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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 21
增持 51
减持 56
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
+$1.56B
12,742,156
-1%
减持
GOOGL
ALPHABET INC-CL A
+$1.11B
17,179,969
-1%
减持
NVDA
NVIDIA CORP
+$1.00B
40,895,450
-3%
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
ORCL
ORACLE CORP
+$921.4M
16,433,499
-3%
减持
NFLX
NETFLIX.COM INC
-$544.6M
3,717,598
-0%
增持
SHOP
SHOPIFY INC - CLASS A
+$514.3M
14,810,603
+1%
增持
FDS
FACTSET RESEARCH SYSTEMS INC
-$235.4M
1,532,692
+2%
减持
CRM
SALESFORCE.COM INC
-$227.3M
6,259,052
-0%
减持
AMZN
AMAZON.COM INC
-$219.7M
18,244,718
-5%
减持
ALSN
ALLISON TRANSMISSION HOLDING
-$202.3M
89,336
-96%
减持
GOOG
ALPHABET INC-CL C
+$168.2M
3,089,210
-6%
增持
ISRG
INTUITIVE SURGICAL INC
-$154.1M
1,755,228
+2%
增持
MNST
MONSTER BEVERAGE CORPORATION
+$154.0M
26,902,895
+2%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$151.6M
744,361
-70%
增持
DIS
THE WALT DISNEY CO
-$114.5M
14,526,676
+1%
减持
UNH
UNITEDHEALTH GROUP
-$113.6M
199,832
-66%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$111.7M
1,412,683
-0%
增持
BA
BOEING CO
+$98.4M
14,370,853
+0%
减持
META
META PLATFORMS INC
-$94.7M
7,439,378
-1%
增持
REGN
REGENERON PHARMACEUTICALS
+$93.9M
1,979,453
+2%
减持
MSFT
MICROSOFT CORP
+$87.2M
6,097,061
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$83.3M
4,122,128
+8%
增持
HLT
HILTON WORLDWIDE HOLDINGS IN
+$80.2M
944,704
+53%
增持
ADSK
AUTODESK INC
+$79.1M
5,931,821
+2%
增持
HD
HOME DEPOT
+$72.9M
713,005
+21%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$69.4M
500,672
+3%
增持
KLAC
KLA-TENCOR CORPORATION
+$68.6M
144,316
+48%
减持
ABNB
AIRBNB INC
-$67.9M
1,203,145
-26%
增持
BLK
BLACKROCK INC
+$64.1M
286,654
+11%
减持
—
BOEING CO/THE CVTPFD 6.0
-$61.2M
270,909
-53%
增持
EXPD
EXPEDITORS INTL WASH INC
+$58.8M
5,833,928
+2%
清仓
—
CLEARWATER ANALYTICS HDS-A
-$58.0M
0
-100%
减持
ADBE
ADOBE SYS
-$57.3M
99,367
-58%
增持
SBUX
STARBUCKS CORP
-$55.9M
9,723,287
+1%
增持
DE
DEERE & CO
-$53.4M
1,424,959
+3%
增持
NVS
NOVARTIS AG SPON ADR
+$51.0M
5,664,911
+1%
减持
CMI
CUMMINS ENGINE
+$50.8M
556,661
-1%
减持
GTLS
CHART INDUSTRIES INC
-$50.1M
7,673
-98%
增持
RMBS
RAMBUS INC
+$49.5M
610,153
+177%
减持
INTA
INTAPP INC
-$48.0M
369,676
-70%
清仓
BWIN
BALDWIN INSURANCE GROUP INC
-$46.7M
0
-100%
建仓
EXTR
EXTREME NETWORKS INC
+$45.9M
2,220,998
增持
—
TRANE TECHNOLOGIES PLC
+$44.9M
425,983
+38%
增持
SQ
BLOCK INC
+$42.3M
7,723,003
+2%
减持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
+$42.2M
2,528,562
-1%
清仓
VERX
VERTEX INC - CLASS A
-$42.2M
0
-100%
增持
PYPL
PAYPAL HOLDINGS INC
-$42.0M
6,602,995
+1%
增持
V
VISA INC-CLASS A SHRS
-$41.5M
9,257,425
+3%
增持
TBBK
BANCORP INC
+$41.5M
1,074,387
+57%
减持
—
VERONA PHARMA PLC - ADR
-$40.8M
177,769
-72%
建仓
SSB
SOUTHSTATE BANK CORP
+$39.8M
402,918
增持
PH
PARKER HANNIFIN
+$39.8M
407,174
+6%
清仓
PAR
PAR TECHNOLOGY CORP/DEL
-$39.1M
0
-100%
清仓
IPAR
INTERPARFUMS INC
-$38.8M
0
-100%
增持
DOCS
DOXIMITY INC-CLASS A
+$37.8M
2,483,802
+6%
减持
MMSI
MERIT MEDICAL SYSTEMS
-$37.0M
447,381
-44%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
+$36.8M
851,758
-4%
清仓
FANG
DIAMONDBACK ENERGY INC
-$36.2M
0
-100%
建仓
MYRG
MYR GROUP INC/DELAWARE
+$35.5M
170,550
减持
—
ECHOSTAR CORP CVT
+$35.2M
1,901,296
-52%
减持
BRBR
BELLRING BRANDS INC
-$34.1M
207,949
-71%
增持
PGR
PROGRESSIVE CORP
+$33.7M
143,830
+1987%
增持
SEIC
SEI INVESTMENTS CO
-$32.9M
8,976,049
+2%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$32.4M
983,903
-16%
减持
QCOM
QUALCOMM INC
+$31.3M
4,775,225
-0%
减持
SPGI
S&P GLOBAL
-$31.2M
671,589
-1%
建仓
LIF
LIFE360 INC
+$31.2M
293,163
增持
ECG
EVERUS CONSTRUCTION GROUP
+$30.8M
488,155
+181%
增持
MIR
MIRION TECHNOLOGIES INC
+$30.0M
2,761,535
+73%
增持
YETI
YETI HOLDINGS INC
+$29.6M
1,229,765
+247%
增持
NVO
NOVO-NORDISK A/S SPONS ADR
+$29.0M
16,165,468
+29%
建仓
—
JFROG LTD
+$28.7M
605,507
建仓
VNOM
VIPER ENERGY PARTNERS LP
+$26.9M
704,318
建仓
AORT
ARTIVION INC
+$26.3M
622,202
减持
CX
CEMEX SA-SPONS ADR
-$25.6M
906,682
-81%
增持
OSIS
OSI SYSTEMS INC
+$25.1M
217,206
+68%
建仓
CCB
COASTAL FINANCIAL CORP
+$24.8M
229,569
减持
GKOS
GLAUKOS CORP
-$24.8M
447,429
-25%
清仓
BFAM
BRIGHT HORIZONS FAMILY SOLUT
-$24.6M
0
-100%
减持
LGND
LIGAND PHARMACEUTICALS CL B
+$24.2M
400,553
-3%
减持
TXRH
TEXAS ROADHOUSE INC CLASS A
-$24.2M
273,901
-26%
清仓
—
ROIVANT SCIENCES LTD
-$23.7M
0
-100%
清仓
—
KORNIT DIGITAL LTD
-$23.6M
0
-100%
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$23.2M
389,901
清仓
CVCO
CAVCO INDUSTRIES INC
-$22.9M
0
-100%
建仓
PTRN
PATTERN GROUP INC
+$22.7M
1,659,041
减持
ACVA
ACV AUCTIONS INC-A
-$22.0M
1,940,876
-24%
建仓
PAY
PAYMENTUS HOLDINGS INC-A
+$21.0M
686,407
清仓
—
SOUTH STATE CORP
-$20.7M
0
-100%
清仓
RXO
RXO INC-W/I
-$20.6M
0
-100%
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$20.5M
1,285,937
-1%
清仓
—
VIPER ENERGY PARTNERS LP
-$20.4M
0
-100%
清仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$20.0M
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
-$19.7M
451,352
+5%
建仓
WT
WISDOMTREE INC
+$19.5M
1,401,694
清仓
—
AIR LEASE CORP
-$19.4M
0
-100%
增持
YUM
YUM! BRANDS INC
+$19.2M
3,874,657
+1%
清仓
—
PINNACLE FINANCIAL PARTNERS
-$19.1M
0
-100%
增持
AIR
AAR CORP
+$18.2M
844,957
+1%
清仓
—
NOBLE CORP
-$18.0M
0
-100%
增持
CVLT
COMMVAULT SYSTEMS INC
+$17.9M
464,127
+16%
增持
DHR
DANAHER CORP
+$17.9M
851,786
+11%
建仓
—
SHARKNINJA INC
+$17.8M
172,849
减持
AEIS
ADVANCED ENERGY INDS
+$17.8M
527,880
-3%
增持
—
CRISPR THERAPEUTICS AG
+$17.3M
909,714
+6%
建仓
FBK
FB FINANCIAL CORP
+$16.9M
304,024
减持
CWST
CASELLA WASTE SYSTEMS INC CL A
-$16.6M
696,540
-3%
增持
CXT
CRANE NXT CO
+$16.5M
621,519
+33%
建仓
SHYG
ISHARES 0-5 YR HY CORP BOND
+$16.5M
381,500
减持
CIEN
CIENA CORP
+$16.3M
311,353
-13%
增持
CALX
CALIX INC
+$16.2M
617,013
+51%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
+$15.9M
527,439
-11%
增持
TCOM
TRIP.COM GROUP LTD
+$15.9M
880,944
+3%
建仓
BILL
BILL.COM HOLDINGS INC
+$15.9M
299,237
减持
GS
GOLDMAN SACHS GROUP
+$15.8M
263,751
-4%
清仓
—
PARSONS CORP CVT
-$15.4M
0
-100%
建仓
LGN
LEGENCE CORP-CL A
+$15.4M
499,376
减持
MRCY
MERCURY COMPUTER SYSTEMS INC
+$15.0M
884,615
-11%
增持
BOOT
BOOT BARN HOLDINGS INC
+$14.9M
404,259
+18%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$14.7M
1,550,328
+16%
减持
COST
COSTCO WHOLESALE CORP
-$14.7M
221,126
-0%
减持
HQY
HEALTHEQUITY INC
-$14.7M
985,105
-4%
减持
GDYN
GRID DYNAMICS HOLDINGS INC
-$14.6M
1,935,036
-24%
建仓
—
SNOWFLAKE INC CVT
+$14.5M
64,495
增持
—
PIPER SANDLER COS
+$14.2M
152,064
+10%
建仓
REZI
RESIDEO TECHNOLOGIES INC
+$13.9M
322,342
减持
RDNT
RADNET INC
+$13.9M
778,209
-3%
清仓
—
BIOMARIN PHARMACEUTICAL CVT
-$13.9M
0
-100%
清仓
TXNM
TXNM ENERGY INC
-$13.7M
0
-100%
增持
ARM
ARM HOLDINGS PLC
-$13.6M
850,281
+3%
清仓
—
SKECHERS USA INC
-$13.6M
0
-100%
减持
—
EVERGY INC CVT
-$13.6M
101,688
-67%
增持
OMDA
OMADA HEALTH INC
+$13.4M
1,509,133
+38%
减持
—
NUTANIX INC RTS CVT
-$13.2M
3,291
-98%
增持
RAL
RALLIANT CORP
+$13.1M
352,210
+634%
增持
CIGI
COLLIERS INTERNATIONAL GROUP INC
+$12.8M
370,604
+7%
建仓
FLY
FIREFLY AEROSPACE INC
+$12.8M
437,859
清仓
QQQ
INVESCO QQQ TRUST SERIES I
-$12.8M
0
-100%
增持
BIDU
BAIDU.COM
+$12.4M
256,781
+3%
减持
VCEL
VERICEL CORP
-$12.2M
1,005,738
-3%
减持
ITGR
INTEGER HOLDINGS CORP
-$12.2M
523,038
-3%
建仓
VYX
NCR Voyix Corp
+$12.1M
963,674
减持
LNTH
LANTHEUS HOLDINGS INC
-$12.1M
327,641
-7%
减持
—
INTERDIGITAL INC CVT
-$11.7M
19,498
-76%
减持
—
SEA LTD
-$11.7M
65,334
-55%
减持
LSGR
NATIXIS LOOMIS FOCUSED GRWTH
+$11.5M
7,302,810
-2%
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
-$11.4M
507,005
-3%
减持
BJ
BJS WHOLESALE CLUB HOLDINGS
-$11.4M
195,096
-29%
减持
MIRM
MIRUM PHARMACEUTICALS INC
+$11.4M
539,040
-3%
增持
AXSM
AXSOME THERAPEUTICS INC
+$11.1M
330,125
+19%
