As of 03/31/2026, Loomis Sayles & Co. L P reported a 13F portfolio value of $74.32B, down from $82.95B for the prior reporting period. The largest reported positions included Nvidia, Alphabet Inc. CL A, Tesla, Meta Platforms, and AMAZON.COM.
The table below shows the Loomis Sayles & Co. L P top holdings by position size, including reported share amounts, changes from the prior quarter, and position value. Holdings data is derived from publicly available 13F filings.
Loomis Sayles & Co. L P latest 13F summary
- Reporting date: 03/31/2026
- Reported 13F portfolio value: $74.32 billion
- Prior reported value: $82.95 billion
- Largest reported holding: Nvidia
- Other top holdings: Alphabet Inc. CL A, Tesla, Meta Platforms, AMAZON.COM
| Entity | Amount | Change
12/31/2025 to 03/31/2026 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORP |
40,977,042 | +636,374 | $7,146,396 |
| NVDA | 40,977,042 | +636,374 | $7,146,396 |
| ALPHABET INC CL A |
17,339,594 | +197,124 | $4,986,174 |
| GOOGL | 17,339,594 | +197,124 | $4,986,174 |
| TESLA INC |
12,655,011 | +5,361 | $4,704,500 |
| TSLA | 12,655,011 | +5,361 | $4,704,500 |
| META PLATFORMS INC |
7,450,101 | +43,118 | $4,262,426 |
| META | 7,450,101 | +43,118 | $4,262,426 |
| AMAZON.COM INC |
18,325,770 | +362,660 | $3,816,708 |
| AMZN | 18,325,770 | +362,660 | $3,816,708 |
| NETFLIX.COM INC |
37,973,545 | +743,146 | $3,651,156 |
| NFLX | 37,973,545 | +743,146 | $3,651,156 |
 BOEING CO |
$2,802,611 | ||
| BA | 14,061,954 | -98,105 | $2,798,751 |
| BA.PRA | 19,393 | -252,925 | $3,860 |
| VISA INC CLASS A SHRS |
9,253,861 | +32,010 | $2,796,887 |
| V | 9,253,861 | +32,010 | $2,796,887 |
| ORACLE CORP |
16,839,240 | +638,885 | $2,477,221 |
| ORCL | 16,839,240 | +638,885 | $2,477,221 |
| MICROSOFT CORP |
6,063,327 | +66,645 | $2,244,462 |
| MSFT | 6,063,327 | +66,645 | $2,244,462 |
| MONSTER BEVERAGE CORPORATION |
25,905,224 | -363,343 | $1,877,093 |
| MNST | 25,905,224 | -363,343 | $1,877,093 |
| VERTEX PHARMACEUTICALS INC |
4,003,821 | -29,704 | $1,787,866 |
| VRTX | 4,003,821 | -29,704 | $1,787,866 |
| SHOPIFY INC CLASS A |
14,403,445 | -66,724 | $1,708,537 |
| SHOP | 14,403,445 | -66,724 | $1,708,537 |
| REGENERON PHARMACEUTICALS |
1,912,310 | -22,016 | $1,477,527 |
| REGN | 1,912,310 | -22,016 | $1,477,527 |
| AUTODESK INC |
5,740,231 | -56,656 | $1,374,211 |
| ADSK | 5,740,231 | -56,656 | $1,374,211 |
| THE WALT DISNEY CO |
13,991,645 | -189,943 | $1,348,515 |
| DIS | 13,991,645 | -189,943 | $1,348,515 |
| SALESFORCE.COM INC |
6,056,754 | -12,609 | $1,130,614 |
| CRM | 6,056,754 | -12,609 | $1,130,614 |
| STARBUCKS CORP |
9,376,448 | -102,308 | $840,036 |
| SBUX | 9,376,448 | -102,308 | $840,036 |
| NOVARTIS AG SPON ADR |
5,426,100 | -108,115 | $828,837 |
| NVS | 5,426,100 | -108,115 | $828,837 |
| ALPHABET INC CL C |
2,847,659 | -38,303 | $816,879 |
| GOOG | 2,847,659 | -38,303 | $816,879 |
| EXPEDITORS INTL WASH INC |
5,614,806 | -77,680 | $804,209 |
| EXPD | 5,614,806 | -77,680 | $804,209 |
| INTUITIVE SURGICAL INC |
1,699,693 | -15,794 | $783,541 |
| ISRG | 1,699,693 | -15,794 | $783,541 |
| DEERE & CO |
1,374,811 | -5,571 | $774,431 |
| DE | 1,374,811 | -5,571 | $774,431 |
| SEI INVESTMENTS CO |
8,628,879 | -115,755 | $677,108 |
| SEIC | 8,628,879 | -115,755 | $677,108 |
| THERMO FISHER SCIENTIFIC INC |
1,363,758 | -14,711 | $670,328 |
| TMO | 1,363,758 | -14,711 | $670,328 |
| NOVO NORDISK A S SPONS ADR |
17,017,315 | -118,069 | $625,386 |
| NVO | 17,017,315 | -118,069 | $625,386 |
| YUM BRANDS INC |
3,741,574 | -43,481 | $581,740 |
| YUM | 3,741,574 | -43,481 | $581,740 |
| QUALCOMM INC |
4,199,416 | -63,138 | $540,801 |
| QCOM | 4,199,416 | -63,138 | $540,801 |
| BOOKING HOLDINGS INC |
122,877 | +120,894 | $517,351 |
| BKNG | 122,877 | +120,894 | $517,351 |
| BLOCK INC |
7,423,669 | -98,390 | $446,756 |
| XYZ | 7,423,669 | -98,390 | $446,756 |
| NIKE INC CL B |
7,927,988 | -35,794 | $418,756 |
| NKE | 7,927,988 | -35,794 | $418,756 |
| ILLUMINA INC |
2,942,977 | -1,228,743 | $362,751 |
| ILMN | 2,942,977 | -1,228,743 | $362,751 |
| FACTSET RESEARCH SYSTEMS INC |
1,478,028 | -17,132 | $320,717 |
| FDS | 1,478,028 | -17,132 | $320,717 |
| MASTERCARD INC CLASS A |
615,244 | +28,489 | $307,413 |
| MA | 615,244 | +28,489 | $307,413 |
| NATIXIS LOOMIS FOCUSED GRWTH |
7,487,001 | +113,729 | $294,913 |
| LSGR | 7,487,001 | +113,729 | $294,913 |
| S&P GLOBAL |
674,466 | +38,345 | $286,877 |
| SPGI | 674,466 | +38,345 | $286,877 |
| PAYPAL HOLDINGS INC |
6,327,407 | -95,417 | $286,189 |
| PYPL | 6,327,407 | -95,417 | $286,189 |
| WORKDAY INC |
2,079,300 | -16,854 | $270,143 |
| WDAY | 2,079,300 | -16,854 | $270,143 |
| TAIWAN SEMICONDUCTOR ADR |
654,098 | -132,649 | $221,052 |
| TSM | 654,098 | -132,649 | $221,052 |
| HILTON WORLDWIDE HOLDINGS IN |
725,695 | -178,982 | $220,669 |
| HLT | 725,695 | -178,982 | $220,669 |
| PARKER HANNIFIN |
244,154 | -145,715 | $218,576 |
| PH | 244,154 | -145,715 | $218,576 |
| TRANE TECHNOLOGIES PLC |
507,505 | +28,654 | $211,498 |
| TT | 507,505 | +28,654 | $211,498 |
| YUM CHINA HOLDINGS INC |
4,293,911 | -23,317 | $209,457 |
| YUMC | 4,293,911 | -23,317 | $209,457 |
| BLACKROCK INC |
209,554 | -64,943 | $201,530 |
| BLK | 209,554 | -64,943 | $201,530 |
| O REILLY AUTOMOTIVE INC COMMON STOCK NEW |
2,107,746 | -312,956 | $194,566 |
| ORLY | 2,107,746 | -312,956 | $194,566 |
| COSTCO WHOLESALE CORP |
192,642 | -18,511 | $191,954 |
| COST | 192,642 | -18,511 | $191,954 |
| JP MORGAN CHASE & CO |
640,498 | -67,648 | $188,409 |
| JPM | 640,498 | -67,648 | $188,409 |
| KLA TENCOR CORPORATION |
124,783 | -13,453 | $183,732 |
| KLAC | 124,783 | -13,453 | $183,732 |
| ECHOSTAR CORP CVT |
$183,084 | ||
| CV BND | 1,563,885 | -356,976 | $183,084 |
| CUMMINS ENGINE |
335,571 | -167,549 | $180,544 |
| CMI | 335,571 | -167,549 | $180,544 |
