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 |
|---|---|---|---|---|---|---|---|---|
| AXSM | AXSOME THERAPEUTICS INC | $5,862.00万 | 0.07% | 239,490 | -17,135 | -6.7% | -$419.41万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH INDEX FUND | $5,904.68万 | 0.07% | 475,532 | 166,120 | 53.7% | $2,062.71万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS NV | $5,907.31万 | 0.07% | 210,202 | 31,616 | 17.7% | $888.50万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC-A | $6,006.69万 | 0.08% | 505,741 | -36,101 | -6.7% | -$428.77万 | 减仓 |
| BOOT | BOOT BARN HOLDINGS INC | $6,084.88万 | 0.08% | 370,419 | -13,437 | -3.5% | -$220.73万 | 减仓 |
| LGN | LEGENCE CORP-CL A | $6,240.13万 | 0.08% | 732,152 | -168,505 | -18.7% | -$1,436.17万 | 减仓 |
| RMBS | RAMBUS INC | $6,251.18万 | 0.08% | 470,934 | -188,901 | -28.6% | -$2,507.47万 | 减仓 |
| TCOM | TRIP.COM GROUP LTD | $6,321.04万 | 0.08% | 1,586,606 | 610,395 | 62.5% | $2,431.81万 | 加仓 |
| YETI | YETI HOLDINGS INC | $6,435.68万 | 0.08% | 1,298,563 | -17,532 | -1.3% | -$86.89万 | 减仓 |
| OII | OCEANEERING INTL INC | $6,507.90万 | 0.08% | 1,606,095 | -94,194 | -5.5% | -$381.67万 | 减仓 |
| GKOS | GLAUKOS CORP | $6,560.17万 | 0.08% | 469,388 | 48,148 | 11.4% | $672.92万 | 加仓 |
| COCO | VITA COCO CO INC/THE | $6,622.45万 | 0.08% | 1,001,278 | -71,371 | -6.7% | -$472.05万 | 减仓 |
| STRL | STERLING CONSTRUCTION CO | $6,661.33万 | 0.08% | 79,362 | -82,344 | -50.9% | -$6,911.63万 | 减仓 |
| ECG | EVERUS CONSTRUCTION GROUP | $6,669.03万 | 0.08% | 401,870 | -28,678 | -6.7% | -$475.91万 | 减仓 |
| ITT | ITT INC | $6,683.43万 | 0.08% | 337,957 | -9,557 | -2.8% | -$189.00万 | 减仓 |
| APP | APPLOVIN CORP-CLASS A | $6,725.55万 | 0.08% | 130,535 | 127,991 | 5,031.1% | $6,594.48万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS INC | $6,861.12万 | 0.09% | 1,475,192 | 49,413 | 3.5% | $229.82万 | 加仓 |
| YUMC | YUM CHINA HOLDINGS INC | $6,999.80万 | 0.09% | 1,712,698 | -2,581,213 | -60.1% | -$1.05亿 | 减仓 |
| MYRG | MYR GROUP INC/DELAWARE | $7,035.32万 | 0.09% | 140,594 | -29,465 | -17.3% | -$1,474.43万 | 减仓 |
| SNX | SYNNEX CORP | $7,053.28万 | 0.09% | 263,832 | -17,986 | -6.4% | -$480.84万 | 减仓 |
| MTSI | MA-COM TECHNOLOGY SOLUTIONS | $7,858.82万 | 0.10% | 206,610 | -115,849 | -35.9% | -$4,406.55万 | 减仓 |
| HQY | HEALTHEQUITY INC | $8,206.06万 | 0.10% | 908,554 | -23,352 | -2.5% | -$210.92万 | 减仓 |
| HXL | HEXCEL CORP | $8,207.16万 | 0.10% | 820,224 | 14,711 | 1.8% | $147.20万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $8,211.35万 | 0.10% | 2,536,716 | -178,967 | -6.6% | -$579.32万 | 减仓 |
| ALKS | ALKERMES INC | $8,307.32万 | 0.10% | 1,585,518 | -199,063 | -11.2% | -$1,042.99万 | 减仓 |
| AIR | AAR CORP | $8,326.73万 | 0.11% | 582,574 | -56,311 | -8.8% | -$804.85万 | 减仓 |
| MRCY | MERCURY COMPUTER SYSTEMS INC | $8,332.41万 | 0.11% | 681,142 | 35,210 | 5.5% | $430.72万 | 加仓 |
| ABEV | AMBEV SA-SPN ADR | $8,478.14万 | 0.11% | 27,000,448 | 6,509,817 | 31.8% | $2,044.08万 | 加仓 |
| MOG/A | MOOG INC CL A | $8,677.18万 | 0.11% | 204,728 | -6,335 | -3.0% | -$268.50万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $8,861.15万 | 0.11% | 861,309 | 369,019 | 75.0% | $3,796.47万 | 加仓 |
| ESE | ESCO TECHNOLOGIES | $8,989.48万 | 0.11% | 256,813 | -43,940 | -14.6% | -$1,538.08万 | 减仓 |
| UNH | UNITEDHEALTH GROUP | $9,068.63万 | 0.11% | 218,190 | 51,601 | 31.0% | $2,144.69万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS CL B | $9,223.66万 | 0.12% | 291,805 | -61,404 | -17.4% | -$1,940.92万 | 减仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL | $9,520.64万 | 0.12% | 74,525 | -32,921 | -30.6% | -$4,205.69万 | 减仓 |
| — | ARCOSA INC | $9,679.27万 | 0.12% | 666,203 | -126,873 | -16.0% | -$1,843.34万 | 减仓 |
| DHR | DANAHER CORP | $9,846.25万 | 0.12% | 516,918 | -39,935 | -7.2% | -$760.68万 | 减仓 |
| MRX | MAREX GROUP PLC | $9,914.75万 | 0.13% | 1,626,702 | -291,920 | -15.2% | -$1,779.25万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $9,968.50万 | 0.13% | 294,586 | -137,193 | -31.8% | -$4,642.47万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $9,995.97万 | 0.13% | 2,447,594 | -134,977 | -5.2% | -$551.25万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1.13亿 | 0.14% | 1,619,931 | -54,177 | -3.2% | -$377.18万 | 减仓 |
| ATI | ALLEGHENY TECHNOLOGIES INC | $1.15亿 | 0.14% | 581,326 | -72,090 | -11.0% | -$1,420.89万 | 减仓 |
| LIN | LINDE PLC | $1.16亿 | 0.15% | 222,955 | -86,050 | -27.8% | -$4,465.48万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $1.19亿 | 0.15% | 318,553 | -17,798 | -5.3% | -$663.63万 | 减仓 |
| HD | HOME DEPOT | $1.20亿 | 0.15% | 339,950 | -119,102 | -25.9% | -$4,200.49万 | 减仓 |
| RBC | RBC BEARINGS INC | $1.24亿 | 0.16% | 192,977 | -11,055 | -5.4% | -$712.01万 | 减仓 |
| ABNB | AIRBNB INC | $1.31亿 | 0.17% | 915,294 | -209,525 | -18.6% | -$2,998.30万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.61亿 | 0.20% | 737,746 | -23,131 | -3.0% | -$505.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $1.67亿 | 0.21% | 178,361 | -14,281 | -7.4% | -$1,335.94万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1.75亿 | 0.22% | 580,187 | 68,090 | 13.3% | $2,049.71万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE INC COMMON STOCK NEW | $1.87亿 | 0.24% | 2,035,771 | -71,975 | -3.4% | -$662.82万 | 减仓 |
| JPM | JP MORGAN CHASE & CO | $1.91亿 | 0.24% | 582,767 | -57,731 | -9.0% | -$1,889.71万 | 减仓 |
| BLK | BLACKROCK INC | $1.91亿 | 0.24% | 198,459 | -11,095 | -5.3% | -$1,066.85万 | 减仓 |
| GS | GOLDMAN SACHS GROUP | $1.94亿 | 0.24% | 191,453 | -21,732 | -10.2% | -$2,197.91万 | 减仓 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | $2.01亿 | 0.25% | 607,632 | -118,063 | -16.3% | -$3,901.51万 | 减仓 |
| PH | PARKER HANNIFIN | $2.04亿 | 0.26% | 208,634 | -35,520 | -14.5% | -$3,474.28万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2.11亿 | 0.27% | 124,382 | 33,157 | 36.3% | $5,628.04万 | 加仓 |
| KLAC | KLA-TENCOR CORPORATION | $2.32亿 | 0.29% | 769,321 | -478,509 | -38.3% | -$1.44亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR ADR | $2.32亿 | 0.29% | 486,273 | -167,825 | -25.7% | -$8,014.82万 | 减仓 |
| CMI | CUMMINS ENGINE | $2.54亿 | 0.32% | 355,936 | 20,365 | 6.1% | $1,452.45万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $2.78亿 | 0.35% | 785,168 | -75,094 | -8.7% | -$2,662.61万 | 减仓 |
| WDAY | WORKDAY INC | $2.81亿 | 0.35% | 2,295,182 | 215,882 | 10.4% | $2,642.83万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2.91亿 | 0.37% | 591,726 | 84,221 | 16.6% | $4,136.60万 | 加仓 |
| NKE | NIKE INC CL B | $3.20亿 | 0.40% | 7,806,708 | -121,280 | -1.5% | -$497.85万 | 减仓 |
| AVGO | BROADCOM INC | $3.29亿 | 0.42% | 871,078 | 808,131 | 1,283.8% | $3.05亿 | 加仓 |
| FDS | FACTSET RESEARCH SYSTEMS INC | $3.31亿 | 0.42% | 1,439,274 | -38,754 | -2.6% | -$891.65万 | 减仓 |
| SPGI | S&P GLOBAL | $3.31亿 | 0.42% | 813,725 | 139,259 | 20.6% | $5,671.46万 | 加仓 |
| ILMN | ILLUMINA INC | $3.40亿 | 0.43% | 1,931,948 | -1,011,029 | -34.4% | -$1.78亿 | 减仓 |
| LSGR | NATIXIS LOOMIS FOCUSED GRWTH | $3.41亿 | 0.43% | 8,087,491 | 600,490 | 8.0% | $2,529.86万 | 加仓 |
| MA | MASTERCARD INC-CLASS A | $3.73亿 | 0.47% | 726,071 | 110,827 | 18.0% | $5,692.07万 | 加仓 |
| XYZ | BLOCK INC | $5.58亿 | 0.70% | 7,340,417 | -83,252 | -1.1% | -$632.72万 | 减仓 |
| YUM | YUM! BRANDS INC | $5.87亿 | 0.74% | 3,673,461 | -68,113 | -1.8% | -$1,088.85万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $6.09亿 | 0.77% | 3,414,019 | 342,094 | 11.1% | $6,097.48万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $6.59亿 | 0.83% | 1,656,156 | -43,537 | -2.6% | -$1,731.38万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.59亿 | 0.83% | 1,315,185 | -48,573 | -3.6% | -$2,435.26万 | 减仓 |
| SEIC | SEI INVESTMENTS CO | $7.44亿 | 0.94% | 8,482,052 | -146,827 | -1.7% | -$1,287.82万 | 减仓 |
| NVS | NOVARTIS AG SPON ADR | $8.21亿 | 1.04% | 5,239,309 | -186,791 | -3.4% | -$2,927.39万 | 减仓 |
| DE | DEERE & CO | $8.67亿 | 1.09% | 1,367,369 | -7,442 | -0.5% | -$472.07万 | 减仓 |
| NVO | NOVO-NORDISK A/S SPONS ADR | $8.91亿 | 1.13% | 18,594,352 | 1,577,037 | 9.3% | $7,560.32万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $8.96亿 | 1.13% | 5,497,102 | -117,704 | -2.1% | -$1,918.34万 | 减仓 |
| SBUX | STARBUCKS CORP | $9.33亿 | 1.18% | 9,132,297 | -244,151 | -2.6% | -$2,494.98万 | 减仓 |
| GOOG | ALPHABET INC-CL C | $9.60亿 | 1.21% | 2,716,368 | -131,291 | -4.6% | -$4,638.91万 | 减仓 |
| CRM | SALESFORCE.COM INC | $10.11亿 | 1.28% | 6,452,463 | 395,709 | 6.5% | $6,199.18万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $11.59亿 | 1.46% | 1,859,172 | -53,138 | -2.8% | -$3,313.37万 | 减仓 |
| ADSK | AUTODESK INC | $12.32亿 | 1.55% | 6,335,468 | 595,237 | 10.4% | $1.16亿 | 加仓 |
| DIS | THE WALT DISNEY CO | $13.07亿 | 1.65% | 13,574,038 | -417,607 | -3.0% | -$4,019.47万 | 减仓 |
| SHOP | SHOPIFY INC - CLASS A | $16.45亿 | 2.08% | 14,408,186 | 4,741 | 0.0% | $54.13万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $19.48亿 | 2.46% | 3,920,953 | -82,868 | -2.1% | -$4,116.30万 | 减仓 |
| MNST | MONSTER BEVERAGE CORPORATION | $23.89亿 | 3.02% | 24,849,175 | -1,056,049 | -4.1% | -$1.02亿 | 减仓 |
| ORCL | ORACLE CORP | $24.47亿 | 3.09% | 16,698,361 | -140,879 | -0.8% | -$2,064.58万 | 减仓 |
| NFLX | NETFLIX.COM INC | $28.57亿 | 3.61% | 40,017,462 | 2,043,917 | 5.4% | $1.46亿 | 加仓 |
| MSFT | MICROSOFT CORP | $29.02亿 | 3.66% | 7,779,696 | 1,716,369 | 28.3% | $6.40亿 | 加仓 |
| BA | BOEING CO | $30.12亿 | 3.80% | 13,915,261 | -146,693 | -1.0% | -$3,175.46万 | 减仓 |
| V | VISA INC-CLASS A SHRS | $31.26亿 | 3.95% | 9,110,773 | -143,088 | -1.5% | -$4,909.21万 | 减仓 |
| META | META PLATFORMS INC | $42.27亿 | 5.34% | 7,504,423 | 54,322 | 0.7% | $3,059.90万 | 加仓 |
| AMZN | AMAZON.COM INC | $43.60亿 | 5.50% | 18,291,403 | -34,367 | -0.2% | -$819.10万 | 减仓 |
| TSLA | TESLA INC | $53.33亿 | 6.73% | 12,679,478 | 24,467 | 0.2% | $1,029.08万 | 加仓 |
| GOOGL | ALPHABET INC-CL A | $61.53亿 | 7.77% | 17,217,854 | -121,740 | -0.7% | -$4,350.62万 | 减仓 |
| NVDA | NVIDIA CORP | $79.04亿 | 9.98% | 39,501,911 | -1,475,131 | -3.6% | -$2.95亿 | 减仓 |