LOOMIS SAYLES & CO L P
BOSTON MA · SEC CIK 0000312348
$792.14亿2026Q2 申报市值
700持仓数
53.4%前十大占比 · 第一大 10.0%
74 / 98新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MSFT 加仓+$6.40亿
AVGO 加仓+$3.05亿
NFLX 加仓+$1.46亿
ADSK 加仓+$1.16亿
NVO 加仓+$7,560.32万
2026Q2 卖出最多 按季末市值估算
QCOM 减仓-$7.42亿
NVDA 减仓-$2.95亿
PYPL 减仓-$2.62亿
ILMN 减仓-$1.78亿
KLAC 减仓-$1.44亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SLAB | SILICON LABS INC | $0 | 0.00% | 0 | -223,342 | -100.0% | -$4,648.86万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -968,135 | -100.0% | -$4,605.42万 | 清仓 |
| AORT | ARTIVION INC | $0 | 0.00% | 0 | -980,439 | -100.0% | -$3,590.37万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -194,982 | -100.0% | -$3,188.35万 | 清仓 |
| EVTC | EVERTEC INC | $0 | 0.00% | 0 | -1,024,262 | -100.0% | -$2,890.47万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -213,098 | -100.0% | -$2,836.55万 | 清仓 |
| KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | $0 | 0.00% | 0 | -382,466 | -100.0% | -$2,696.77万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -287,930 | -100.0% | -$2,580.72万 | 清仓 |
| IBP | INSTALLED BUILDING PRODUCTS | $0 | 0.00% | 0 | -96,228 | -100.0% | -$2,551.49万 | 清仓 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | -729,016 | -100.0% | -$2,482.30万 | 清仓 |
| CDRE | CADRE HOLDINGS INC | $0 | 0.00% | 0 | -615,546 | -100.0% | -$1,888.50万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S - ADR | $0 | 0.00% | 0 | -80,405 | -100.0% | -$1,839.10万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -927,717 | -100.0% | -$1,814.61万 | 清仓 |
| PLNT | PLANET FITNESS INC - CL A | $0 | 0.00% | 0 | -221,343 | -100.0% | -$1,646.35万 | 清仓 |
| BJ | BJS WHOLESALE CLUB HOLDINGS | $0 | 0.00% | 0 | -165,143 | -100.0% | -$1,625.34万 | 清仓 |
| ESAB | ESAB CORP-W/I | $0 | 0.00% | 0 | -160,152 | -100.0% | -$1,548.03万 | 清仓 |
| EYE | NATIONAL VISION HOLDINGS INC | $0 | 0.00% | 0 | -584,038 | -100.0% | -$1,512.66万 | 清仓 |
| — | GRANITE CONSTRUCTION INC CVT | $0 | 0.00% | 0 | -107,753 | -100.0% | -$1,291.74万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HOLDI | $0 | 0.00% | 0 | -132,362 | -100.0% | -$1,218.26万 | 清仓 |
| STAG | STAG INDUSTRIAL INC | $0 | 0.00% | 0 | -324,953 | -100.0% | -$1,171.78万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -27,632 | -100.0% | -$970.71万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -477,546 | -100.0% | -$715.36万 | 清仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,084,853 | -100.0% | -$661.03万 | 清仓 |
| HYG | ISHARES IBOXX HIGH YIELD COR | $0 | 0.00% | 0 | -81,550 | -100.0% | -$648.81万 | 清仓 |
| VTC | VANGUARD TOTAL CORPORATE BND | $0 | 0.00% | 0 | -72,888 | -100.0% | -$560.00万 | 清仓 |
| HAFC | HANMI FINANCIAL CORP | $0 | 0.00% | 0 | -184,634 | -100.0% | -$486.70万 | 清仓 |
| GH | GUARDANT HEALTH INC CVT | $0 | 0.00% | 0 | -38,572 | -100.0% | -$356.29万 | 清仓 |
| — | APOLLO GLOBAL MANAGEMENT CVTPFD 6.75 | $0 | 0.00% | 0 | -30,475 | -100.0% | -$339.55万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -311,740 | -100.0% | -$326.70万 | 清仓 |
| WOLF | WOLFSPEED INC CVT | $0 | 0.00% | 0 | -169,388 | -100.0% | -$276.44万 | 清仓 |
| WOLF | WOLFSPEED INC | $0 | 0.00% | 0 | -156,639 | -100.0% | -$255.63万 | 清仓 |
| VIRT | VIRTU FINANCIAL INC-CLASS A | $0 | 0.00% | 0 | -57,289 | -100.0% | -$251.96万 | 清仓 |
| — | RIVIAN AUTO INC CVT | $0 | 0.00% | 0 | -165,963 | -100.0% | -$249.78万 | 清仓 |
| — | GLOBAL X MSCI NORWAY ETF | $0 | 0.00% | 0 | -61,190 | -100.0% | -$233.81万 | 清仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $0 | 0.00% | 0 | -26,254 | -100.0% | -$221.69万 | 清仓 |
| INGR | INGREDION INCORPORATED | $0 | 0.00% | 0 | -17,796 | -100.0% | -$200.49万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -17,530 | -100.0% | -$183.28万 | 清仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $0 | 0.00% | 0 | -14,450 | -100.0% | -$144.75万 | 清仓 |
| PKB | INVESCO DYNAMIC BLDG & CONST ETF | $0 | 0.00% | 0 | -13,278 | -100.0% | -$129.56万 | 清仓 |
| ARGX | ARGENX SE - ADR | $0 | 0.00% | 0 | -1,574 | -100.0% | -$114.94万 | 清仓 |
| RYAAY | RYANAIR HLDGS ADR | $0 | 0.00% | 0 | -17,890 | -100.0% | -$103.40万 | 清仓 |
| STVN | STEVANATO GROUP SPA | $0 | 0.00% | 0 | -57,904 | -100.0% | -$79.62万 | 清仓 |
| FOUR | SHIFT4 PAYMENTS INC-CLASS A | $0 | 0.00% | 0 | -15,406 | -100.0% | -$67.37万 | 清仓 |
| FIVN | FIVE9 INC | $0 | 0.00% | 0 | -37,195 | -100.0% | -$56.42万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -1,883 | -100.0% | -$41.64万 | 清仓 |
| SMIN | ISHARES MSCI INDIA SMALL-CAP | $0 | 0.00% | 0 | -6,893 | -100.0% | -$41.33万 | 清仓 |
| EPI | WISDOMTREE INDIA EARNINGS | $0 | 0.00% | 0 | -9,992 | -100.0% | -$40.77万 | 清仓 |
| INDA | ISHARES MSCI INDIA ETF | $0 | 0.00% | 0 | -8,642 | -100.0% | -$40.48万 | 清仓 |
| FLIN | FRANKLIN FTSE INDIA ETF | $0 | 0.00% | 0 | -12,095 | -100.0% | -$40.18万 | 清仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $0 | 0.00% | 0 | -7,073 | -100.0% | -$40.17万 | 清仓 |
| XLF | XLF FINANCIAL SELECT SECTOR SPDR | $0 | 0.00% | 0 | -5,962 | -100.0% | -$29.43万 | 清仓 |
| EZA | ISHARES MSCI SOUTH AFRICA ETF | $0 | 0.00% | 0 | -4,038 | -100.0% | -$27.38万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,243 | -100.0% | -$26.08万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -10,552 | -100.0% | -$20.49万 | 清仓 |
| SE | SEA LTD-ADR | $0 | 0.00% | 0 | -2,439 | -100.0% | -$20.20万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -1,968 | -100.0% | -$19.57万 | 清仓 |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH | $0 | 0.00% | 0 | -1,855 | -100.0% | -$18.16万 | 清仓 |
| ARGT | GLOBAL X MSCI ARGENTINA ETF | $0 | 0.00% | 0 | -1,575 | -100.0% | -$14.70万 | 清仓 |
| KKR | KKR & CO INC CI A | $0 | 0.00% | 0 | -1,409 | -100.0% | -$13.03万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -358 | -100.0% | -$11.76万 | 清仓 |
| — | H WORLD GROUP LTD | $0 | 0.00% | 0 | -86,049 | -100.0% | -$11.60万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -563 | -100.0% | -$11.14万 | 清仓 |
| KMI | KINDER MORGAN INC | $0 | 0.00% | 0 | -2,877 | -100.0% | -$9.65万 | 清仓 |
| OKE | ONEOK INC | $0 | 0.00% | 0 | -1,039 | -100.0% | -$9.39万 | 清仓 |
| WEC | WEC ENERGY GROUP | $0 | 0.00% | 0 | -772 | -100.0% | -$8.94万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -480 | -100.0% | -$8.87万 | 清仓 |
| DKNG | DRAFTKINGS INC | $0 | 0.00% | 0 | -4,018 | -100.0% | -$8.69万 | 清仓 |
| EWT | ISHARES MSCI TAIWAN CAPPED ETF | $0 | 0.00% | 0 | -1,195 | -100.0% | -$8.47万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -1,759 | -100.0% | -$8.16万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS IN CVT | $0 | 0.00% | 0 | -28,625 | -100.0% | -$4.35万 | 清仓 |
| ARES | ARES MANAGEMENT CORP - A | $0 | 0.00% | 0 | -395 | -100.0% | -$4.31万 | 清仓 |
| COIN | COINBASE GLOBAL INC -CLASS A | $0 | 0.00% | 0 | -238 | -100.0% | -$4.16万 | 清仓 |
| WRB | WR BERKLEY CORP | $0 | 0.00% | 0 | -599 | -100.0% | -$3.97万 | 清仓 |
| UFPT | UFP TECHNOLOGIES INC | $0 | 0.00% | 0 | -196 | -100.0% | -$3.80万 | 清仓 |
| — | LCI INDUSTRIES CVT | $0 | 0.00% | 0 | -27,181 | -100.0% | -$3.28万 | 清仓 |
| NHI | NATIONAL HEALTHCARE INVS INC | $0 | 0.00% | 0 | -357 | -100.0% | -$2.89万 | 清仓 |
| — | LIBERTY MEDIA CORP CVT | $0 | 0.00% | 0 | -24,221 | -100.0% | -$2.79万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -352 | -100.0% | -$2.66万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -290 | -100.0% | -$2.37万 | 清仓 |
| — | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -16,027 | -100.0% | -$2.37万 | 清仓 |
| CSR | CENTERSPACE | $0 | 0.00% | 0 | -407 | -100.0% | -$2.34万 | 清仓 |
| AOS | SMITH A.O. CORP | $0 | 0.00% | 0 | -326 | -100.0% | -$2.15万 | 清仓 |
| HII | HUNTINGTON INGALLS INDUSTRIES | $0 | 0.00% | 0 | -44 | -100.0% | -$1.67万 | 清仓 |
| DG | DOLLAR GENERAL CORP | $0 | 0.00% | 0 | -124 | -100.0% | -$1.47万 | 清仓 |
| MOMO | HELLO GROUP INC | $0 | 0.00% | 0 | -2,548 | -100.0% | -$1.47万 | 清仓 |
| LITE | LUMENTUM HOLDINGS INC 1 | $0 | 0.00% | 0 | -1,813 | -100.0% | -$1.28万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS IN CVT | $0 | 0.00% | 0 | -5,177 | -100.0% | -$6,653 | 清仓 |
| NTNX | NUTANIX INC RTS CVT | $0 | 0.00% | 0 | -6,235 | -100.0% | -$6,350 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS CVT | $0 | 0.00% | 0 | -4,860 | -100.0% | -$6,228 | 清仓 |
| GIS | GEN MILLS | $0 | 0.00% | 0 | -110 | -100.0% | -$4,094 | 清仓 |
| PATH | UIPATH INC - CLASS A | $0 | 0.00% | 0 | -197 | -100.0% | -$2,187 | 清仓 |
| CTAS | CINTAS CORP | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| DEO | DIAGEO PLC SPON ADR | $15 | 0.00% | 0 | 0 | — | -$14 | 清仓 |
| CCI | CROWN CASTLE INTL CORP | $30 | 0.00% | 0 | 0 | — | -$32 | 清仓 |
| AJG | GALLAGHER A J | $39 | 0.00% | 0 | 0 | — | -$37 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $43 | 0.00% | 0 | 0 | — | -$30 | 清仓 |
| SHEL | SHELL PLC-ADR A | $69 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $73 | 0.00% | 0 | 0 | — | -$87 | 清仓 |
| ADI | ANALOG DEVICES INC | $97 | 0.00% | 0 | 0 | — | -$78 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC - A | $108 | 0.00% | 3 | 2 | 200.0% | $72 | 加仓 |