小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 24
增持 42
减持 62
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP
+$2.03B
41,960,289
-1%
减持
NFLX
NETFLIX.COM INC
+$1.43B
3,735,018
-2%
减持
ORCL
ORACLE CORP
+$1.30B
16,925,237
-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
META
META PLATFORMS INC
+$1.14B
7,530,322
-2%
减持
MSFT
MICROSOFT CORP
+$749.2M
6,173,474
-0%
减持
TSLA
TESLA INC
+$699.1M
12,914,797
-2%
减持
BA
BOEING CO
+$521.2M
14,333,172
-2%
减持
AMZN
AMAZON.COM INC
+$503.2M
19,261,090
-2%
增持
DIS
THE WALT DISNEY CO
+$384.3M
14,335,828
+2%
增持
SHOP
SHOPIFY INC - CLASS A
+$308.9M
14,622,787
+1%
增持
ADSK
AUTODESK INC
+$301.6M
5,831,447
+2%
减持
GOOGL
ALPHABET INC-CL A
+$246.3M
17,405,574
-5%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$230.9M
2,510,190
-36%
增持
DE
DEERE & CO
+$191.7M
1,386,321
+27%
增持
MNST
MONSTER BEVERAGE CORPORATION
+$131.5M
26,450,305
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$119.6M
3,813,378
+2%
增持
SEIC
SEI INVESTMENTS CO
+$117.5M
8,841,249
+1%
增持
SQ
BLOCK INC
+$108.7M
7,593,945
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$96.8M
1,414,392
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$96.7M
1,728,234
+2%
增持
KLAC
KLA-TENCOR CORPORATION
+$86.0M
97,231
+5698%
增持
TSM
TAIWAN SEMICONDUCTOR ADR
+$81.2M
888,019
+23%
减持
YUMC
YUM CHINA HOLDINGS INC
-$77.5M
4,312,182
-17%
增持
ILMN
ILLUMINA INC
+$74.1M
4,225,529
+2%
增持
UNH
UNITEDHEALTH GROUP
-$70.8M
585,238
+21%
增持
PYPL
PAYPAL HOLDINGS INC
+$65.9M
6,522,748
+2%
增持
NVS
NOVARTIS AG SPON ADR
+$61.9M
5,581,576
+1%
增持
HLT
HILTON WORLDWIDE HOLDINGS IN
+$61.4M
619,250
+36%
增持
BLK
BLACKROCK INC
+$61.0M
257,418
+17%
增持
NKE
NIKE INC CL B
+$57.6M
6,523,632
+2%
减持
MELI
MERCADOLIBRE INC
+$56.0M
86,854
-1%
减持
—
BIOMARIN PHARMACEUTICAL CVT
-$56.0M
252,345
-74%
增持
JPM
JP MORGAN CHASE & CO
+$55.0M
772,736
+12%
增持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
-$53.4M
2,555,995
+1190%
减持
LSGR
NATIXIS LOOMIS FOCUSED GRWTH
+$52.4M
7,477,344
-0%
减持
—
BOEING CO/THE CVTPFD 6.0
-$49.3M
571,310
-42%
增持
SBUX
STARBUCKS CORP
-$47.0M
9,587,364
+2%
减持
GS
GOLDMAN SACHS GROUP
+$44.0M
274,413
-0%
减持
ARM
ARM HOLDINGS PLC
+$43.7M
828,140
-2%
增持
MRCY
MERCURY COMPUTER SYSTEMS INC
+$43.3M
992,610
+322%
减持
—
PARAMOUNT GLOBAL CLASS B
-$42.2M
258,544
-93%
减持
STRL
STERLING CONSTRUCTION CO
+$40.6M
353,930
-2%
增持
GTLS
CHART INDUSTRIES INC
+$39.3M
313,386
+269%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$39.3M
255,517
清仓
COLM
COLUMBIA SPORTSWEAR CO
-$37.9M
0
-100%
减持
ALSN
ALLISON TRANSMISSION HOLDING
-$37.9M
2,209,560
-15%
减持
MMSI
MERIT MEDICAL SYSTEMS
-$36.0M
793,712
-24%
增持
PH
PARKER HANNIFIN
+$35.4M
384,993
+0%
建仓
MIR
MIRION TECHNOLOGIES INC
+$34.3M
1,591,688
建仓
PHR
PHREESIA INC
+$34.2M
1,200,340
清仓
—
THE AZEK CO INC
-$33.5M
0
-100%
增持
CRM
SALESFORCE.COM INC
+$31.5M
6,273,420
+0%
增持
CVLT
COMMVAULT SYSTEMS INC
+$31.3M
400,070
+64%
增持
—
TRANE TECHNOLOGIES PLC
+$31.2M
308,365
+0%
减持
—
WEATHERFORD INTL
-$31.0M
346,434
-62%
清仓
—
WIX.COM LTD
-$29.2M
0
-100%
增持
YUM
YUM! BRANDS INC
-$28.9M
3,844,806
+1%
增持
MGRC
MCGRATH RENTCORP
+$28.5M
328,609
+282%
减持
V
VISA INC-CLASS A SHRS
-$28.4M
9,017,859
-2%
减持
GOOG
ALPHABET INC-CL C
+$28.1M
3,293,374
-7%
清仓
NOVT
NOVANTA INC
-$27.7M
0
-100%
清仓
JNK
SPDR BARCLAYS HIGH YIELD BOND ETF
-$27.6M
0
-100%
减持
—
SKECHERS USA INC
-$27.4M
215,738
-70%
清仓
ONTO
ONTO INNOVATION INC
-$26.5M
0
-100%
减持
—
CLEARWATER ANALYTICS HDS-A
-$25.9M
2,645,199
-15%
减持
ATI
ALLEGHENY TECHNOLOGIES INC
+$25.6M
1,039,613
-16%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$24.6M
487,328
-2%
增持
EXPD
EXPEDITORS INTL WASH INC
-$24.4M
5,744,971
+1%
增持
TTMI
TTM TECHNOLOGIES
+$23.9M
1,141,308
+3%
减持
ROP
ROPER TECHNOLOGIES INC
-$23.1M
431,827
-5%
清仓
—
BEACON ROOFING SUPPLY INC
-$23.0M
0
-100%
清仓
MTDR
MATADOR RESOURCES CO
-$22.1M
0
-100%
减持
INTA
INTAPP INC
-$21.8M
1,222,993
-16%
建仓
CALX
CALIX INC
+$21.7M
407,634
减持
SKY
CHAMPION HOMES INC
-$21.5M
84,641
-70%
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
+$21.1M
520,091
-2%
增持
WDAY
WORKDAY INC
+$20.8M
2,109,998
+1%
建仓
—
VIPER ENERGY PARTNERS LP
+$20.4M
534,982
减持
—
ALKERMES INC
-$20.2M
2,109,894
-14%
建仓
OMDA
OMADA HEALTH INC
+$19.9M
1,090,056
清仓
NOV
NOV INC
-$19.1M
0
-100%
清仓
—
CHAMPIONX CORP
-$18.8M
0
-100%
建仓
UTI
UNIVERSAL TECHNICAL INSTITUTE INC
+$18.6M
547,610
增持
REGN
REGENERON PHARMACEUTICALS
-$18.5M
1,941,070
+19%
增持
—
MAREX GROUP PLC
+$18.4M
1,767,432
+22%
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$18.3M
1,144,014
清仓
FRPT
FRESHPET INC
-$18.3M
0
-100%
减持
LFUS
LITTELFUSE INC
-$18.2M
4,544
-95%
建仓
HNGE
HINGE HEALTH INC
+$17.9M
345,143
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$17.7M
140,484
建仓
TEVA
TEVA PHARMACEUTICALS -SP ADR
+$17.5M
1,044,992
增持
AMTM
AMENTUM HOLDINGS INC
+$17.1M
1,059,209
+143%
减持
KBR
KBR INC
-$16.7M
8,971
-97%
建仓
CHYM
CHIME FINANCIAL INC-CL A
+$16.7M
482,586
清仓
NEO
NEOGENOMICS INC
-$16.6M
0
-100%
减持
HLNE
HAMILTON LANE INC-CLASS A
-$16.6M
520,766
-15%
减持
ADBE
ADOBE SYS
-$16.4M
238,614
-16%
减持
WK
WORKIVA INC
-$16.4M
644,631
-19%
清仓
LNWO
LIGHT AND WONDER INC
-$16.2M
0
-100%
清仓
TENB
TENABLE HOLDINGS INC
-$16.1M
0
-100%
减持
ROAD
CONSTRUCTION PARTNERS INC-A
+$15.9M
630,360
-11%
减持
—
LINDE PLC
-$15.8M
494,104
-7%
增持
DRS
LEONARDO DRS INC
+$15.5M
335,050
+31067%
减持
AGYS
AGILYSYS INC
+$15.2M
377,864
-3%
清仓
WD
WALKER & DUNLOP INC
-$14.9M
0
-100%
减持
ABNB
AIRBNB INC
+$14.9M
1,617,192
-3%
清仓
GMED
GLOBUS MEDICAL INC - A
-$14.8M
0
-100%
减持
NOG
NORTHERN OIL AND GAS INC
-$14.8M
22,350
-96%
清仓
VECO
VEECO INSTRUMENTS INC
-$14.4M
0
-100%
减持
—
ECHOSTAR CORP CVT
-$14.3M
3,970,327
-18%
减持
UTHR
UNITED THERAPEUTICS CORP
-$14.3M
49,039
-47%
增持
SPGI
S&P GLOBAL
+$14.3M
679,136
+0%
建仓
RMBS
RAMBUS INC
+$14.1M
220,228
增持
MTD
METTLER-TOLEDO INTERNATIONAL
+$13.9M
178,128
+8%
增持
VSEC
VSE CORP
+$13.8M
234,566
+67%
建仓
SNEX
STONEX GROUP INC
+$13.8M
151,555
建仓
—
STEVANATO GROUP SPA
+$13.7M
561,971
减持
BOOT
BOOT BARN HOLDINGS INC
+$13.6M
342,491
-4%
建仓
IDCC
INTERDIGITAL COMM CORP
+$13.6M
60,614
减持
SNDK
SANDISK CORP
-$13.4M
6,895
-98%
清仓
—
NRG ENERGY INC CVT
-$13.4M
0
-100%
建仓
RGEN
REPLIGEN CORP
+$13.0M
104,846
建仓
KGS
KODIAK GAS SERVICES INC
+$13.0M
380,114
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$12.9M
132,411
+6266%
减持
USHY
ISHARES BROAD USD HIGH YIELD
-$12.9M
311,410
-53%
减持
KNF
KNIFE RIVER CORP
-$12.8M
540,120
-14%
减持
SLAB
SILICON LABS INC
+$12.8M
480,855
-7%
减持
FANG
DIAMONDBACK ENERGY INC
-$12.5M
263,160
-13%
减持
CWST
CASELLA WASTE SYSTEMS INC CL A
-$12.4M
716,556
-16%
清仓
—
BOOKING HOLDINGS INC CVT
-$12.4M
0
-100%
减持
MGY
MAGNOLIA OIL & GAS CORP - A
-$12.3M
2,580,648
-7%
减持
HYG
ISHARES IBOXX HIGH YIELD COR
-$12.1M
76,000
-67%
减持
TLN
TALEN ENERGY CORP
+$12.0M
177,028
-10%
建仓
—
NVENT ELECTRIC PLC
+$11.8M
160,861
减持
VEEV
VEEVA SYSTEMS INC-CLASS A
+$11.7M
240,860
-3%
清仓
EIG
EMPLOYERS HOLDINGS INC
-$11.7M
0
-100%
减持
AEIS
ADVANCED ENERGY INDS
+$11.7M
543,636
-14%
建仓
—
ITRON INC CVT
+$11.6M
88,215
减持
GDYN
GRID DYNAMICS HOLDINGS INC
-$11.4M
2,552,386
-2%
清仓
XNCR
XENCOR INC
-$11.4M
0
-100%
建仓
—
ASPEN INSURANCE HOLDINGS LTD
+$11.3M
359,313
建仓
ENVA
ENOVA INTERNATIONAL INC
+$11.2M
100,000
减持
ESE
ESCO TECHNOLOGIES
+$11.1M
404,036
-3%
增持
SNX
SYNNEX CORP
+$11.0M
321,054
+3%
建仓
ECG
EVERUS CONSTRUCTION GROUP
+$11.0M
173,457
清仓
MAGN
MAGNERA CORP
-$11.0M
0
-100%
建仓
—
ADVANCED ENERGY IND CVT
+$11.0M
82,881
减持
ITRI
ITRON INC
+$11.0M
450,413
-2%
减持
LTH
LIFE TIME GROUP HOLDINGS INC
-$10.9M
2,977,806
-11%
减持
VRNS
VARONIS SYSTEMS INC
+$10.9M
1,168,601
-2%
