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LOOMIS SAYLES & CO L P

hedge fundUpdated 28 days ago

Managed by Loomis Sayles & Co L P • Latest filing Q2 2026

Portfolio value
$79.8B
Q2 2026
Filings
13
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$57.6B
Q2 2023$62B
Q3 2023$58.2B
Q4 2023$65.3B
Q1 2024$70.3B
Q2 2024$72.6B
Q3 2024$76.2B
Q4 2024$79.2B
Q1 2025$69.2B
Q2 2025$79.8B
Q3 2025$84.1B
Q4 2025$83B
Q1 2026$74.3B
Q2 2026$79.8B

Top holdings

1,159 positions as of Q2 2026

View filing
N

NVIDIA CORP

Value
$6.9B
Shares
34.47M
% Port
8.65%
G

ALPHABET INC-CL A

Value
$5.4B
Shares
15.07M
% Port
6.75%
T

TESLA INC

Value
$4.7B
Shares
11.07M
% Port
5.84%
A

AMAZON.COM INC

Value
$3.8B
Shares
16.15M
% Port
4.82%
M

META PLATFORMS INC

Value
$3.7B
Shares
6.59M
% Port
4.65%
V
6.V

VISA INC-CLASS A SHRS

Value
$2.7B
Shares
7.97M
% Port
3.43%
B

BOEING CO

Value
$2.6B
Shares
12.13M
% Port
3.29%
M

MICROSOFT CORP

Value
$2.5B
Shares
6.81M
% Port
3.18%
N

NETFLIX.COM INC

Value
$2.5B
Shares
35.24M
% Port
3.15%
O

ORACLE CORP

Value
$2.1B
Shares
14.66M
% Port
2.69%
M
11.MNST

MONSTER BEVERAGE CORPORATION

Value
$2.1B
Shares
21.78M
% Port
2.62%
V
12.VRTX

VERTEX PHARMACEUTICALS INC

Value
$1.7B
Shares
3.43M
% Port
2.14%
S
13.SHOP

SHOPIFY INC - CLASS A

Value
$1.5B
Shares
12.71M
% Port
1.82%
D
14.DIS

THE WALT DISNEY CO

Value
$1.1B
Shares
11.86M
% Port
1.43%
A
15.ADSK

AUTODESK INC

Value
$1.1B
Shares
5.57M
% Port
1.36%
R
16.REGN

REGENERON PHARMACEUTICALS

Value
$1B
Shares
1.63M
% Port
1.27%
N
17.NVDA

NVIDIA CORP

Value
$1B
Shares
5.03M
% Port
1.26%
C
18.CRM

SALESFORCE.COM INC

Value
$891.2M
Shares
5.69M
% Port
1.12%
G

ALPHABET INC-CL C

Value
$873.5M
Shares
2.47M
% Port
1.09%
S
20.SBUX

STARBUCKS CORP

Value
$816.8M
Shares
7.99M
% Port
1.02%

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