持
EXPD
EXPEDITORS INTL WASH INC
-$145.0M
5,734,992
-3%
减持
QCOM
QUALCOMM INC
-$128.4M
5,741,120
-3%
减持
MSFT
MICROSOFT CORP
-$127.0M
6,196,706
-3%
减持
NVS
NOVARTIS AG SPON ADR
-$120.9M
5,576,961
-3%
增持
REGN
REGENERON PHARMACEUTICALS
-$119.7M
1,575,349
+33%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$117.9M
4,739,306
-3%
减持
SQ
BLOCK INC
+$117.3M
7,557,735
-3%
清仓
—
DISH NETWORK CORP CVT
-$103.9M
0
-100%
减持
TXN
TEXAS INSTRUMENTS
-$98.3M
1,133
-100%
减持
SEIC
SEI INVESTMENTS CO
+$96.0M
8,837,307
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$92.3M
3,772,789
+23%
减持
SBUX
STARBUCKS CORP
-$90.8M
9,619,083
-3%
减持
—
SOUTHWEST AIRLINES CO CVT
-$90.3M
35,762
-99%
减持
NKE
NIKE INC CL B
-$85.3M
6,475,948
-0%
减持
—
LINDE PLC
-$79.2M
732,170
-9%
减持
IQV
IQVIA HOLDINGS INC
-$79.0M
438,306
-37%
清仓
MEDP
MEDPACE HOLDINGS INC
-$68.7M
0
-100%
减持
META
META PLATFORMS INC
-$68.4M
7,852,279
-4%
减持
ADSK
AUTODESK INC
+$61.6M
5,816,987
-3%
减持
—
BIOMARIN PHARMACEUTICAL CVT
-$60.5M
1,454,656
-35%
清仓
MYGN
MYRIAD GENETICS INC
-$60.0M
0
-100%
清仓
FCN
FTI CONSULTING INC
-$57.8M
0
-100%
清仓
AIN
ALBANY INTL CORP-CL A
-$56.5M
0
-100%
减持
UNH
UNITEDHEALTH GROUP
-$55.8M
645,002
-1%
建仓
GDYN
GRID DYNAMICS HOLDINGS INC
+$55.1M
2,478,115
清仓
ACHC
ACADIA HEALTHCARE CO INC
-$48.8M
0
-100%
减持
SPGI
S&P GLOBAL
-$46.8M
912,784
-6%
清仓
ASPN
ASPEN AEROGELS INC
-$44.8M
0
-100%
增持
MTD
METTLER-TOLEDO INTERNATIONAL
-$44.6M
220,780
+5%
减持
—
PPL CAPITAL FUNDING INC CVT
-$40.4M
1,832,571
-39%
减持
HLNE
HAMILTON LANE INC-CLASS A
-$40.1M
622,405
-21%
减持
YUM
YUM! BRANDS INC
-$39.4M
3,846,946
-3%
清仓
ICFI
ICF INTERNATIONAL INC
-$37.1M
0
-100%
减持
—
ROYAL CARIBBEAN CRUISES
-$34.3M
9,360
-95%
减持
—
ACCENTURE LTD CL A
-$34.2M
334,192
-22%
增持
LSGR
NATIXIS LOOMIS FOCUSED GRWTH
+$34.0M
7,418,427
+3%
建仓
SRRK
SCHOLAR ROCK HOLDING CORP
+$33.6M
776,665
建仓
PAR
PAR TECHNOLOGY CORP/DEL
+$33.0M
454,260
增持
DHR
DANAHER CORP
-$32.9M
1,020,865
+6%
减持
ROP
ROPER TECHNOLOGIES INC
-$32.3M
631,995
-3%
减持
GOOG
ALPHABET INC-CL C
-$32.2M
3,918,961
-16%
建仓
—
UBER TECHNOLOGIES INC CVT
+$32.2M
534,023
减持
MELI
MERCADOLIBRE INC
-$31.6M
89,076
-0%
增持
WK
WORKIVA INC
+$31.6M
814,582
+12%
增持
NVO
NOVO-NORDISK A/S SPONS ADR
-$31.5M
11,571,686
+34%
建仓
—
ONESPAWORLD HOLDINGS LTD
+$30.5M
1,530,525
减持
BOOT
BOOT BARN HOLDINGS INC
-$30.3M
314,197
-33%
增持
—
KORNIT DIGITAL LTD
+$29.4M
1,237,453
+260%
减持
PYPL
PAYPAL HOLDINGS INC
+$29.3M
6,506,764
-3%
清仓
VVV
VALVOLINE INC
-$28.2M
0
-100%
减持
MNST
MONSTER BEVERAGE CORPORATION
-$27.7M
26,413,607
-3%
减持
HD
HOME DEPOT
-$27.7M
791,257
-4%
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$26.8M
1,400,381
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$26.1M
503,045
-4%
清仓
THRM
GENTHERM INC
-$26.1M
0
-100%
减持
THC
TENET HEALTHCARE CORP
-$25.8M
151,143
-44%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$25.8M
867,701
+354%
清仓
GNTX
GENTEX CORP
-$25.8M
0
-100%
增持
DOCS
DOXIMITY INC-CLASS A
+$25.6M
2,334,597
+3%
减持
UTHR
UNITED THERAPEUTICS CORP
-$25.5M
78,435
-47%
清仓
—
Cimpress NV Ordinary Shares (The Netherl
-$25.3M
0
-100%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$25.3M
721,068
+9%
减持
PH
PARKER HANNIFIN
-$25.1M
513,007
-8%
增持
CMI
CUMMINS ENGINE
+$24.8M
707,164
+3%
减持
GS
GOLDMAN SACHS GROUP
+$24.1M
368,259
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$23.9M
1,724,281
-3%
建仓
FLS
FLOWSERVE CORP
+$23.6M
410,541
减持
INTA
INTAPP INC
+$23.5M
1,481,149
-1%
减持
ARM
ARM HOLDINGS PLC
-$22.8M
854,524
-5%
减持
EEFT
EURONET WORLDWIDE INC
-$22.4M
156,583
-60%
清仓
—
DISH NETWORK CORP CVT
-$21.5M
0
-100%
建仓
ESAB
ESAB CORP-W/I
+$21.0M
175,477
减持
JPM
JP MORGAN CHASE & CO
+$21.0M
1,040,126
-4%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
+$20.9M
1,189,049
-3%
减持
VERX
VERTEX INC - CLASS A
+$20.9M
1,521,537
-3%
建仓
—
WAVE LIFE SCIENCES PTE LTD
+$20.5M
1,660,866
减持
—
DATADOG INC CVT
-$20.5M
7,118
-96%
减持
KBR
KBR INC
-$20.4M
1,060,439
-16%
建仓
CVCO
CAVCO INDUSTRIES INC
+$20.4M
45,677
减持
ASTH
ASTRANA HEALTH INC
-$20.2M
319,666
-39%
增持
PCOR
PROCORE TECHNOLOGIES INC
+$19.9M
614,660
+45%
减持
BWIN
BALDWIN INSURANCE GROUP INC
-$19.4M
1,141,544
-11%
减持
—
ZSCALER INC. CVT
-$18.8M
166
-100%
建仓
UGI
UGI CORP
+$18.3M
649,814
建仓
NCNO
NCINO INC
+$18.3M
544,688
减持
—
VERONA PHARMA PLC - ADR
+$18.2M
1,079,555
-3%
建仓
—
FTAI AVIATION LTD
+$18.1M
126,006
减持
ONTO
ONTO INNOVATION INC
-$18.1M
222,689
-16%
增持
COCO
VITA COCO CO INC/THE
+$17.7M
1,421,999
+16%
减持
—
WEATHERFORD INTL
-$17.7M
1,006,593
-5%
增持
WAL
WESTERN ALLIANCE BANCORP
+$17.7M
405,382
+117%
减持
LNWO
LIGHT AND WONDER INC
-$17.6M
191,669
-49%
减持
ATI
ALLEGHENY TECHNOLOGIES INC
-$17.5M
1,259,227
-3%
建仓
WD
WALKER & DUNLOP INC
+$17.4M
178,830
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$17.3M
0
-100%
减持
VRNS
VARONIS SYSTEMS INC
-$16.8M
1,221,877
-3%
减持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
-$16.7M
278,501
-8%
减持
TENB
TENABLE HOLDINGS INC
-$16.3M
469,525
-45%
建仓
VCYT
VERACYTE INC
+$16.2M
409,702
清仓
—
EXPROGROUP HOLDINGS NV
-$16.2M
0
-100%
减持
—
SHIFT4 PAYMENTS INC CVT
-$15.6M
1,940
-99%
建仓
—
GENIUS SPORTS LTD
+$15.6M
1,798,006
增持
BBWI
BATH & BODY WORKS INC
+$14.9M
641,331
+105%
减持
ENSG
ENSIGN GROUP INC/THE
-$14.8M
283,101
-22%
减持
—
ON SEMICONDUCTOR CORP
-$14.6M
208,064
-45%
增持
VUG
VANGUARD GROWTH ETF
+$14.4M
48,625
+233%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$14.3M
570,428
+73%
建仓
—
EVERGY INC CVT
+$14.1M
229,552
减持
HQY
HEALTHEQUITY INC
+$14.1M
1,107,526
-2%
减持
TTEK
TETRA TECH INC
-$13.9M
789,937
-18%
建仓
—
PG&E CORP CVT
+$13.8M
682,500
增持
—
FIRSTENERGY CORP
+$13.7M
517,502
+233%
增持
CARG
CARGURUS INC
+$13.6M
946,974
+35%
增持
—
ALKERMES INC
+$13.5M
2,302,905
+22%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$13.5M
417,208
-32%
减持
IBP
INSTALLED BUILDING PRODUCTS
-$13.3M
169,778
-3%
减持
AXON
AXON ENTERPRISE INC
-$13.2M
27,363
-63%
建仓
KD
KYNDRYL HOLDINGS INC-W/I
+$13.1M
379,570
减持
—
NRG ENERGY INC CVT
-$13.0M
143,646
-50%
建仓
SARO
STANDARDAERO INC
+$12.9M
522,221
减持
WRBY
WARBY PARKER INC-CLASS A
+$12.8M
1,732,023
-3%
增持
OLLI
OLLIES BARGAIN OUTLET HOLDI
+$12.8M
267,481
+57%
减持
TSCO
TRACTOR SUPPLY CO
-$12.4M
23,613
-50%
减持
ROAD
CONSTRUCTION PARTNERS INC-A
+$12.1M
726,193
-3%
建仓
LAD
LITHIA MOTORS INC - CL A
+$12.1M
33,752
增持
ADBE
ADOBE SYS
-$11.9M
311,491
+7%
减持
LDOS
LEIDOS HOLDINGS INC
-$11.7M
13,613
-84%
增持
NEO
NEOGENOMICS INC
+$11.7M
1,791,792
+48%
减持
ABEV
AMBEV SA-SPN ADR
-$11.7M
17,875,266
-2%
建仓
—
INTERDIGITAL INC CVT
+$11.6M
59,875
增持
—
DROPBOX INC CVT
+$11.6M
483,288
+319%
减持
VCEL
VERICEL CORP
+$11.5M
1,010,546
-3%
