LOOMIS SAYLES & CO L P
BOSTON MA · SEC CIK 0000312348
$739.42亿2026Q1 申报市值
711持仓数
52.6%前十大占比 · 第一大 9.7%
82 / 67新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BKNG 加仓+$5.09亿
NVDA 加仓+$1.11亿
ORCL 加仓+$9,398.64万
AMZN 加仓+$7,553.12万
EXPE 加仓+$7,284.99万
2026Q1 卖出最多 按季末市值估算
ILMN 减仓-$1.51亿
PH 减仓-$1.30亿
CMI 减仓-$9,014.47万
MTD 减仓-$7,737.59万
HD 减仓-$7,002.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HOLDINGS INC | $2,637.54万 | 0.04% | 135,030 | -3,342 | -2.4% | -$65.28万 | 减仓 |
| GTX | GARRETT MOTION INC | $2,657.66万 | 0.04% | 1,462,662 | 81,261 | 5.9% | $147.65万 | 加仓 |
| WEX | WEX INC | $2,680.31万 | 0.04% | 175,138 | -4,440 | -2.5% | -$67.95万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $2,690.31万 | 0.04% | 103,243 | -8,614 | -7.7% | -$224.46万 | 减仓 |
| KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS INC | $2,696.77万 | 0.04% | 382,466 | -196,720 | -34.0% | -$1,387.07万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $2,705.47万 | 0.04% | 827,109 | 361,927 | 77.8% | $1,183.86万 | 加仓 |
| CXT | CRANE NXT CO | $2,768.91万 | 0.04% | 682,166 | -10,715 | -1.5% | -$43.49万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $2,820.12万 | 0.04% | 1,081,336 | -37,594 | -3.4% | -$98.05万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2,836.55万 | 0.04% | 213,098 | -120,319 | -36.1% | -$1,601.57万 | 减仓 |
| NTRA | NATERA INC | $2,840.24万 | 0.04% | 142,019 | -3,568 | -2.5% | -$71.36万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2,860.97万 | 0.04% | 407,836 | -34,037 | -7.7% | -$238.77万 | 减仓 |
| BELFB | BEL FUSE INC-CL B | $2,883.54万 | 0.04% | 145,648 | -55,064 | -27.4% | -$1,090.16万 | 减仓 |
| EVTC | EVERTEC INC | $2,890.47万 | 0.04% | 1,024,262 | -85,464 | -7.7% | -$241.18万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $2,896.08万 | 0.04% | 322,396 | -4,606 | -1.4% | -$41.38万 | 减仓 |
| NVMI | NOVA MEASURING INSTRUMENTS | $2,898.65万 | 0.04% | 66,746 | -9,558 | -12.5% | -$415.08万 | 减仓 |
| MKSI | MKS INC | $2,921.60万 | 0.04% | 127,131 | -57,102 | -31.0% | -$1,312.26万 | 减仓 |
| LAUR | LAUREATE EDUCATION INC CL A | $2,926.16万 | 0.04% | 839,885 | -21,526 | -2.5% | -$75.00万 | 减仓 |
| CRL | CHARLES RIVER LABS | $2,949.44万 | 0.04% | 170,982 | 108,438 | 173.4% | $1,870.56万 | 加仓 |
| CACI | CACI INTERNATIONAL INC CL A | $3,001.61万 | 0.04% | 55,190 | 26,562 | 92.8% | $1,444.63万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,009.49万 | 0.04% | 527,981 | -44,046 | -7.7% | -$251.06万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $3,053.53万 | 0.04% | 362,781 | 107,342 | 42.0% | $903.50万 | 加仓 |
| WK | WORKIVA INC | $3,070.56万 | 0.04% | 514,936 | 61,485 | 13.6% | $366.64万 | 加仓 |
| DCO | DUCOMMUN INC | $3,080.85万 | 0.04% | 252,529 | -21,076 | -7.7% | -$257.13万 | 减仓 |
| VCEL | VERICEL CORP | $3,138.01万 | 0.04% | 975,447 | -81,258 | -7.7% | -$261.41万 | 减仓 |
| SRRK | SCHOLAR ROCK HOLDING CORP | $3,139.50万 | 0.04% | 638,629 | -53,284 | -7.7% | -$261.94万 | 减仓 |
| BIDU | BAIDU.COM | $3,187.76万 | 0.04% | 286,103 | 31,516 | 12.4% | $351.15万 | 加仓 |
| INSM | INSMED INC | $3,188.35万 | 0.04% | 194,982 | -4,973 | -2.5% | -$81.32万 | 减仓 |
| ADEA | ADEIA INC | $3,205.46万 | 0.04% | 1,333,941 | 1,333,941 | — | $3,205.46万 | 新建仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $3,216.90万 | 0.04% | 121,246 | -89,656 | -42.5% | -$2,378.75万 | 减仓 |
| BKLN | INVESCO SENIOR LOAN | $3,238.32万 | 0.04% | 1,586,632 | -341,939 | -17.7% | -$697.90万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP-CL C | $3,241.50万 | 0.04% | 218,503 | -6,822 | -3.0% | -$101.20万 | 减仓 |
| MOD | MODINE MANUFACTURING CO | $3,265.71万 | 0.04% | 150,695 | -49,626 | -24.8% | -$1,075.45万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $3,284.88万 | 0.04% | 564,897 | -47,135 | -7.7% | -$274.09万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH INDEX FUND | $3,298.31万 | 0.04% | 77,353 | 53,292 | 221.5% | $2,272.36万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $3,317.44万 | 0.04% | 260,212 | -21,713 | -7.7% | -$276.82万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $3,332.01万 | 0.05% | 1,237,747 | -9,676 | -0.8% | -$26.05万 | 减仓 |
| VNT | VONTIER CORP | $3,343.59万 | 0.05% | 942,653 | -27,936 | -2.9% | -$99.09万 | 减仓 |
| MSCI | MSCI INC | $3,361.05万 | 0.05% | 62,356 | -1,164 | -1.8% | -$62.74万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $3,362.92万 | 0.05% | 493,603 | 493,603 | — | $3,362.92万 | 新建仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE I | $3,416.58万 | 0.05% | 740,481 | -21,205 | -2.8% | -$97.84万 | 减仓 |
| UGI | UGI CORP | $3,447.36万 | 0.05% | 946,556 | -24,098 | -2.5% | -$87.76万 | 减仓 |
| RGA | REINSURANCE GRP OF AMERI-A | $3,501.02万 | 0.05% | 171,484 | -2,084 | -1.2% | -$42.55万 | 减仓 |
| GRDN | GUARDIAN PHRMCY SERVICES-A | $3,508.74万 | 0.05% | 931,689 | 296,068 | 46.6% | $1,114.99万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS NV | $3,515.64万 | 0.05% | 178,586 | 19,498 | 12.3% | $383.84万 | 加仓 |
| CIEN | CIENA CORP | $3,545.04万 | 0.05% | 91,313 | -54,669 | -37.4% | -$2,122.41万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATERIALS | $3,556.94万 | 0.05% | 467,035 | -18,747 | -3.9% | -$142.78万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $3,559.73万 | 0.05% | 1,321,846 | -20,589 | -1.5% | -$55.45万 | 减仓 |
| FTI | TECHNIPFMC PLC | $3,583.51万 | 0.05% | 518,372 | -49,364 | -8.7% | -$341.25万 | 减仓 |
| AORT | ARTIVION INC | $3,590.37万 | 0.05% | 980,439 | 140,377 | 16.7% | $514.06万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $3,635.33万 | 0.05% | 541,133 | -4,110 | -0.8% | -$27.61万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $3,710.89万 | 0.05% | 2,106,068 | -129,990 | -5.8% | -$229.04万 | 减仓 |
| CASY | CASEYS GENERAL STORES INC | $3,772.43万 | 0.05% | 51,829 | -1,312 | -2.5% | -$95.50万 | 减仓 |
| RDNT | RADNET INC | $3,835.26万 | 0.05% | 686,215 | -57,257 | -7.7% | -$320.01万 | 减仓 |
| SSB | SOUTHSTATE BANK CORP | $3,850.98万 | 0.05% | 416,233 | -3,432 | -0.8% | -$31.75万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $3,869.85万 | 0.05% | 189,244 | -4,450 | -2.3% | -$91.00万 | 减仓 |
| LOPE | GRAND CANYON EDUCATION INC | $3,885.70万 | 0.05% | 228,530 | -19,068 | -7.7% | -$324.21万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,892.63万 | 0.05% | 205,905 | 89,458 | 76.8% | $1,691.20万 | 加仓 |
| VIAV | VIAVI SOLUTION INC | $3,916.59万 | 0.05% | 1,176,860 | -92,769 | -7.3% | -$308.74万 | 减仓 |
| WHD | CACTUS INC-CLASS A | $3,996.57万 | 0.05% | 843,693 | -70,398 | -7.7% | -$333.48万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $4,032.23万 | 0.05% | 713,795 | 2,024 | 0.3% | $11.43万 | 加仓 |
| VNOM | VIPER ENERGY PARTNERS LP | $4,038.42万 | 0.05% | 859,421 | 18,860 | 2.2% | $88.62万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $4,044.99万 | 0.05% | 465,102 | -38,799 | -7.7% | -$337.43万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $4,095.25万 | 0.06% | 2,715,683 | 227,535 | 9.1% | $343.12万 | 加仓 |
| PIPR | PIPER SANDLER COS | $4,105.77万 | 0.06% | 536,352 | 391,075 | 269.2% | $2,993.68万 | 加仓 |
| CALX | CALIX INC | $4,116.13万 | 0.06% | 840,197 | 50,305 | 6.4% | $246.44万 | 加仓 |
| PJT | PJT PARTNERS INC - A | $4,129.90万 | 0.06% | 295,584 | -24,661 | -7.7% | -$344.56万 | 减仓 |
| ENSG | ENSIGN GROUP INC/THE | $4,153.42万 | 0.06% | 206,125 | -17,199 | -7.7% | -$346.56万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC | $4,337.48万 | 0.06% | 256,625 | -58,766 | -18.6% | -$993.26万 | 减仓 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $4,341.89万 | 0.06% | 367,894 | -24,183 | -6.2% | -$285.41万 | 减仓 |
| MGRC | MCGRATH RENTCORP | $4,373.30万 | 0.06% | 396,563 | 8,776 | 2.3% | $96.78万 | 加仓 |
| DAN | DANA HOLDING CORP | $4,382.52万 | 0.06% | 1,302,384 | -289,384 | -18.2% | -$973.78万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $4,391.04万 | 0.06% | 475,324 | -39,657 | -7.7% | -$366.35万 | 减仓 |
| OSW | ONESPAWORLD HOLDINGS LTD | $4,440.46万 | 0.06% | 1,934,839 | -161,429 | -7.7% | -$370.48万 | 减仓 |
| VSEC | VSE CORP | $4,469.41万 | 0.06% | 242,376 | -11,660 | -4.6% | -$215.01万 | 减仓 |
| VEEV | VEEVA SYSTEMS INC-CLASS A | $4,486.29万 | 0.06% | 255,396 | 7,955 | 3.2% | $139.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $4,507.73万 | 0.06% | 166,589 | -9,760 | -5.5% | -$264.10万 | 减仓 |
| GKOS | GLAUKOS CORP | $4,535.07万 | 0.06% | 421,240 | -26,565 | -5.9% | -$286.00万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $4,605.42万 | 0.06% | 968,135 | 68,804 | 7.7% | $327.30万 | 加仓 |
| SLAB | SILICON LABS INC | $4,648.86万 | 0.06% | 223,342 | -240,723 | -51.9% | -$5,010.65万 | 减仓 |
| MRCY | MERCURY COMPUTER SYSTEMS INC | $4,709.49万 | 0.06% | 645,932 | -205,885 | -24.2% | -$1,501.11万 | 减仓 |
| FBK | FB FINANCIAL CORP | $4,740.07万 | 0.06% | 912,604 | -62,111 | -6.4% | -$322.60万 | 减仓 |
| DOCS | DOXIMITY INC-CLASS A | $4,746.17万 | 0.06% | 2,036,984 | 6,642 | 0.3% | $15.48万 | 加仓 |
| SNX | SYNNEX CORP | $4,754.55万 | 0.06% | 281,818 | 10,147 | 3.7% | $171.19万 | 加仓 |
| MYRG | MYR GROUP INC/DELAWARE | $4,801.11万 | 0.06% | 170,059 | -14,194 | -7.7% | -$400.73万 | 减仓 |
| YETI | YETI HOLDINGS INC | $4,815.59万 | 0.07% | 1,316,095 | -92,945 | -6.6% | -$340.09万 | 减仓 |
| CWST | CASELLA WASTE SYSTEMS INC CL A | $4,829.06万 | 0.07% | 608,654 | -42,609 | -6.5% | -$338.06万 | 减仓 |
| TCOM | TRIP.COM GROUP LTD | $4,860.55万 | 0.07% | 976,211 | 102,424 | 11.7% | $509.97万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC CLASS A | $4,865.64万 | 0.07% | 294,637 | 46,297 | 18.6% | $764.55万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $4,963.95万 | 0.07% | 2,670,228 | -175,391 | -6.2% | -$326.05万 | 减仓 |
| SF | STIFEL FINANCIAL CORP | $4,979.23万 | 0.07% | 673,597 | 121,891 | 22.1% | $901.02万 | 加仓 |
| PATK | PATRICK INDUSTRIES INC | $5,000.64万 | 0.07% | 450,224 | -37,567 | -7.7% | -$417.26万 | 减仓 |
| ECG | EVERUS CONSTRUCTION GROUP | $5,083.05万 | 0.07% | 430,548 | -35,933 | -7.7% | -$424.22万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $5,083.64万 | 0.07% | 191,467 | -15,979 | -7.7% | -$424.26万 | 减仓 |
| LGN | LEGENCE CORP-CL A | $5,085.11万 | 0.07% | 900,657 | -46,454 | -4.9% | -$262.28万 | 减仓 |
| COCO | VITA COCO CO INC/THE | $5,139.06万 | 0.07% | 1,072,649 | -89,521 | -7.7% | -$428.90万 | 减仓 |
| TTMI | TTM TECHNOLOGIES | $5,221.67万 | 0.07% | 535,996 | -254,055 | -32.2% | -$2,475.00万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $5,278.46万 | 0.07% | 1,674,108 | 844,869 | 101.9% | $2,663.87万 | 加仓 |
| CIGI | COLLIERS INTERNATIONAL GROUP INC | $5,379.70万 | 0.07% | 503,293 | 109,418 | 27.8% | $1,169.57万 | 加仓 |
| BOOT | BOOT BARN HOLDINGS INC | $5,618.11万 | 0.08% | 383,856 | 10,340 | 2.8% | $151.34万 | 加仓 |
| RMBS | RAMBUS INC | $5,676.56万 | 0.08% | 659,835 | -40,498 | -5.8% | -$348.40万 | 减仓 |