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LOOMIS SAYLES & CO L P

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000312348

$79.79B

disclosed book value

707

positions

9.9%

largest position share

Positions, as of 2026-06-30

top 100 of 707 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORP39.5M$7.90B9.9%
2GOOGLALPHABET INC-CL A17.2M$6.15B7.7%
3TSLATESLA INC12.7M$5.33B6.7%
4AMZNAMAZON.COM INC18.3M$4.36B5.5%
5METAMETA PLATFORMS INC7.5M$4.23B5.3%
6VVISA INC-CLASS A SHRS9.1M$3.13B3.9%
7BABOEING CO13.9M$3.01B3.8%
8MSFTMICROSOFT CORP7.8M$2.90B3.6%
9NFLXNETFLIX.COM INC40.0M$2.86B3.6%
10ORCLORACLE CORP16.7M$2.45B3.1%
11MNSTMONSTER BEVERAGE CORPORATION24.8M$2.39B3%
12VRTXVERTEX PHARMACEUTICALS INC3.9M$1.95B2.4%
13SHOPSHOPIFY INC - CLASS A14.4M$1.65B2.1%
14DISTHE WALT DISNEY CO13.6M$1.31B1.6%
15ADSKAUTODESK INC6.3M$1.23B1.5%
16REGNREGENERON PHARMACEUTICALS1.9M$1.16B1.5%
17CRMSALESFORCE.COM INC6.5M$1.01B1.3%
18GOOGALPHABET INC-CL C2.7M$959.8M1.2%
19SBUXSTARBUCKS CORP9.1M$933.2M1.2%
20EXPDEXPEDITORS INTL WASH INC5.5M$895.9M1.1%
21NVONOVO-NORDISK A/S SPONS ADR18.6M$891.4M1.1%
22DEDEERE & CO1.4M$867.4M1.1%
23NVSNOVARTIS AG SPON ADR5.2M$821.1M1%
24SEICSEI INVESTMENTS CO8.5M$744.0M0.9%
25TMOTHERMO FISHER SCIENTIFIC INC1.3M$659.4M0.8%
26ISRGINTUITIVE SURGICAL INC1.7M$658.6M0.8%
27BKNGBOOKING HOLDINGS INC3.4M$608.5M0.8%
28YUMYUM! BRANDS INC3.7M$587.2M0.7%
29XYZBLOCK INC7.3M$557.9M0.7%
30MAMASTERCARD INC-CLASS A726,071$372.9M0.5%
31LSGRNATIXIS LOOMIS FOCUSED GRWTH8.1M$340.7M0.4%
32ILMNILLUMINA INC1.9M$339.7M0.4%
33SPGIS&P GLOBAL813,725$331.4M0.4%
34FDSFACTSET RESEARCH SYSTEMS INC1.4M$331.1M0.4%
35AVGOBROADCOM INC871,078$329.0M0.4%
36NKENIKE INC CL B7.8M$320.5M0.4%
37TRANE TECHNOLOGIES PLC591,726$290.6M0.4%
38WDAYWORKDAY INC2.3M$281.0M0.4%
39ARMARM HOLDINGS PLC785,168$278.4M0.3%
40CMICUMMINS ENGINE355,936$253.9M0.3%
41TSMTAIWAN SEMICONDUCTOR ADR486,273$232.2M0.3%
42KLACKLA-TENCOR CORPORATION769,321$232.1M0.3%
43MELIMERCADOLIBRE INC124,382$211.1M0.3%
44PHPARKER HANNIFIN208,634$204.1M0.3%
45HLTHILTON WORLDWIDE HOLDINGS IN607,632$200.8M0.3%
46GSGOLDMAN SACHS GROUP191,453$193.6M0.2%
47BLKBLACKROCK INC198,459$190.8M0.2%
48JPMJP MORGAN CHASE & CO582,767$190.8M0.2%
49ORLYO'REILLY AUTOMOTIVE INC COMMON STOCK NEW2.0M$187.5M0.2%
50ALNYALNYLAM PHARMACEUTICALS INC580,187$174.7M0.2%
51COSTCOSTCO WHOLESALE CORP178,361$166.9M0.2%
52PGRPROGRESSIVE CORP737,746$161.2M0.2%
53ABNBAIRBNB INC915,294$131.0M0.2%
54RBCRBC BEARINGS INC192,977$124.3M0.2%
55HDHOME DEPOT339,950$119.9M0.2%
56AEISADVANCED ENERGY INDS318,553$118.8M0.1%
57LINDE PLC222,955$115.7M0.1%
58ATIALLEGHENY TECHNOLOGIES INC581,326$114.6M0.1%
59ALGMALLEGRO MICROSYSTEMS INC1.6M$112.8M0.1%
60LTHLIFE TIME GROUP HOLDINGS INC2.4M$100.0M0.1%
61ROPROPER TECHNOLOGIES INC294,586$99.7M0.1%
62MAREX GROUP PLC1.6M$99.1M0.1%
63DHRDANAHER CORP516,918$98.5M0.1%
64ACAARCOSA INC666,203$96.8M0.1%
65MTDMETTLER-TOLEDO INTERNATIONAL74,525$95.2M0.1%
66LGNDLIGAND PHARMACEUTICALS CL B291,805$92.2M0.1%
67UNHUNITEDHEALTH GROUP218,190$90.7M0.1%
68ESEESCO TECHNOLOGIES256,813$89.9M0.1%
69TWSTTWIST BIOSCIENCE CORP861,309$88.6M0.1%
70MOG/AMOOG INC CL A204,728$86.8M0.1%
71ABEVAMBEV SA-SPN ADR27.0M$84.8M0.1%
72MRCYMERCURY COMPUTER SYSTEMS INC681,142$83.3M0.1%
73AIRAAR CORP582,574$83.3M0.1%
74ALKERMES INC1.6M$83.1M0.1%
75EXTREXTREME NETWORKS INC2.5M$82.1M0.1%
76HXLHEXCEL CORP820,224$82.1M0.1%
77HQYHEALTHEQUITY INC908,554$82.1M0.1%
78UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC CVT1.1M$81.6M0.1%
79MTSIMA-COM TECHNOLOGY SOLUTIONS206,610$78.6M0.1%
80GOOGL 6.25 05/15/29 BALPHABET INC CVTPFD 6.25206,029$72.8M0.1%
81SNXSYNNEX CORP263,832$70.5M0.1%
82MYRGMYR GROUP INC/DELAWARE140,594$70.4M0.1%
83YUMCYUM CHINA HOLDINGS INC1.7M$70.0M0.1%
84SUPNSUPERNUS PHARMACEUTICALS INC1.5M$68.6M0.1%
85APPAPPLOVIN CORP-CLASS A130,535$67.3M0.1%
86ITTITT INC337,957$66.8M0.1%
87ECGEVERUS CONSTRUCTION GROUP401,870$66.7M0.1%
88STRLSTERLING CONSTRUCTION CO79,362$66.6M0.1%
89COCOVITA COCO CO INC/THE1.0M$66.2M0.1%
90GKOSGLAUKOS CORP469,388$65.6M0.1%
91OIIOCEANEERING INTL INC1.6M$65.1M0.1%
92YETIYETI HOLDINGS INC1.3M$64.4M0.1%
93GOOGL 6.25 05/15/29 AALPHABET INC CVTPFD 6.25178,094$63.6M0.1%
94TCOMTRIP.COM GROUP LTD1.6M$63.2M0.1%
95RMBSRAMBUS INC470,934$62.5M0.1%
96LGNLEGENCE CORP-CL A732,152$62.4M0.1%
97BOOTBOOT BARN HOLDINGS INC370,419$60.8M0.1%
98ROADCONSTRUCTION PARTNERS INC-A505,741$60.1M0.1%
99NXP SEMICONDUCTORS NV210,202$59.1M0.1%
100IWFISHARES RUSSELL 1000 GROWTH INDEX FUND475,532$59.0M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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