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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 32
减持 84
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
-$984.3M
12,655,011
+0%
增持
ORCL
ORACLE CORP
-$680.4M
16,839,240
+4%
增持
MSFT
MICROSOFT CORP
-$655.7M
6,063,327
+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。
增持
META
META PLATFORMS INC
-$626.8M
7,450,101
+1%
减持
SHOP
SHOPIFY INC - CLASS A
-$620.7M
14,403,445
-0%
增持
BKNG
BOOKING HOLDINGS INC
+$506.7M
122,877
+6097%
减持
CRM
SALESFORCE.COM INC
-$477.2M
6,056,754
-0%
增持
V
VISA INC-CLASS A SHRS
-$437.3M
9,253,861
+0%
增持
GOOGL
ALPHABET INC-CL A
-$379.4M
17,339,594
+1%
增持
NVDA
NVIDIA CORP
-$377.1M
40,977,042
+2%
减持
ADSK
AUTODESK INC
-$341.7M
5,740,231
-1%
增持
AMZN
AMAZON.COM INC
-$329.5M
18,325,770
+2%
减持
BA
BOEING CO
-$275.7M
14,061,954
-1%
减持
DIS
THE WALT DISNEY CO
-$264.9M
13,991,645
-1%
减持
NVO
NOVO-NORDISK A/S SPONS ADR
-$246.5M
17,017,315
-1%
减持
QCOM
QUALCOMM INC
-$188.3M
4,199,416
-1%
减持
ISRG
INTUITIVE SURGICAL INC
-$188.0M
1,699,693
-1%
减持
ILMN
ILLUMINA INC
-$184.4M
2,942,977
-29%
减持
WDAY
WORKDAY INC
-$180.1M
2,079,300
-1%
增持
NFLX
NETFLIX.COM INC
+$160.4M
37,973,545
+2%
减持
MNST
MONSTER BEVERAGE CORPORATION
-$136.9M
25,905,224
-1%
减持
DE
DEERE & CO
+$131.8M
1,374,811
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$128.4M
1,363,758
-1%
减持
PH
PARKER HANNIFIN
-$124.1M
244,154
-37%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
-$113.2M
1,478,028
-1%
减持
MTD
METTLER-TOLEDO INTERNATIONAL
-$99.8M
107,446
-36%
减持
BLK
BLACKROCK INC
-$92.3M
209,554
-24%
减持
PYPL
PAYPAL HOLDINGS INC
-$88.8M
6,327,407
-1%
减持
GOOG
ALPHABET INC-CL C
-$88.7M
2,847,659
-1%
减持
NKE
NIKE INC CL B
-$88.6M
7,927,988
-0%
减持
DHR
DANAHER CORP
-$81.1M
556,853
-32%
减持
HD
HOME DEPOT
-$80.2M
459,052
-32%
减持
CMI
CUMMINS ENGINE
-$76.3M
335,571
-33%
增持
EXPE
EXPEDIA INC
+$68.9M
391,396
+416%
减持
NVS
NOVARTIS AG SPON ADR
+$65.8M
5,426,100
-2%
减持
TBBK
BANCORP INC
-$62.9M
133,862
-87%
减持
—
BOEING CO/THE CVTPFD 6.0
-$55.3M
19,393
-93%
增持
TYL
TYLER TECHNOLOGIES INC
+$51.9M
189,857
+560%
清仓
—
PIPER SANDLER COS
-$49.4M
0
-100%
增持
SPGI
S&P GLOBAL
-$45.6M
674,466
+6%
减持
EXPD
EXPEDITORS INTL WASH INC
-$44.0M
5,614,806
-1%
减持
SQ
BLOCK INC
-$42.9M
7,423,669
-1%
增持
DOCS
DOXIMITY INC-CLASS A
-$42.4M
2,036,984
+0%
减持
SBUX
STARBUCKS CORP
+$41.8M
9,376,448
-1%
建仓
PIPR
PIPER SANDLER COS
+$41.1M
536,352
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$40.8M
4,003,821
-1%
减持
SEIC
SEI INVESTMENTS CO
-$40.1M
8,628,879
-1%
减持
JPM
JP MORGAN CHASE & CO
-$39.8M
640,498
-10%
减持
ROP
ROPER TECHNOLOGIES INC
-$39.6M
431,779
-0%
增持
ARM
ARM HOLDINGS PLC
+$39.4M
860,262
+4%
减持
HLT
HILTON WORLDWIDE HOLDINGS IN
-$39.2M
725,695
-20%
减持
GS
GOLDMAN SACHS GROUP
-$38.2M
213,185
-14%
减持
—
LINDE PLC
-$35.8M
309,005
-30%
增持
LSGR
NATIXIS LOOMIS FOCUSED GRWTH
-$35.1M
7,487,001
+2%
清仓
—
WAVE LIFE SCIENCES PTE LTD
-$34.7M
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$34.2M
0
-100%
建仓
PTCT
PTC THERAPEUTICS INC
+$33.6M
493,603
清仓
ADBE
ADOBE SYS
-$33.3M
0
-100%
建仓
ADEA
ADEIA INC
+$32.1M
1,333,941
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$30.9M
1,674,108
+102%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$30.4M
0
-100%
减持
PEN
PENUMBRA INC
-$29.0M
358
-100%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$27.9M
927,717
-37%
减持
BABA
ALIBABA GROUP HOLDING-SP ADR
-$27.9M
553,109
-17%
增持
MA
MASTERCARD INC-CLASS A
-$27.6M
615,244
+5%
减持
ORLY
O'REILLY AUTOMOTIVE INC COMMON STOCK NEW
-$26.2M
2,107,746
-13%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$26.2M
367,894
-6%
减持
—
ECHOSTAR CORP CVT
-$25.7M
1,563,885
-19%
增持
—
TRANE TECHNOLOGIES PLC
+$25.1M
507,505
+6%
减持
—
JFROG LTD
-$25.0M
415,899
-42%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$25.0M
512,097
+5%
减持
FWRG
FIRST WATCH RESTAURANT GROUP
-$24.7M
311,740
-83%
增持
MELI
MERCADOLIBRE INC
-$24.6M
91,225
+1%
清仓
STEP
STEPSTONE GROUP INC-CLASS A
-$24.5M
0
-100%
建仓
TWST
TWIST BIOSCIENCE CORP
+$23.4M
492,290
减持
—
NOMAD FOODS LTD
-$22.4M
90,833
-95%
建仓
XJQCX
NUVEEN CREDIT STRAT INCM
+$22.0M
4,526,488
减持
AIT
APPLIED INDUSTRIAL TECH INC
-$22.0M
121,246
-43%
建仓
JFR
NUVEEN FLOAT RATE INC FD
+$21.8M
2,897,039
增持
IWF
ISHARES RUSSELL 1000 GROWTH INDEX FUND
+$21.6M
77,353
+221%
建仓
SIMO
SILICON MOTION TECHNOL-ADR
+$21.2M
188,653
减持
ESE
ESCO TECHNOLOGIES
+$21.0M
300,753
-8%
减持
AGYS
AGILYSYS INC
-$20.8M
360,502
-8%
减持
CNXC
CONCENTRIX CORP
-$20.2M
21,124
-96%
建仓
—
SUPER GROUP SGHC LTD
+$20.2M
1,867,557
增持
—
JAZZ PHARMACEUTICALS PLC
+$19.1M
205,905
+77%
清仓
RPC
P10 INC-A
-$18.6M
0
-100%
减持
MGY
MAGNOLIA OIL & GAS CORP - A
+$18.1M
2,179,644
-6%
减持
TSM
TAIWAN SEMICONDUCTOR ADR
-$18.0M
654,098
-17%
清仓
LIF
LIFE360 INC
-$18.0M
0
-100%
减持
FIVN
FIVE9 INC
-$17.8M
37,195
-96%
增持
INTA
INTAPP INC
+$17.5M
682,467
+50118%
清仓
—
CYBERARK SOFTWARE LTD/ISRAEL
-$17.3M
0
-100%
建仓
FTRE
FORTREA HOLDINGS INC-W/I
+$17.2M
1,822,769
增持
CRL
CHARLES RIVER LABS
+$17.0M
170,982
+173%
减持
MIR
MIRION TECHNOLOGIES INC
-$17.0M
2,670,228
-6%
减持
KTOS
KRATOS DEFENSE & SECURITY SOLUTIONS INC
-$17.0M
382,466
-34%
建仓
ONTO
ONTO INNOVATION INC
+$16.6M
81,072
减持
VIAV
VIAVI SOLUTION INC
+$16.5M
1,176,860
-7%
建仓
INVX
INNOVEX INTERNATIONAL INC
+$16.4M
671,309
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$16.3M
0
-100%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$16.3M
84,445
-41%
减持
OII
OCEANEERING INTL INC
+$16.3M
1,700,289
-7%
建仓
WBI
WATERBRIDGE INFRASTRUC-CL A
+$16.1M
600,602
增持
GRDN
GUARDIAN PHRMCY SERVICES-A
+$16.0M
931,689
+47%
减持
KLAC
KLA-TENCOR CORPORATION
+$15.8M
124,783
-10%
减持
HURN
HURON CONSULTING GROUP INC
-$15.6M
260,212
-8%
减持
REGN
REGENERON PHARMACEUTICALS
-$15.5M
1,912,310
-1%
减持
CWST
CASELLA WASTE SYSTEMS INC CL A
-$15.5M
608,654
-7%
减持
MRCY
MERCURY COMPUTER SYSTEMS INC
-$15.1M
645,932
-24%
减持
—
STEVANATO GROUP SPA
-$15.1M
57,904
-93%
增持
CACI
CACI INTERNATIONAL INC CL A
+$14.8M
55,190
+93%
减持
RDNT
RADNET INC
-$14.7M
686,215
-8%
减持
CCB
COASTAL FINANCIAL CORP
-$14.6M
304,788
-8%
减持
ABNB
AIRBNB INC
-$14.6M
1,124,819
-3%
减持
IQV
IQVIA HOLDINGS INC
-$14.5M
9,045
-87%
建仓
UCTT
ULTRA CLEAN HOLDINGS
+$14.4M
231,058
增持
TCOM
TRIP.COM GROUP LTD
-$14.2M
976,211
+12%
减持
AXSM
AXSOME THERAPEUTICS INC
-$14.2M
256,625
-19%
减持
SLAB
SILICON LABS INC
-$14.2M
223,342
-52%
减持
YETI
YETI HOLDINGS INC
-$14.1M
1,316,095
-7%
建仓
—
APTIV HOLDINGS LTD
+$14.0M
202,106
减持
PD
PAGERDUTY INC
-$14.0M
47,912
-96%
减持
AR
ANTERO RESOURCES CORP
-$13.9M
421,210
-54%
清仓
IEMG
ISHARES CORE MSCI EMERGING
-$13.8M
0
-100%
增持
PDFS
PDF SOLUTIONS INC
+$13.8M
827,109
+78%
建仓
POOL
POOL CORP
+$13.6M
67,256
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$13.5M
465,102
-8%
减持
SHYG
ISHARES 0-5 YR HY CORP BOND
-$13.5M
154,258
-67%
减持
TNL
TRAVEL PLUS LEISURE CO
-$13.3M
27,482
-87%
增持
PGR
PROGRESSIVE CORP
+$13.3M
760,877
+26%
建仓
FFBC
FIRST FINANCIAL BANCORP
+$13.2M
474,824
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$13.2M
213,098
-36%
减持
ITRI
ITRON INC
-$13.1M
287,930
-31%
减持
UNH
UNITEDHEALTH GROUP
-$13.1M
166,589
-6%
减持
LAD
LITHIA MOTORS INC - CL A
-$12.9M
6,264
-86%
建仓
JKHY
HENRY JACK & ASSOCIATES
+$12.7M
80,173
清仓
HAE
HAEMONETICS CORP
-$12.4M
0
-100%
建仓
TECH
BIO-TECHNE CORPORAT
+$12.3M
236,142
减持
ATI
ALLEGHENY TECHNOLOGIES INC
-$12.3M
653,416
-30%
减持
PJT
PJT PARTNERS INC - A
-$12.2M
295,584
-8%
减持
STRL
STERLING CONSTRUCTION CO
+$12.2M
161,706
-8%
建仓
ESI
ELEMENT SOLUTIONS INC
+$12.2M
356,807
增持
ABEV
AMBEV SA-SPN ADR
+$12.2M
20,490,631
+6%
建仓
LCII
LCI INDUSTRIES
+$12.0M
97,941
减持
SOLS
SOLSTICE ADVANCED MATERIALS
+$12.0M
467,035
-4%
建仓
WAY
WAYSTAR HOLDING CORP
+$11.9M
493,203
建仓
BC
BRUNSWICK CORP
+$11.9M
163,222
增持
HUBS
HUBSPOT INC
+$11.8M
52,844
+1918%
减持
FOUR
SHIFT4 PAYMENTS INC-CLASS A
-$11.7M
15,406
-92%
