Trade Filings

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운용사 A 운용사 B

Loomis Sayles & Co L P ⇄ Danske Bank A/S

60공통 포지션

28.0%종목 중복 (Jaccard)

15+Only Loomis Sayles…

15+Only Danske Bank…

공통 보유 종목 · Q2 2026

증권	Loomis Sayles & Co… 비중	Danske Bank A/S 비중
NVDA NVIDIA Corporation	9.9%	7.2%
GOOGL Alphabet Inc.	7.7%	3.7%
AMZN Amazon.com, Inc.	5.5%	5.0%
TSLA Tesla, Inc.	6.7%	1.8%
MSFT Microsoft Corporation	3.6%	4.2%
META Meta Platforms, Inc.	5.3%	1.9%
AAPL Apple Inc.	0.0%	6.4%
V Visa Inc.	3.9%	1.2%
NFLX Netflix, Inc.	3.6%	0.4%
BA The Boeing Company	3.8%	0.1%
GOOG Alphabet Inc.	1.2%	2.4%
ORCL Oracle Corporation	3.1%	0.4%
MNST Monster Beverage…	3.0%	0.2%
AVGO Broadcom Inc.	0.4%	2.5%
VRTX Vertex Pharmaceuticals…	2.4%	0.2%
AMD Advanced Micro Devices…	0.0%	2.2%
MU Micron Technology, Inc.	0.0%	2.1%
SHOP Shopify Inc.	2.1%	0.0%
DIS The Walt Disney Company	1.6%	0.2%
LLY Eli Lilly and Company	0.0%	1.8%
JPM JPMorgan Chase & Co.	0.2%	1.6%
ADSK Autodesk, Inc.	1.5%	0.2%
CRM Salesforce, Inc.	1.3%	0.3%
REGN Regeneron…	1.5%	0.1%
SBUX Starbucks Corporation	1.2%	0.1%
DE Deere & Company	1.1%	0.2%
ISRG Intuitive Surgical, Inc.	0.8%	0.3%
EXPD Expeditors International…	1.1%	0.0%
TMO Thermo Fisher Scientific…	0.8%	0.2%
BRK-B Berkshire Hathaway Inc.	0.0%	1.1%
JNJ Johnson & Johnson	0.0%	1.1%
MA Mastercard Incorporated	0.5%	0.5%
WMT Walmart Inc.	0.0%	0.9%
KLAC KLA Corporation	0.3%	0.7%
BKNG Booking Holdings Inc.	0.8%	0.1%
COST Costco Wholesale…	0.2%	0.7%
LRCX Lam Research Corporation	0.0%	0.8%
YUM Yum! Brands, Inc.	0.7%	0.1%
UNH UnitedHealth Group…	0.1%	0.7%
CSCO Cisco Systems, Inc.	0.0%	0.8%
INTC Intel Corp.	0.0%	0.8%
LIN Linde plc	0.1%	0.6%
XYZ Block, Inc.	0.7%	0.1%
AMAT Applied Materials, Inc.	0.0%	0.7%
GS The Goldman Sachs Group…	0.2%	0.5%
ABBV AbbVie Inc.	0.0%	0.7%
PLTR Palantir Technologies Inc.	0.0%	0.6%
SPGI S&P Global Inc.	0.4%	0.2%
KO The Coca-Cola Company	0.0%	0.6%
TSM Taiwan Semiconductor…	0.3%	0.3%
TT Trane Technologies plc	0.4%	0.2%
MRK Merck & Co., Inc.	0.0%	0.6%
TXN Texas Instruments…	0.0%	0.5%
CAT Caterpillar Inc.	0.0%	0.5%
C Citigroup Inc.	0.0%	0.5%
BAC Bank of America…	0.0%	0.5%
CMI Cummins Inc.	0.3%	0.2%
HD The Home Depot, Inc.	0.1%	0.4%
GE GE Aerospace	0.0%	0.5%
CB Chubb Limited	0.0%	0.5%

두드러지게 Loomis Sayles & Co L P

NVO Novo Nordisk A/S	1.1%
NVS Novartis AG	1.0%
SEIC SEI Investments…	0.9%
LSGR	0.4%
ARM Arm Holdings plc…	0.3%
AEIS Advanced Energy…	0.2%
ALGM Allegro MicroSystems…	0.1%
MRX Marex Group Limited	0.1%
LGND Ligand…	0.1%
TWST Twist Bioscience…	0.1%
ABEV Ambev S.A.	0.1%
HQY HealthEquity, Inc.	0.1%
EXTR Extreme Networks, Inc.	0.1%
MTSI MACOM Technology…	0.1%
SNX TD Synnex Corp	0.1%

두드러지게 Danske Bank A/S

MRVL Marvell Technology…	0.4%
MAR Marriott…	0.2%
HCA HCA Healthcare, Inc.	0.2%
CRWD CrowdStrike Holdings…	0.2%
NOW ServiceNow, Inc.	0.2%
GM General Motors Company	0.2%
TMUS T-Mobile US, Inc.	0.2%
LITE Lumentum Holdings Inc.	0.2%
ED Consolidated Edison…	0.2%
VRT Vertiv Holdings Co	0.2%
ADBE Adobe Inc.	0.1%
NU Nu Holdings Ltd.	0.1%
TRV The Travelers…	0.1%
AME AMETEK, Inc.	0.1%
SYK Stryker Corporation	0.1%

출처: 두 운용사의 파싱된 보통주 포지션을 기준으로 실시간 산출된 중복 보유 현황 (기준: Q2 2026. 보고된 롱 포지션만 해당 — 헤지 및 13F 외 자산은 표시되지 않습니다. 방법론

운용사 비교

Loomis Sayles & Co L P ⇄ Danske Bank A/S

공통 보유 종목 · Q2 2026

두드러지게 Loomis Sayles & Co L P

두드러지게 Danske Bank A/S