LOOMIS SAYLES & CO L P

CIK
312348
City
BOSTON
State / Country
MA

Top Portfolio Positions

630 positions · $72,426,161,977 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
40,977,042 $7,146,396,124 9.87%
GOOGL
Alphabet Inc.
Communication Services
17,339,594 $4,986,173,649 6.88%
TSLA
Tesla, Inc.
Consumer Cyclical
12,655,011 $4,704,500,338 6.50%
META
Meta Platforms, Inc.
Communication Services
7,450,101 $4,262,426,284 5.89%
AMZN
Amazon Com Inc
Consumer Cyclical
18,325,770 $3,816,708,117 5.27%
NFLX
Netflix Inc
Communication Services
37,973,545 $3,651,156,351 5.04%
BA
Boeing Co
Industrials
14,061,954 $2,798,750,703 3.86%
V
Visa Inc.
Financial Services
9,253,861 $2,796,886,948 3.86%
ORCL
Oracle Corp
Technology
16,839,240 $2,477,220,596 3.42%
MSFT
Microsoft Corp
Technology
6,063,327 $2,244,461,755 3.10%

Portfolio Trend

48 quarters · across all stocks

Holdings in NVMI

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $28,986,452 66,746
2025-12-31 $25,057,470 76,304
2025-09-30 $28,024,911 87,671
2025-06-30 $21,764,467 79,086
2025-03-31 $22,590,010 122,552
2024-12-31 $24,688,469 125,354
2024-09-30 $26,931,695 129,268
2024-06-30 $38,981,934 166,213
2024-03-31 $42,370,937 238,871
2023-12-31 $37,392,337 272,162
2023-09-30 $30,745,930 273,443
2023-06-30 $31,680,148 270,078
2023-03-31 $26,874,802 257,249
2022-12-31 $19,777,831 242,138
2022-09-30 $20,502,366 240,356
2022-06-30 $25,218,389 284,857
2022-03-31 $34,848,894 320,067
2021-12-31 $52,273,836 356,818
2021-09-30 $36,875,033 360,495
2021-06-30 $15,297,479 148,678
2021-03-31 $30,641,519 336,683
2020-12-31 $19,285,660 273,168
2020-09-30 $8,872,768 170,172