Filing analysis
Loomis Sayles & Co L P
13F-HR · period Q2 2026 · filed Aug 14, 2026
$79.79BReported 13F value
1,159Positions
1Other managers included
+66New
228Increased
336Reduced
−80Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| GOOGN Alphabet Inc. Depository Shs… | $72.80M | 0.1% |
| GOOGM Alphabet Inc. Depository Shs… | $63.65M | 0.1% |
| SMTC Semtech Corporation | $50.58M | 0.1% |
| RYAN Ryan Specialty Holdings, Inc. | $36.18M | 0.0% |
| ATEN A10 Networks, Inc. | $33.03M | 0.0% |
| VSH Vishay Intertechnology, Inc. | $29.09M | 0.0% |
| OVV Ovintiv Inc. | $27.83M | 0.0% |
| AIP Arteris, Inc. | $25.54M | 0.0% |
| LIND Lindblad Expeditions… | $25.09M | 0.0% |
| TCBI Texas Capital Bancshares, Inc. | $24.56M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| GOOGL Alphabet Inc. | ▼ Trim | -0.7% | $6.15B |
| NFLX Netflix, Inc. | ▲ Add | +5.4% | $2.86B |
| NVDA NVIDIA Corporation | ▼ Trim | -3.6% | $7.90B |
| MSFT Microsoft Corporation | ▲ Add | +28.3% | $2.90B |
| TSLA Tesla, Inc. | ▲ Add | +0.2% | $5.33B |
| AMZN Amazon.com, Inc. | ▼ Trim | -0.2% | $4.36B |
| MNST Monster Beverage Corporation | ▼ Trim | -4.1% | $2.39B |
| QCOM QUALCOMM Incorporated | ▼ Trim | -95.6% | $33.94M |
| V Visa Inc. | ▼ Trim | -1.6% | $3.13B |
| REGN Regeneron Pharmaceuticals… | ▼ Trim | -2.8% | $1.16B |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.