LOOMIS SAYLES & CO L P

data from 30/09/2025

Capitalization

$ 84.075 B 5.36 %

Average holding period

15 ans

Performance

$ 98.757 B 120 154.24 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LOOMIS SAYLES & CO L P

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORP 9.08% 7.630 B $ 40895450 2019/03/31 1.200 B $ 18.10 %
2025/09/30 TSLA TESLA INC 6.74% 5.667 B $ 12742156 2020/09/30 1.641 B $ 40.00 %
2025/09/30 META META PLATFORMS INC 6.50% 5.463 B $ 7439378 2012/06/30 -27.937 M $ -0.50 %
2025/09/30 ORCL ORACLE CORP 5.50% 4.622 B $ 16433499 2011/03/31 1.060 B $ 28.64 %
2025/09/30 NFLX NETFLIX.COM INC 5.30% 4.457 B $ 3717598 2020/09/30 -523.687 M $ -10.47 %
2025/09/30 GOOGL ALPHABET INC-CL A 4.97% 4.176 B $ 17179969 2015/12/31 1.164 B $ 37.94 %
2025/09/30 AMZN AMAZON.COM INC 4.76% 4.006 B $ 18244718 2011/03/31 3.467 M $ 0.08 %
2025/09/30 V VISA INC-CLASS A SHRS 3.76% 3.160 B $ 9257425 2011/03/31 -123.274 M $ -3.85 %
2025/09/30 MSFT MICROSOFT CORP 3.76% 3.158 B $ 6097061 2011/03/31 126.803 M $ 4.13 %
2025/09/30 BA BOEING CO 3.69% 3.102 B $ 14370853 2015/09/30 90.299 M $ 3.01 %
2025/09/30 SHOP SHOPIFY INC - CLASS A 2.62% 2.201 B $ 14810603 2021/06/30 486.354 M $ 28.83 %
2025/09/30 ADSK AUTODESK INC 2.24% 1.884 B $ 5931821 2012/06/30 47.235 M $ 2.62 %
2025/09/30 MNST MONSTER BEVERAGE CORPORATION 2.15% 1.811 B $ 26902895 2015/06/30 123.523 M $ 7.46 %
2025/09/30 DIS THE WALT DISNEY CO 1.98% 1.663 B $ 14526676 2016/06/30 -136.334 M $ -7.67 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 1.92% 1.614 B $ 4122128 2019/12/31 -204.245 M $ -12.03 %
2025/09/30 CRM SALESFORCE.COM INC 1.76% 1.483 B $ 6259052 2020/03/31 -223.898 M $ -13.09 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 1.32% 1.113 B $ 1979453 2016/09/30 72.344 M $ 7.10 %
2025/09/30 NVO NOVO-NORDISK A/S SPONS ADR 1.07% 897.022 M $ 16165468 2014/03/31 -170.154 M $ -19.60 %
2025/09/30 SBUX STARBUCKS CORP 0.98% 822.590 M $ 9723287 2011/03/31 -67.399 M $ -7.67 %
2025/09/30 QCOM QUALCOMM INC 0.94% 794.406 M $ 4775225 2011/03/31 34.020 M $ 4.46 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.93% 784.991 M $ 1755228 2020/03/31 -166.222 M $ -17.70 %
2025/09/30 SEIC SEI INVESTMENTS CO 0.91% 761.618 M $ 8976049 2011/03/31 -44.295 M $ -5.58 %
2025/09/30 GOOG ALPHABET INC-CL C 0.89% 752.377 M $ 3089210 2015/12/31 217.890 M $ 37.30 %
2025/09/30 NVS NOVARTIS AG SPON ADR 0.86% 726.468 M $ 5664911 2011/03/31 40.355 M $ 5.97 %
2025/09/30 EXPD EXPEDITORS INTL WASH INC 0.85% 715.181 M $ 5833928 2011/03/31 47.913 M $ 7.30 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.82% 685.179 M $ 1412683 2018/09/30 112.529 M $ 19.62 %
2025/09/30 DE DEERE & CO 0.78% 651.577 M $ 1424959 2015/12/31 -71.021 M $ -10.07 %
2025/09/30 YUM YUM! BRANDS INC 0.70% 588.948 M $ 3874657 2014/03/31 14.687 M $ 2.58 %
2025/09/30 XYZ BLOCK INC 0.66% 558.141 M $ 7723003 2020/12/31 32.958 M $ 6.39 %
2025/09/30 WDAY WORKDAY INC 0.61% 516.959 M $ 2147464 2020/03/31 1.540 M $ 0.30 %
2025/09/30 NKE NIKE INC CL B 0.55% 459.037 M $ 6583061 2019/09/30 -8.546 M $ -1.84 %
2025/09/30 PYPL PAYPAL HOLDINGS INC 0.53% 442.797 M $ 6602995 2020/09/30 -47.355 M $ -9.77 %
2025/09/30 FDS FACTSET RESEARCH SYSTEMS INC 0.52% 439.101 M $ 1532692 2011/03/31 -242.480 M $ -35.95 %
2025/09/30 ILMN ILLUMINA INC 0.48% 407.177 M $ 4287428 2020/03/31 -1.859 M $ -0.46 %
2025/09/30 MA MASTERCARD INC-CLASS A 0.42% 348.974 M $ 613516 2011/09/30 4.252 M $ 1.22 %
2025/09/30 BLK BLACKROCK INC 0.40% 334.201 M $ 286654 2024/12/31 30.020 M $ 11.11 %
2025/09/30 SPGI S&P GLOBAL 0.39% 326.869 M $ 671589 2016/06/30 -27.559 M $ -7.70 %
2025/09/30 LSGR NATIXIS LOOMIS FOCUSED GRWTH 0.39% 324.333 M $ 7302810 2024/03/31 19.292 M $ 6.17 %
2025/09/30 PH PARKER HANNIFIN 0.37% 308.699 M $ 407174 2018/09/30 22.976 M $ 8.54 %
2025/09/30 HD HOME DEPOT 0.34% 288.903 M $ 713005 2011/03/31 22.714 M $ 10.51 %
2025/09/30 ORLY O'REILLY AUTOMOTIVE INC COMMON STOCK NEW 0.32% 272.604 M $ 2528562 2019/12/31 45.190 M $ 19.62 %
2025/09/30 HLT HILTON WORLDWIDE HOLDINGS IN 0.29% 245.094 M $ 944704 2022/03/31 -4.273 M $ -2.59 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR ADR 0.28% 237.887 M $ 851758 2020/12/31 46.887 M $ 23.31 %
2025/09/30 CMI CUMMINS ENGINE 0.28% 235.117 M $ 556661 2021/03/31 53.388 M $ 28.97 %
2025/09/30 JPM JP MORGAN CHASE & CO 0.28% 234.931 M $ 744797 2011/03/31 19.720 M $ 8.80 %
2025/09/30 LIN LINDE PLC 0.28% 232.082 M $ 488593 2023/03/31 2.876 M $ 1.24 %
2025/09/30 ALNY ALNYLAM PHARMACEUTICALS INC 0.27% 228.306 M $ 500672 2021/06/30 63.309 M $ 39.84 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.27% 225.085 M $ 451352 2011/06/30 -29.429 M $ -12.02 %
2025/09/30 MELI MERCADOLIBRE INC 0.26% 218.153 M $ 93350 2015/12/31 -24.032 M $ -10.59 %
2025/09/30 MTD METTLER-TOLEDO INTERNATIONAL 0.26% 216.382 M $ 176263 2011/03/31 9.421 M $ 4.50 %
2025/09/30 GS GOLDMAN SACHS GROUP 0.25% 210.038 M $ 263751 2011/03/31 24.313 M $ 12.52 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.24% 204.681 M $ 221126 2019/09/30 -14.252 M $ -6.50 %
2025/09/30 YUMC YUM CHINA HOLDINGS INC 0.23% 189.919 M $ 4424955 2016/12/31 -7.719 M $ -4.00 %
2025/09/30 DOCS DOXIMITY INC-CLASS A 0.22% 181.690 M $ 2483802 2022/03/31 27.700 M $ 19.25 %
2025/09/30 TT TRANE TECHNOLOGIES PLC 0.21% 179.748 M $ 425983 2021/09/30 -4.764 M $ -3.53 %
2025/09/30 DHR DANAHER CORP 0.20% 168.875 M $ 851786 2017/06/30 550.436 K $ 0.36 %
2025/09/30 KLAC KLA-TENCOR CORPORATION 0.19% 155.659 M $ 144316 2018/06/30 17.780 M $ 20.41 %
2025/09/30 ABNB AIRBNB INC 0.17% 146.086 M $ 1203145 2020/12/31 -17.660 M $ -8.25 %
2025/09/30 ECHOSTAR CORP CVT 0.17% 145.183 M $ 1901296 2024/12/31 193.196 M $ 175.67 %
2025/09/30 BABA ALIBABA GROUP HOLDING-SP ADR 0.16% 133.040 M $ 744361 2014/12/31 163.966 M $ 57.60 %
2025/09/30 ARM ARM HOLDINGS PLC 0.14% 120.306 M $ 850281 2023/09/30 -16.770 M $ -12.52 %
2025/09/30 RBC RBC BEARINGS INC 0.11% 94.868 M $ 243071 2011/03/31 1.374 M $ 1.43 %
2025/09/30 HQY HEALTHEQUITY INC 0.11% 93.358 M $ 985105 2023/06/30 -10.303 M $ -9.54 %
2025/09/30 AEIS ADVANCED ENERGY INDS 0.11% 89.814 M $ 527880 2015/03/31 20.462 M $ 28.41 %
2025/09/30 CVLT COMMVAULT SYSTEMS INC 0.10% 87.618 M $ 464127 2025/03/31 5.781 M $ 8.29 %
2025/09/30 ATI ALLEGHENY TECHNOLOGIES INC 0.10% 82.109 M $ 1009449 2023/03/31 -5.198 M $ -5.79 %
2025/09/30 TBBK BANCORP INC 0.10% 80.461 M $ 1074387 2021/03/31 12.271 M $ 31.46 %
2025/09/30 ACA ARCOSA INC 0.10% 80.205 M $ 855886 2018/12/31 6.254 M $ 8.07 %
2025/09/30 LTH LIFE TIME GROUP HOLDINGS INC 0.09% 79.782 M $ 2890664 2023/03/31 -8.129 M $ -9.00 %
2025/09/30 ROAD CONSTRUCTION PARTNERS INC-A 0.09% 78.039 M $ 614482 2023/12/31 13.061 M $ 19.50 %
2025/09/30 STRL STERLING CONSTRUCTION CO 0.09% 76.608 M $ 225530 2023/12/31 38.561 M $ 47.22 %
2025/09/30 VEEV VEEVA SYSTEMS INC-CLASS A 0.09% 76.194 M $ 255763 2020/12/31 2.392 M $ 3.45 %
2025/09/30 AIR AAR CORP 0.09% 75.767 M $ 844957 2023/03/31 17.469 M $ 30.35 %
2025/09/30 KTOS KRATOS DEFENSE & SECURITY SOLUTIONS INC 0.09% 74.234 M $ 812457 2023/09/30 75.016 M $ 96.71 %
2025/09/30 ESE ESCO TECHNOLOGIES 0.09% 72.002 M $ 341064 2023/03/31 7.774 M $ 10.03 %
2025/09/30 BLDR BUILDERS FIRSTSOURCE INC 0.09% 71.526 M $ 589907 2022/03/31 2.718 M $ 3.91 %
2025/09/30 LGND LIGAND PHARMACEUTICALS CL B 0.08% 70.954 M $ 400553 2024/06/30 26.076 M $ 55.82 %
2025/09/30 INSM INSMED INC 0.08% 70.896 M $ 492296 2020/12/31 34.417 M $ 43.09 %
2025/09/30 UNH UNITEDHEALTH GROUP 0.08% 69.002 M $ 199832 2011/03/31 19.506 M $ 10.68 %
2025/09/30 MRCY MERCURY COMPUTER SYSTEMS INC 0.08% 68.469 M $ 884615 2018/12/31 23.366 M $ 43.71 %
2025/09/30 HLNE HAMILTON LANE INC-CLASS A 0.08% 68.176 M $ 505796 2019/09/30 -3.817 M $ -5.16 %
2025/09/30 BOOT BOOT BARN HOLDINGS INC 0.08% 66.994 M $ 404259 2021/03/31 4.699 M $ 9.03 %
2025/09/30 TCOM TRIP.COM GROUP LTD 0.08% 66.247 M $ 880944 2019/12/31 14.230 M $ 28.24 %
2025/09/30 CWST CASELLA WASTE SYSTEMS INC CL A 0.08% 66.088 M $ 696540 2019/09/30 -14.689 M $ -17.77 %
2025/09/30 VRNS VARONIS SYSTEMS INC 0.08% 65.469 M $ 1139191 2020/03/31 7.853 M $ 13.24 %
2025/09/30 SLAB SILICON LABS INC 0.08% 65.409 M $ 498810 2011/03/31 -7.804 M $ -11.01 %
2025/09/30 MIR MIRION TECHNOLOGIES INC 0.08% 64.233 M $ 2761535 2025/06/30 2.754 M $ 8.04 %
2025/09/30 ITT ITT INC 0.08% 63.980 M $ 357908 2022/12/31 8.176 M $ 13.98 %
2025/09/30 RMBS RAMBUS INC 0.08% 63.578 M $ 610153 2025/06/30 8.849 M $ 62.76 %
2025/09/30 MTSI MA-COM TECHNOLOGY SOLUTIONS 0.08% 63.117 M $ 507005 2020/03/31 -9.778 M $ -13.12 %
2025/09/30 ALKS ALKERMES INC 0.07% 61.466 M $ 2048851 2023/03/31 2.933 M $ 4.86 %
2025/09/30 SUPN SUPERNUS PHARMACEUTICALS INC 0.07% 61.455 M $ 1285937 2015/12/31 21.116 M $ 51.62 %
2025/09/30 MRX MAREX GROUP PLC 0.07% 60.071 M $ 1786767 2025/03/31 -10.339 M $ -14.82 %
2025/09/30 MGY MAGNOLIA OIL & GAS CORP - A 0.07% 59.798 M $ 2505136 2022/06/30 3.587 M $ 6.18 %
2025/09/30 PJT PJT PARTNERS INC - A 0.07% 59.576 M $ 335207 2020/06/30 4.121 M $ 7.71 %
2025/09/30 RDNT RADNET INC 0.07% 59.307 M $ 778209 2023/09/30 15.407 M $ 33.91 %
2025/09/30 CRSP CRISPR THERAPEUTICS AG 0.07% 58.959 M $ 909714 2021/06/30 13.856 M $ 33.24 %
2025/09/30 BOEING CO/THE CVTPFD 6.0 0.07% 58.470 M $ 270909 2024/12/31 3.599 M $ 3.01 %
2025/09/30 HXL HEXCEL CORP 0.07% 57.993 M $ 924929 2021/03/31 5.915 M $ 10.99 %
2025/09/30 CIGI COLLIERS INTERNATIONAL GROUP INC 0.07% 57.892 M $ 370604 2022/12/31 8.858 M $ 19.66 %