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§ 13F · FUND PROFILE

LOOMIS SAYLES & CO L P.

Quality bond and equity, long-term focus
AUM · $79.8B (13F)Positions · 1145Turnover · 57% · Q1Filed · May 14, 2026
BIG MOVE · Q1
Technology cut 2pp. Other lifted 2pp.
CONCENTRATION
46%
Top 10 holdings
NEW BUYS
+90
+$489M deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-2pp · +2pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 14, 2026
#TickerNameShares$ value% portΔ Q1
1NVDANVIDIA CORP35.91M$6.3B8.4%+2%
2GOOGLALPHABET INC-CL A15.21M$4.4B5.9%+1%
3TSLATESLA INC11.03M$4.1B5.5%±0%
4METAMETA PLATFORMS INC6.52M$3.7B5.0%+1%
5AMZNAMAZON.COM INC16.17M$3.4B4.5%+2%
6NFLXNETFLIX.COM INC33.16M$3.2B4.3%+2%
7VVISA INC-CLASS A SHRS8.10M$2.4B3.3%±0%
8BABOEING CO12.27M$2.4B3.3%−1%
9ORCLORACLE CORP14.78M$2.2B2.9%+4%
10MSFTMICROSOFT CORP5.32M$2.0B2.6%+1%
§ 02 · SECTOR ALLOCATION

Where the money is

Other38.7% (+2pp)
Media20.4% (+1pp)
Technology13.2% (2pp)
Semiconductors11.7% (+1pp)
Financial Services8.1% (±0)
Retail6.4%
§ 03 · THE LOOMIS SIGNAL

AC read

LOOMIS SAYLES & CO L P is a Quality / Compounder fund managing $79.8 billion in assets. The fund runs a massive portfolio of 1,145 positions, broad diversification across holdings, with the top 10 accounting for 46%. Trading activity is aggressive at 57% quarterly turnover, with 90 new positions and 0 exits last quarter. Top sector allocations: Other (39%), Media (20%), Technology (13%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q1 2026
Busy quarter
+90 buys · 0 exits · 580 changed
Q4 2025
Busy quarter
+695 buys · 0 exits · 0 changed
Q2 2025
Busy quarter
+104 buys · 0 exits · 561 changed
Q1 2025
Busy quarter
+727 buys · 0 exits · 0 changed