LOOMIS SAYLES & CO L P Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$83.0B
Holdings
695
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (695 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 40,340,668 | $7.5B | 9.07% | |
| 2 | TSLATESLA INC | 12,649,650 | $5.7B | 6.86% | |
| 3 | GOOGLALPHABET INC-CL A | 17,142,470 | $5.4B | 6.47% | |
| 4 | METAMETA PLATFORMS INC | 7,406,983 | $4.9B | 5.89% | |
| 5 | AMZNAMAZON.COM INC | 17,963,110 | $4.1B | 5.00% | |
| 6 | NFLXNETFLIX.COM INC | 37,230,399 | $3.5B | 4.21% | |
| 7 | VVISA INC-CLASS A SHRS | 9,221,851 | $3.2B | 3.90% | |
| 8 | ORCLORACLE CORP | 16,200,355 | $3.2B | 3.80% | |
| 9 | BABOEING CO | 14,160,059 | $3.1B | 3.70% | |
| 10 | MSFTMICROSOFT CORP | 5,996,682 | $2.9B | 3.49% | |
| 11 | SHOPSHOPIFY INC - CLASS A | 14,470,169 | $2.3B | 2.81% | |
| 12 | MNSTMONSTER BEVERAGE CORPORATION | 26,268,567 | $2.0B | 2.43% | |
| 13 | VRTXVERTEX PHARMACEUTICALS INC | 4,033,525 | $1.8B | 2.20% | |
| 14 | ADSKAUTODESK INC | 5,796,887 | $1.7B | 2.07% | |
| 15 | DISTHE WALT DISNEY CO | 14,181,588 | $1.6B | 1.94% | |
| 16 | CRMSALESFORCE.COM INC | 6,069,363 | $1.6B | 1.94% | |
| 17 | REGNREGENERON PHARMACEUTICALS | 1,934,326 | $1.5B | 1.80% | |
| 18 | ISRGINTUITIVE SURGICAL INC | 1,715,487 | $971.0M | 1.17% | |
| 19 | GOOGALPHABET INC-CL C | 2,885,962 | $905.0M | 1.09% | |
| 20 | NVONOVO-NORDISK A/S SPONS ADR | 17,135,384 | $871.0M | 1.05% | |
| 21 | EXPDEXPEDITORS INTL WASH INC | 5,692,486 | $847.0M | 1.02% | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 1,378,469 | $797.0M | 0.96% | |
| 23 | SBUXSTARBUCKS CORP | 9,478,756 | $797.0M | 0.96% | |
| 24 | NVSNNOVARTIS AG SPON ADR | 5,534,215 | $762.0M | 0.92% | |
| 25 | QCOMQUALCOMM INC | 4,262,554 | $728.0M | 0.88% | |
| 26 | SEICSEI INVESTMENTS CO | 8,744,634 | $716.0M | 0.86% | |
| 27 | DEDEERE & CO | 1,380,382 | $642.0M | 0.77% | |
| 28 | YUMYUM! BRANDS INC | 3,785,055 | $571.0M | 0.69% | |
| 29 | ILMNILLUMINA INC | 4,171,720 | $546.0M | 0.66% | |
| 30 | NKENIKE INC CL B | 7,963,782 | $507.0M | 0.61% | |
| 31 | XYZBLOCK INC | 7,522,059 | $489.0M | 0.59% | |
| 32 | WDAYWORKDAY INC | 2,096,154 | $450.0M | 0.54% | |
| 33 | FDSFACTSET RESEARCH SYSTEMS INC | 1,495,160 | $433.0M | 0.52% | |
| 34 | PYPLPAYPAL HOLDINGS INC | 6,422,824 | $374.0M | 0.45% | |
| 35 | PHPARKER HANNIFIN | 389,869 | $342.0M | 0.41% | |
| 36 | MAMASTERCARD INC-CLASS A | 586,755 | $334.0M | 0.40% | |
| 37 | SPGIS&P GLOBAL | 636,121 | $332.0M | 0.40% | |
| 38 | LSGRNATIXIS LOOMIS FOCUSED GRWTH | 7,373,272 | $329.0M | 0.40% | |
| 39 | BLKBLACKROCK INC | 274,497 | $293.0M | 0.35% | |
| 40 | HLTHILTON WORLDWIDE HOLDINGS IN | 904,677 | $259.0M | 0.31% | |
| 41 | CMICUMMINS ENGINE | 503,120 | $256.0M | 0.31% | |
| 42 | TSMTAIWAN SEMICONDUCTOR ADR | 786,747 | $239.0M | 0.29% | |
| 43 | MTDMETTLER-TOLEDO INTERNATIONAL | 168,797 | $235.0M | 0.28% | |
| 44 | HDHOME DEPOT | 671,959 | $231.0M | 0.28% | |
| 45 | JPMJP MORGAN CHASE & CO | 708,146 | $228.0M | 0.27% | |
| 46 | ORLYO'REILLY AUTOMOTIVE INC COMMON STOCK NEW | 2,420,702 | $220.0M | 0.27% | |
| 47 | GSGOLDMAN SACHS GROUP | 248,606 | $218.0M | 0.26% | |
| 48 | SATS 3.875 11/30/30ECHOSTAR CORP CVT | 1,920,861 | $208.0M | 0.25% | |
| 49 | YUMCYUM CHINA HOLDINGS INC | 4,317,228 | $205.0M | 0.25% | |
| 50 | ALNYALNYLAM PHARMACEUTICALS INC | 488,897 | $193.0M | 0.23% | |
| 51 | ROPROPER TECHNOLOGIES INC | 432,173 | $192.0M | 0.23% | |
| 52 | LINLINDE PLC | 443,303 | $189.0M | 0.23% | |
| 53 | DHRDANAHER CORP | 815,525 | $186.0M | 0.22% | |
| 54 | TTTRANE TECHNOLOGIES PLC | 478,851 | $186.0M | 0.22% | |
| 55 | MLB1MERCADOLIBRE INC | 90,532 | $181.0M | 0.22% | |
| 56 | COSTCOSTCO WHOLESALE CORP | 211,153 | $181.0M | 0.22% | |
| 57 | KLACKLA-TENCOR CORPORATION | 138,236 | $167.0M | 0.20% | |
| 58 | ABNBAIRBNB INC | 1,154,462 | $156.0M | 0.19% | |
| 59 | PGRPROGRESSIVE CORP | 604,108 | $137.0M | 0.17% | |
| 60 | ATDALLEGHENY TECHNOLOGIES INC | 935,673 | $106.0M | 0.13% | |
| 61 | AEISADVANCED ENERGY INDS | 489,500 | $101.0M | 0.12% | |
| 62 | RBCRBC BEARINGS INC | 225,341 | $100.0M | 0.12% | |
| 63 | BABAALIBABA GROUP HOLDING-SP ADR | 663,819 | $97.0M | 0.12% | |
| 64 | ARMARM HOLDINGS PLC | 829,918 | $90.0M | 0.11% | |
| 65 | DOCSDOXIMITY INC-CLASS A | 2,030,342 | $89.0M | 0.11% | |
| 66 | ACAARCOSA INC | 837,242 | $88.0M | 0.11% | |
| 67 | HQYHEALTHEQUITY INC | 953,072 | $86.0M | 0.10% | |
| 68 | MTSIMA-COM TECHNOLOGY SOLUTIONS | 484,374 | $82.0M | 0.10% | |
| 69 | MRXMAREX GROUP PLC | 1,935,503 | $73.0M | 0.09% | |
| 70 | LGNDLIGAND PHARMACEUTICALS CL B | 382,677 | $72.0M | 0.09% | |
| 71 | LTHLIFE TIME GROUP HOLDINGS INC | 2,745,434 | $72.0M | 0.09% | |
| 72 | SUPNSUPERNUS PHARMACEUTICALS INC | 1,448,842 | $71.0M | 0.09% | |
| 73 | TBBKBANCORP INC | 1,037,563 | $69.0M | 0.08% | |
| 74 | IRTCIRHYTHM TECHNOLOGIES INC | 392,077 | $68.0M | 0.08% | |
| 75 | AIRAAR CORP | 824,283 | $67.0M | 0.08% | |
| 76 | MIRMIRION TECHNOLOGIES INC | 2,845,619 | $65.0M | 0.08% | |
| 77 | BOOTBOOT BARN HOLDINGS INC | 373,516 | $65.0M | 0.08% | |
| 78 | RMBS*RAMBUS INC | 700,333 | $64.0M | 0.08% | |
| 79 | ROADCONSTRUCTION PARTNERS INC-A | 587,053 | $63.0M | 0.08% | |
| 80 | CWSTCASELLA WASTE SYSTEMS INC CL A | 651,263 | $63.0M | 0.08% | |
| 81 | ESEESCO TECHNOLOGIES | 325,843 | $62.0M | 0.07% | |
| 82 | CLVTRIP.COM GROUP LTD | 873,787 | $62.0M | 0.07% | |
| 83 | HXLHEXCEL CORP | 857,711 | $62.0M | 0.07% | |
| 84 | MRCYMERCURY COMPUTER SYSTEMS INC | 851,817 | $61.0M | 0.07% | |
| 85 | COCOVITA COCO CO INC/THE | 1,162,170 | $61.0M | 0.07% | |
| 86 | YETIYETI HOLDINGS INC | 1,409,040 | $61.0M | 0.07% | |
| 87 | SLABSILICON LABS INC | 464,065 | $60.0M | 0.07% | |
| 88 | ITTITT INC | 344,710 | $59.0M | 0.07% | |
| 89 | MOG/AMOOG INC CL A | 247,105 | $59.0M | 0.07% | |
| 90 | BA 6 10/15/27BOEING CO/THE CVTPFD 6.0 | 272,318 | $58.0M | 0.07% | |
| 91 | CIGICOLLIERS INTERNATIONAL GROUP INC | 393,875 | $57.0M | 0.07% | |
| 92 | UNHUNITEDHEALTH GROUP | 176,349 | $57.0M | 0.07% | |
| 93 | AXSMAXSOME THERAPEUTICS INC | 315,391 | $57.0M | 0.07% | |
| 94 | VEEVVEEVA SYSTEMS INC-CLASS A | 247,441 | $55.0M | 0.07% | |
| 95 | TTMITTM TECHNOLOGIES | 790,051 | $54.0M | 0.07% | |
| 96 | RYTMRHYTHM PHARMACEUTICALS INC | 503,901 | $53.0M | 0.06% | |
| 97 | AITAPPLIED INDUSTRIAL TECH INC | 210,902 | $53.0M | 0.06% | |
| 98 | FBKFB FINANCIAL CORP | 974,715 | $53.0M | 0.06% | |
| 99 | PATKPATRICK INDUSTRIES INC | 487,791 | $52.0M | 0.06% | |
| 100 | ALKSALKERMES INC | 1,902,522 | $52.0M | 0.06% |
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