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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 13
减持 108
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$2.04B
13,132,459
-3%
减持
NVDA
NVIDIA CORP
-$1.30B
42,397,895
-3%
减持
AMZN
AMAZON.COM INC
-$778.2M
19,565,136
-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
-$752.6M
18,242,641
-3%
减持
ORCL
ORACLE CORP
-$525.9M
17,159,677
-2%
减持
CRM
SALESFORCE.COM INC
-$491.6M
6,257,379
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$298.0M
3,748,331
-1%
减持
MSFT
MICROSOFT CORP
-$290.4M
6,184,385
-0%
减持
SQ
BLOCK INC
-$235.2M
7,493,772
-1%
减持
ILMN
ILLUMINA INC
-$233.6M
4,147,212
-1%
减持
ADSK
AUTODESK INC
-$215.7M
5,743,381
-1%
减持
V
VISA INC-CLASS A SHRS
+$211.1M
9,217,002
-4%
减持
DIS
THE WALT DISNEY CO
-$200.1M
14,118,686
-1%
增持
DE
DEERE & CO
+$197.2M
1,093,389
+47%
减持
GOOG
ALPHABET INC-CL C
-$190.2M
3,559,665
-9%
减持
META
META PLATFORMS INC
-$176.8M
7,670,139
-2%
减持
SHOP
SHOPIFY INC - CLASS A
-$175.9M
14,430,963
-1%
减持
MNST
MONSTER BEVERAGE CORPORATION
+$137.0M
26,064,613
-1%
减持
PYPL
PAYPAL HOLDINGS INC
-$136.5M
6,419,030
-1%
增持
NVO
NOVO-NORDISK A/S SPONS ADR
-$135.2M
12,388,242
+7%
减持
BA
BOEING CO
-$118.7M
14,552,806
-1%
减持
—
ACCENTURE LTD CL A
-$117.5M
193
-100%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$114.9M
722,643
-39%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
+$113.7M
3,899,185
-18%
减持
QCOM
QUALCOMM INC
-$112.8M
5,006,917
-13%
减持
SPGI
S&P GLOBAL
-$110.8M
676,696
-26%
增持
HLT
HILTON WORLDWIDE HOLDINGS IN
+$102.7M
455,158
+13577%
减持
MA
MASTERCARD INC-CLASS A
-$96.9M
620,557
-25%
减持
ABNB
AIRBNB INC
-$93.4M
1,666,674
-25%
减持
PH
PARKER HANNIFIN
-$92.8M
384,178
-25%
减持
HD
HOME DEPOT
-$92.7M
586,856
-26%
减持
BLK
BLACKROCK INC
-$92.1M
220,955
-25%
减持
COST
COSTCO WHOLESALE CORP
-$88.8M
236,809
-31%
增持
REGN
REGENERON PHARMACEUTICALS
-$84.6M
1,635,981
+4%
减持
NKE
NIKE INC CL B
-$84.2M
6,392,474
-1%
减持
YUM
YUM! BRANDS INC
+$82.5M
3,804,049
-1%
减持
—
ECHOSTAR CORP CVT
-$80.5M
4,860,213
-46%
减持
JPM
JP MORGAN CHASE & CO
-$80.3M
688,880
-34%
减持
DHR
DANAHER CORP
-$77.9M
762,904
-25%
减持
MTD
METTLER-TOLEDO INTERNATIONAL
-$74.8M
165,457
-25%
减持
IQV
IQVIA HOLDINGS INC
-$74.2M
67,748
-85%
减持
UNH
UNITEDHEALTH GROUP
-$72.9M
483,821
-25%
减持
NVS
NOVARTIS AG SPON ADR
+$70.8M
5,503,093
-1%
减持
CMI
CUMMINS ENGINE
-$70.5M
561,583
-21%
减持
ROP
ROPER TECHNOLOGIES INC
-$60.7M
454,314
-28%
减持
GS
GOLDMAN SACHS GROUP
-$60.6M
275,034
-25%
清仓
—
PPL CAPITAL FUNDING INC CVT
-$59.5M
0
-100%
减持
—
LINDE PLC
-$58.9M
531,735
-27%
减持
ISRG
INTUITIVE SURGICAL INC
-$57.6M
1,700,873
-1%
减持
WDAY
WORKDAY INC
-$57.6M
2,079,248
-1%
减持
SEIC
SEI INVESTMENTS CO
-$52.0M
8,720,051
-1%
建仓
—
MAREX GROUP PLC
+$51.4M
1,454,021
减持
SBUX
STARBUCKS CORP
+$47.8M
9,435,414
-2%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
-$46.8M
1,484,152
-1%
减持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
-$46.5M
198,079
-29%
清仓
KNSL
KINSALE CAPITAL GROUP INC
-$46.1M
0
-100%
减持
EXPD
EXPEDITORS INTL WASH INC
+$45.5M
5,661,605
-1%
减持
KBR
KBR INC
-$44.3M
343,303
-68%
建仓
CVLT
COMMVAULT SYSTEMS INC
+$38.5M
243,846
减持
AGYS
AGILYSYS INC
-$36.2M
387,730
-21%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$35.7M
538,862
-25%
减持
GKOS
GLAUKOS CORP
-$35.1M
640,150
-2%
减持
NFLX
NETFLIX.COM INC
-$32.4M
3,825,095
-5%
清仓
VLTO
VERALTO CORP
-$31.9M
0
-100%
减持
CHDN
CHURCHILL DOWNS INC
-$31.6M
229,467
-46%
清仓
TTEK
TETRA TECH INC
-$31.5M
0
-100%
减持
ADBE
ADOBE SYS
-$29.8M
283,541
-9%
清仓
IBP
INSTALLED BUILDING PRODUCTS
-$29.8M
0
-100%
减持
VERX
VERTEX INC - CLASS A
-$29.0M
1,490,160
-2%
减持
WK
WORKIVA INC
-$28.7M
797,183
-2%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$28.4M
1,181,300
-2%
减持
WEX
WEX INC
-$28.2M
163,202
-47%
增持
LSGR
NATIXIS LOOMIS FOCUSED GRWTH
-$27.7M
7,503,041
+1%
减持
—
TRANE TECHNOLOGIES PLC
-$27.6M
307,704
-13%
减持
—
THE AZEK CO INC
-$27.4M
684,534
-47%
减持
ELV
ELEVANCE HEALTH INC
-$26.9M
21,688
-78%
减持
—
BIOMARIN PHARMACEUTICAL CVT
-$25.8M
987,865
-32%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
+$25.5M
3,353,028
-2%
建仓
RPC
P10 INC-A
+$24.6M
2,089,378
减持
—
WEATHERFORD INTL
-$23.7M
904,295
-10%
建仓
PLNT
PLANET FITNESS INC - CL A
+$22.9M
237,159
减持
MOD
MODINE MANUFACTURING CO
-$22.5M
310,877
-22%
减持
FANG
DIAMONDBACK ENERGY INC
-$22.0M
304,212
-29%
清仓
PSN
PARSONS CORP
-$21.4M
0
-100%
减持
STRL
STERLING CONSTRUCTION CO
-$21.3M
362,486
-2%
减持
ACVA
ACV AUCTIONS INC-A
-$20.7M
2,602,316
-2%
减持
—
FIRSTENERGY CORP
-$20.4M
5,365
-99%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$20.3M
561,479
建仓
—
AKERO THERAPEUTICS INC
+$19.8M
488,938
减持
MELI
MERCADOLIBRE INC
+$19.5M
87,637
-2%
减持
ACA
ARCOSA INC
-$19.0M
896,079
-2%
减持
HRI
HERC HOLDINGS INC
-$18.7M
78,395
-49%
建仓
OSIS
OSI SYSTEMS INC
+$18.7M
95,991
减持
—
ROIVANT SCIENCES LTD
-$18.6M
2,457,852
-33%
减持
YUMC
YUM CHINA HOLDINGS INC
+$18.3M
5,192,383
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$18.2M
1,346,980
+7%
清仓
—
FTAI AVIATION LTD
-$18.1M
0
-100%
建仓
KRMN
KARMAN HOLDINGS INC
+$18.0M
539,335
减持
RDNT
RADNET INC
-$17.6M
817,554
-2%
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
-$17.2M
532,604
-2%
建仓
FLOC
FLOWCO HOLDINGS INC
+$16.3M
636,427
减持
AXON
AXON ENTERPRISE INC
-$16.2M
168
-99%
减持
—
SPOTIFY USA INC CVT
-$16.1M
10,920
-78%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$16.0M
497,484
-1%
减持
—
BEACON ROOFING SUPPLY INC
-$15.5M
186,104
-51%
减持
VUG
VANGUARD GROWTH ETF
-$15.3M
12,577
-74%
减持
NOVT
NOVANTA INC
-$15.2M
216,941
-23%
建仓
PCTY
PAYLOCITY HOLDING CORP
+$15.2M
81,165
减持
ARM
ARM HOLDINGS PLC
-$15.2M
844,776
-1%
减持
—
KORNIT DIGITAL LTD
-$15.2M
1,211,796
-2%
减持
—
CYBERARK SOFTWARE LTD/ISRAEL
-$15.1M
97,709
-32%
减持
FRPT
FRESHPET INC
-$15.0M
220,037
-2%
建仓
LFST
LIFESTANCE HEALTH GROUP INC
+$14.9M
2,242,371
建仓
GMED
GLOBUS MEDICAL INC - A
+$14.8M
202,847
清仓
—
AKAMAI TECHNOLOGIES INC CVT
-$14.6M
0
-100%
清仓
—
DROPBOX INC CVT
-$14.5M
0
-100%
减持
AEIS
ADVANCED ENERGY INDS
-$14.5M
633,286
-2%
增持
—
ALKERMES INC
+$14.3M
2,440,283
+6%
增持
GDYN
GRID DYNAMICS HOLDINGS INC
-$14.2M
2,613,323
+5%
增持
—
SEA LTD
+$13.8M
172,479
+111%
建仓
SNDK
SANDISK CORP
+$13.7M
288,580
减持
XNCR
XENCOR INC
-$13.7M
1,069,762
-2%
清仓
AGIO
AGIOS PHARMACEUTICALS INC
-$13.7M
0
-100%
增持
DOCS
DOXIMITY INC-CLASS A
+$13.6M
2,382,679
+2%
减持
—
PG&E CORP CVT
-$13.5M
14,247
-98%
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$13.4M
748,152
减持
VST
VISTRA ENERGY CORP
-$13.3M
106,798
-43%
减持
ROAD
CONSTRUCTION PARTNERS INC-A
-$13.1M
711,184
-2%
减持
NEO
NEOGENOMICS INC
-$12.9M
1,752,681
-2%
减持
WHD
CACTUS INC-CLASS A
-$12.7M
925,605
-2%
建仓
FSS
FEDERAL SIGNAL CORP
+$12.7M
172,579
减持
—
LIBERTY MEDIA CORP CVT
-$12.1M
241
-100%
增持
—
BOEING CO/THE CVTPFD 6.0
+$12.0M
990,975
+12%
减持
AVTR
AVANTOR INC
-$11.8M
51,816
-91%
减持
THC
TENET HEALTHCARE CORP
-$11.7M
55,070
-64%
减持
JEF
JEFFERIES FINANCIAL GROUP INC
-$11.6M
436,450
-2%
增持
—
PG&E CORP CVTPFD 6.0
+$11.4M
890,699
+357%
减持
TDW
TIDEWATER
-$11.2M
231,499
-40%
减持
WRB
WR BERKLEY CORP
-$11.1M
20,281
-91%
减持
CIEN
CIENA CORP
-$11.1M
420,901
-2%
减持
WRBY
WARBY PARKER INC-CLASS A
-$11.0M
1,696,303
-2%
减持
—
INTERNATIONAL SEAWAYS INC
-$10.8M
139,391
-68%
减持
—
PIPER SANDLER COS
-$10.8M
184,669
-2%
建仓
CACI
CACI INTERNATIONAL INC CL A
+$10.7M
29,256
减持
ONTO
ONTO INNOVATION INC
-$10.7M
218,068
-2%
减持
—
BOOKING HOLDINGS INC CVT
-$10.6M
2,685
-42%
建仓
PCH
POTLATCH CORP
+$10.5M
233,687
清仓
MBB
ISHARES MBS ETF
-$10.4M
0
-100%
增持
UGI
UGI CORP
+$10.3M
865,006
+33%
建仓
—
PARSONS CORP CVT
+$10.3M
173,250
