Loomis Sayles & Co L P Top Holdings and 13F Report (2025) About Loomis Sayles & Co L PInvestment ActivityLoomis Sayles & Co L P has $79.80 billion in total holdings as of June 30, 2025.Loomis Sayles & Co L P owns shares of 722 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 2.74% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Loomis Sayles & Co L P has purchased 726 new stocks and bought additional shares in 246 stocks.Loomis Sayles & Co L P sold shares of 315 stocks and completely divested from 109 stocks this quarter.Largest Holdings NVIDIA $6,629,306,120Meta Platforms $5,558,055,441Netflix $5,001,674,684Amazon.com $4,225,690,493Tesla $4,102,514,271 Largest New Holdings this Quarter 450056106 - iRhythm Technologies $39,339,397 Holding60471A101 - Mirion Technologies $34,269,042 Holding71944F106 - Phreesia $34,161,676 Holding13100M509 - Calix $21,682,053 Holding927959106 - VIPER ENERGY PARTNERS LP $20,398,864 Holding Largest Purchases this Quarter O'Reilly Automotive 2,357,916 shares (about $212.52M)Regeneron Pharmaceuticals 305,089 shares (about $160.17M)Deere & Company 292,932 shares (about $148.95M)KLA 95,554 shares (about $85.59M)Hilton Worldwide 164,092 shares (about $43.70M) Largest Sales this Quarter Analog Devices 182 shares (about $∞T)Microchip Technology 85,981 shares (about $∞T)Alibaba Group 1,388,995 shares (about $157.53M)Alphabet 837,067 shares (about $147.52M)Netflix 90,077 shares (about $120.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLoomis Sayles & Co L P Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$6,629,306,120$69,137,373 ▼-1.0%41,960,2898.3%Computer and TechnologyMETAMeta Platforms$5,558,055,441$103,197,531 ▼-1.8%7,530,3227.0%Computer and TechnologyNFLXNetflix$5,001,674,684$120,624,814 ▼-2.4%3,735,0186.3%Consumer DiscretionaryAMZNAmazon.com$4,225,690,493$66,704,651 ▼-1.6%19,261,0905.3%Retail/WholesaleTSLATesla$4,102,514,271$69,142,508 ▼-1.7%12,914,7975.1%Auto/Tires/TrucksORCLOracle$3,700,364,628$51,255,618 ▼-1.4%16,925,2374.6%Computer and TechnologyVVisa$3,201,790,904$70,705,724 ▼-2.2%9,017,8594.0%Business ServicesMSFTMicrosoft$3,070,747,768$5,427,241 ▼-0.2%6,173,4743.8%Computer and TechnologyGOOGLAlphabet$3,067,384,220$147,516,313 ▼-4.6%17,405,5743.8%Computer and TechnologyBABoeing$3,003,229,469$46,019,911 ▼-1.5%14,333,1723.8%AerospaceADSKAutodesk$1,805,241,168$27,262,593 ▲1.5%5,831,4472.3%Computer and TechnologyDISWalt Disney$1,777,786,052$26,927,780 ▲1.5%14,335,8282.2%Consumer DiscretionaryCRMSalesforce$1,710,698,987$4,374,221 ▲0.3%6,273,4202.1%Computer and TechnologyVRTXVertex Pharmaceuticals$1,697,715,954$28,958,926 ▲1.7%3,813,3782.1%MedicalSHOPShopify$1,686,738,475$22,126,898 ▲1.3%14,622,7872.1%Computer and TechnologyMNSTMonster Beverage$1,656,847,080$24,159,747 ▲1.5%26,450,3052.1%Consumer StaplesREGNRegeneron Pharmaceuticals$1,019,061,568$160,171,696 ▲18.6%1,941,0701.3%MedicalISRGIntuitive Surgical$939,139,395$14,868,237 ▲1.6%1,728,2341.2%MedicalSBUXStarbucks$878,490,196$13,923,179 ▲1.6%9,587,3641.1%Retail/WholesaleNVONovo Nordisk A/S$867,997,642$12,961,197 ▲1.5%12,576,0311.1%MedicalSEICSEI Investments$794,474,637$10,890,852 ▲1.4%8,841,2491.0%FinanceQCOMQUALCOMM$763,110,911$34,290,751 ▼-4.3%4,791,6041.0%Computer and TechnologyDEDeere & Company$704,930,454$148,953,011 ▲26.8%1,386,3210.9%IndustrialsNVSNovartis$675,426,544$9,497,228 ▲1.4%5,581,5760.8%MedicalFDSFactSet Research Systems$674,521,623$10,689,994 ▲1.6%1,508,0520.8%Business ServicesEXPDExpeditors International of Washington$656,362,885$9,524,565 ▲1.5%5,744,9710.8%TransportationGOOGAlphabet$584,211,533$47,237,354 ▼-7.5%3,293,3740.7%Computer and TechnologyTMOThermo Fisher Scientific$573,479,367$27,332,869 ▲5.0%1,414,3920.7%MedicalYUMYum! Brands$569,723,371$6,039,372 ▲1.1%3,844,8060.7%Retail/WholesaleBLOCK INC$515,856,710$6,804,752 ▲1.3%7,593,9450.6%COMMONWDAYWorkday$506,399,449$7,379,999 ▲1.5%2,109,9980.6%Computer and TechnologyPYPLPayPal$484,770,650$7,708,322 ▲1.6%6,522,7480.6%Business ServicesNKENIKE$463,438,795$9,317,464 ▲2.1%6,523,6320.6%Consumer DiscretionaryILMNIllumina$403,157,755$7,472,226 ▲1.9%4,225,5290.5%MedicalSPGIS&P Global$358,101,621$1,286,588 ▲0.4%679,1360.4%FinanceMAMastercard$347,803,772$912,029 ▼-0.3%618,9340.4%Business ServicesLSGRNatixis Loomis Sayles Focused Growth ETF$312,807,209$1,075,008 ▼-0.3%7,477,3440.4%ETFBABAAlibaba Group$284,680,644$157,525,921 ▼-35.6%2,510,1900.4%Retail/WholesaleBLACKROCK INC$270,095,836$38,258,803 ▲16.5%257,4180.3%COMMONPHParker-Hannifin$268,906,061$569,253 ▲0.2%384,9930.3%IndustrialsROPRoper Technologies$244,776,817$12,746,531 ▼-4.9%431,8270.3%Computer and TechnologyLINDE PLC$231,823,715$17,655,713 ▼-7.1%494,1040.3%COMMONORLYO'Reilly Automotive$230,371,829$212,518,969 ▲1,190.4%2,555,9950.3%Retail/WholesaleMELIMercadoLibre$227,004,220$2,046,472 ▼-0.9%86,8540.3%Retail/WholesaleJPMJPMorgan Chase & Co.$224,023,813$24,310,684 ▲12.2%772,7360.3%FinanceCOSTCostco Wholesale$219,388,523$15,038,179 ▼-6.4%221,6180.3%Retail/WholesaleHDHome Depot$216,028,783$863,804 ▲0.4%589,2120.3%Retail/WholesaleABNBAirbnb$214,019,189$6,548,448 ▼-3.0%1,617,1920.3%Consumer DiscretionaryALSNAllison Transmission$209,886,104$36,111,398 ▼-14.7%2,209,5600.3%Auto/Tires/TrucksMTDMettler-Toledo International$209,250,524$14,884,877 ▲7.7%178,1280.3%MedicalTSMTaiwan Semiconductor Manufacturing$201,127,423$37,456,010 ▲22.9%888,0190.3%Computer and TechnologyGSThe Goldman Sachs Group$194,215,801$439,513 ▼-0.2%274,4130.2%FinanceYUMCYum China$192,797,654$39,353,786 ▼-17.0%4,312,1820.2%Retail/WholesaleCMICummins$184,298,988$380,555 ▲0.2%562,7450.2%Auto/Tires/TrucksUNHUnitedHealth Group$182,576,699$31,639,062 ▲21.0%585,2380.2%MedicalHLTHilton Worldwide$164,931,045$43,704,263 ▲36.1%619,2500.2%Consumer DiscretionaryALNYAlnylam Pharmaceuticals$158,912,788$3,311,770 ▼-2.0%487,3280.2%MedicalDHRDanaher$151,018,342$314,286 ▲0.2%764,4950.2%MedicalDOCSDoximity$143,871,804$2,281,725 ▼-1.6%2,345,4810.2%MedicalTTTrane Technologies$134,881,935$289,128 ▲0.2%308,3650.2%ConstructionARM HOLDINGS PLC$133,943,364$2,690,707 ▼-2.0%828,1400.2%ADRBOEING CO/THE CVTPFD 6.0$119,706,605$87,932,423 ▼-42.3%571,3100.2%CV PFDECHOSTAR CORP CVT$109,978,077$24,649,846 ▼-18.3%3,970,3270.1%CV BNDHQYHealthEquity$108,041,916$8,550,406 ▼-7.3%1,031,3280.1%MedicalRBCRBC Bearings$96,328,908$7,318,126 ▼-7.1%250,3350.1%IndustrialsADBEAdobe$92,314,984$17,381,358 ▼-15.8%238,6140.1%Computer and TechnologyLTHLife Time Group$90,316,856$11,380,483 ▼-11.2%2,977,8060.1%Consumer DiscretionaryATIATI$89,760,186$16,636,336 ▼-15.6%1,039,6130.1%Basic MaterialsKLACKLA$87,093,696$85,591,540 ▲5,697.9%97,2310.1%Computer and TechnologyCWSTCasella Waste Systems$82,676,231$15,743,832 ▼-16.0%716,5560.1%Business ServicesSTRLSterling Infrastructure$81,662,269$1,974,126 ▼-2.4%353,9300.1%ConstructionINSMInsmed$79,864,784$21,727,874 ▼-21.4%793,5690.1%MedicalKTOSKratos Defense & Security Solutions$77,571,082$35,672,253 ▼-31.5%1,669,9910.1%AerospaceESEESCO Technologies$77,522,387$2,529,806 ▼-3.2%404,0360.1%IndustrialsACAArcosa$77,470,861$228,134 ▼-0.3%893,4480.1%ConstructionMTSIMACOM Technology Solutions$74,523,839$1,792,988 ▼-2.3%520,0910.1%Computer and TechnologyMMSIMerit Medical Systems$74,196,198$23,267,453 ▼-23.9%793,7120.1%MedicalHLNEHamilton Lane$74,011,264$12,562,697 ▼-14.5%520,7660.1%FinanceAEISAdvanced Energy Industries$72,031,770$11,878,625 ▼-14.2%543,6360.1%Computer and TechnologySLABSilicon Laboratories$70,858,793$5,152,737 ▼-6.8%480,8550.1%Computer and TechnologyMAREX GROUP PLC$69,760,541$12,370,332 ▲21.6%1,767,4320.1%COMMONCVLTCommVault Systems$69,744,203$27,234,530 ▲64.1%400,0700.1%Computer and TechnologyTXRHTexas Roadhouse$69,682,599$6,376,250 ▼-8.4%371,8190.1%Retail/WholesaleBLDRBuilders FirstSource$69,562,176$6,682,370 ▲10.6%596,1280.1%Retail/WholesaleVEEVVeeva Systems$69,362,863$2,325,726 ▼-3.2%240,8600.1%MedicalPRCTPROCEPT BioRobotics$67,467,513$575,366 ▼-0.8%1,171,3110.1%MedicalROADConstruction Partners$66,994,661$8,589,975 ▼-11.4%630,3600.1%ConstructionITGRInteger$66,276,772$954,616 ▼-1.4%538,9670.1%MedicalINTAIntapp$63,130,884$11,968,817 ▼-15.9%1,222,9930.1%Computer and TechnologyGKOSGlaukos$61,314,184$4,806,910 ▼-7.3%593,6120.1%MedicalALKSAlkermes$60,364,067$9,452,429 ▼-13.5%2,109,8940.1%MedicalVRNAVerona Pharma PLC American Depositary Share$59,747,037$15,566,071 ▼-20.7%631,7090.1%MedicalVRNSVaronis Systems$59,306,501$1,427,344 ▼-2.4%1,168,6010.1%Computer and TechnologyITRIItron$59,287,864$1,426,738 ▼-2.3%450,4130.1%Computer and TechnologyITTITT$58,473,045$3,726,286 ▼-6.0%372,8430.1%Multi-Sector ConglomeratesMGYMagnolia Oil & Gas$58,012,967$4,604,983 ▼-7.4%2,580,6480.1%EnergyCWANClearwater Analytics$58,009,214$10,635,261 ▼-15.5%2,645,1990.1%Computer and TechnologyAIRAAR$57,552,586$456,490 ▼-0.8%836,6420.1%AerospaceHXLHexcel$53,808,363$4,061,405 ▼-7.0%952,5290.1%AerospaceMRCYMercury Systems$53,461,974$40,783,653 ▲321.7%992,6100.1%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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