Loomis Sayles
Active equity managersFiles as LOOMIS SAYLES & CO L P (SEC CIK 312348). Portfolio from its latest quarterly 13F-HR filing.
- $78.4B
- Tracked value
- 630
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
Top 100 of 630 tracked positions, by value| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 10.1% | ▼ 3.6% | 39,501,911 | $7.9B |
| 2 | GOOGLAlphabet Inc. | 7.8% | ▼ 0.7% | 17,217,854 | $6.15B |
| 3 | TSLATesla, Inc. | 6.8% | ▲ 0.2% | 12,679,478 | $5.33B |
| 4 | AMZNAMAZON COM INC | 5.6% | ▼ 0.2% | 18,291,403 | $4.36B |
| 5 | METAMeta Platforms, Inc. | 5.4% | ▲ 0.7% | 7,504,423 | $4.23B |
| 6 | VVISA INC. | 4.0% | ▼ 1.5% | 9,110,773 | $3.13B |
| 7 | BABOEING CO | 3.8% | ▼ 1.0% | 13,915,261 | $3.01B |
| 8 | MSFTMICROSOFT CORP | 3.7% | ▲ 28.3% | 7,779,696 | $2.9B |
| 9 | NFLXNETFLIX INC | 3.6% | ▲ 5.4% | 40,017,462 | $2.86B |
| 10 | ORCLORACLE CORP | 3.1% | ▼ 0.8% | 16,698,361 | $2.45B |
| 11 | MNSTMonster Beverage Corp | 3.0% | ▼ 4.1% | 24,849,175 | $2.39B |
| 12 | VRTXVERTEX PHARMACEUTICALS INC / MA | 2.5% | ▼ 2.1% | 3,920,953 | $1.95B |
| 13 | SHOPSHOPIFY INC. | 2.1% | ▲ 0.0% | 14,408,186 | $1.65B |
| 14 | DISWalt Disney Co | 1.7% | ▼ 3.0% | 13,574,038 | $1.31B |
| 15 | ADSKAutodesk, Inc. | 1.6% | ▲ 10.4% | 6,335,468 | $1.23B |
| 16 | REGNREGENERON PHARMACEUTICALS, INC. | 1.5% | ▼ 2.8% | 1,859,172 | $1.16B |
| 17 | CRMSalesforce, Inc. | 1.3% | ▲ 6.5% | 6,452,463 | $1.01B |
| 18 | GOOGAlphabet Inc. | 1.2% | ▼ 4.6% | 2,716,368 | $959.77M |
| 19 | SBUXSTARBUCKS CORP | 1.2% | ▼ 2.6% | 9,132,297 | $933.23M |
| 20 | EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC | 1.1% | ▼ 2.1% | 5,497,102 | $895.92M |
| 21 | NVONOVO NORDISK A S | 1.1% | ▲ 9.3% | 18,594,352 | $891.41M |
| 22 | DEDEERE & CO | 1.1% | ▼ 0.5% | 1,367,369 | $867.36M |
| 23 | NVSNOVARTIS AG | 1.0% | ▼ 3.4% | 5,239,309 | $821.1M |
| 24 | SEICSEI INVESTMENTS CO | 0.9% | ▼ 1.7% | 8,482,052 | $743.96M |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC. | 0.8% | ▼ 3.6% | 1,315,185 | $659.38M |
| 26 | ISRGINTUITIVE SURGICAL INC | 0.8% | ▼ 2.6% | 1,656,156 | $658.62M |
| 27 | BKNGBooking Holdings Inc. | 0.8% | ▲ 11.1% | 3,414,019 | $608.51M |
| 28 | YUMYUM BRANDS INC | 0.7% | ▼ 1.8% | 3,673,461 | $587.24M |
| 29 | XYZBlock, Inc. | 0.7% | ▼ 1.1% | 7,340,417 | $557.87M |
| 30 | MAMastercard Inc | 0.5% | ▲ 18.0% | 726,071 | $372.91M |
| 31 | ILMNILLUMINA, INC. | 0.4% | ▼ 34.4% | 1,931,948 | $339.69M |
| 32 | SPGIS&P Global Inc. | 0.4% | ▲ 20.6% | 813,725 | $331.4M |
| 33 | FDSFACTSET RESEARCH SYSTEMS INC | 0.4% | ▼ 2.6% | 1,439,274 | $331.15M |
| 34 | AVGOBroadcom Inc. | 0.4% | ▲ 1,284% | 871,078 | $329.05M |
| 35 | NKENIKE, Inc. | 0.4% | ▼ 1.5% | 7,806,708 | $320.47M |
| 36 | TTTrane Technologies plc | 0.4% | ▲ 16.6% | 591,726 | $290.63M |
| 37 | WDAYWorkday, Inc. | 0.4% | ▲ 10.4% | 2,295,182 | $280.98M |
| 38 | ARMARM HOLDINGS PLC /UK | 0.4% | ▼ 8.7% | 785,168 | $278.4M |
| 39 | CMICUMMINS INC | 0.3% | ▲ 6.1% | 355,936 | $253.86M |
| 40 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 0.3% | ▼ 25.7% | 486,273 | $232.23M |
| 41 | KLACKLA CORP | 0.3% | ▼ 38.3% | 769,321 | $232.11M |
| 42 | MELIMERCADOLIBRE INC | 0.3% | ▲ 36.3% | 124,382 | $211.12M |
| 43 | PHParker-Hannifin Corp | 0.3% | ▼ 14.5% | 208,634 | $204.07M |
| 44 | HLTHilton Worldwide Holdings Inc. | 0.3% | ▼ 16.3% | 607,632 | $200.8M |
| 45 | GSGOLDMAN SACHS GROUP INC | 0.2% | ▼ 10.2% | 191,453 | $193.63M |
| 46 | BLKBlackRock, Inc. | 0.2% | ▼ 5.3% | 198,459 | $190.83M |
| 47 | JPMJPMORGAN CHASE & CO | 0.2% | ▼ 9.0% | 582,767 | $190.76M |
| 48 | ORLYO REILLY AUTOMOTIVE INC | 0.2% | ▼ 3.4% | 2,035,771 | $187.47M |
| 49 | ALNYALNYLAM PHARMACEUTICALS, INC. | 0.2% | ▲ 13.3% | 580,187 | $174.65M |
| 50 | COSTCOSTCO WHOLESALE CORP /NEW | 0.2% | ▼ 7.4% | 178,361 | $166.85M |
| 51 | PGRPROGRESSIVE CORP/OH/ | 0.2% | ▼ 3.0% | 737,746 | $161.16M |
| 52 | ABNBAirbnb, Inc. | 0.2% | ▼ 18.6% | 915,294 | $130.98M |
| 53 | RBCRBC Bearings INC | 0.2% | ▼ 5.4% | 192,977 | $124.29M |
| 54 | HDHOME DEPOT, INC. | 0.2% | ▼ 25.9% | 339,950 | $119.89M |
| 55 | AEISADVANCED ENERGY INDUSTRIES INC | 0.2% | ▼ 5.3% | 318,553 | $118.78M |
| 56 | LINLINDE PLC | 0.1% | ▼ 27.8% | 222,955 | $115.7M |
| 57 | ATIATI INC | 0.1% | ▼ 11.0% | 581,326 | $114.58M |
| 58 | ALGMALLEGRO MICROSYSTEMS, INC. | 0.1% | ▼ 3.2% | 1,619,931 | $112.78M |
| 59 | LTHLife Time Group Holdings, Inc. | 0.1% | ▼ 5.2% | 2,447,594 | $99.96M |
| 60 | ROPROPER TECHNOLOGIES INC | 0.1% | ▼ 31.8% | 294,586 | $99.68M |
| 61 | DHRDANAHER CORP /DE/ | 0.1% | ▼ 7.2% | 516,918 | $98.46M |
| 62 | ACAArcosa, Inc. | 0.1% | ▼ 16.0% | 666,203 | $96.79M |
| 63 | MTDMETTLER TOLEDO INTERNATIONAL INC/ | 0.1% | ▼ 30.6% | 74,525 | $95.21M |
| 64 | LGNDLIGAND PHARMACEUTICALS INC | 0.1% | ▼ 17.4% | 291,805 | $92.24M |
| 65 | UNHUNITEDHEALTH GROUP INC | 0.1% | ▲ 31.0% | 218,190 | $90.69M |
| 66 | ESEESCO TECHNOLOGIES INC | 0.1% | ▼ 14.6% | 256,813 | $89.89M |
| 67 | TWSTTwist Bioscience Corp | 0.1% | ▲ 75.0% | 861,309 | $88.61M |
| 68 | MOG-AMOOG INC. | 0.1% | ▼ 3.0% | 204,728 | $86.77M |
| 69 | ABEVAMBEV S.A. | 0.1% | ▲ 31.8% | 27,000,448 | $84.78M |
| 70 | MRCYMERCURY SYSTEMS INC | 0.1% | ▲ 5.5% | 681,142 | $83.32M |
| 71 | AIRAAR CORP | 0.1% | ▼ 8.8% | 582,574 | $83.27M |
| 72 | ALKSAlkermes plc. | 0.1% | ▼ 11.2% | 1,585,518 | $83.07M |
| 73 | EXTREXTREME NETWORKS INC | 0.1% | ▼ 6.6% | 2,536,716 | $82.11M |
| 74 | HXLHEXCEL CORP /DE/ | 0.1% | ▲ 1.8% | 820,224 | $82.07M |
| 75 | HQYHEALTHEQUITY, INC. | 0.1% | ▼ 2.5% | 908,554 | $82.06M |
| 76 | MTSIMACOM Technology Solutions Holdings, Inc. | 0.1% | ▼ 35.9% | 206,610 | $78.59M |
| 77 | SNXTD SYNNEX CORP | 0.1% | ▼ 6.4% | 263,832 | $70.53M |
| 78 | MYRGMYR GROUP INC. | 0.1% | ▼ 17.3% | 140,594 | $70.35M |
| 79 | YUMCYum China Holdings, Inc. | 0.1% | ▼ 60.1% | 1,712,698 | $70M |
| 80 | SUPNSUPERNUS PHARMACEUTICALS, INC. | 0.1% | ▲ 3.5% | 1,475,192 | $68.61M |
| 81 | APPAppLovin Corp | 0.1% | ▲ 5,031% | 130,535 | $67.26M |
| 82 | ITTITT INC. | 0.1% | ▼ 2.8% | 337,957 | $66.83M |
| 83 | ECGEverus Construction Group, Inc. | 0.1% | ▼ 6.7% | 401,870 | $66.69M |
| 84 | STRLSTERLING INFRASTRUCTURE, INC. | 0.1% | ▼ 50.9% | 79,362 | $66.61M |
| 85 | COCOVita Coco Company, Inc. | 0.1% | ▼ 6.7% | 1,001,278 | $66.22M |
| 86 | GKOSGLAUKOS Corp | 0.1% | ▲ 11.4% | 469,388 | $65.6M |
| 87 | OIIOCEANEERING INTERNATIONAL INC | 0.1% | ▼ 5.5% | 1,606,095 | $65.08M |
| 88 | YETIYETI Holdings, Inc. | 0.1% | ▼ 1.3% | 1,298,563 | $64.36M |
| 89 | TCOMTrip.com Group Ltd | 0.1% | ▲ 62.5% | 1,586,606 | $63.21M |
| 90 | RMBSRAMBUS INC | 0.1% | ▼ 28.6% | 470,934 | $62.51M |
| 91 | LGNLegence Corp. | 0.1% | ▼ 18.7% | 732,152 | $62.4M |
| 92 | BOOTBoot Barn Holdings, Inc. | 0.1% | ▼ 3.5% | 370,419 | $60.85M |
| 93 | ROADConstruction Partners, Inc. | 0.1% | ▼ 6.7% | 505,741 | $60.07M |
| 94 | NXPINXP Semiconductors N.V. | 0.1% | ▲ 17.7% | 210,202 | $59.07M |
| 95 | AXSMAxsome Therapeutics, Inc. | 0.1% | ▼ 6.7% | 239,490 | $58.62M |
| 96 | DCODUCOMMUN INC /DE/ | 0.1% | ▲ 22.5% | 309,462 | $57.32M |
| 97 | CWSTCASELLA WASTE SYSTEMS INC | 0.1% | ▼ 5.7% | 573,873 | $55.65M |
| 98 | TXRHTexas Roadhouse, Inc. | 0.1% | ▼ 4.7% | 280,922 | $54.28M |
| 99 | SIMOSilicon Motion Technology CORP | 0.1% | ▼ 14.4% | 161,432 | $53.81M |
| 100 | TYLTYLER TECHNOLOGIES INC | 0.1% | ▼ 3.4% | 183,408 | $53.64M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.