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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 30
增持 21
减持 74
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
ORCL
ORACLE CORP
-$1.46B
16,200,355
-1%
减持
GOOGL
ALPHABET INC-CL A
+$1.19B
17,142,470
-0%
增持
NFLX
NETFLIX.COM INC
-$966.4M
37,230,399
+901%
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
-$574.1M
7,406,983
-0%
减持
REGN
REGENERON PHARMACEUTICALS
+$380.1M
1,934,326
-2%
减持
MSFT
MICROSOFT CORP
-$257.9M
5,996,682
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$214.2M
4,033,525
-2%
减持
MNST
MONSTER BEVERAGE CORPORATION
+$203.2M
26,268,567
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$186.6M
1,715,487
-2%
减持
ADSK
AUTODESK INC
-$168.4M
5,796,887
-2%
减持
GOOG
ALPHABET INC-CL C
+$153.2M
2,885,962
-7%
减持
AMZN
AMAZON.COM INC
+$140.3M
17,963,110
-2%
减持
ILMN
ILLUMINA INC
+$140.0M
4,171,720
-3%
减持
EXPD
EXPEDITORS INTL WASH INC
+$133.1M
5,692,486
-2%
减持
SHOP
SHOPIFY INC - CLASS A
+$128.3M
14,470,169
-2%
减持
CRM
SALESFORCE.COM INC
+$124.4M
6,069,363
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$113.6M
1,378,469
-2%
减持
NVDA
NVIDIA CORP
-$106.7M
40,340,668
-1%
增持
PGR
PROGRESSIVE CORP
+$102.0M
604,108
+320%
减持
DOCS
DOXIMITY INC-CLASS A
-$91.8M
2,030,342
-18%
清仓
CVLT
COMMVAULT SYSTEMS INC
-$87.6M
0
-100%
减持
V
VISA INC-CLASS A SHRS
+$73.9M
9,221,851
-0%
减持
SQ
BLOCK INC
-$68.5M
7,522,059
-3%
清仓
HLNE
HAMILTON LANE INC-CLASS A
-$68.2M
0
-100%
减持
PYPL
PAYPAL HOLDINGS INC
-$67.8M
6,422,824
-3%
减持
WDAY
WORKDAY INC
-$66.7M
2,096,154
-2%
清仓
VRNS
VARONIS SYSTEMS INC
-$65.5M
0
-100%
减持
QCOM
QUALCOMM INC
-$65.3M
4,262,554
-11%
增持
—
ECHOSTAR CORP CVT
+$63.6M
1,920,861
+1%
减持
HD
HOME DEPOT
-$57.7M
671,959
-6%
清仓
ITGR
INTEGER HOLDINGS CORP
-$54.0M
0
-100%
减持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
-$51.8M
2,420,702
-4%
减持
DIS
THE WALT DISNEY CO
-$49.9M
14,181,588
-2%
增持
NKE
NIKE INC CL B
+$48.3M
7,963,782
+21%
清仓
LRN
STRIDE INC
-$45.7M
0
-100%
清仓
WRBY
WARBY PARKER INC-CLASS A
-$44.5M
0
-100%
减持
SEIC
SEI INVESTMENTS CO
-$44.4M
8,744,634
-3%
建仓
ALHC
ALIGNMENT HEALTHCARE INC
+$44.2M
2,236,058
减持
—
LINDE PLC
-$43.1M
443,303
-9%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$41.1M
295,627
-50%
减持
BLK
BLACKROCK INC
-$40.4M
274,497
-4%
增持
BKLN
INVESCO SENIOR LOAN
+$37.8M
1,928,571
+1407%
增持
FBK
FB FINANCIAL CORP
+$37.4M
974,715
+221%
清仓
MMSI
MERIT MEDICAL SYSTEMS
-$37.2M
0
-100%
减持
NVS
NOVARTIS AG SPON ADR
+$36.5M
5,534,215
-2%
减持
INSM
INSMED INC
-$36.1M
199,955
-59%
减持
MELI
MERCADOLIBRE INC
-$35.8M
90,532
-3%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$35.7M
663,819
-11%
清仓
PRCT
PROCEPT BIOROBOTICS CORP
-$35.1M
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$34.2M
925,467
减持
PH
PARKER HANNIFIN
+$34.0M
389,869
-4%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$33.9M
488,897
-2%
减持
ROP
ROPER TECHNOLOGIES INC
-$32.7M
432,173
-4%
减持
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC
-$30.3M
579,186
-29%
减持
ARM
ARM HOLDINGS PLC
-$29.6M
829,918
-2%
清仓
PHR
PHREESIA INC
-$27.5M
0
-100%
清仓
—
GENIUS SPORTS LTD
-$27.3M
0
-100%
减持
BA
BOEING CO
-$27.2M
14,160,059
-1%
增持
SF
STIFEL FINANCIAL CORP
+$26.8M
367,804
+117%
建仓
DCO
DUCOMMUN INC
+$26.0M
273,605
增持
LGN
LEGENCE CORP-CL A
+$25.4M
947,111
+90%
减持
BBWI
BATH & BODY WORKS INC
-$25.3M
27,412
-97%
减持
ATI
ALLEGHENY TECHNOLOGIES INC
+$25.3M
935,673
-7%
增持
NVO
NOVO-NORDISK A/S SPONS ADR
-$25.2M
17,135,384
+6%
清仓
—
AKERO THERAPEUTICS INC
-$25.0M
0
-100%
建仓
FSV
FIRSTSERVICE CORP
+$25.0M
160,823
减持
SBUX
STARBUCKS CORP
-$24.4M
9,478,756
-3%
建仓
SOLS
SOLSTICE ADVANCED MATERIALS
+$23.6M
485,782
减持
STRL
STERLING CONSTRUCTION CO
-$23.0M
175,180
-22%
清仓
TEVA
TEVA PHARMACEUTICALS -SP ADR
-$22.9M
0
-100%
建仓
VIAV
VIAVI SOLUTION INC
+$22.6M
1,269,629
减持
COST
COSTCO WHOLESALE CORP
-$22.6M
211,153
-5%
建仓
IRON
DISC MEDICINE INC
+$22.4M
282,409
减持
TSLA
TESLA INC
+$22.1M
12,649,650
-1%
减持
CMI
CUMMINS ENGINE
+$21.7M
503,120
-10%
增持
YETI
YETI HOLDINGS INC
+$21.4M
1,409,040
+15%
建仓
AMG
AFFILIATED MANAGERS GROUP
+$21.4M
74,280
清仓
UAA
UNDER ARMOUR INC-CLASS A
-$21.2M
0
-100%
减持
VEEV
VEEVA SYSTEMS INC-CLASS A
-$21.0M
247,441
-3%
建仓
CR
CRANE CO
+$20.8M
112,805
建仓
PGNY
PROGYNY INC
+$19.9M
775,580
减持
MTSI
MA-COM TECHNOLOGY SOLUTIONS
+$19.8M
484,374
-4%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$19.8M
392,077
+35%
建仓
APGE
APOGEE THERAPEUTICS INC
+$19.3M
255,439
清仓
ACVA
ACV AUCTIONS INC-A
-$19.2M
0
-100%
建仓
NEO
NEOGENOMICS INC
+$19.2M
1,631,135
建仓
LOB
LIVE OAK BANCSHARES INC
+$19.2M
558,410
建仓
GRDN
GUARDIAN PHRMCY SERVICES-A
+$19.1M
635,621
清仓
—
VERONA PHARMA PLC - ADR
-$19.0M
0
-100%
减持
MTD
METTLER-TOLEDO INTERNATIONAL
+$19.0M
168,797
-4%
清仓
SARO
STANDARDAERO INC
-$18.7M
0
-100%
建仓
IBP
INSTALLED BUILDING PRODUCTS
+$18.7M
72,093
建仓
BGSI
THE BOYD GROUP INC
+$18.5M
116,399
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$18.3M
17,449
-91%
增持
DAN
DANA HOLDING CORP
+$18.0M
1,591,768
+61%
清仓
—
SHARKNINJA INC
-$17.8M
0
-100%
减持
DHR
DANAHER CORP
+$17.8M
815,525
-4%
减持
AXSM
AXSOME THERAPEUTICS INC
+$17.5M
315,391
-4%
建仓
BTSG
BRIGHTSPRING HEALTH SERVICES
+$16.6M
443,270
建仓
—
BURLINGTON STORES INC CVT
+$16.6M
57,437
减持
YUM
YUM! BRANDS INC
-$16.3M
3,785,055
-2%
减持
YUMC
YUM CHINA HOLDINGS INC
+$16.2M
4,317,228
-2%
建仓
—
GUIDEWIRE SOFTWARE INC CVT
+$15.9M
78,987
增持
—
JFROG LTD
+$15.9M
712,765
+18%
增持
VUG
VANGUARD GROWTH ETF
+$15.8M
36,970
+697%
减持
ITRI
ITRON INC
-$15.7M
419,480
-4%
减持
LOPE
GRAND CANYON EDUCATION INC
-$15.7M
247,598
-4%
清仓
CADE
CADENCE BANK
-$15.7M
0
-100%
减持
INTA
INTAPP INC
-$15.1M
1,359
-100%
清仓
GDYN
GRID DYNAMICS HOLDINGS INC
-$14.9M
0
-100%
建仓
APPF
APPFOLIO INC - A
+$14.9M
63,940
减持
HLT
HILTON WORLDWIDE HOLDINGS IN
+$14.8M
904,677
-4%
减持
ROAD
CONSTRUCTION PARTNERS INC-A
-$14.3M
587,053
-4%
增持
—
MAREX GROUP PLC
+$14.2M
1,935,503
+8%
增持
GKOS
GLAUKOS CORP
+$14.1M
447,805
+0%
减持
MA
MASTERCARD INC-CLASS A
-$14.0M
586,755
-4%
建仓
IEMG
ISHARES CORE MSCI EMERGING
+$13.8M
205,221
清仓
EEFT
EURONET WORLDWIDE INC
-$13.6M
0
-100%
减持
TLN
TALEN ENERGY CORP
-$13.5M
85,236
-20%
减持
—
WAVE LIFE SCIENCES PTE LTD
+$13.4M
2,040,223
-30%
增持
PAY
PAYMENTUS HOLDINGS INC-A
+$13.4M
1,088,173
+59%
清仓
—
MRC GLOBAL INC
-$13.3M
0
-100%
减持
LIF
LIFE360 INC
-$13.2M
280,074
-4%
减持
UFPI
UFP INDUSTRIES INC
-$13.0M
8,495
-94%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$13.0M
441,873
+13%
增持
CCB
COASTAL FINANCIAL CORP
+$13.0M
330,230
+44%
清仓
FLY
FIREFLY AEROSPACE INC
-$12.8M
0
-100%
建仓
—
FERRARI NV
+$12.8M
34,621
建仓
Q
QNITY ELECTRONICS INC-W/I
+$12.7M
156,114
减持
AEIS
ADVANCED ENERGY INDS
+$12.7M
489,500
-7%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
+$12.6M
1,481,135
-4%
建仓
CRL
CHARLES RIVER LABS
+$12.5M
62,544
清仓
CBT
CABOT CORP
-$12.4M
0
-100%
建仓
—
ELASTIC NV
+$12.3M
163,491
减持
KLAC
KLA-TENCOR CORPORATION
+$12.3M
138,236
-4%
增持
AORT
ARTIVION INC
+$12.0M
840,062
+35%
建仓
—
TOPBUILD CORP
+$11.8M
28,284
减持
—
CRISPR THERAPEUTICS AG
-$11.8M
899,331
-1%
清仓
—
SEA LTD
-$11.7M
0
-100%
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$11.6M
0
-100%
增持
—
PINNACLE WEST CAPITAL CORP CVT
+$11.6M
132,861
+6710%
建仓
—
NUTANIX INC CVT
+$11.6M
223,492
减持
CIEN
CIENA CORP
-$11.2M
145,982
-53%
建仓
MATX
MATSON INC
+$11.2M
90,746
建仓
GATX
GATX CORP
+$11.2M
66,023
建仓
PNTG
PENNANT GROUP INC/THE
+$11.0M
391,586
减持
NXST
NEXSTAR MEDIA GROUP INC
-$10.8M
6,465
-89%
减持
UNH
UNITEDHEALTH GROUP
-$10.8M
176,349
-12%
减持
CLH
CLEAN HARBORS INC
-$10.8M
75,851
-38%
减持
BWXT
BWX TECHNOLOGIES INC
-$10.6M
193,694
-19%
