Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0000312348 · 2026 Q2 · vs 2026 Q1 · Filed 14 Aug 2026 (9 days ago)

LOOMIS SAYLES & CO L P

Reported book: $79.8B
Positions: 509

Reported book trail

53 quarters on file · 2013 Q2 to 2026 Q2

2013 Q22015 Q12017 Q12018 Q42020 Q42022 Q32024 Q32026 Q2

The book

Top 200 of 509 positions · 96% of the book

CutAdded· vs 2026 Q1

NVDA$7.9B▲ +$757.5M GOOGL$6.2B▲ +$1.2B TSLA$5.3B▲ +$628.5M AMZN$4.4B▲ +$542.9M META$4.2B· -$35.3M V$3.1B▲ +$328.9M BA$3.0B▲ +$213.5M MSFT$2.9B▲ +$657.5M NFLX$2.9B▼ -$793.9M ORCL$2.4B· -$30.1M MNST$2.4B▲ +$511.4M VRTX$1.9B▲ +$159.8M SHOP$1.6B▼ -$63.4M DIS$1.3B ADSK$1.2B▼ -$142.5M REGN$1.2B▼ -$318.3M CRM$1.0B▼ -$119.8M GOOG$959.8M▲ +$142.9M SBUX$933.2M EXPD$895.9M NVO$891.4M DE$867.4M NVS$821.1M SEIC$744.0M TMO$659.4M ISRG$658.6M BKNG$608.5M YUM$587.2M XYZ$557.9M MA LSGR ILMN SPGI FDS AVGO NKE TT WDAY ARM CMI TSM KLAC MELI PH HLT GS BLK JPM ORLY ALNY COST PGR ABNB RBC

Shares added · vs 2026 Q1

Ranked by dollar move

NFLX$2.9B held · +5% of shares · -$793.9M value+2.04M sh
MSFT$2.9B held · +28% of shares · +$657.5M value+1.72M sh
TSLA$5.3B held · +0% of shares · +$628.5M value+24.5K sh
AVGO$329.1M held · +1284% of shares · +$309.6M value+808.1K sh
NVO$891.4M held · +9% of shares · +$266.0M value+1.58M sh
ADSK$1.2B held · +10% of shares · -$142.5M value+595.2K sh
CRM$1.0B held · +7% of shares · -$119.8M value+395.7K sh
BKNG$608.5M held · +11% of shares · +$91.2M value · 25:1 split+342.1K sh
TT$290.6M held · +17% of shares · +$79.1M value+84.2K sh
CMI$253.9M held · +6% of shares · +$73.3M value+20.4K sh
APP$67.3M held · +5031% of shares · +$66.2M value+128.0K sh
MA$372.9M held · +18% of shares · +$65.5M value+110.8K sh
TWST$88.6M held · +75% of shares · +$65.2M value+369.0K sh
SHOP$1.6B held · +0% of shares · -$63.4M value+4.7K sh
MELI$211.1M held · +36% of shares · +$53.4M value+33.2K sh
KLAC$232.1M held · -38% of shares · +$48.4M value · 10:1 split-478.5K sh
LSGR$340.7M held · +8% of shares · +$45.8M value+600.5K sh
UNH$90.7M held · +31% of shares · +$45.6M value+51.6K sh
SPGI$331.4M held · +21% of shares · +$44.5M value+139.3K sh
MRCY$83.3M held · +5% of shares · +$36.2M value+35.2K sh
META$4.2B held · +1% of shares · -$35.3M value+54.3K sh
ONTO$49.7M held · +62% of shares · +$33.1M value+50.4K sh
DCO$57.3M held · +23% of shares · +$26.5M value+56.9K sh
IWF$59.0M held · +54% of shares · +$26.1M value · 4:1 split+166.1K sh
PTRN$49.8M held · +0% of shares · +$25.3M value+7.7K sh
FTRE$42.5M held · +34% of shares · +$25.3M value+617.8K sh
ABEV$84.8M held · +32% of shares · +$24.9M value+6.51M sh
NXPI$59.1M held · +18% of shares · +$23.9M value+31.6K sh
NEO$37.0M held · +30% of shares · +$22.6M value+592.3K sh
VCEL$53.4M held · +23% of shares · +$22.0M value+224.8K sh
CRL$50.7M held · +31% of shares · +$21.2M value+52.7K sh
CXT$48.0M held · +37% of shares · +$20.3M value+255.2K sh
GKOS$65.6M held · +11% of shares · +$20.3M value+48.1K sh
Q$44.0M held · +27% of shares · +$19.6M value+57.8K sh
RACE$42.4M held · +69% of shares · +$19.6M value+46.5K sh
DORM$44.2M held · +34% of shares · +$18.9M value+81.9K sh
TVTX$26.8M held · +56% of shares · +$17.8M value+169.4K sh
HXL$82.1M held · +2% of shares · +$16.9M value+14.7K sh
RAL$29.0M held · +16% of shares · +$14.9M value+53.7K sh
TCOM$63.2M held · +63% of shares · +$14.6M value+610.4K sh
PTCT$48.2M held · +20% of shares · +$14.5M value+96.8K sh
ADEA$46.5M held · +6% of shares · +$14.4M value+76.6K sh
PGNY$31.2M held · +9% of shares · +$14.4M value+92.5K sh
ALHC$51.2M held · +2% of shares · +$14.1M value+42.8K sh
QQQ$21.5M held · +104% of shares · +$13.2M value+14.8K sh
WT$37.1M held · +32% of shares · +$12.9M value+527.8K sh
BIDU$44.7M held · +37% of shares · +$12.8M value+105.2K sh
AGM$44.9M held · +3% of shares · +$12.5M value+6.9K sh
POWI$23.5M held · +20% of shares · +$11.5M value+46.5K sh
AMG$34.9M held · +20% of shares · +$11.1M value+17.1K sh
WDAY$281.0M held · +10% of shares · +$10.8M value+215.9K sh
SHYG$16.7M held · +156% of shares · +$10.2M value+240.7K sh
LFST$20.2M held · +12% of shares · +$9.4M value+200.4K sh
NBIX$30.8M held · +10% of shares · +$8.9M value+16.8K sh
POOL$22.1M held · +53% of shares · +$8.5M value+35.4K sh
SGHC$28.5M held · +13% of shares · +$8.3M value+236.5K sh
IRON$27.9M held · +20% of shares · +$7.6M value+64.6K sh
ESI$19.7M held · +15% of shares · +$7.5M value+54.9K sh
NTAP$18.8M held · +8% of shares · +$7.4M value+9.5K sh
ALBPRA$10.9M held · +$7.2M valuesymbol retired
TLN$32.8M held · +6% of shares · +$7.2M value+5.0K sh
DKS$15.6M held · +58% of shares · +$7.0M value+25.4K sh
CON$24.2M held · +1% of shares · +$7.0M value+9.5K sh
HRI$18.0M held · +11% of shares · +$6.8M value+12.9K sh
JHX$16.1M held · +18% of shares · +$6.3M value+94.7K sh
VVR$9.5M held · +211% of shares · +$6.2M value+2.15M sh
RWL$7.0M held · +401% of shares · +$5.7M value+43.7K sh
SGI$21.3M held · +29% of shares · +$5.7M value+60.3K sh
FSS$25.7M held · +6% of shares · +$5.3M value+11.4K sh
ALNY$174.7M held · +13% of shares · +$5.2M value+68.1K sh
ABBV$11.0M held · +64% of shares · +$5.2M value+16.9K sh
SUPN$68.6M held · +3% of shares · -$5.1M value+49.4K sh
LNTH$15.7M held · +1% of shares · +$5.1M value+1.6K sh
SFBS$15.3M held · +26% of shares · +$5.1M value+36.0K sh
TEAM$12.4M held · +47% of shares · +$5.0M value+51.2K sh
AVTR$14.6M held · +19% of shares · +$4.9M value+232.1K sh
POWL$24.2M held · -21% of shares · +$4.8M value · 3:1 split-23.0K sh
EWZ$8.0M held · +149% of shares · +$4.4M value+138.6K sh
INVX$20.5M held · +23% of shares · +$4.2M value+157.1K sh
RGA$39.2M held · +7% of shares · +$4.2M value+12.7K sh
EHC$10.7M held · +46% of shares · +$3.7M value+33.6K sh
AEBI$12.7M held · +8% of shares · +$3.6M value+74.9K sh
EWW$8.0M held · +80% of shares · +$3.5M value+47.1K sh
BC$15.4M held · +12% of shares · +$3.5M value+19.5K sh
PNC$9.9M held · +29% of shares · +$3.4M value+9.2K sh
TBBK$10.6M held · +27% of shares · +$3.4M value+35.5K sh
USB$10.3M held · +28% of shares · +$3.4M value+37.3K sh
APTV$17.2M held · +39% of shares · +$3.2M value+78.8K sh
BGSI$11.3M held · +6% of shares · -$3.1M value+6.6K sh
C$8.4M held · +29% of shares · +$3.1M value+13.4K sh
AMD$4.7M held · +2% of shares · +$3.1M value+136 sh
CL$7.8M held · +51% of shares · +$3.0M value+28.5K sh
LLY$7.1M held · +24% of shares · +$2.7M value+1.2K sh
AR$15.2M held · +2% of shares · -$2.7M value+10.5K sh
SPG$9.6M held · +14% of shares · +$2.6M value+5.2K sh
AMRZ$16.2M held · +24% of shares · +$2.5M value+59.9K sh
VUG$5.5M held · -42% of shares · -$2.5M value · 6:1 split-45.5K sh
SLQD$8.1M held · +43% of shares · +$2.5M value+48.9K sh
GXO$13.8M held · +24% of shares · +$2.4M value+53.1K sh
CACI$27.8M held · +9% of shares · -$2.2M value+4.9K sh

1–100 of 144

Shares cut · vs 2026 Q1

Ranked by dollar move

GOOGL$6.2B held · -1% of shares · +$1.2B value-121.7K sh
NVDA$7.9B held · -4% of shares · +$757.5M value-1.48M sh
AMZN$4.4B held · -0% of shares · +$542.9M value-34.4K sh
MNST$2.4B held · -4% of shares · +$511.4M value-1.06M sh
QCOM$33.9M held · -96% of shares · -$506.9M value-4.02M sh
V$3.1B held · -2% of shares · +$328.9M value-143.1K sh
REGN$1.2B held · -3% of shares · -$318.3M value-53.1K sh
PYPL$10.9M held · -96% of shares · -$275.3M value-6.08M sh
BA$3.0B held · -1% of shares · +$213.5M value-146.7K sh
VRTX$1.9B held · -2% of shares · +$159.8M value-82.9K sh
ARM$278.4M held · -9% of shares · +$148.3M value-75.1K sh
GOOG$959.8M held · -5% of shares · +$142.9M value-131.3K sh
YUMC$70.0M held · -60% of shares · -$139.5M value-2.58M sh
ISRG$658.6M held · -3% of shares · -$124.9M value-43.5K sh
XYZ$557.9M held · -1% of shares · +$111.1M value-83.3K sh
NKE$320.5M held · -2% of shares · -$98.3M value-121.3K sh
SBUX$933.2M held · -3% of shares · +$93.2M value-244.2K sh
DE$867.4M held · -1% of shares · +$92.9M value-7.4K sh
EXPD$895.9M held · -2% of shares · +$91.7M value-117.7K sh
EXPE$18.2M held · -82% of shares · -$72.1M value-320.1K sh
BABA$1.9M held · -96% of shares · -$67.5M value-533.1K sh
SEIC$744.0M held · -2% of shares · +$66.9M value-146.8K sh
ALGM$112.8M held · -3% of shares · +$60.0M value-54.2K sh
ROP$99.7M held · -32% of shares · -$53.1M value-137.2K sh
OSIS$5.0M held · -88% of shares · -$45.9M value-168.7K sh
DIS$1.3B held · -3% of shares · -$42.0M value-417.6K sh
EXTR$82.1M held · -7% of shares · +$41.2M value-179.0K sh
MTD$95.2M held · -31% of shares · -$40.3M value-32.9K sh
LIN$115.7M held · -28% of shares · -$37.5M value-86.0K sh
SIMO$53.8M held · -14% of shares · +$32.6M value-27.2K sh
HD$119.9M held · -26% of shares · -$31.1M value-119.1K sh
LTH$100.0M held · -5% of shares · +$30.4M value-135.0K sh
ORCL$2.4B held · -1% of shares · -$30.1M value-140.9K sh
COST$166.9M held · -7% of shares · -$25.1M value-14.3K sh
MOG-A$86.8M held · -3% of shares · +$25.0M value-6.3K sh
ILMN$339.7M held · -34% of shares · -$23.1M value-1.01M sh
SNX$70.5M held · -6% of shares · +$23.0M value-18.0K sh
GTX$49.5M held · -7% of shares · +$23.0M value-95.3K sh
MYRG$70.4M held · -17% of shares · +$22.3M value-29.5K sh
PLGO$2.1M held · -93% of shares · -$22.0M value-1.17M sh
LGND$92.2M held · -17% of shares · +$21.7M value-61.4K sh
ENSG$20.9M held · -37% of shares · -$20.6M value-75.6K sh
ALKS$83.1M held · -11% of shares · +$20.0M value-199.1K sh
HLT$200.8M held · -16% of shares · -$19.9M value-118.1K sh
ATI$114.6M held · -11% of shares · +$19.5M value-72.1K sh
HURN$14.1M held · -40% of shares · -$19.1M value-104.1K sh
PDFS$45.5M held · -22% of shares · +$18.5M value-183.8K sh
ENVA$40.4M held · -3% of shares · +$17.0M value-4.5K sh
CIEN$19.1M held · -57% of shares · -$16.4M value-52.4K sh
YETI$64.4M held · -1% of shares · +$16.2M value-17.5K sh
MGY$52.8M held · -5% of shares · -$16.0M value-114.6K sh
ECG$66.7M held · -7% of shares · +$15.9M value-28.7K sh
FROG$35.3M held · -7% of shares · +$15.8M value-27.8K sh
HNGE$30.0M held · -3% of shares · +$15.7M value-9.7K sh
AXSM$58.6M held · -7% of shares · +$15.2M value-17.1K sh
VNT$18.3M held · -33% of shares · -$15.1M value-311.2K sh
COCO$66.2M held · -7% of shares · +$14.8M value-71.4K sh
CHE$11.4M held · -65% of shares · -$14.8M value-44.9K sh
UCTT$29.0M held · -12% of shares · +$14.7M value-27.5K sh
DAN$29.3M held · -17% of shares · -$14.5M value-225.6K sh
PH$204.1M held · -15% of shares · -$14.5M value-35.5K sh
APGE$45.0M held · -7% of shares · +$14.4M value-24.1K sh
WDC$9.2M held · -83% of shares · -$14.3M value-72.6K sh
VNOM$26.3M held · -28% of shares · -$14.1M value-239.0K sh
CIGI$39.9M held · -16% of shares · -$13.9M value-78.0K sh
MRX$99.1M held · -15% of shares · +$13.6M value-291.9K sh
OMDA$35.1M held · -7% of shares · +$13.6M value-114.0K sh
RBC$124.3M held · -5% of shares · +$13.5M value-11.1K sh
AIR$83.3M held · -9% of shares · +$13.3M value-56.3K sh
GS$193.6M held · -10% of shares · +$13.3M value-21.7K sh
BRKR$3.3M held · -88% of shares · -$13.2M value-402.1K sh
ACA$96.8M held · -16% of shares · +$12.6M value-126.9K sh
MKSI$41.7M held · -26% of shares · +$12.5M value-33.4K sh
PATK$37.7M held · -7% of shares · -$12.3M value-30.0K sh
GNRC$38.6M held · -2% of shares · +$12.2M value-3.2K sh
CALX$29.3M held · -7% of shares · -$11.9M value-55.4K sh
LGN$62.4M held · -19% of shares · +$11.6M value-168.5K sh
TYL$53.6M held · -3% of shares · -$11.4M value-6.4K sh
FSV$13.1M held · -47% of shares · -$11.3M value-83.2K sh
CHDN$17.7M held · -39% of shares · -$11.3M value-124.9K sh
TSM$232.2M held · -26% of shares · +$11.2M value-167.8K sh
ABNB$131.0M held · -19% of shares · -$11.1M value-209.5K sh
TMO$659.4M held · -4% of shares · -$10.9M value-48.6K sh
BTSG$29.3M held · -3% of shares · +$10.9M value-11.3K sh
BLK$190.8M held · -5% of shares · -$10.7M value-11.1K sh
TTMI$41.7M held · -58% of shares · -$10.5M value-313.1K sh
FDS$331.1M held · -3% of shares · +$10.4M value-38.8K sh
PGR$161.2M held · -3% of shares · +$10.3M value-23.1K sh
AEIS$118.8M held · -5% of shares · +$10.2M value-17.8K sh
PCOR$20.0M held · -7% of shares · -$10.1M value-35.2K sh
CASY$28.5M held · -31% of shares · -$9.2M value-16.0K sh
NTRA$37.6M held · -3% of shares · +$9.2M value-3.6K sh
JAZZ$47.8M held · -4% of shares · +$8.8M value-7.7K sh
KRMN$13.5M held · -3% of shares · -$8.8M value-7.3K sh
AD$25.7M held · -4% of shares · -$8.5M value-33.0K sh
LOPE$30.5M held · -7% of shares · -$8.3M value-15.2K sh
MIRM$51.9M held · -7% of shares · +$8.0M value-31.7K sh
CHKP$1.1M held · -87% of shares · -$7.9M value-54.9K sh
LRCX$15.7M held · -1% of shares · +$7.9M value-417 sh
RYTM$48.2M held · -7% of shares · +$7.7M value-31.0K sh

1–100 of 295

Opened (54)

1 moved by a corporate action (dashed).

Closed (68)

2 moved by a corporate action (dashed).