Position in AIP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,544,345
New position
Shares Held
525,712
first reported quarter
Ownership
1.07%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#14
of 209 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in Semiconductors
Technology · as of Jun 30, 2026LOOMIS SAYLES & CO L P holds $9,297,110,497 across 22 Semiconductors names. AIP ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
39,501,911 | $7,903,937,371 | |
| 2 | AVGO |
Broadcom Inc.
|
871,078 | $329,049,714 | |
| 3 | ARM |
Arm Holdings PLC /Uk
|
785,168 | $278,397,017 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
486,273 | $232,229,396 | |
| 5 | ALGM |
Allegro Microsystems, Inc.
|
1,619,931 | $112,779,595 | |
| 6 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
206,610 | $78,588,245 | |
| 7 | RMBS |
Rambus Inc
|
470,934 | $62,511,778 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
210,202 | $59,073,067 |
All Filings in AIP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,544,345 | 525,712 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||